How We Help

We help organizations navigate complexity and turn strategic intent into tangible results. What sets us apart isn't just what we know, it’s what we have done. We are former executives who have managed through crises, led fiscal turnarounds, launched new initiatives, and built teams that deliver. We've worked across sectors and understand how organizations actually function day-to-day and under pressure.

 Whether you need strategic direction, operational improvement, technology integration, or complex problem solving, we bring practical expertise and a bias toward implementation.

What We Bring

Executive Leadership & Operations: Former executive leaders with experience across Vermont - government, nonprofits, healthcare - and outside of Vermont in financial services (Goldman Sachs, Oliver Wyman), the federal government (U.S. Department of the Treasury, U.S. Military) and strategy & policy (Council on Foreign Relations). We've managed organizations through crises, led budgets from $2M to $200M, built high-performing teams, and delivered results in high-stakes environments.

Strategic Planning & Complex Problem-Solving: Track record of turning vision into implemented strategy across sectors. We navigate political environments, cross-sector partnerships, regulatory landscapes, and the kinds of problems that don't fit in neat categories.

Financial & Organizational Restructuring: Led fiscal turnarounds, improved credit ratings, restructured operations, built sustainable business models, and managed everything from municipal budgets to investment bank divisions to nonprofit operations.

Technology & Innovation: Created data-driven management programs, led digital transformation, and implemented technological solutions that strengthen teams and solved actual problems. Deep experience with health information exchange and interoperability, data privacy, and the intersection of operations and technology that colors so much of the current AI integration experience.

Government, Advocacy, and Stakeholder Engagement: Experience spanning municipal operations , federal policy, state-level work, legislative engagement, private sector operations, and coalition-building across sectors and within international organizations. We understand how to navigate government, build effective partnerships, and engage stakeholders to advance complex initiatives.

How We Help

We apply this experience through careful listening and focused engagements designed to meet you where you are.

  • Strategic Advisory & Problem Solving: For boards, executives, and leadership teams navigating complex challenges that don't fit in neat categories. We help you define clear direction, align stakeholders around shared priorities, and build frameworks for sustainable success. And then, we help you implement the work.

  • Organizational Development & Leadership Coaching: Build organizational capacity and leadership strength through change management, restructuring, tech integration, and culture transformation. We work with teams to navigate transitions and provide one-on-one executive coaching for leaders managing complexity and high-stakes decisions.

  • AI Integration & Technology Strategy: Practical, ethical adoption of emerging technologies. We help you identify opportunities, build governance frameworks, and implement solutions that serve your mission and strengthen your teams—not replace them.

  • Housing Development & Infrastructure Finance: Strategic support for Vermont municipalities and organizations considering participating in the CHIP housing infrastructure program. We provide technical assistance for CHIP applications, tax increment financing, municipal finance, infrastructure planning, community engagement, and cross-sector partnership development.

  • Advocacy & Stakeholder Engagement: Policy strategy, fundraising and sustainability, coalition-building, and messaging for organizations that need to communicate their priorities and amplify their impact at local, state, and larger levels.