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Thought Leadership


Value Creation Traps
Successful business transformation requires change agents to overcome the value creation traps inherent in old modes of thinking.

Value Creation in a Family Business
Value creation in a family business requires an understanding of the unique strengths and weaknesses of these businesses.

Bridging the Chasm
A chasm has grown between the key tenets of private equity investors and the business leaders they rely on to execute their investment theses

Pricing Strategy Post-COVID
Pricing strategy offers a compelling lever for small and midsized businesses to effect a business transformation post-COVID

Changing Strategy in Oilfield Services
Oilfield services operators must carefully assess the shifting business climate and make prudent adjustments to ensure their viability.

Analytics in the Middle Market
Analytics presents middle market companies with a rare opportunity to improve performance and enhance strategic positioning.

Maximizing Profit in the Middle Market
Overview
The literal definition of margin in business is that…

Retail Industry Restructuring
The retail industry is in the midst of a significant restructuring necessitated by long-standing issues but accelerated due to COVID-19

Supply Chain Disruption in Beef
The supply chain for beef producers in the U.S. has been roiled by COVID-19. Recognizing these challenges is key to navigating them.

Private Equity Value Creation
Private equity has been successful in generating extraordinary value. As the asset class matures changes will be necessary to the model.

Agile Business Transformation
Business transformation professionals active in the middle market must retool their service delivery approach in the wake of COVID-19

Value Creation in a Downturn
Value creation can be achieved in numerous ways. In a downturn, leaders should reorient their companies to drivers other than growth.

Middle Market Transformation
Middle Market companies and their leadership teams must meet the challenge of the coronavirus with aggressive business transformation efforts

The Turnaround Mindset
A well-executed turnaround is an intricate thing, and it always requires careful coordination with stakeholders, both internal and external.

Funding Transformation
Recognizing the need for change, developing a plan for change,…

Reporting: A Catalyst for Improvement
By upgrading existing reports companies can spur an increased volume of actionable data-driven insights.

Forever 21 Bankruptcy
One-Time Fast Fashion Innovator Seeks Court Protection to Facilitate Restructuring

Middle Market Strategy
Strategy is a company’s plan to win, and nothing about today’s market dynamics suggests any diminishment in the value of such a plan.

Stakeholder Support
A business transformation presents an abundance of challenges…

The Evanescence of Strategy
Every strategy has a sell-by date, and the costs of ignoring…

Distressed Retailers Groping for Viability
The challenges that retailers have faced in the past few years…

Burger King Revival
Burger King had been an industry laggard, but with new, focused ownership, it is now setting the pace in the quick service restaurant industry

Implementation: Big Data & Analytics Bottleneck
“In five years, inside the enterprise, analytics…

Interim Managers: Value Creation Catalysts
There is a tendency among the leadership ranks of most organizations…

Business Model Expiration Dates
For most companies, worries about the transience of…

Working Capital Management
Working Capital Management often represents the most substantial…

Mt. Gox Bankruptcy
It has long been an axiom of mine that the little things are…

Failure to Recognize the Obvious
This article originally appeared in Business Insider
I had…

The Change Agents We Need
The leader of men in warfare can show himself to his followers…

Fisker Automotive: A Beautiful Mess
This article originally appeared in Business Insider
How can…

Municipal Distress
This article originally appeared in Business Insider
Eventually…

Blockbuster Stores’ Stunning Reversal
This post originally appeared in Business Insider
Video rental…

New Paradigm of Government Distress
This article originally appeared in Business Insider
A Slow-Moving…

The Demise of a Bad Deal
This post originally appeared in Business Insider
Victory has…

Eike Batista
This article originally appeared in Business Insider
How flattering…

Challenges Facing Midsize Manufacturing Companies
This article originally appeared in Business Insider
As…

Big Data and Organizational Fluidity
This article also appeared in Business Insider
The term "Big…

Against Corporate “Hero Ball”
This article also appeared in Business Insider
Your plan should…

The Transience of Advantage
This article also appeared in Business Insider
Round the decay…

Becoming a Data-Driven Organization
This article originally appeared in the Loftis Consulting…

Overcome by Change
This article originally appeared in Business Insider
I recently…

The Least Bad Outcome
This article originally appeared in Business Insider
The…

A Good Story, But Untrue
This article originally appeared in Business Insider
Efficient…

Private Equity: A New Approach
This article originally appeared in Business Insider
The…

When Failure is the Best Option
This article originally appeared in Business Insider
The…

The Never-Ending IP Struggle
This article originally appeared in Business Insider
Disney…

The Base of the Pyramid
This article originally appeared in Business Insider and TMA…

Bowing to the Inevitable
This article originally appeared in Business Insider and TMA…


















































PARTNERS IN
GROWTH
Companies experiencing growth face challenges with aligning their capital structure to their opportunities, managing cash flow, upskilling their leadership teams, and ensuring that their systems and processes do not become constraints.

PARTNERS IN
CRISIS
Companies in crisis face challenges with capital providers, suppliers, employees and other key stakeholders. Crisis represents an inflection point at which the underlying assumptions of an organization are all in question.

PARTNERS IN
RENEWAL
Companies undergoing renewal face the challenge of internalizing the lessons of the past while embracing opportunities for the future. These companies must develop and execute on a bespoke value creation strategy.