Services Tailored to Key Business Inflection Points:
Raising Capital: Preparing & Securing Funding
We support your capital raising strategy by preparing financial modeling, pitch materials, investor strategies, and deal structures to ensure you're positioned effectively when going to market.
Sustainable Growth through Strategic Expansion
This service is tailored for businesses experiencing consistent advancement, characterized by reliable revenue streams, stable profitability, or recent investment funding earmarked for prudent deployment. Our approach emphasizes careful planning, intentional decision-making, and structured development to ensure your business evolves steadily and sustainably. This deliberate, forward-looking strategy builds resilience and establishes a robust foundation for continued success.
Navigating Downturns: Stability & Resilience
When markets shift or internal challenges arise, we provide critical support to stabilize your business. Our partners help identify inefficiencies, manage cost restructuring, preserve cash, refine strategic direction, and support decisive, effective leadership decisions.
Rapid Scaling Management: Navigating Explosive Demand
This service addresses businesses encountering sudden, high-intensity market demand driven by dynamic industry conditions. The rapid pace demands swift decision-making, immediate operational adjustments, and the rapid reinforcement of your teams and infrastructure. Our approach is agile and responsive, designed to help you effectively manage the extraordinary pressure of immediate market opportunities while optimizing your actions to fully leverage this critical period.
Exit Planning & Execution: Maximizing Value
Preparing for an exit or succession demands strategic foresight. Our partners provide comprehensive advisory on exit readiness, business valuation, transaction structuring, deal negotiation, and ensuring seamless leadership transitions.
Specialized Advisory and Strategic Services
We help founders navigate critical moments, strengthen leadership, accelerate growth, and align business decisions with personal goals—so you're confidently prepared for what's next.
Founder Advisory
Our Co-Founder and Chief Advisor, Adam Miron provides one-on-one advisory support for founders. Our work combines business strategy, leadership development, and space to work through what’s on your mind — whether it's business, personal, or somewhere in between.
Each week, we meet for a focused session that includes:
Mindspace Review: An open, confidential check-in on what's keeping you up at night.
Strategic Advisory: High-level planning and problem solving for your company’s growth.
Accountability: Tracking key priorities and commitments to keep progress on track.
We create space for founders to think clearly, lead confidently, and move forward with focus.
Depending on your needs, we may also join strategic meetings, support planning sessions, or serve as a long-term thought partner.
Strategic Growth & Business Transformation
Led by seasoned founder, leader and consultant Matt Pierce, our strategic services help identify growth opportunities, align business strategies, and execute disciplined, innovative plans designed to transform your company and boost performance.
Founder Wealth & Succession Planning
Courtney Anderson delivers tailored financial and succession planning solutions to secure your business and personal financial future. Services include liquidity event planning, wealth structuring, family governance, and long-term financial stability strategies.
Comprehensive Capital Advisory & M&A
Martin Villeneuve leads our capital advisory team, directly facilitating fundraising, M&A activities, and capital market interactions. We provide practical support in preparing for, negotiating, and closing deals, maximizing value at every step.
Fiscal Operations & Financial Management
Danay Lea specializes in fiscal operations and financial management, focusing on operational scaling, cost management, and financial strategy during periods of growth, downturn, or rapid expansion. He ensures operational excellence and financial sustainability.