< Businesses

PE & Financial Firms

Maximize returns for you and your firm.

It is estimated that 40% of investments underperform.

PE and financial firms are in the unique position of dealing with investment pressures, strong competition, portfolio company problems and demanding clients.

We can help you maximize returns and especially be focused on key success factors:

  • Finding attractive deals at the right prices.

  • Improving portfolio company performance.

  • Optimizing investment exits.

We do this while ensuring that you are positioned in your firm to reap the benefits of these improvements.

For Whom

Senior executives, professionals and key decision makers.

PrIcing

On request.

Let's start optimizing profits & success today

What clients say

  • “Our company experienced immediate results that helped increase ROI, leading to a continuous 20% increase for our PE portfolio companies. Dawn is unmatched in her ability to get to the root causes of a problem and develop both a short-term and long-term solution. She is like a dog with a bone, that she does not give up until she finds out everything that is wrong and then advises you on how to eliminate the problem. I was so impressed that I tried to hire her as an interim CEO at one of my global companies. I go to her firm because she is the best.”

    ~Salah Hassanein, CEO, SMH Investments and Chairman, Variety International Lifeline Organization

  • “One of the most amazing things about Dawn is her integrity. I worked with her for over a year on deals. Dawn was able to find solutions that optimized our returns and made our clients happy. She knows how to get results in a sustainable way.”

    ~ Roland Hass, PE Executive

  • “I want a consultant who can keep up with me and add value. I was very skeptical about this firm. However, I was highly referred to her so I gave it a shot. I am glad I did. Dawn blew me away. She has a unique skill of getting to the core of a problem and figuring out the best way to solve it. I started off dealing with her on professional matters but she was so good that I asked her about personal issues. She came up with ideas that I would never have thought of. I am more successful and much happier because of Dawn.”

    ~Paul, PE Executive

  • “The difference with Dawn is that she gets RESULTS. She has the unique ability to develop a strategy and action plan that keeps a company ahead of its competitors. Her market predictions were right on target. Her Stakeholder Analysis identified gaps in our business focus. My company increased profits 20% in a short time because of Dawn. In addition, her suggestions for improved productivity and processes resulted in a culture that is happy and less stressed.”

    ~ Mike, CEO, Finance