Strategic Advisory

What We Do

We work with boards, shareholders, and management teams on high-stakes decisions that shape the long-term direction of the business. Our focus is on capital structure, portfolio configuration, and strategic options that create resilience and optionality.

We act as an independent sounding board, combining analytical rigor with practical transaction experience to help you compare, prioritize, and execute strategic paths.

Typical Engagements

• —Capital structure reviews and recommendations on leverage, dividend, and buyback policies
• —Strategic alternatives assessments, including sale, IPO, recapitalization, or partnership scenarios
• —Board-level advisory on shareholder alignment, governance, and stakeholder communication
• —Investor messaging, positioning, and preparation ahead of capital markets or M&A activity

Our Process

We start with a fact-based assessment of the company's financial profile, competitive positioning, and stakeholder expectations. We then develop scenario analyses and decision frameworks that clarify trade-offs between different strategic paths.

Our work typically spans workshops, board materials, and implementation roadmaps, ensuring that recommendations are actionable rather than theoretical.

Outcomes

Clients gain a clear, shared view of strategic priorities, a capital structure aligned with those priorities, and a roadmap for execution. This enables faster decision-making and stronger alignment between management, shareholders, and financing partners.