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Growth Strategy & Value Creation Services

Services


30 Years of Private Equity & Investment Advisory Services Covering the Full Investment Lifecycle   

Stax partners with management teams and their sponsors to build and implement achievable value creation plans that maximize the MOIC and set companies up for long-term success. Our teams work collaboratively with management to achieve optimal outcomes, from the moment the deal closes, throughout the hold period and beyond.

What We Do

  • Value Creation Planning

    Early road mapping of high-impact initiatives brings value creation from post-deal to pre-acquisition and jump-starts MOIC. 

  • Growth Strategy

    Develop tactical, asset-specific organic and /or inorganic growth strategies to maximize business value.

  • Pricing & Packaging

    Develop pricing strategies, monitoring models, and dynamic price-setting algorithms to optimize pricing across products.

  • Commercial Sales, Marketing & Channel Excellence

    Identify opportunities for immediate EBITDA improvement within a company's existing product portfolio and market segments.

  • Product & Services Innovation & Market Entry

    Define, pilot, and scale beachhead led strategies for the acceleration of new products and market segments with targeted adopter customer prospects, informed by analytical targeting. 

  • Integration Planning & Post-Merger Integration (PMI) Support

    Define success metrics and cultural alignment strategies that will underpin post-acquisition integration roadmap. Provide guidance around GTM strategy refinements and internal communication messaging.

  • SG&A & Services Cost Optimization

    Provide strategies to optimize fixed costs via elimination of structural redundancies, administrative inefficiencies, and supply chain upcharges, among others.

  • Exit Planning

    Position companies for sale by articulating their growth potential and roadmap, their market positioning and competitive dynamics to hold up to buy-side scrutiny. Learn more.

  • Profit X-Ray Analytics

    Combine domain expertise with advanced analytics to provide granular, high-frequency operational performance comparisons and forecasts to drive operational improvement activities.

  • Sustainability Strategy

    Conduct initial market diagnostic to uncover ESG risks and opportunities, shaping a purpose-driven sustainability strategy for enduring value; establish measurable, business-aligned goals, craft customized implementation plans, and support ongoing efforts with tailored analytics for tracking financial progress

Leadership

Recent Insights

Anuj A. Shah Shares ESG Trends to Watch for 2025: Stax’s Top 10
By Anuj A. Shah February 10, 2025
Stax Managing Director and ESG practice leader, Anuj A. Shah, shares the top 10 ESG trends to watch for 2025. Click to read more.
Featured by Financial Brand: When Your Partners Fail: Lessons from the Capital One Outage
February 5, 2025
Managing Director Palash Misra was recently featured by Financial Brand to share his thoughts on the recent Capital One outage and takeaways for crisis communications strategies. Read more.
Featured in reworked: Generative AI Blurs Build vs. Buy Lines
January 21, 2025
How is GenAI affecting build vs. buy decisions? Peter Renon was asked to share his expert perspectives on its promise, limitations, and strategic impact. Read the full story here.
Featured by The Consultancy Group: Navigating Growth, Carve-Outs and Expansion into the US: Insights
January 15, 2025
Highlighted in The Consultancy Group, Peter Renon discusses how carve-outs unlock value by blending operational execution with commercial growth strategies. Read the full story here.
Stax Value Creation Highlights 3 Key Gaps Limiting PortCo Growth
By Asiri Silva & Samantha Pinkes January 9, 2025
Stax’s Value Creation team highlights common barriers to portfolio company growth, sharing insights on how to resolve gaps to achieve strategic goals. Click here to read more.
5 Key Value Creation Takeaways from the PE Forum Boston
By Alex Erines November 22, 2024
Stax Associate Director Alex Erines recently attended the PE Boston Forum, sharing his insights and takeaways from the event centered around value creation. Learn more.
Leveraging Gen AI to Optimize Private Equity Deal Workflows
April 16, 2024
Generative AI can provide significant optimizations across deal workflows and portfolios. What key opportunities should private equity be focusing on? Click to learn more.
Featured in Pitchbook: Vince Zosa's
By Vince Zosa March 18, 2024
Featured in Pitchbook, "Unpacking the Rule of 40" by Stax Managing Director Vince Zosa discusses growth levers to outperform the metric. Read more.
Amy Helenbrook Joins Stax’s Value Creation Practice as Managing Director
January 9, 2024
Stax has announced the appointment of Amy Helenbrook to the role of Managing Director in the Value Creation practice based in Chicago. Click to learn more about Amy and her role at Stax.
The Innovator's Dilemma for Mid-Market Companies
By Vince Zosa September 13, 2023
Stax Managing Director, Vince Zosa highlights Stax's four successful strategies for mid-market firms to deliver on innovation. Click to read more.
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