Stax logo

Growth Strategy & Value Creation 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.

  • Strategic Risks & Sustainability

    Assess and respond to tariff, regulatory, geopolitical, and sustainability risks through strategic planning, scenario analysis, and implementation support, while protecting value and positioning portfolio companies for growth.


    Learn more.

Leadership

Image of Vince Zosa

Vince Zosa

Managing Director

Image of Amy Helenbrook

Amy Helenbrook

Managing Director

Image of Alex Erines

Alex Erines

ALEX ERINES

Associate Director

Recent Insights

Unpacking the Tariff Shock: What You Need to Know Now
By Anuj A. Shah April 4, 2025
Anuj A. Shah discusses how new US tariffs reshape global trade and M&A outlook. Learn how interest rates, commodity prices, and private equity strategies are shifting in response.
Crossing the Atlantic: How Can UK PE-Backed Horizontal SaaS Firms Maximize Growth and Exits?
By Ben Bugg March 27, 2025
In Ben Bugg's latest article, read how UK-based PE investors can capitalize on various tailwinds and market opportunities by expanding Horizontal SaaS PortCo's across the Atlantic.
Global Decarbonization Trends: What PE Investors Need to Know
By Anuj A. Shah, Brad Kuntz, Joel Slater March 24, 2025
With rising demand for electrification, net-zero commitments, and state-level climate policies, Anuj A. Shah, Brad Kuntz, and Joel Slater share how PE investors can capitalize on this growth.
De-Globalization & Strategic Risks: Safeguard and Unlock Value
By Anuj A. Shah March 14, 2025
Tariffs, de-globalization, trade barriers, and ESG mandates are reshaping strategies. Anuj A. Shah shares how Stax’s holistic framework helps PE firms navigate these shifts. Learn more.
Featured in Pitchbook: Gaining an Edge Through Subsector Specialization
By Robert Lytle March 13, 2025
Gaining an edge requires unique, subsector-driven insights that help PE investors capture high-value opportunities. Robert Lytle discusses why PE firms must go beyond standard diligence.
Vince Zosa Named One of The Top 25 Operations and Supply Chain Leader by The Consulting Report
February 26, 2025
The Consulting Report released its 2025 list of Top 25 Operations & Supply Chain Leaders, recognizing industry-leading professionals, including Stax Managing Director Vince Zosa. Read more.
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.
Show More
Share by: