A half-day or full-day executive briefing for your team.
A half-day or full-day working session for a leadership team, a portfolio CEO summit, or an LP day. On AI-accelerated value creation, revenue operations, or agentic operations.
When this engagement makes sense
A leadership team is split on an AI, RevOps, or platform direction.
A portfolio CEO summit needs a substantive session, not a keynote.
An LP day needs a credible operator framing the value-creation story.
A new operating partner is taking over a portfolio and wants to land the operating thesis in one structured day.
A board offsite needs a focused working session rather than a string of presentations.
Strategy stalls when the room is not aligned. A focused session moves a group from debate to decision. Done well, it replaces a quarter of slow alignment with one day of structured working time.
The deliverables
Pre-session scoping
A working call with the host to lock the outcome the session needs to produce. Pre-read assembled from the team's existing materials, not built from scratch.
Tailored agenda
Half-day or full-day, built around the decisions the room needs to make. Not a deck recycled across audiences.
Working session facilitation
Run as a working session, not a lecture. The room produces outputs, not notes.
Written follow-up
A memo within a week capturing decisions made, decisions deferred, and named owners on the actions.
Optional follow-on engagement
Sessions often surface a clear next engagement: a Strategy Intensive on a specific decision, a Value Creation Plan if the timing fits, or a retainer if the gap is execution.
How this is priced
Half-day session
A focused topic, single team, single decision.
Full-day session
A leadership team offsite or a portfolio CEO day with multiple working topics.
Multi-day summit
A portfolio CEO summit or LP day requiring multiple sessions and structured facilitation.
A good fit if
- PE firms running portfolio CEO summits or LP days.
- Portfolio company leadership teams aligning on a direction.
- Boards running working offsites.
- M&A advisory firms running client events that need substantive content.
Probably not if
- —Pure keynote slots — there are better speakers for that.
- —Sales-style workshops looking to surface leads.