Specialized Financial Analysis for Complex Situations
We focus on three areas where independent analytical expertise can make a meaningful difference when you're facing significant financial decisions.
Return to HomeFocused Expertise Where It Matters Most
Rather than trying to be all things to all clients, we've deliberately focused our practice on three specific areas where we believe we can deliver the most value. Each represents a situation where having specialized analytical perspective can meaningfully improve decision-making and outcomes.
Our approach in each area combines technical analytical capabilities with practical understanding of how these decisions get made in real organizations. The goal is always to provide insights that are both rigorous and actionable.
Activist Investor Analysis
When you're dealing with an activist investor situation, understanding their likely strategy and preparing effective responses can be the difference between a constructive outcome and a disruptive proxy fight. We provide intelligence on activist playbooks, vulnerability assessment, and scenario planning for likely demands.
What This Service Includes
- Historical analysis of the activist's previous campaigns and typical demands
- Vulnerability assessment identifying potential targets for activist attention
- Scenario modeling of probable demands and strategic alternatives
- Response strategy development and evaluation of defensive positions
Comprehensive activist intelligence and response planning
Working Capital Optimization
Many organizations have significant cash tied up in working capital that could be freed up through better management of receivables, payables, and inventory. We analyze your working capital components to identify specific opportunities for improvement and quantify the potential impact on cash flow.
What This Service Includes
- Comprehensive working capital analysis across all components
- Benchmarking against industry standards and best performers
- Quantification of improvement opportunities with financial impact modeling
- Implementation roadmaps prioritized by impact and feasibility
Detailed analysis with actionable improvement recommendations
Pension Fund Analysis
Pension fund trustees and administrators face complex decisions about investment strategy and liability management. We provide analytical support on asset allocation, funding status assessment, and risk management - offering independent perspective that can help validate strategic direction or identify areas for adjustment.
What This Service Includes
- Asset allocation review and strategic assessment
- Liability analysis and funding status evaluation
- Risk management framework assessment and stress testing
- Peer comparison and best practices benchmarking
Independent analytical perspective for informed governance decisions
Choosing the Right Service for Your Situation
Each service addresses different analytical needs. Here's a quick guide to understanding which might be most relevant for your situation.
| Service | Best For | Typical Timeline | Investment |
|---|---|---|---|
|
Activist Investor Analysis
|
Companies facing or anticipating activist investor campaigns | 6-8 weeks |
$14,800 USD
|
|
Working Capital Optimization
|
Organizations seeking to improve cash flow efficiency | 5-7 weeks |
$9,200 USD
|
|
Pension Fund Analysis
|
Pension fund trustees needing independent analytical support | 7-10 weeks |
$17,500 USD
|
Not Sure Which Service You Need?
That's perfectly fine. Many situations benefit from a preliminary discussion to understand what type of analytical support would be most valuable. We're happy to have that conversation with no obligation.
Let's Talk About Your SituationWhy Organizations Choose to Work With Us
Across all three service areas, clients appreciate certain consistent aspects of how we work.
Independence Without Conflicts
We maintain strict independence and have no conflicts of interest. Our value comes from providing objective analysis, which requires intellectual honesty even when findings are unexpected.
Focused Expertise
By concentrating on three specific areas rather than trying to do everything, we've developed deep expertise that translates into more precise analysis and more relevant recommendations.
Actionable Deliverables
We structure our analysis to be useful in actual decision-making - not just technically correct, but practically implementable given your organizational realities.
Clear Communication
We explain complex analytical concepts clearly without unnecessary jargon. Our deliverables are accessible to stakeholders with varying levels of technical expertise.
Ready to Discuss Your Analytical Needs?
Whether you know exactly which service you need or you'd like to discuss your situation to understand what type of analytical support might be helpful, we're here to have that conversation. There's no obligation - just an opportunity to explore whether we might be able to help.
Start the Conversation