Portfolio
Our engagements span industries like utilities, logistics, and higher education and consistently drive results—whether by enhancing financial performance, streamlining operations, or guiding organizations through complex transformations. Each project reflects our commitment to delivering actionable insights, building resilience, and fostering sustainable growth for our clients.
Financial Diligence & Performance Improvement
The client, a large utility company in the Southeastern U.S., was under pressure to improve capital planning processes and increase its funds from operations (FFO) to remain competitive in a highly regulated environment.
Southeastern Electric Utility
A national B2B logistics company, generating $1.5B in annual revenue, was struggling with declining profitability due to operational inefficiencies and underutilized assets. The client needed to turn around operations to become more competitive.
B2B Logistics Client
A network of over 80 higher education institutions was facing declining enrollment, challenges with student outcomes, and pressure to optimize operational efficiencies. The institutions also needed scalable solutions to improve access and reduce costs for underserved students.
Higher Education Network
Strategic Planning
A major philanthropic organization, managing over $1B in assets, partnered with local government to tackle a growing affordable housing crisis in the city. The organization sought to refresh its five-year strategy and secure additional funding to support affordable housing and place-based initiatives, particularly in areas at high risk of displacement.
Philanthropic Organization
Utilities worldwide were under pressure to adapt their infrastructure to both regulatory incentives and the evolving environmental challenges of renewable integration and climate resilience. This engagement required a global perspective, considering the unique needs of different regions, such as the Southeastern U.S., prone to hurricanes, and Scandinavian countries, with their harsh winters.
Utilities Strategy
From March through June 2020, a regional business partnership in the Southwestern US sought guidance on mitigating the economic impact of COVID-19 while balancing public health and business continuity. The goal was to assess economic performance in real-time and help local leaders make informed decisions about business operations.
Economic Sustainability Strategy
Leadership Advisory and Organizational Improvement
A leading third-party logistics provider was focused on supporting its growing base of retail and eCommerce clients during a period of significant growth in late 2018 through mid-2019. The company needed to optimize its Client Success Team and enhance logistics operations across its U.S. fulfillment sites to keep pace with rising demand from industries such as home decor and large retail.
Logistics & eCommerce Sector
In the summer of 2019, a nonprofit foundation focused on revitalizing communities in a major city sought to refresh its strategy after five years of operations. The foundation aimed to reassess its role in key impact areas, including mixed-income housing, cradle-to-career education, health and wellness, and safety and security.
Nonprofit Sector
In Q1 of 2020, a major third-party logistics (3PL) provider appointed a new CEO during a critical growth phase. The CEO was tasked with optimizing the C-level leadership team to support the company's long-term growth goals, especially as the company focused on expanding its omnichannel and eCommerce logistics capabilities.
Logistics & eCommerce Sector