Successfully Position Your Company for Strategic Exits and Capital Raises

Successfully Position Your Company for Strategic Exits and Capital Raises
Get the strategic advice and support you need to maximize your company's value and achieve your growth goals.
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What We Do For You
90%
M&A/IPO Readiness
Success rate in preparing companies for exits
30%
Faster Capital Raising
Reduction in time to secure funding
Our consulting firm has a proven track record of success. We have helped our clients achieve a 90%+ success rate in M&A/IPO readiness and a 30% faster capital raising process. We also have a track record of achieving higher valuations for our clients.
Affordable Elite Consulting
Direct access to ex-McKinsey, Bain, and BCG partners
Enterprise-grade business intelligence tools
Flexible engagement model
No long-term commitments
Consulting Partner Benefits
Strategic Planning Excellence
Develop winning strategies and roadmaps using proven frameworks fromex-McKinsey, Bain, and BCG partners consulting methodologies.
Implementation Expertise
Transform strategies into actionable plans with best-in-class execution techniques and tools.
Results Optimization
Drive measurable performance improvements through data-driven analysis and optimization.
Brian Connell, CFA
Brian Connell, CFA
Veteran capital markets strategist with extensive experience across institutional finance, venture capital, and public markets. Former buy-side analyst and portfolio manager with a two-decade tenure in financial markets, including founding and managing hedge funds, conducting institutional-grade equity research, and pioneering fintech solutions.
Professional Highlights
Founded StreetFusion, raising $17M in venture funding and revolutionizing earnings season workflow for major financial institutions
Successfully led to acquisition by Thomson Financial
Duke University economics graduate and CFA charterholder
Current Focus
At Exponential AUM, Brian helps investment managers scale their assets under management by effectively communicating their investment edge, risk management framework, and operational infrastructure to institutional allocators. His analytical framework combines rigorous financial modeling with deep market insight, developed through years of active portfolio management and institutional research coverage.
Fortune 500 Tools
Real-time Market Analytics
Stay ahead of the curve with real-time market data and insights to make informed decisions.
Competitor Intelligence Platforms
Gain a comprehensive understanding of your competitors' strategies and market position.
Industry Research Databases
Access a wealth of industry-specific research reports, analysis, and data.
Strategic Planning Frameworks
Utilize proven frameworks to develop and execute your growth strategies.
Financial Modeling Tools
Build sophisticated financial models to project future performance and assess investment opportunities.
AI-Powered Insights
847 Deal Variables Analyzed
Our AI analyzes over 847 different deal variables to provide you with a comprehensive understanding of your market and the potential success of your company.
Real-Time Market Comparables
Our AI provides real-time market comparables to help you understand your competitors and make informed decisions.
Automated Compliance Checking
Our AI automates compliance checking to ensure your business is compliant with all applicable laws and regulations.
Strategic Match Algorithms
Our AI uses strategic match algorithms to identify the best partners for your business.
Our Process
1
Market Position Analysis
Gain clarity on your competitive landscape, market share, and potential for growth.
2
Growth Opportunity Mapping
Identify untapped opportunities for expansion and innovation within your industry.
3
Strategic Options Evaluation
Analyze and prioritize potential strategies to achieve your desired outcomes.
4
Custom-Matched Expertise
Work with a seasoned consultant who brings deep industry knowledge and experience from top consulting firms.
5
Weekly Strategic Sessions
Receive dedicated time with your consultant for focused discussions, analysis, and strategic planning.
Execution Tools: Fortune 500 Proven Methods
Strategic Planning
Leverage our proven strategic planning frameworks and platforms to ensure clarity and alignment.
Project Management
Implement robust project management systems to drive efficient execution and track progress.
Performance Tracking
Utilize industry-leading performance tracking dashboards to monitor key metrics and identify areas for improvement.
Team Alignment
Empower your team with collaborative tools designed to enhance communication and foster synergy.
Performance Tracking: Measure What Matters
Clear KPI Tracking
We set clear and measurable Key Performance Indicators (KPIs) aligned with your business goals. We track them meticulously, providing transparency and actionable insights.
Regular Progress Reviews
We conduct regular progress reviews, analyzing data and identifying any areas that require adjustment. These reviews ensure we stay on track and optimize results.
ROI Measurement
We meticulously measure the Return on Investment (ROI) of our consulting services, demonstrating the tangible value we deliver to your business.
Outcome Validation
We go beyond simply delivering results; we validate the impact and effectiveness of our efforts, ensuring they align with your strategic objectives and desired outcomes.
Success Stories
Former Bain partner helped scale revenue 300% in 18 months.
Ex-McKinsey partner identified $5M in cost savings.
BCG veteran led successful entry into 3 new markets.
Get Started with a 60-Minute Assessment
Custom Roadmap
Develop a clear path for your business growth.
Opportunity Analysis
Identify untapped potential and strategic growth opportunities.
Tool Suite Demo
See how our tools drive your success.
Unlock your business's potential with a free, focused 60-minute consultation. Our experts will help you identify key opportunities, develop a customized roadmap, and demonstrate how our tools can drive your success. You'll leave with clear next steps to take your business to the next level.
Industries Served
SaaS / Software
We help SaaS and software companies achieve rapid growth through strategic planning and execution.
Professional Services
We work with professional services firms to develop and implement go-to-market strategies, improve operational efficiency, and enhance client satisfaction.
Manufacturing
We help manufacturers optimize their operations, reduce costs, and improve product quality to achieve competitive advantage.
Healthcare
We work with healthcare providers to improve patient care, enhance operational efficiency, and navigate the complex regulatory landscape.
Bringing Fortune 500 Consulting Power to Lower Mid Market Growing Companies
We believe that every company, regardless of size, deserves access to the highest quality consulting services. That's why we offer affordable capital and exit consulting, tailored to meet the unique needs of growing businesses.
We provide a comprehensive suite of services, including strategic assessment, performance tracking, and execution tools, all designed to help you get the capital you need or exit your company.
Contact Us
Email
jp@equityraise360.com
Phone
+1 321-343-4323