Case Studies

Lateral connected with several top-tier consultants on Graphite for market studies on several niche sectors, enabling better allocation of growth capital.

Millbrook used Graphite to find an Interim Controller on-site in Louisville to lead the integration of 2 recently-acquired portfolio companies.

Genus hired a former McKinsey consultant to implement high-level strategies and help transform Genus’ strategic vision into an operational plan.

Exiger connected with a Graphite Expert who lead due diligence and transaction financing processes on-site in NYC for the acquisition of a competitor.

ZS Fund found a Graphite Expert to create financial models, perform due diligence, and write investment memos for the closing of an acquisition.

Aegis connected with a financial analyst on Graphite to update their existing models from Bloomberg and SEC filings and ended up hiring her full-time.

SFW hired an Expert on Graphite to work directly with their CFO on-site in Detroit, providing FP&A support for a newly acquired portfolio company.

Coppermine connected with an investment banker on Graphite and received expert assistance with an analysis for an upcoming acquisition.

EMM Group, a global IT manufacturer, hired a local Graphite Expert to work on-site in Denver to consult on and lead strategic marketing projects.

Value and Pricing Partners hired a Graphite Expert to perform market research on price management and strategy within tech companies.

J.D. Power & Associates hired a Graphite Expert who crafted visually appealing pitch decks on a very tight turnaround for an upcoming internal strategy meeting.

Ryan Labs hired an Expert on Graphite who assisted with the review of their operational and control procedures as part of SOC certification.

Zaelab was introduced to a Graphite Expert who helped them to evaluate potential revenue growth and industry consolidation opportunities.

Empresario found and hired a Graphite Expert within two days who worked to complete a financial modeling project for a healthcare portfolio company.

Urgently needing to both reformat and add components to an investment deck, Sequoia Capital found an expert who turned it around in a single day.

Avivar connected with an expert to provide financial analysis and prep due diligence memos on social enterprises and mission driven venture capital funds.

Saggezza needed an experienced finance professional to help formalize their finance department, Susan was brought on for 2 months, she provided so much value they ended up hiring her as their full time CFO.

CorStar hired Fallon a former McKinsey consultant, she possessed the necessary in-depth scientific experience needed to effectively run discussions with C-level executives.

DFC, an International Financial Services Company, brought on Per a former Program Manager at Deloitte to help launch a new distribution channel.

Sephora hired a former McKinsey consultant to create an online survey, financial analysis, and the codification of a new master grid providing guidelines for brands.

Krispy Kreme hired Michael B (still ongoing), a corporate finance executive with experience in the restaurant industry to serve as a partner across multiple business units.

In need of a Solutions Architect to develop a global market concept, NEC hired Inigo a high-tech executive with years of experience leading large scale solution concepts across multiple applications.

Seabury used Graphite to hire an experienced investment banker from Goldman Sachs to lead all execution work and manage their team of junior staff.

MG Capital connected with Caleb who spearheaded a variety of new campaigns for their suite of 5 investment products, Caleb had a deep understanding of digital marketing which provided essential for this project.