How We Can Help
Insights, oversight, governance and counsel from leaders who’ve been in the trenches.
Senior advisor
Ongoing, independent counsel to CEOs, sponsors, and boards — the trusted voice for the decisions that don’t fit a project scope.
Board director
Independent or executive/operator board seats and committee service. Governance and practical experience to help spot operational trends, behavioral shifts, financial and market red flags.
Search, coach, mentor
We help you find the right leader — sourcing, interviews, selection, negotiation — and ensure the success of the individual you’ve chosen. We help the most important members of your leadership team grow in their roles.
Functional review
A thorough evaluation of a key function — finance, ops, HR, commercial, marketing, communications — see where you stand, where you can improve, and what needs special attention.
Talent review
Management assessment, new-hire evaluation, and org design.
Diligence & expert calls
Buy-side, sell-side, and reverse diligence, and management or expert calls.
M&A support
Cut-to-the-quick reviews, oversight of your advisors, and data-room preparation.
Expert witness
Independent testimony and analysis on operating matters.
Compensation & Integration
Executive compensation benchmarking and review, and post-transaction human capital and benefits integration.
Hands-on leadership and operating work — clearly defined so there’s no confusion about what you’re getting.
Interim executive
A senior leader engaged for a defined period to serve in a key role, allowing you to cover for a departure, address a gap, or work through a turnaround or integration. Full- or part-time with a clear mandate and end date.
Fractional executive
Ongoing, part-time operational leadership that allows you to fill a need without making a new hire. Tailored and scaled to meet your requirements and add value.
Process improvement & best practices
Audit, design and implementation of the processes and standards that help key functions of your business improve and reach peak performance.
Functional assessment
Rapid assessment of a functional area that you believe needs improvement — finance, BD, HR, marketing — along with a plan to fix it.
Exit readiness & prep
Get the operation and the numbers clean before a sale, so diligence finds a house in order.
Financial close & controls
Month-, quarter-, and year-end close; reporting, cash, and controls.
AI agent development
Design and stand up AI-enabled workflows — agentic accounting, data infrastructure, and analytics.
Trusted introductions
Tap the BA network for hard-to-find talent, industry expertise and counsel.