
MAKE. Distribute. transform.
We share a passion to create tangible products to improve lives. Makers are the unsung heroes and we help them manage portfolios of products and firms.
| $11B+ firm’s division evaluated our client | 30 years experience from mentors we trained from |500+ firms evaluated

INDUSTRIES
- Industrial tech / IoT
- OEM
- Hardware tech
- Edge
- Tier 1/2/3 suppliers
- Logistics / 3PL
- Transportation (airplane, trucking, rail)
- Packaging
- Automotive
- Aerospace / Defense
CAPABILITIES
- Strategic Decision Making
- M&A (sourcing, screening, diligence, modeling, PPA, valuation)
- Launches & Commercialization (Companies, Divisions, Products, Ideas)
- Capital Raising (Communication, Materials, Investor Fit/Engagement, Thesis, Narrative)
- Portfolio Management (Asset / Product portfolios, Drugs, Devices)
- New Product Development
- FP&A (Budgeting, Forecasting, Cash Flow Mgmt, finance transformation, scenario planning)
- Feasibility Studies / What if / Scenario Planning, Stand-Up or Outsource CFO / Corporate Development / Ventures (capital allocation, long-term planning, M&A, transformation)
- IR (investor studies, thesis/narrative, investor engagement, valuation)
