Shepherd Advisors

Right strategy – well executed – to double the business in 3 to 5 years Private-equity firms ask us to enable their newly acquired portfolio companies to develop growth strategies that are clear, focused, aligned and actionable. Getting the strategy right and everyone on board up front is critical to the investment’s success. We work with lower mid-market companies ($25M-$100M), frequently transitioning from family run to PE owned. Our process is designed to support teams that are time-pressed and operationally focus, more so than strategically oriented. We help the CEO, management team and Board align around a unified path for growth and focused on what matters to accelerate growth. Our sectors include manufacturing, industrial business services, environmental services, and clean energy/tech.