Examples of our strategy work

Strategy Case Studies

  • On behalf of: $500MM Public Consumer Finance Company, FinServ/Edu Sector

    Developed a growth strategy, including repricing, product line repositioning, and retooled GTM, resulting in successful implementation of strategy and successful sale of the business to a competitor.

  • On behalf of: MidCap Constructivist Hedge Fund, Education Sector

    Conducted intensive strategic analysis, articulated a new strategy, and crafted a transformation plan for largest subsidiary of $750MM public, for-profit higher education company, resulting in 5X market cap increase.

  • On behalf of: Mid-Market PE Firm, Healthcare Sector

    Conducted strategic analysis and crafted an operational improvement strategy for $400MM #1 pain management specialty pharmacy

  • On behalf of: Top 10 Global PE Firm, Automotive Sector

    Developed comprehensive merger strategy and conducted initial execution of $1B merger integration of Tier 1 automotive suppliers, resulting in across the board operational improvements and synergy capture