Business Advisory Services
Management Consulting
During our investment banking careers, we have spoken with, met with, developed relationships with and/or advised the management teams at several thousand companies. In countless cases, we have observed what works and what doesn’t work.
Because we advise middle market IT and Business Services companies, we understand the business model characteristics which enable successful companies to prosper and cause less-than-successful companies to falter. We are current on macro and micro industry trends, appear at industry and “C-level” roundtables, and are in regular contact with the leading companies, the middle market companies and the emerging growth companies in these markets.
Additionally, we track industry metrics, conduct benchmarking and compile compensation studies as well as employee incentive data for industry participants. On consulting assignments, we are able to convey this information and expertise to clients for their benefit.
Board Membership
We have served on Boards of Directors and Advisory Boards of successful IT and Business Services companies. We understand the requirements and unique platform to add value which each Board seat presents. Given our detailed knowledge of the opportunities and challenges faced by these companies, we will consider opportunities to serve in situations where we believe that our experience and relationships will have meaningful impacts.
Industry-Specific Roadmaps
Our IT and Business Services dedication enables us to add value in unique ways which may be above and beyond those offered by larger investment banks which are not similarly specialized. Periodically, we are approached by clients who know that they have built good companies but find themselves stuck in “no man’s land”—somewhere between the start-up phase and the “end game.” We are able to help them define their “end game” and identify actionable steps by which they can “get there” over the course of a defined timeline.