To add subject matter expertise in strategy and market analysis to existing internal resources, or to meet deliverable deadlines, our services are available on a contractual basis. Often, this arrangement helps better manage costs and efficiency of the project. 

We supplement and enhance existing internal teams at investment banks, private equity firms, venture capital partners, legal and financial trusted advisors. These specialized subject matter services can include:

  • Process consulting and documentation for new ventures
  • Facilitation of client discovery and fact-finding sessions
  • Providing detailed market analysis and considerations for investment
  • Authoring private placement memoranda, pitch decks, and investor materials
  • Profiling potential buyers or sellers

Contracted services are conducted with discretion. Contact us to talk through your situation.