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Services

What we do

We help companies close the right deals, integrate them well, and run leaner on the other side.

Business Development & Deal Advisory

We handle the deals that matter most: enterprise contracts, strategic partnerships, joint ventures, and other high value opportunities that require senior level negotiation to close. This service is built on more than a decade leading multi million dollar M&A negotiations at the executive level, including stakeholder management and negotiation under pressure.

Beyond individual deals, we build the sales infrastructure that lets your team close at scale. That includes designing and configuring the sales technology stack, automating outbound and follow up sequences, and setting up reporting that gives leadership real visibility into what is moving through the pipeline, so growth does not depend on any one closer.

What's Included

Fractional or embedded deal closing on your highest value opportunities, negotiation strategy and objection handling for complex, multi stakeholder deals, partnership and joint venture negotiation support, pipeline reviews integrated with your CRM (HubSpot, Pipedrive, Close, GoHighLevel), sales technology stack design and CRM setup, outbound and follow up sequence automation, pipeline reporting and forecasting dashboards, sales process documentation for onboarding new reps, and commission only, hybrid, or fixed fee engagement options.

Who It's For

Companies with qualified pipeline that isn't converting, or that need their sales process built to scale beyond one person closing deals.

M&A Integration & Separations

We lead the Integration Management Office, or its separation equivalent, from day one, building the workstream structure, aligning leadership, and tracking the value the deal was built to deliver. This service covers both sides of a transaction, combining two organizations or splitting one apart, including technology cutover and cultural alignment.

What's Included

IMO setup and governance, workstream planning and executive reporting, synergy identification and value tracking, carve out planning (TSAs, standalone systems, shared resource separation), and change communication.

Who It's For

Companies mid deal or post close on either side of an M&A transaction.

AI Adoption & Change Management

We help companies adopt AI tools, not just license them. This means redesigning workflows around new tools, training teams, communicating the changes, and tracking adoption after rollout, using the same change management approach applied in M&A integration.

What's Included

AI readiness assessment and workflow redesign, change communication planning, team training and adoption tracking, stakeholder alignment across leadership and frontline teams, and post rollout measurement.

Who It's For

Companies that have invested, or are about to invest, in AI tools and need the organization to use them.

Process & Systems Optimization

We identify where operations are losing time and money, then address it through process redesign and workflow automation across the tools you already use, including Pipedrive, Close, Zapier, and Coupler.io for pipeline automation, and HubSpot and OrttO for marketing automation.

What's Included

Process mapping and bottleneck analysis, workflow automation setup and integration, data synchronization across systems, marketing automation (lead nurture, campaign automation, performance tracking), and ongoing process documentation.

Who It's For

Companies running on manual processes or disconnected tools.

Not sure which service fits?

Tell us where you are in the process and we'll recommend a starting point.

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