Where We Work

Industries we know from the inside

Our experience spans industries most advisory firms don't cross — which means we bring pattern recognition from outside your walls, not just inside them.

Industry Focus

Aviation & FBO

Fleet economics and depreciation management, charter pricing analysis, lender and insurance relationships, and full P&L oversight for FBOs and charter operators. We understand the operational rhythm of aviation businesses — fuel margins, maintenance cycles, and the capital intensity that comes with fleet ownership — because we've managed it from the inside, not just advised on it from a distance.

Healthcare

Vendor management and governance, GPO alignment and contract compliance, supply chain oversight, and cost reduction initiatives — led by our CPO principal, with deep experience managing large-scale spend across thousands of supplier relationships in healthcare, durable medical equipment (DME), infusion pharmacy, and home health environments. Particularly effective for multi-site operations navigating complex compliance requirements alongside real cost pressure.

Construction

Job cost oversight, lender and bonding relationships, and the margin discipline contractors and developers need to protect thin margins across active projects. We bring hands-on experience with development pro formas, lot absorption, JV structures, and the financial reporting rigor construction businesses need to manage risk across multiple projects at once.

Equipment & Asset-Intensive Operations

Inventory and fleet management, utilization tracking, and the operational finance discipline that comes from growing up inside an equipment-intensive business. We know how to build financial infrastructure around assets that depreciate, require maintenance scheduling, and drive most of the balance sheet — because that's the environment this firm's financial leadership was built in.

PE-Backed & Owner-Operated Businesses

Board and investor reporting, lender covenant compliance, and the financial infrastructure both private equity sponsors and independent owners expect. Whether you're preparing for a capital raise, managing existing investor relationships, or simply want the financial discipline of a much larger company, we bring that standard without the overhead of a full executive team.

Marine & Yacht

Vessel financing and depreciation management, charter and brokerage revenue oversight, and marine supply chain and vendor relationships. We bring the same operational finance discipline to yacht management and brokerage operations that we apply to any capital-intensive, asset-heavy business — full P&L visibility on vessels that carry real value and real complexity.

Trucking

Driver and DOT compliance oversight, freight carrier P&L management, and load and lane economics for trucking operators. We build the financial reporting discipline trucking companies need to manage fuel costs, insurance, and driver-related expenses against tight per-mile margins.

Logistics

Freight and distribution oversight, carrier and third-party logistics relationships, and the cost-per-mile and cost-per-shipment discipline that determines margin in logistics-heavy operations. We build the financial visibility growing distribution and freight brokerage businesses need to manage carrier costs, warehousing spend, and service-level commitments without losing sight of the bottom line.

Fleet Management

Vehicle lifecycle planning, maintenance scheduling, and utilization tracking across owned and leased fleets. We help fleet-dependent businesses turn vehicle data into financial discipline — replacement timing, total cost of ownership, and the reporting rigor needed to keep fleet spend aligned with actual utilization.

Import/Export

Customs compliance, trade documentation, and cross-border supply chain and vendor management for businesses moving goods internationally. We bring the financial and procurement discipline needed to manage landed cost, currency exposure, and vendor relationships across borders — without the overhead of a dedicated trade compliance department.

Don't see your industry listed?

Reach out anyway — a lot of what we do translates well beyond the industries listed here.

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