About us

We’ve made the mistakes, learned the lessons, and built the operating discipline we now deliver to clients.

We are a boutique advisory firm focused on restructuring, organizational optimization, and interim executive leadership. We help companies regain clarity, rebuild operational foundations, and deliver measurable financial performance—especially in periods of transition, underperformance, or accelerated growth.

With 45+ years of combined experience across banking, fundraising, operating, consulting, building, and investing, we’ve sat in every seat that matters. We’ve raised capital, scaled teams, rebuilt broken systems, led turnarounds, and managed through the messy middle of both growth and contraction. We’ve also made mistakes — and those lessons are a core part of how we lead today.

We know what happens when priorities drift, systems break, or teams misalign because we’ve lived it firsthand. That hard-earned experience fuels our ability to diagnose issues quickly, design durable operating systems, and execute with precision.

We don’t just advise from the sidelines. We step in, take ownership, and lead companies through critical inflection points with the clarity, pragmatism, and operational discipline that only comes from doing the work ourselves.

Our Partners

  • PARTNER

    Jeremy is a senior executive with over 20 years of experience leading complex turnarounds, operational rebuilds, and large-scale organizational transformations. His background spans consumer products, retail, and financial services, with a track record of stabilizing distressed organizations, implementing governance systems, and driving substantial enterprise value creation.

    He has preserved more than $500M in assets, executed $2B+ in M&A, and scaled a consumer brand from inception to 1,000+ stores with 5M+ units sold and $250M+ in retail sales. Jeremy brings deep expertise in cross-functional operating models, risk management, and performance optimization—making him a high-impact leader in environments that demand structural clarity, disciplined execution, and decisive intervention.

    His expertise Includes:

    • Turnaround leadership & operational restructuring

    • Governance, risk management & internal controls

    • Liquidity management & P&L oversight

    • Organizational transformation & performance optimization

    • Executive alignment & change management

    • Large-scale consumer brand building & category creation


    Jeremy is known for executive presence, operational rigor, and the ability to quickly assess, triage, and rebuild organizations facing mission-critical challenges. His leadership blends financial precision with practical, execution-first operating expertise—making him an ideal partner for companies undergoing transition or requiring high-stakes structural change.


  • Vicki is a data-driven operator, engineer, and former venture investor with 25 years of experience leading organizational transformation, strategic growth, and operational execution across technology, consumer, healthcare, biotech, and private-equity–backed companies. With a foundation in mechanical engineering and corporate finance, she brings a multidisciplinary approach to restructuring, organizational design, and go-to-market strategy.

    She has founded companies, led venture-backed teams, repositioned legacy brands, built category-defining products, and advised high-growth startups and enterprise clients. Her experience spans CEO roles, Chief Strategy Officer leadership, product development, supply chain, venture capital, investment banking, and operational optimization. Vicki is recognized for her analytical rigor, cross-functional leadership, and ability to drive clarity, alignment, and performance across complex organizations.

    Her expertise includes:

    • Organizational redesign & restructuring

    • Strategic planning, pricing & financial modeling

    • Complex cross-functional execution

    • Brand repositioning & go-to-market acceleration

    • Early-stage company building & investor readiness

    • Data-driven performance systems & KPI frameworks

    Vicki is known for bringing structure to ambiguity, reshaping underperforming operations, and driving company-wide alignment through data, discipline, and decisive execution. Her leadership integrates deep technical understanding with financial strategy and operational excellence—making her an ideal partner for organizations undergoing growth, transition, or strategic transformation.

Why partner with us.

We are operators, not traditional consultants.

We step in, assume responsibility, and lead from within.

We move fast and diagnose accurately.

Our assessments are rooted in financial analysis, operational workflows, organizational architecture, and cross-functional dynamics.

We design systems that scale.

Governance structures, role clarity, KPIs, and processes designed for sustained performance.

We bring discretion and objectivity.

Ideal for sensitive restructures, leadership gaps, or underperforming divisions.

We thrive in complexity (and chaos).

Founder-led companies, venture-backed startups, and private-equity environments.

Industries we support.

Consumer brands, CPG, CFR, & retail

Healthcare & health services

Technology & SaaS

Professional services & agencies

Private equity portfolio companies

Founder-led businesses

Meet us. Schedule a consultation.

Schedule a 30-minute working session to surface hidden costs, margin opportunities, and structural gaps.

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