Our Services

Strategic
Planning

  • Evaluate and refine your strategic vision
  • Identify resources required to realize your goals
  • Translate objectives into long-term growth plan & flexible financial model
  • Perform scenario analysis to identify risks and adapt to market changes

Annual
Planning

  • Run a transparent and inclusive budget process
  • Create alignment around near-term financial targets that support long-term plans
  • Link resource allocation to clear financial goals

Financial
Processes

  • Define single sources of truth for financial information
  • Create standardized, meaningful operating metrics to measure performance
  • Design and compile timely operational and financial reports for management and investors
  • Advise on and manage system transitions

Capital
Raises

  • Help articulate fundraising rationale and capital needs
  • Develop appropriate debt and equity alternatives
  • Create materials and process to drive a successful raise

Mergers and
Acquisitions

  • Evaluation of strategic alternatives
  • Pro forma financial analysis
  • Analysis & advice regarding potential deal terms
  • Due diligence
  • Integration

Business Model Expertise

SaaS / Tech-Enabled Services

  • Operating experience:
    Helix Education

  • Consulting experience:
    ReUp Education, Statapile

Online Marketplace

  • Operating experience:
    OpenX Technologies

Digital Media

  • Operating experience: 
    BuzzFeed

  • Consulting experience:
    Vetted

Filmed Entertainment / Cable Production and Distribution

  • Operating / strategic consulting experience: The Walt Disney Company

Educational Services

  • Operating experience:
    Disney English, Helix Education

Consumer Products Licensing

  • Operating experience:
    Disney Consumer Products