our approach | Understanding that our client’s
issues stemmed largely from the volatility of a dynamic market, we began by
conducting a thorough marketplace audit to provide an accurate basis upon
which to build the revised strategy while establishing consensus among the
conflicting factions in the organization.
Industry interviews and analysis
allowed us to create a snapshot of marketplace trends, behaviors, and issues
from the perspective of all key constituencies. Then, we took it a step
further by performing a thorough competitive diagnostic to assess what
strategies and tactics were working—or not working—for the firm and for its
The next step was to convene and
facilitate a series of structured, interactive strategy sessions with the
company’s senior team. These sessions were both wide-ranging and detailed,
encompassing every aspect of their business model: firm positioning,
decision-making processes, portfolio company management, and identification
of investment opportunities.
From our vantage point as objective
guides and facilitators, we were able to help the partners move quickly
toward consensus on all of these vital issues. They emerged from the
sessions with an operational blueprint for the future—one that everyone could
support as their own.
We then turned our attention to
executional issues—helping our clients identify key trends, corresponding
on-strategy investments, and areas of opportunity. In planning sessions, the
trends enabled the management team to determine how best to focus resources
As a result, we were asked to perform
strategic and market assessments as part of the due diligence process
regarding potential investments.