1.
Mid-Market Fintech (PE-Backed)
Streamline operations and accelerate growth post-acquisition
Operational audit, leadership alignment, integrated KPIs, scalable GTM for fintech products
Achieved ~20% efficiency improvement over 6 months, ~25% YoY revenue growth and enhanced investor confidence through clear operational KPIs
2.
Early-Stage VC-Backed B2B SaaS Startup
Enter new markets and optimize revenue within target segments
Tailored North America GTM, data-driven pricing and segmentation, strategic partnerships
Increased market penetration by ~40% over 9 months, improved gross margins by ~20% and secured two strategic partnerships, supporting scalable growth
3.
Family Office Financial Services Portfolio Companies
Improve operations and prepare portfolio companies to scale efficiently
Process assessment, operational redesign, KPI alignment, optimized processes to support portfolio company growth
Achieved ~30% cost reduction over 9–12 months, improved decision-making speed and strengthened operational scalability and performance
4.
Growth-Stage AI SaaS Company
Rapid revenue growth and improved customer retention
Customer lifecycle analysis, success initiatives, tiered pricing, sales-marketing alignment
Grew ARR by ~40% over 12 months, improved retention by ~25% and accelerated deal closure by ~20%, driving sustainable growth
5.
Series A/B Fintech Payments Startup
Strengthen market positioning and prepare for Series B funding
Operational improvements driving payments platform growth, competitive analysis, value proposition refinement and pitch preparation
Raised Series B above target in an oversubscribed round, accelerated sales pipeline and positioned the company for scalable market growth
6.
Mid-Market PE-Backed Financial Services Firm
Address operational inefficiencies post-investment
Diagnostics, process restructuring, KPI management, and change leadership
Reduced costs by ~25% over 9 months, improved EBITDA margin by ~10–12% and enhanced team collaboration and accountability
To empower growth-stage companies and their investors with actionable strategies, operational discipline and market foresight that unlock sustainable enterprise value. We aim to bridge the gap between strategic vision and execution, helping clients scale smarter, optimize performance and prepare for future opportunities in complex, evolving markets.
First Canadian Place
100 King Street West, Suite 5600, Toronto, ON M5X 1C9
