We have a successful track record working with companies ranging from startups to multi-billion-dollar publicly-traded companies. We specialize in B2B companies with recurring revenue models. From time to time we take on equity stakes in some of the companies we assist.
Many of our family owned or privately held clients needed direction for their digital transformation – from their branding and messaging to new, interactive apps and tools for interacting with their customers and clients.
Example Industries:
We have assisted publicly traded companies with growth strategies, digital investor relations and the creation of customer experience programs that improve and increase their customer engagement and retention.
Example Industries:
We have helped VC’s and founders with marketing and positioning to launch over 20 startups ranging from high-tech companies in fields like cloud computing and the Internet of Things to consumer-facing applications for sharing video socially, gaming platforms and vehicle appraisals.
Example Industries:
We take a position in some of our client companies to provide longer-term strategic support as trusted advisors.
The positions in our current portfolio includes innovators in the healthcare, agricultural, retail and technology sectors: