top of page

Marketing, M&A Advisory

For Leading Companies & Private Equity Firms 

Focus on consumer products companies and the professional services firms that help them grow

  • B2C - Consumer Products (CPG / Durables), Retail

  • B2B - Private Equity,  Business Services, Industrials

Unparalleled  commercial expertise from “every side of the table”

  • Manufacturers / Advertisers 

  • Retailers

  • Ad Agencies

  • Management Consulting

Driving revenue, 
earnings growth via “The 6 Ps” of marketing / sales

  • Product

  • Price

  • Placement / distribution

  • Promotion / advertising

  • Positioning (brands, products)

  • People (organization)


List of clients in 2x2 grid format

  • Our clients tend to fall in one of these industry sectors: 

    • B2C

      • Consumer Products / Durables - Shark, Panasonic, GE, BOB-CAT, Mantis

      • Retailerse-commerce / DTC - Lowe's, Sunbasket / Gobble, Bennett

    • B2B

      • Professional Services Firms - BBDO, Landor, A&G, Hughes

      • Private Equity - Summit Partners

      • Industrials, Financial, Healthcare - Pentair/nVent, Burkholder's, UGITeamCapital BankTexas Oncology

  • Revenue range:

    • Large ($50B to 95B)

    • Mid-size ($500M to $2B)

    • Small ($25M to $100M) and start-ups

What We've Done


Click on any of our clients' logos to learn more (double-click on mobile).

What We Do

For companies that need to grow revenue and earnings – whether corporations or Private Equity firms pursuing value creation from M&A (mergers, acquisitions, divestitures) – we provide…

  • Growth strategy and cost take-out consulting across “The 6 Ps”

    • Product line innovation and SKU performance, rationalization

    • Price optimization, maximization

    • Placement / distribution channels, go-to-market channels

    • Promotion / advertising effectiveness, budget optimization

    • Positioning, architecture of brands, products, services

    • People – org design, effectiveness, efficiencies

  • M&A-related services

    • Commercial Due Diligence

    • Market sizing and growth rate projections

    • Commercial diagnostics, analytics, marketing & sales audits

    • Value Creation Plans

    • Post-merger integration

  • Consumer / customer research (quantitative & qualitative)

  • Interim leadership (Chief Marketing Officer, Chief Commercial Officer)

We start by understanding how your business makes money: by selling what to whom, how often, and at what prices. Then we advise how to grow most profitably, irrespective of the industry's underlying growth rate. We utilize specialists and no brick-and-mortar offices, so that you get all the best, current thinking from our work with large clients, at a price even medium-size B2B businesses can afford. 

What We Do
Who We Are

Who We Are

Meet Michael.

Unique, 360-degree view of the marketplace stems from executive leadership roles with #1-in-their-field companies at every side of the table:

  • Manufacturers - Campbell Soup, KitchenAid / Whirlpool

  • Retailers - Best Buy

  • Ad Agencies - Omnicom's BBDO, largest agency in the U.S. 

  • Management Consulting - AlixPartners, a 2,600-person firm

Picture of founder, partner
  • LinkedIn

Michael is a citizen of the U.S., Canada, and United Kingdom.

His passions outside of work are music and sports. He plays acoustic guitar in an alt-rock cover band – The Queen's English – and is a hockey fanatic trapped in a basketball player’s body.

Contact Us

Connect With Us

Success! Message received.

We can't wait to hear from you!
bottom of page