At PIN•SET Advisors, we specialize in executive advisory services to help owner-operators, family business leaders, and management teams navigate periods of growth or change in their businesses.
Our focus on strategic prioritization, operational clarity, and execution discipline ensures you get the guidance needed to make confident decisions around expansion, succession, transition, capital raises or exit, so you can shape the future of your enterprise.
Whether you are building to scale, building to sell, or building to last, partner with us to clarify your path forward.
by articulating strategic priorities, managing toward strategic milestones, and tracking related performance and management metrics.
to leadership, management and investment teams around common goals and supporting related decision-making processes and governance structures.
by identifying core competencies and how they translate into long-term competitive advantage and differentiated value propositions.
for owner-operators and family enterprises to consider, plan for, and move toward strategic alternatives, including transition., succession, or sale to strategic or financial buyer.
by preparing founders and entrepreneurial teams to approach capital markets with rigorous investment theses, pitch decks and investor presentations.
on optimal business model designs (e.g., customer discovery, product-market fit, revenue and pricing models) for go-to-market or growth strategies.
We have over 30 years working with start-ups, owner-operated businesses, family-owned enterprises, publicly-traded firms, and venture capital and private equity investors. Below are some sample engagements of our advisory services:
Multi-year engagement to assist C-level management of $48 million venture-backed company to identify and clarify strategic priorities, including product innovations, vertical markets entries and international expansion. Deliverables included specifying capital allocations, defining growth milestones, identifying KPIs, and clarifying investor messaging.
Represented SaaS founder throughout sales process to strategic acquirer. Defined objectives, prepared company for market, developed valuation and positioning materials (Confidential Information Memorandum), identified and approached qualified buyers, and managed initial stages of due diligence.
Provided strategic guidance for software start-up to secure seed-round venture financing. Assisted founder in clearly articulating the company’s vision, value proposition, and growth story in preparation for raising venture capital. Advised on overall fundraising strategy, refined investor pitch deck, and coached founder on narrative, metrics, and presentation in support of successful financing process.
Multi-phase engagement for family-owned enterprise business in manufacturing sector to guide on growth trajectories, capital allocation priorities, operational and financial efficiency enhancements, and family/corporate governance improvements for next up-cycle of company's evolution.
Initiated, identified, sourced and facilitated strategic purchase of consumer packaged food business to new owner. Provided buyer with valuation, acquisition, rebranding and market expansion, and pricing guidance for successful transition.
Identified and developed investment thesis in materials handing space, identified and partnered with institutional investor, raised $75 million in capital commitments, sourced management team, and identified and guided due diligence of initial platform acquisition.
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