Case Studies

Outcomes firms can point to

Not features delivered: value created. Here's what changed for the firms that handed us the work.

Republic Capital Group · Registered Investment Advisor (RIA)

A validated 100-day plan on the day of close

Republic Capital Group, an RIA, faced post-merger integration issues and inefficiencies that put synergy capture at risk. Integration tracking lived across spreadsheets and email threads; by the time data was compiled for board meetings, it was already stale, and the partners were defending numbers they couldn't fully trace.

I had a validated 100-day plan the day we closed, not three weeks later. I walk into every board meeting with numbers I can defend. I haven't had that anywhere else I've worked.

Michael Reed, Partner, Managing Director
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Strata Consulting · M&A Post-Merger Integration Firm

One source of truth across every client integration

Strata Consulting runs frequent, concurrent integrations for its clients, and was juggling multiple disconnected tools to track post-close operations. Every engagement meant rebuilding the machinery: separate trackers, manual reporting, and accuracy risks that grew with each simultaneous integration.

Remove the noise and keep the deal thesis front and center. We're delivering value faster than I've seen at any other firm I've worked with.

Ahmet Celikok, Managing Partner
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