Consumer companies are constantly evolving to get ahead of the competition and better serve their customers’ changing needs. We did the same.
For most business owners, selling their company will be the single most important event in their professional life. Raising new capital or expanding their business through acquisition can be equally complex. Navigating the choices and making the right strategic and tactical decisions can have long-term consequences for both the owner and the company.
Culture is the only sustainable competitive advantage, and we created ours with purpose. We never settle for the status quo, seek continuous improvement, communicate honestly, challenge each other, and work together to make the best long-term decisions for the client.
Like our clients, we succeed through intense focus. We advise companies in a handful of the most-dynamic, and rapidly-changing consumer categories, including Active Lifestyle, Agriculture and Ag-Tech, eCommerce, Food & Beverage and Healthy Living.
Our firm exclusively advises entrepreneur- and family-owned companies. We do not have competing lines of business, advise private equity firms, offer a suite of services, or dilute our focus, which makes us better at what we do.
We develop proprietary insights in our target sectors with our consumer research and surveys. More data and better insights result in better decisions, opportunities and outcomes for our clients.
Whether it is sleeping at the client’s office to meet a deadline, hiring actuaries to calculate a valuable negotiating point with a buyer, writing a strategic business plan, or acting as interim CFO for six months, we do whatever it takes to create positive outcomes for our clients.
We are privately held, unconflicted, and are not influenced by sales quotas or artificial deadlines, allowing us to be completely aligned with our clients, whether our engagement is three months or three years. We spend 100% of our time and generate 100% of our revenue advising owners and operators of closely-held companies.
We focus on being better, not bigger