Growth and Expansion. Working with the CEO of an international middle market firm, developed a strategic plan that enabled the firm’s expansion – including business strategy, brand positioning, financial analysis, and funding / investor strategy.
Founded FinTech CEO Roundtable Focused on Growing successful companies; Sharing knowledge and leveraging the ideas,experience, and insights of peers and experts; and Creating a community of support. CEO participants discuss topics critical to launching, scaling and exiting a company — such as strategy, raising capital, driving revenue, marketing and sales, recruiting and retaining top talent, building a board and implanting successful exit strategies.
Develop Executive Talent / Executive Coaching. Work with Senior Executives and Executive Teams to maximize professional and personal potential and success – focusing on achieving exponential strategic leverage.
Industry Expertise. Advises private equity and asset management firms on potential and current portfolio investments.
Mobilized (Global) Organizations to Deliver Sustainable, Profitable Growth. Work with middle market companies to align their global leadership teams to deliver smart growth and innovation.
Increased Sales and Improved Operating Efficiency. Advised early stage services business on growth, client experience, and operational strategies that led to 30% increase in sales.
Increased Market Penetration. Developed Market(ing) plans with top Moroccan and Egyptian banks for Small/Medium enterprises. Led to 25% increase in market penetration.
west advisory 