Partners in Growth

Multi-year engagement to assist C-level management of $48 million venture-backed company to identify and clarify strategic priorities, including product innovations, vertical markets  entries and international expansion. Deliverables included specifying capital allocations, defining growth milestones, identifying KPIs, and clarifying investor messaging.

Represented SaaS founder throughout sales process to strategic acquirer. Defined objectives, prepared company for market, developed valuation and positioning materials (Confidential Information Memorandum), identified and approached qualified buyers, and managed initial stages of due diligence.

Provided strategic guidance for software start-up to secure seed-round venture financing. Assisted founder in clearly articulating the company’s vision, value proposition, and growth story in preparation for raising venture capital. Advised on overall fundraising strategy, refined investor pitch deck, and coached founder on narrative, metrics, and presentation in support of successful financing process. 

Multi-phase engagement for family-owned enterprise business in manufacturing sector to guide on growth trajectories, capital allocation priorities, operational and financial efficiency enhancements, and family/corporate governance improvements for next up-cycle of company's evolution. 

Initiated, identified, sourced and facilitated strategic purchase of consumer packaged food business to new owner. Provided buyer with valuation, acquisition, rebranding and market expansion, and pricing guidance for successful transition.

Identified and developed investment thesis in materials handing space, identified and partnered with institutional investor, raised $75 million in capital commitments, sourced management team, and identified and guided due diligence of initial platform acquisition.