Strategy consulting services

Four kinds of engagement. Each one is fixed-fee, partner-led and ends with a one-page answer.

Strategy review

Where to grow, where to stop, and what to fund first.

6–10 weeks

Value creation plan

What a new owner should do first, in order, with the numbers behind it.

6–8 weeks

Commercial diligence

An outside view of the market, the customers and the plan, before you sign.

3–4 weeks

Operating model

Who decides what, how money gets approved, how the org fits the plan.

8–12 weeks

Strategy review

Where to grow, where to stop, and what to fund first. For a CEO and board who need one clear answer before the next budget cycle.

What you get

A market-by-market view of where you win today

Three options, costed, with the one we’d choose

A board session to agree the decision

A 90-day plan with named owners

Usual length

6–10 weeks

Team

1 partner, 2 consultants

Northmere case study

One-page memo: Where should Northmere open its next 20 clinics?

Strategy review

Where to grow, where to stop, and what to fund first. For a CEO and board who need one clear answer before the next budget cycle.

What you get

A market-by-market view of where you win today

Three options, costed, with the one we’d choose

A board session to agree the decision

A 90-day plan with named owners

Usual length

6–10 weeks

Team

1 partner, 2 consultants

Northmere case study

Value creation plan

What a new owner should do first, in order, with the numbers behind it. For deal teams and the management they’ve just backed.

What you get

A baseline of where value sits today

Five to seven initiatives, sized and sequenced

A 100-day plan management signs up to

The KPIs your board will track monthly

Usual length

6–8 weeks

Team

1 partner, 3 consultants

Brightwater case study

One-page memo: What should Brightwater’s new owner do first?

Value creation plan

What a new owner should do first, in order, with the numbers behind it. For deal teams and the management they’ve just backed.

What you get

A baseline of where value sits today

Five to seven initiatives, sized and sequenced

A 100-day plan management signs up to

The KPIs your board will track monthly

Usual length

6–8 weeks

Team

1 partner, 3 consultants

Brightwater case study

Commercial diligence

An outside view of the market, the customers and the plan in the deck, before you sign. Built to deal timelines.

What you get

Calls with 30–50 customers and competitors

A market model your team can rerun

A line-by-line view on the management plan

A clear buy, don’t buy or reprice

Usual length

3–4 weeks

Team

1 partner, 3 consultants

Ashby & Lowe case study

One-page memo: Should the fund buy Ashby & Lowe at 11× earnings?

Commercial diligence

An outside view of the market, the customers and the plan in the deck, before you sign. Built to deal timelines.

What you get

Calls with 30–50 customers and competitors

A market model your team can rerun

A line-by-line view on the management plan

A clear buy, don’t buy or reprice

Usual length

3–4 weeks

Team

1 partner, 3 consultants

Ashby & Lowe case study

Operating model

Who decides what, how money gets approved, and how the organization fits the plan. For companies that have outgrown the way they were run.

What you get

A map of how decisions get made today

A new decision-rights matrix

Org design for the top three layers

A meeting and reporting rhythm that sticks

Usual length

8–12 weeks

Team

1 partner, 2 consultants

Pellam case study

One-page memo: Why does it take Pellam 34 days to approve capex?

Operating model

Who decides what, how money gets approved, and how the organization fits the plan. For companies that have outgrown the way they were run.

What you get

A map of how decisions get made today

A new decision-rights matrix

Org design for the top three layers

A meeting and reporting rhythm that sticks

Usual length

8–12 weeks

Team

1 partner, 2 consultants

Pellam case study

Twelve weeks, one partner, no surprises

Every engagement follows the same shape. The fee is fixed before we start.

Frame

Interviews with your leadership team and board, the data request, and one page that says what decision we’re helping you make.

Weeks 1–2

Work

Analysis, customer and market calls, and a steering meeting every two weeks. You see the thinking while it’s still changing.

Weeks 3–9 · steering every two weeks

Decide

The one-page answer, the plan to carry it out, and a board session if you want one. We stay for the first 30 days of execution at no extra fee.

Weeks 10–12

Frame

Interviews with your leadership team and board, the data request, and one page that says what decision we’re helping you make.

Weeks 1–2

Work

Analysis, customer and market calls, and a steering meeting every two weeks. You see the thinking while it’s still changing.

Weeks 3–9

Decide

The one-page answer, the plan to carry it out, and a board session if you want one. We stay for the first 30 days of execution at no extra fee.

Weeks 10–12

Frame

Interviews with your leadership team and board, the data request, and one page that says what decision we’re helping you make.

1–2

Work

Analysis, customer and market calls, and a steering meeting every two weeks. You see the thinking while it’s still changing.

Weeks 3–9

Decide

The one-page answer, the plan to carry it out, and a board session if you want one. We stay for the first 30 days of execution at no extra fee.

10–12

Questions we get asked

The short answers. Anything else, ask a partner on the first call.

Most run between $80,000 and $250,000, fixed and agreed in writing before we start. The first conversation is free.

A partner leads every engagement and is with your team every week. Two or three consultants work with them full-time.

Occasionally. Below $20M, we’re usually too expensive to be worth it. Above $500M, we work with a single division.

We stay for the first 30 days of execution and hand over to your team. We don’t run long implementation programs.

Yes. After the first call we’ll put you in touch with two.

Always. We sign your NDA before the data request, and we never name a client without written permission.

Have a decision on the table?

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.

Book a first call

Have a decision on the table?

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.

Book a first call

Have a decision on the table?

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.

Book a first call