Modernizing Commercial Capabilities

(PE-Backed Home Services Platform)

A private equity firm needed to evaluate and strengthen the commercial capabilities of one of its portfolio companies. The business faced gaps across sales, marketing, and go-to-market execution, limiting growth and scalability. We conducted a comprehensive assessment and developed a modernization roadmap focused on digital enablement, operational efficiency, and customer engagement. The plan positioned the company to accelerate growth and scale effectively across its markets.

Marketing Transformation

(Financial Services)

A financial services company relied on a legacy direct mail system processing 250 million pieces annually, but execution was slow and system integration failures created significant risk. Leadership required a modernization strategy to ensure both stability and future growth. We conducted a business requirements assessment, evaluated vendor solutions, and recommended a digital-first, data-driven approach. The roadmap improved speed, reliability, and cost efficiency, integrating digital and direct mail to deliver faster execution and long-term scalability.

HealthTech Accelerator Development

(Higher Education & Healthcare)

A university and regional healthcare provider sought to launch a new accelerator to fast-track HealthTech startups. Traditional models lacked the flexibility and targeted support needed to align with healthcare innovation priorities. We developed the strategic framework, operational model, and execution roadmap, ensuring the accelerator delivered high-impact, tailored support for each startup. The initiative created a scalable program that advanced healthcare-focused innovation from concept to market.

Go-to-Market & Product Refresh

(Insurance)

An insurance provider needed to refresh a core product and reduce reliance on a single distribution channel. Leadership required a clearer value proposition, messaging framework, and contact strategy to drive stronger acquisition and retention. We redesigned the product positioning and developed a multi-channel approach spanning digital, call center, and agent-led distribution. The strategy expanded reach, improved acquisition efficiency, and created a more scalable foundation for long-term product growth.

Customer Experience Design

(Financial Services)

A financial services company lacked cohesive customer experience capabilities to support membership growth and customer value. Functions were fragmented, with no unified lifecycle strategy or metrics framework. We designed a CX model including mission, lifecycle strategy, segmentation, and engagement standards to align acquisition, onboarding, retention, and advocacy efforts. This framework enabled leadership to better measure performance, reduce churn, and strengthen customer relationships across the organization.

M&A Commercial Evaluation

(Industrial Equipment Manufacturer)

An industrial manufacturer needed a structured approach to evaluate potential acquisition opportunities but lacked visibility into competitive positioning and market dynamics. We conducted market, competitor, and customer analysis to identify and assess viable targets. Commercial dossiers were developed to evaluate synergies, risks, and strategic fit, enabling leadership to prioritize opportunities with the highest potential. The work provided actionable insights that informed business development strategy and acquisition planning.

Early-Stage Founder Advisory

(Startup Consumer Services)

An early-stage founder sought guidance to validate and launch an innovative, online platform but lacked a clear business model and structured process. We partnered to define the value proposition, business model, and commercial flow, while creating milestone gates to guide decision-making. In addition, we developed curriculum and content modules to support market validation, experimentation, and launch readiness. This engagement provided a practical framework for building, testing, and scaling the founder’s vision.

Ready to move your business forward?

Every business has unique challenges. Whether you need to refine your strategy, strengthen execution, or scale leadership, we provide flexible support designed to fit your needs.

Let’s explore the best path forward.