Case Studies

Real-world examples of how we’ve helped companies unlock growth and capital.

Healthcare 10X Growth

We helped a healthcare firm grow from $1MM to $10MM by securing funding and uncovering new market opportunities.

Real Estate Capitalization

We supported a developer on the $575MM Old Chicago Post Office project, unlocking a 300% return through modeling and deal structuring.

$1.2B ESOP Advisory

We advised on over 100 ESOP transactions totaling $1.2B, providing valuation expertise for trustees and stakeholders.

Private Equity Deal Flow

We built a repeatable sourcing engine, dramatically increasing high-quality deal flow for a private equity startup.

Healthcare: $0 to $50MM

We helped an OTP healthcare clinic grow from launch to $50MM in three years through FinOps, RevOps, DataOps, and change management.

Consumer Products Exit

We helped a consumer products firm double revenue in one year, secure strategic capital, and complete a successful exit.

VC Secondary Liquidity

We enabled liquidity for shareholders in VC-backed companies through secondary sales, supported by FinOps and DataOps analysis.

$45MM Nonprofit Model

We guided an international nonprofit to $45MM self-sustainability by shifting from donors to scalable revenue streams.

LBO Opportunity

We identified a public-to-private LBO opportunity with 52% IRR and 7.5× MOIC, structuring a path for outsized returns.

SaaS Platform Exit

We helped a fund admin FinTech platform pivot to a SaaS model and complete an exit to a strategic buyer.

Theater Revitalization

We partnered with UpSpring Associates and a local project team to restore a historic theater into a cultural hub, blending capital strategy with community.

$4.5MM PO Financing

We structured $4.5MM in purchase order financing to overcome cash constraints and help an IaaS company reach its first $10MM in revenue.

$56MM Pharma Expansion

We helped secure $56MM in term sheets to fund plant growth, expand product lines, and scale a pharmaceutical manufacturer.

Art Concept -> Unicorn

Drew Tulchin served as Meow Wolf‘s first CFO, raising more than $125MM in investment over three years.