Consulting

Accelerate financial performance and business value with end-to-end insights that infuse data metrics, AI, and efficiency across core processes

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Core Business Operations Economic Development Financial Analysis Fractional Execs Compliance & Audit Sales & ROI

Mission-led M&A

From Warren Buffett Enterprises in London, to the W. K. Kellogg Foundation in Michigan, or the Autism Today Foundation in Edmonton, Canada; we have helped boards and philantropists worldwide research and evaluate prospective targets and shape mission-focused investment. As well as M&A strategy in global defense, energy, and innovation markets.

“When one thinks about people’s relationship with technology, one is thinking of the group of people that have access to it – unfettered access. ”

Pew Research Center
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“In 2025 .. businesses that don't leverage AI and data to innovate across all aspects of their operations will be at a disadvantage.”

Megh Gautum, Crunchbase
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“Our 2025 examination priorities identify the key areas of ... fiduciary trust, governance, and market fairness.”

Keith Cassidy SEC

Supply Chain and Vendor Management

We provide comprehensive supply chain and vendor management services tailored to government vendors and manufacturing companies. Our services include: vendor and component sourcing, DLA (US DOD) sourcing, contract negotiation, sanctions compliance, and inventory optimization. We help clients navigate complex regulatory frameworks, develop contingency plans to minimize risk, and economize by reducing inventory on hand, and using AI-driven software solutions.

Improve Outcomes, Optimize Strategy & Operations

For chief financial officers (CFOs) and financial professionals, it's hard to be guardians of stability and agents of change at the same time. We help executives and their teams drive value and leverage new approaches, tools, perspectives, and industry insights to keep costs down and margins up, without sacrificing compliance or trust.