Thesis Development

Collaborative thesis development and refinement for investments and platforms in the marketing services and technology services sectors

Diligence Support

Aligning with deal teams to bring an operator and investor perspective to active diligence situations and processes

Off-Market M&A Sourcing

Deliberate and peronalized approach to Identifying and sourceing off-market investments as platform starters or add-ons

Integration

Working closely with sponsors and operating teams to efficiently and effectively integrate acquisitions

Value Creation Planning & Execution

Leaning in on active investments to support growth and value creation objectives

Platform Branding and Positioning

Building internal and external brand strategies for new platforms and integrated acquisitions

Value-Creation Consulting

Identifying, evaluating, and implementing strategies and initiatives that build and enhance enterprise value and create new growth opportunities

Exit Readiness

Preparing the agency for exit well before it’s time to sell - preparation makes the sale process smoother and less disruptive and improves outcomes

Business Strategy

Focus in on the business model from revenue and growth through the P&L to make sure that the business model is solid and profitable

Growth Acceleration

Developing repeatable and scalable processes and practices to generate growth, including net-new client wins and organic growth from existing clients

Buy-Side M&A Sourcing

Identifying acquisitions and acquihires to deepen or broaden capabilities, elevate talent, and create new opportunities for the agency