Consulting project crafted just for your unique situation. Let’s discuss your needs and see if there’s a fit.

Best for:

• Firms undertaking strategic initiatives in need of hands-on guidance

• Firms who need additional support without increasing headcount

Direct, ongoing access to strategic advice on whatever issue you’re currently encountering. Schedule up to four calls a month for a retained strategic sounding board.

Best for:

• Firms in lighter lift phases of their projects who still need strategic advice

• Firms that need guidance and have internal resources to execute the plan

Thorough pitch book review and markup with the option to have all edits incorporated for you. We can look at other marketing materials, too.

Best for:

• Firms who want their story to resonate better with investors

• Firms who are passionate about their strategy but can’t articulate it concisely

Full-service annual investor meeting planning and execution. From presentation material creation and coaching to hotel research, booking, and day-of event coordination.

• Firms who want perspective on how to tell the story of last year’s performance and future strategy

• Firms who want hospitality industry access from someone with first-hand experience running AGMs in-house

We manage travel logistics for roadshows, conferences, and annual investor meetings through our sister company, Stella Polare Travel.

Best for:

• Executives who want to focus on landing the pitch rather than worry about travel execution.

• Executives who would enjoy potential perks like room upgrades, complimentary breakfast, and property credits while traveling.