SERVICES

Par∙a∙clete Partners provides executive level support across five pillars.

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M&A and IPO

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Strategic Planning

Vital to any business or organization is a plan which outlines the path to success.  Strategic Planning should not be a mystical or complicated process orchestrated behind closed doors by senior executives.  Quite the opposite.

 

Our approach is one which drives Vision, Focus and Engagement and is an integral part of the operations of business, widely communicated to all employees.

 

Our methodology draws upon many trusted tools and techniques to guide the organization through a process to create an efficient, actionable plan.  These plans are based on the premise that companies must address both top line growth initiatives as well as operational improvements and efficiencies to maximize margins and profit over the long term.

 

Organizational Development

The organization is the key to business success because a business is people.  Our team has developed leaders, built teams, educated employees and changed cultures.

 

We have experience with spin offs, mergers, acquisitions, changes of ownership, family founders, and start ups.  Each situation in unique and each situation requires an experienced approach to drive unity and alignment.

 

Sustainable growth in any business is not possible without growth throughout the organization.

 

”The growth and development of people is the highest calling of a leader” - John Maxwell

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M&A and IPO 

For many companies M&A and IPO’s are a rare opportunity or a one time event.  Therefore there is usually little internal knowledge or experience of the process and ultimate impact to the company and the organization. 

Par∙a∙clete Partners has handled dozens of these opportunities both from inside companies and as external advisors.  Having both an internal and external perspective is a tremendously valuable resource in determining both the path forward and what success looks like.

Critical to realizing long term value accretion is validating the expected benefits assumed by senior management and owners and how those benefits tie to the strategy.  Par∙a∙clete Partners will assist and advise upfront to ensure the fit of the opportunity is sound before investing significant resources in due diligence.

Once the right opportunity is identified, our team has the experience to efficiently manage the process and guide senior management to a successful outcome.

 
 

Interim C-Suite

Interim C-Suite positions can be an integral tool to bridge the gap until a permanent solution is identified.

Our team of executives have held numerous positions in the C-Suite – CEO, CFO, CMO, COO, CSO

We step in and support gaps in leadership, quickly getting up to speed to move the organization forward. If one of our team members is not the best fit, our broad network of executive contacts provides additional resources for both interim and permanent solutions.

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Board of Directors

A company Board can either be a catalyst for growth or a roadblock to progress.  There are two driving factors which determine this:

  • Definition – Roles and Functions

  • Composition – Friends and Family vs Industry Leaders and Alliances

Our entire team has board and/or committee experience.  From Public companies to privately held businesses to associations to non-profits, our team has served in the positions of Chair, member and CEO throughout various industries.

We provide an unbiased evaluation of the roles, functions and composition of your board and a clear and concise recommendation to move it towards a catalyst for growth.