Strategic Management Consulting & Holding-Company Advisory
Serving Institutional Clients Since 1978
We deliver institutional-grade strategic consulting, operational excellence, and holding-company governance for family offices, private equity groups, and operating companies across the United States. With nearly five decades of experience, we bring Fortune 100 expertise to every engagement, ensuring measurable results through systematic methodology and proven client relationships.
Professional infrastructure supporting institutional-grade client service and long-term banking partner relationships—backed by Fortune 100 operational experience and systematic business development methodology.
Scalable processes and technology platforms enabling efficient documentation, relationship management, and performance tracking—leveraging 24+ years of large-scale corporate operations expertise.
Sophisticated lead-generation and client-acquisition systems targeting high-value opportunities, supported by proven Fortune 100 business development track record and strategic partnership capabilities.
Professional entity formation, insurance, bonding, and regulatory compliance frameworks that instill banking-partner confidence through institutional-grade governance and 30+ years of validated relationships.
Clear KPIs, milestone-based engagements, and performance-linked retainers ensuring measurable results and complete alignment with client objectives through transparent accountability systems.
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1915 Hwy 36 W, PMB 140
Roseville, MN 55113