Services

We build and run investor relations programs directly: earnings strategy, disclosure governance, CFO scripting, and investor presentations. The work determines how the market reads a company's numbers and decisions, not just how it's announced.

• Fractional IR, running the investor relations function part-time in place of a full-time hire
• Earnings strategy, CFO scripting, and investor presentations
• Disclosure governance and reporting discipline
• Analyst and institutional investor engagement

We help companies raise capital, private or public, and structure the deal terms that actually get a round done. That includes building the investor targeting list, preparing outreach materials, and advising on structure and pricing.

• Capital raise strategy, from early-stage rounds to more complex raises
• Investor targeting lists and outreach materials
• Deal terms, structure, and pricing guidance

For companies choosing to grow by acquisition, or preparing for a raise that involves a transaction, we source and structure the deal, run diligence, and handle the financial modeling, valuation, and documentation that gets it to signature.

• Deal sourcing, target identification, and transaction structuring
• Financial modeling, valuation, and deal documentation
• Integration planning, built before close, not after

When something is already wrong, a capital structure under stress or a reputational crisis breaking in public, we help assess the situation honestly and manage the response, from lenders and investors to press and public stakeholders, until it's resolved.

• Distressed capital structure assessment and restructuring strategy
• Rapid-response crisis planning and stakeholder management
• Special situations advisory through resolution

Strategic and operating model work for companies, investors, and institutions: growth strategy, market entry, portfolio strategy, and the operating model that has to carry the strategy once it's decided.

• Corporate and growth strategy, market entry, and portfolio strategy
• Operating model design and cross-functional alignment
• Institutional and public sector strategic advisory

The people and structure side of a transition: interim executives when there's a leadership gap, and the governance and operating structure that determines whether new capital or a new leadership team actually gets used well.

• Interim CFO, COO, and Head of Corporate Development placement
• Governance structure, board setup, and organizational design
• Operating model design after a raise or transaction closes

For founders and owners thinking about what comes after them, retirement, a partner buyout, or handing the business to the next generation, we plan the transition as a life-stage decision, not a rushed transaction.

• Succession and generational transition planning
• Partner and founder buyout structuring
• Exit readiness and sale preparation

Building and protecting how a company is understood publicly: executive visibility, media relationships, and engagement with regulators and policymakers on issues that affect the business.

• Executive positioning and brand narrative
• Press and analyst relationship management
• Regulatory and public affairs positioning