Commercial strategy that gets portfolio companies sold.
We build the market position that gets a company bought. Now applied inside the hold, building toward the exit.
A GROWTH DIAGNOSTIC & MARKET INTELLIGENCE FIRM
Strategy sets the direction. Finance funds it. GTM executes it. They rarely stay in sync.
Corporate strategy, capital allocation, and go-to-market execution run on different clocks, different metrics, different incentives. The market doesn't wait for them to reconcile. That is what we diagnose.
When growth stalls, expensive guessing starts.
Your sales team blames marketing. Marketing blames product. Product blames the market. Everyone has a theory. No one has proof.
Meanwhile, you're answering to a board that wants growth and margin protection.
We diagnose. Finance models. You decide.
We diagnose where growth capital flows and whether that deployment matches what your market rewards, today.
Your finance team translates the findings into scenarios: margin impact, cash implications, ROI models.
For Private Equity: In-Hold Growth Execution
Diligence validates the numbers going in. It doesn't build the commercial engine that gets the company sold on the way out. That's the work inside the hold: turning the growth thesis into the operating reality a future buyer pays for.
Latest Research
4 percentage points below market. Every year.
Our analysis of 500 lower mid-market firms ($25M–$100M) over 10 years found that misaligned orientation and capital deployment is the primary driver of underperformance.
Firms with alignment grow at 7–8% against a mid-market baseline of 6%. Firms without it rarely exceed 2%, and frequently go negative.
Growth insights straight to your inbox
Once a week you'll get an article from our Substack Market Orientations. It contains our latest insights about how middle market firms can beat their competition in 2026.
Case Study
Private Client
A $50M company had multiple growth problems but didn't have the language or framework to identify root causes.
Observation
Four symptoms presenting as growth friction and drag:
- Referrals slowing
- Cross-sell stalling
- Margin pressure
- Missed targets
Solution
Growth Diagnostic & Strategic Advisory
Insights & Recommendation
Build market intelligence systems and realign commercial strategy — not add more resources — to accelerate growth.
Schedule a 30-Minute Growth Diagnostic Call
We'll explore what's driving your growth today, what might be limiting it, and whether a full diagnostic makes sense for your situation.
No pitch. No pressure. Just clarity on your next move.
