Strategy

  • Strategic Planning
  • Market Research & Analysis
  • Industry Research & Analysis
  • Competitive Research & Analysis
  • Business Plan Development
  • Corporate/Investor Relations Presentation Development
  • M&A Strategy & Transaction Execution
  • Strategic Alternatives Strategy & Analysis

Finance

  • Financial Modeling & Analysis
  • Fundamental Research & Analysis
  • Valuation
  • Capital Planning & Analysis
  • Capital Raise Strategy & Execution
  • Investor (Pitch) Presentation Development
  • M&A Strategy & Transaction Execution
  • Restructuring Strategy & Analysis
  • Shareholder Value Strategy & Analysis
  • Investor Relations

Marketing & Analytics

  • Marketing Modelling & Analysis
  • Customer Modelling & Analysis
  • Sales Funnel Modeling & Analysis
  • Pricing Strategy & Analysis
  • Analytics Dashboard Development & Tracking

Management

  • Financial Dashboard Development & Tracking
  • Interim Financial Management/CFO/COO
  • Board & Advisory Board Representation
  • Portfolio Company Monitoring & Analysis

Training

  • Financial Math
  • Managerial Statistics
  • Financial Accounting
  • Managerial Accounting
  • Financial Statement Analysis
  • Corporate Finance
  • Advanced Corporate Finance
  • Modeling
  • Valuation
  • Capital Markets & Investments
  • Deal Structuring & Analysis (M&A/LBO)