Members

FODIS is a leading advisory practice capable of delivering a comprehensive suite of direct investment services to single family offices, UHNW investors, and family-controlled businesses and holding companies. FODIS provides a highly skilled and experienced team of direct investment advisors, professionals, operating partners, and family office experts.

At MCA we serve first generation entrepreneurs to multi-generational business owning families and family offices. Our independent and multi-disciplinary advisory services are primarily aimed at delivering comprehensive strategies for the inter-generational transfer of business interests, family governance, cross-border tax and estate planning. As trusted long-term advisor to private clients, we aim at preserving and growing the families' human and financial capital by applying our own in-house expertise and through a unique network of best-in-class specialists.

ArkMalibu advises business owners by making highly informed and relevant recommendations on steps towards building, selling or monetizing their businesses. ArkMalibu executes this with an experienced lead mergers and acquisition team, the likes of which you won't find at any other investment bank. ArkMalibu helps businesses maximize value by effectively conveying the company's investment merits and minimizing the buyers' perceived investment risks. As one of the most trusted boutique investment banking firms in the region, we leverage our proprietary process to serve our privately-owned clients based on our experience, creativity, and avoidance of conflicts of interest. We focus our energy and talent on turning culture into capital so that we can creatively deliver value beyond our clients' expectations.

Governance Partners Group, LLC provides a full range of external Chief Corporate Governance Officer services to corporations and other organizations that have a need to practice good corporate governance but which may not have sufficient internal resources to practice good governance in an appropriately robust manner and, therefore, seek to outsource all or a portion of their Office of the Corporate Secretary functions.  Governance Partners Groups’ services are categorized as Board and Committee Support, Executive and Financial Management Interface, Legal Entity Governance Management and Governance Program and Process Development and Enhancement.

Value Defined provides business valuations and value growth consulting services for businesses and their advisors. Our value growth consulting services are designed to help a firm increase the value of the stakeholder's interest while improving the overall financial condition of the firm. We utilize Core Value^TM to identify the areas for value improvement, which incorporates valuation benchmarks for similar sized businesses. We also work with attorneys providing them with expert testimony and valuation consulting services for determining economic damages and settlement negotiations. Nationally recognized for valuation knowledge and experience; we bring the current practices and methodologies to each engagement. We help you grow the value of your business.

Interchange Capital Partners is a boutique RIA focusing on middle market businesses and the families that own them. We work with successful business owners to increase the value of their companies in preparation for the inevitable transition. Interchange has developed a process and methodology that allows us to partner with our clients to think through, build and execute a value acceleration and exit strategy. Interchange has a specific expertise working with family owned companies and the unique challenges that arise at the intersection of family, business and finance.

Not many start-up companies can afford a full time CTO – but Lyco Works can be deployed to run innovation projects, provide technical opinions, create your Intellectual Asset Management strategy, undertake technology scouting, and provide commercialization assistance.

Lyco Works was established to help companies invent and commercialize new products, founded in patented technologies from adjacent industries.  We show you what’s possible, and provide line of sight to the materials, processes, and components you need to bring new products to market.  We capitalize on a broad network of technology providers and decades of technical experience to commercialize products we create together.

Specialized Intermediary - intellectual property transfers, licensing and joint ventures between Fortune 500 companies and middle market companies. Improve manufacturing processes, product development, lead-time to market, product line extensions and product line replacements.

Plug and Play Partners, LLC provides executive level consultancy by offering fractional and interim C-level assistance to early-stage technology focused companies. Many of our clients have launch and growth requirements, however, they cannot justify or afford filling full time C-level positions. Out team can help solve this problem through our seasoned executives, who are able to step in on a part-time, interim, or project-specific basis. Our executive expertise and capabilities range from CEO/COO to CFO, CHRO and CMO.

In addition to helping fill C-level positions, we can also support startup activities such as strategic planning including business plan development and implementation, as well as capital raising efforts. Further we assist with growth related requirements including competitive analysis and positioning, product launches, customer acquisition strategies, digital marketing efforts, team development and systems implementation.

Communica combines marketing and sales expertise with advanced technology to help companies get more new prospects and convert these prospects to customers, faster and more often.

We solve the challenges companies have adapting to today's dynamic B-to-B buyer-driven landscape. By implementing and sustaining effective content marketing and marketing automation programs, we help them capitalize their particular marketplace opportunities. Our services include: Lead Generation, Sales Funnel Management, Content Development & Sales Process Management and Measurement.

Master Sales Strategists specializing in: sales and marketing best practices and training courses, facilitation of strategic plans, marketing and sales process assessments, and aptitude assessment of salespeople, sales managers and customer service people.

Global Launch, LLC is an international marketing consultancy which helps hi-tech companies achieve sustainable sales growth. Global Launch can provide additional marketing resources, for either a fresh perspective on an existing market or a different direction for new opportunities. The founder has extensive international B2B marketing experience, P&L responsibility and change-leadership skills.

Flow Consulting is known for using their deep LeanSigma capabilities to bring speed and focus as they help clients achieve their operations and leadership goals. Their primary areas of expertise are: A. Acquisitions and Integrations - From due diligence of operations, supply chain, business and ERP processes, to comprehensive project management of integrating acquisitions; B. Operations and Business Process Improvements - Use of LeanSigma tools to bring about dramatic improvements in operations, supply chain, and business processes, including ERP selections and upgrades; C. LeanSigma Leadership - Rolling out comprehensive LeanSigma programs, including training both leadership in sponsoring LeanSigma initiatives while rolling out comprehensive programs that transform the business from customer on boarding to receipt of payment.

Tenzing Consulting is a management consulting and expert resource firm that specializes in the integration of operations, supply chain, and procurement to strengthen a company’s value chain at every point between their suppliers and their customers.

Tenzing Consulting was founded in 2002 and our global team is comprised of over 350 senior experts across every operating discipline from procurement through supply chain and operations. Our team possesses a unique combination of consulting and line management experience that enables us not only to advise clients, but also to fill critical interim leadership roles.