PartnersEngagementsBriefingRequest Introduction
Leather-bound strategy portfolios on a mahogany shelf in a private reading room
Next Strategy Briefing
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14 seats. One problem worth solving.

Explore the Roster
Supply Chain RestructuringHostile Acquisition DefenseRegulatory NavigationInterim C-SuitePE Portfolio AdvisoryBoard StrategyCrisis ManagementM&A IntegrationOperational TurnaroundCapital Markets CounselSupply Chain RestructuringHostile Acquisition DefenseRegulatory NavigationInterim C-SuitePE Portfolio AdvisoryBoard StrategyCrisis ManagementM&A IntegrationOperational TurnaroundCapital Markets Counsel
The Roster

The Partners

Each portfolio below represents a career built on problems you haven't faced yet. Open one.

Open Portfolio

Operations

Richard Calloway

Former SVP Operations, Fortune 50 Retailer

31 yrs
Open Portfolio

M&A Defense

Margaret Forsythe

Advised on $38B in transactions across 14 years

27 yrs
Open Portfolio

Regulatory

James Whitfield

Former FTC Senior Counsel, 3 Congressional testimonies

29 yrs
Open Portfolio

Capital Strategy

Diana Okonkwo

Served as CFO for 6 PE-backed companies through exit

24 yrs
Open Portfolio

Turnaround

Thomas Bergmann

Led 11 operational turnarounds, 9 returned to profitability

33 yrs
Open Portfolio

Governance

Catherine Aldridge

Current or former board member, 9 public companies

28 yrs
What We've Seen

The Case Files

Anonymized engagements. Organized by crisis type. Every detail is real.

Approach

Deployed interim VP Operations within 48 hours. Mapped alternative carrier network across 4 regions. Established emergency inventory positioning at 3 strategic nodes.

Timeline

72-hour stabilization. Full alternative network operational in 3 weeks. Zero line stoppages at OEM customers.

Outcome

$0 in contractual penalties. Retained all 3 major OEM relationships. New logistics architecture reduced annual cost by $8.2M.

Approach

Convened board within 24 hours. Engaged shareholder advisory firms. Designed dual-track response: defensive restructuring and strategic alternatives review.

Timeline

Initial response in 5 days. Full strategic review completed in 8 weeks. Board decision in week 10.

Outcome

Activist position dissolved at 22% premium over acquisition offer. Board independence preserved. CEO tenure secured.

Approach

Coordinated response team across legal, compliance, and operations. Designed document production strategy. Briefed board on exposure range and response posture.

Timeline

30-day initial response met. Investigation resolved in 14 months. No enforcement action.

Outcome

Zero enforcement action. Compliance program redesign prevented recurrence. Regulatory relationship preserved for future M&A.

Approach

Stepped in as interim CFO. Rebuilt financial reporting from scratch. Identified $67M in addbacks the team had not documented. Recast trailing 12-month financials.

Timeline

6 weeks to recast financials. Sale process launched on original timeline. Exit completed in month 8.

Outcome

2.4x MOIC achieved vs. 1.7x projected pre-engagement. Sponsor retained for next portfolio assignment.

Approach

Conducted 3-week diagnostic across all business units. Identified 6 root causes. Built 18-month operating plan with weekly milestones. Presented to lender group.

Timeline

Covenant waiver secured in week 4. EBITDA positive by month 7. Full covenant compliance by month 14.

Outcome

14% EBITDA margin by month 18. Zero plant closures. 2,100 jobs preserved. Lender relationship normalized.

Exclusive Strategy Briefing

The Problem Worth
Solving.

Once per quarter, Counsel convenes a private briefing for 14 CEOs and board members. One senior partner presents a single case — unredacted — and opens the floor.

No slides. No pitch. The value is in the room.

FormatPrivate, in-person. New York City.
Duration90 minutes + open discussion
Attendance14 seats. Invitation or application.
CostComplimentary for qualified applicants

Next Briefing Begins In

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"14 seats. One problem worth solving."

March 14, 2026 · 2:00 PM EST

You've seen enough to know if this is the room you want to be in.