How we engage

Advisory that behaves like leadership.

Fractional Executive Leadership · Go-to-Market Sales Strategy · Americas & European Channel Establishment · Industry Understanding · Competitive and Investment Analysis · Trade Association & Show Representation · Product & Service Representation.

Engagement models

Three shapes of engagement. Choose by mandate, not by brochure.

Every engagement begins with a thirty-minute working call at our expense. We'll tell you quickly whether we're the right firm — and who in our network might be a better fit if we're not.

Model 01 · Fractional Seat

Embedded Executive

We step into a named role — VP Sales, VP Operations, Interim CEO — with clear objectives, reporting rhythms, and exit criteria. You pay for the seat you need, not the salary you don't.

  • Weekly executive cadence
  • Board-level accountability
  • 3 – 18 month mandates
  • Full P&L participation
Model 02 · Strategy Sprint

Scoped Project

A defined question with a defined answer — channel design, aftermarket revenue plan, vendor selection, territory build. Short, sharp and delivered with documentation your internal team can run with.

  • 6 – 14 week engagements
  • Fixed scope, fixed fee
  • Executable playbook deliverable
  • Optional implementation phase
Model 03 · On-Call SME

Advisory Retainer

For investors and boards that need a phone call answered — quickly, honestly, and with context only an operator inside the sector has. Monthly retainer with pre-agreed hours and response windows.

  • Monthly retainer
  • Diligence on demand
  • Network & introduction access
  • Priority response window
How it runs

A four-phase rhythm — no matter the model.

PHASE 01

Listen

A working call, not a pitch. We leave with the mandate, the constraints, and a read on whether Tier One is the right chair.

PHASE 02

Scope

A written engagement letter that names outcomes, timelines, fee structure and exit criteria. No creep, no ambiguity.

PHASE 03

Embed

We work the way your best leaders work — visible, accountable, decisive. Cadence matched to your business rhythm.

PHASE 04

Hand-off

We leave behind documentation, a trained internal owner, and a ninety-day open line for questions — not a dependency.

Representative mandates

The work we are asked to do, again and again.

A

Stand up a U.S. sales channel for a European OEM

From territory design through distributor vetting to the first signed rep agreement.

B

Independent equipment diligence on a PE target

Capability audit, gap read, and opex/capex trajectory — inside a typical four-week close window.

C

Interim VP of Sales through a leadership transition

Running the team, hitting the quarter, mentoring the replacement — and leaving when the replacement is ready.

D

Specify & commission a new packaging line

Vendor benchmarking, factory-acceptance testing, site integration, and aftermarket service contract negotiation.

E

Aftermarket revenue program for an industrial OEM

Parts pricing architecture, service contract design, and the channel incentives that make it stick.

F

Distribution network redesign

Node count, product flow, WMS selection, transportation RFP — from hypothesis to running pilot in one fiscal year.

The best advisors leave less behind than they found — fewer meetings, fewer open loops, a quieter cadence. That is the bar.

Executive team meeting

Have a mandate in mind?

Start with a working call