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Case Studies

From VCA (Value Creation Assessment) to Exit, a Fintech Firm Reenvisions Their Go-to-Market Strategy

This financial technology company puts easy-to-use risk management and portfolio analysis tools into the hands of professional investors. Although it had 30,000 customers, its current organizational structure, strategy and growth trajectory were stagnant or declining and threatened to diminish its valuation. 

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Cloud Computing Market Research For a $77 Billion Semiconductor Chip Manufacturer

As one of the world’s largest manufacturers of semiconductor chips and computing hardware solutions, this multinational corporation needed to determine how to integrate cloud computing into their strategy to maintain growth and market position.

Xyngular Contact Center Assessment

Health and wellness company Xyngular prides themselves on delivering a personal customer experience. When the organization experienced an unexpected surge of consumer inquiries to their call center, the leadership team recognized a need to improve the customer experience.

Pricing & Packaging Revamp for Fortune 500 Cybersecurity Company


As a market leader for cybersecurity and digital risk management solutions, this tech company sought a strategic refresh of pricing and packaging (P&P) for their enterprise-grade Identity and Access Management (IAM) solution.

Accelerating Results by Repositioning Solutions
Transformed the growth projections of a global systems integrator that was struggling to turn a profit.
Developing Products to Breed Innovation
Crafted creative sales solution for a Fortune 500 client.
Efficiently Selling and Integrating Companies
Drove growth and an exit for a tech-enabled services company.
Igniting Growth to Achieve Higher Valuation in Exit
Helped a boutique Human Capital Management vendor increase organic growth.
Integrating Private Companies, Increasing Profitability
Integrated private companies which reduced turnover and grew profitability.
Increasing Brand Recognition Via Social Media
Increased social media presence for gaming company.
Raising Capital Through Strategic Alignment and Operational Efficiency
Designed and executed a successful investment strategy for a pre-revenue startup.
Separating Companies to Spur Growth
Separated two business units into two separate companies to facilitate ownership desires.
Accelerating Route-to-Market
Facilitated investment and developed go-to-market strategies to kick-start growth.
Selling a Business in the Age of Digital Disruption
Found a creative exit strategy for a technology company.
Leveraging Digital Marketing as an Engine of Growth
Identified and designed the essential digital assets needed to strengthen brand equity for a genetics assay instrument manufacturer.
Turning a Distribution Company Profitable Via Technology and Systems
Driving profitability through applying technology best practices.

Articles & White Papers

White Paper: Clean Tech Electrifies the Future
How green energy has changed since 2008.
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Not Your Grandfather’s Value Creation
Today, maximum value creation means looking beyond EBITDA.
Growth Through SKU Optimization - Part 3 of 4: SKU Your Analysis
A good analysis of SKU data can reveal the real story—and make you a rock star.
More Alignment, More Value
From assessment to exit, how organizational alignment leads to maximum value.
Gone to Abilene: The Perils of Going Along to Get Along
How the inability to manage productive conflict can defeat innovation.
White Paper: M&A Like Never Before—Why Business Owners are Rushing to the Finish Line
Accelerated M&A in the post-pandemic environment.
Triple Threat
To grow maximum business value, you need to recruit triple threats to your team.
Growth Through SKU Optimization - Part 2 of 4: SKU Your Rationalization
Nine reasons why SKUS are not sexy...but hot.
Beyond the Bot
In the post-pandemic world, Customer Experience drives purchase decisions. AI can power significant market advantage with hyper-personalized experiences.
Growth Through SKU Optimization - Part 1 of 4: SKU Your Proliferation
SKUs can be like rabbits -- they keep on multiplying.
Driving Growth While Enchanting Your Customers
Five steps anyone can follow to R.E.A.C.H that enchanting moment with their customers.
The Entrepreneur’s Journey: It’s Personal
How to shape your business’ monomyth and thrive.

Performance Abstracts

Alex Brodsky: Nielsen
Nielsen’s Enterprise IT division’s Client Portal was 15 years old and had over 150,000 customers accessing the platform...
Bob Caruso: DXC
Digital transformation can be defined in many ways. Our goal was to bring the full power of a digital enterprise...
Bob Caruso: Deloitte
When I was brought on, Deloitte’s performance in the entertainment sector was weak...
Bob Caruso: Endeavor Management
As with every start-up, my partners and I bootstrapped the business from a dead start. The critical challenges were...
Bob Caruso: J.D.Power
I had a significant set of challenges to overcome. I was chartered with spearheading the development of proprietary VOC...
Chris Butlin: Visible Genetics
Based on my reputation for excellence in software management, my mandate at VGI was to improve the organization of the...
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