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What we were asked, what we recommended and what happened next. Every number comes with its timeframe.
All work
Strategy review
Value creation plan
Commercial diligence
Operating model
Pellam Group
· Operating model
How a new PE owner and its CEO rebuilt who decides what in the first 100 days.
Northmere Health
· Strategy review
Why a 46-clinic group stopped expanding into new cities, and what it did instead.
Brightwater
· Value creation plan
The plan that took direct sales from 9% to 31% of revenue in 18 months.
Halvard
How a founder-led software company halved its average discount without losing a renewal.
Ashby & Lowe
· Commercial diligence
Why we told a fund not to buy a specialty broker at 11× earnings, in 19 days.
Quarrystone
Twelve weeks with three generations of owners, and one unanimous board vote.
Forty-five minutes with a partner, at no charge. Within two days we’ll tell you whether we’re the right firm, and if we’re not, who is.
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