Recent Projects

Modernizing Commercial Capabilities for Scalable Growth

Retained by a leading private equity firm, we conducted a comprehensive assessment of one of its portfolio companies to evaluate its commercial capabilities. Our analysis identified key gaps in sales, marketing, and go-to-market execution, leading to a strategic roadmap for modernization. The plan focused on enhancing digital and operational capabilities, optimizing customer engagement, and positioning the business for scalable growth.

Marketing Transformation for a Financial Services Company

A financial services company relied on a legacy direct mail system processing 250 million pieces annually, but slow execution and frequent IT failures created significant business risks. We conducted a business requirements assessment, evaluated modernization options, and recommended a digital-first, data-driven solution to enhance speed, reliability, and efficiency. Our roadmap enabled faster campaign execution, integrated digital and direct mail touchpoints, and reduced cost-per-contact. This transformation positioned the company for greater marketing agility, operational stability, and future scalability.

HealthTech Accelerator Development

A university and regional healthcare provider partnered to create a HealthTech accelerator with a unique, hands-on business model. Unlike traditional programs, this accelerator provided targeted, high-impact support tailored to each startup’s specific focus—but in an accelerated fashion. We developed the strategic framework, operational model, and execution roadmap, ensuring alignment with both healthcare innovation priorities and commercialization needs. This initiative established a scalable, results-driven accelerator that fast-tracked HealthTech startups from concept to market.