Areas of Practice

Strategic Planning and Value Creation

  • Honing strategies to maximize enterprise value

    • Organic growth

    • M&A

    • International expansion

    • Optimizing margins and efficiency

    • Technology integration

    • Corporate restructuring

    • Strengthening the Brand

  • Developing a holistic, detailed value creation plan to guide strategic and tactical execution

  • Identifying the resources and skillsets required to rapidly drive progress and results

Leadership Development

  • Personalized CEO coaching and development to maximize success in a Private Equity or Venture Capital environment

    • Preparation of an individual development plan using the “ChiefMax”© framework

    • Prioritization and delegation

    • Enhanced board interaction and presentation

    • Crisp communications and messaging

    • Building key stakeholder relationships

  • Optimizing the Executive Leadership Team structure and dynamic

  • Health and Wellness approaches to enhance performance and retention

Early-stage Company Advising

  • Perfecting the Pitch; Presenting the story

  • Securing early wins

  • Fundraising approaches

  • Leadership team recruiting and compensation

Angel Investing

  • Investments in growth opportunities across multiple sectors, focused on industrials, energy, chemicals, and healthcare

  • Provide value beyond capital, through board roles, strategic advice, networking, and mentorship

  • Target technology-based companies with:

    • Novel, proven new technologies

    • ‘Impact’ Investment potential

    • Internationally scalable

  • Typical investment $20,000 - $2,000,000 in Pre-seed/Seed rounds

  • Possible syndication for select opportunities