We have a deep bench of trusted strategy consultants. Below are those that we'd like to spotlight this month.
CASE STUDIES
HEALTHCARE TECHNOLOGY EXECUTIVE
Bio: A seasoned CTO/CIO with extensive experience in healthcare and software industries, specializing in technology and cybersecurity. Has served in interim roles, including operating partner for PE firms, with a strong track record in rolling out cybersecurity and tech assessments for healthcare companies. Skilled in ERP systems like Oracle, Workday, NetSuite, IFS, and Salesforce, with carve-out project experience.
Bio: With over a decade of experience in private equity, investment banking, and M&A, specializing in middle market buyouts and growth equity. Former Senior Vice President at notable firms, completed over a dozen M&A transactions, including four exits. Expertise spans technology, consumer, services, and healthcare sectors, with a foundational start in the energy industry. Skilled in complex financial models, acquisition target screening, buyer searches, sale preparations, deal structuring, and market mapping/sizing.
Bio: A seasoned executive in tech services, specializing in digital transformation, software development, and managed service providers. Has held CEO and founder roles, notably taking a company public and leading corporate development initiatives. Offers strategic guidance to C-level executives and boards, backed by four degrees in technology and finance. Collaboration with 12+ firms on significant acquisitions.
With an IOI on a company in the nursing and assisted living facilities space, a PE firm needed to quickly understand how the business was changing in light of the COVID-19 pandemic. They came to us in need of a single-shingle provider that could provide them with the answers they needed in less than 2 weeks.
A PE firm managing director came to us with a need for a provider that could perform diligence on a target in the construction industry in order to let them know if the market was strong enough for investment. They were also in need of a provider that could help them post-close develop a GTM strategy.