Our clients surround themselves with talented people because they know their vision can only be achieved with the help of trusted allies and experienced partners.

Most owners of early-mid stage companies are the resident experts in their product, service, or technology and have a firm grasp on their competitive positioning and the needs of their customers.  But too often they find themselves "heads down" fighting the financial and operational fires that pop up daily in a rapidly growing business.

We work with strong, visionary leaders that recognize they could benefit from a "heads up" assessment and assistance getting to the next level.  Whether it is securing additional working capital, getting access to decision makers at strategic national accounts, acquiring a competitor, or selling their business; our clients appreciate our timely and cost-effective assistance.


common client challenges

Capital Markets and Fundraising Process

limited exposure to the capital markets and fundraising process

Sophisticated Investors and Strategic Partners

limited access to sophisticated investors and strategic partners

Preparing and Presenting

limited experience preparing for / presenting to these prospects