Practice 01

Strategic advisory &
business consulting

Hands-on consulting for companies pursuing capital strategies, entering new markets, and building for growth.

  • 10+Years in capital strategy and advisory
  • 500+Investment opportunities evaluated
  • 15+Advisory engagements across industries
  • 2Active networks — US & Europe

What we do

Capital strategy
and growth advisory

We work alongside founders and executives to sharpen strategy, refine capital plans, and open doors across our transatlantic network. Our relationships span family offices, institutional investors, and strategic partners in the US and Europe — built over decades of active engagement, not cold outreach.

We cover the full spectrum from early-stage business plans through late-stage capital raises, and everything in between.

Capabilities

Six ways
we engage

  1. 01

    Strategic planning & growth roadmaps

    Practical plans that translate long-term objectives into clear priorities, milestones, and measurable next steps.

  2. 02

    Business plans & financial modeling

    Business plans, operating forecasts, scenario analyses, and pro forma models that help leadership evaluate opportunities and plan for growth.

  3. 03

    Market & competitive intelligence

    Research into market dynamics, customer needs, competitors, positioning, and pricing to support better-informed business decisions.

  4. 04

    Business materials & communications

    Clear, credible presentations and supporting materials that help companies communicate their strategy, performance, and plans to key stakeholders.

  5. 05

    Partnerships & cross-border expansion

    Support identifying commercial partners, evaluating new markets, and developing business relationships across the United States and Europe.

  6. 06

    Governance & executive advisory

    Decision-making frameworks, board materials, and ongoing strategic support for founders, executives, and leadership teams.

Selected engagements

Where we've
worked

Wine & spirits

Drink Entourage LLC

Five years of ongoing advisory spanning financial modeling, strategic planning, marketing strategy, and customer and commercial partner development.

  • Financial modeling
  • Strategic planning
  • Marketing

Geospatial technology

Whiteout Solutions LLC

Vermont-based drone and lidar company. Financial modeling, business planning, pricing strategy, and commercial growth support.

  • Business plans
  • Financial models
  • Growth strategy

How we work

A clear,
collaborative process

  1. Discovery

    Understand the business, its goals, challenges, and market position.

  2. Analysis

    Research into financials, markets, competitors, and strategy.

  3. Execution

    Build models, develop strategies, create materials, and execute.

  4. Ongoing support

    Long-term partnership as the business evolves.

Ready
to grow?

Tell us about your company and what you're building. We respond personally within one business day.

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