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.

Leadership

Image of Vince Zosa

Managing Director

Image of Amy Helenbrook

Managing Director

Recent Insights

Prioritizing Efforts in Private Equity as Gen AI Impacts Broaden
By Marc Malott 25 Jan, 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.
Amy Helenbrook Joins Stax’s Value Creation Practice as Managing Director
09 Jan, 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, her role at Stax, and past experience.
The Innovator's Dilemma for Mid-Market Companies
By Vince Zosa 13 Sep, 2023
Stax Managing Director, Vince Zosa highlights Stax's four successful strategies for mid-market firms to deliver on innovation. Click to read more.
The Buy and Build Playbook in Private Equity– What Changes in Today’s Environment to Drive Outsized
By Vince Zosa 10 May, 2023
Stax Managing Director, Vince Zosa, shares our perspective on what it takes to deliver higher returns on Buy and Build investments in today’s environment. Read more here.
ESG in Private Equity: The Evolving Landscape
12 Apr, 2023
As ESG concerns continue to grow, private equity firms are advancing the maturity of their ESG practices to avoid falling behind. Click here to learn more.
Minimize the Risk of Roll-up Mergers and Increase Value Creation
By Asiri Silva 20 Mar, 2023
Data strategy supports private equity investors seeking to increase their portfolio company value. Using company data, either during diligence, or post-acquisition, Stax can identify types of data risks and create an action plan to drive value. Click to learn more about our process.
Delivering Higher Sales Growth in a Downturn
By Vince Zosa 22 Dec, 2022
In a downturn, it’s difficult to compete. What ideas do ‘software as a service’ leaders present to succeed in a softer market environment? Read more here.
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