Functional Specialists oversee strategic and operational initiatives across the portfolio, helping our companies develop and maintain best practices as well as support improvement efforts requested by management. They can act as a special project resource or fill an interim executive or board role at our portfolio companies, depending on the initiative or requirements.

Area of Expertise

Marketing and Branding
  • Channel & category road maps
  • Customer insights
  • Brand identity development
  • Visual communications
  • Foresight workshops
  • Competitive analysis
Accounting, Tax & Finance
  • Financial due diligence
  • Complex accounting & tax structuring
  • Acquisition integration
  • Working capital strategy & management
  • Financial planning & analysis
  • Audit committee support
Human Capital
  • Talent cultivation & recruitment
  • Compensation plans
  • Performance criteria & process
  • Succession planning
  • CEO “coaching”
  • Organization transformation
E-commerce & Digital
  • E-commerce business strategy
  • Social media & digital marketing
  • Merchandising strategy & optimization
  • Website design & development
  • Customer relationship management