Advisory · Assets · Operations

Advisory that moves deals, assets, and operations forward.

We support founders, operators, and investors with practical execution. From transactions and valuations, to real estate performance, to manufacturing and technology programs.

Define the decision
Start with what success looks like and what will be decided.
Build the plan
Workstreams, owners, timelines, and critical risks.
Execute with cadence
Weekly tracking, stakeholder alignment, and unblockers.
Deliver the outcome
Decision-ready materials and a clear next-step path.
Valuation modelsInvestment memosOps playbooksProgram plansKPI dashboardsRisk registers
What we do

Three verticals, one operating mindset

We bring analytical rigor and operator practicality across transactions, assets, and manufacturing programs.

M&A Advisory and Valuation Support

End-to-end support for acquisitions, divestitures, fundraising, and valuation.

  • Target screening and outreach strategy
  • Valuation, fairness support, and deal modeling
  • Due diligence planning and workstream coordination

Real Estate and Hospitality

Asset ownership and advisory focused on short-term rentals and long-term yield.

  • Property acquisition evaluation and underwriting
  • STR operations playbooks for Airbnb-style portfolios
  • Revenue management and occupancy optimization

Production and Technology Advisory

Turnkey support for manufacturing projects, industrialization, and scaling.

  • Factory readiness and capacity planning
  • Supplier strategy, BOM review, and cost-down
  • Quality systems, validation plans, and gates
Selected work

Examples of how we help

Confidential and anonymized. Outcomes vary by situation, but our method stays consistent.

M&A
Strategic acquisition screening and valuation
Confidential, anonymized
Challenge

Client needed to identify acquisition targets in a fragmented market, then move fast with a credible valuation case.

Approach

Built a target list, defined outreach scripts, created a valuation model with synergy levers, and structured diligence sprints.

Outcome

Shortlisted 3 targets, progressed 1 into exclusivity, and improved negotiation position with scenario-backed pricing.

Real Estate and Hospitality
Hospitality portfolio performance uplift
Confidential, anonymized
Challenge

Occupancy and reviews were inconsistent across a short-term rental portfolio.

Approach

Standardized ops playbooks, introduced quality checklists, and implemented pricing rules with seasonal calendars.

Outcome

Stabilized guest experience and improved revenue consistency through operational cadence and tighter controls.

Production and Technology
Factory ramp readiness and turnkey execution
Confidential, anonymized
Challenge

New manufacturing line required readiness plan, supplier coordination, and a disciplined validation approach.

Approach

Established gates, created an integrated master schedule, defined quality checks, and tracked risks weekly.

Outcome

Improved visibility, reduced late surprises, and created a clear path to steady-state production.

Next step
Want a quick assessment call?

Share what you are trying to achieve. We will respond with a suggested approach, expected timeline, and what we would need from your team.