Thought Leadership | Speaking Engagements | Podcast / Webinar
Our Thought Leadership programs are designed to work alongside management to collaborate, challenge and amplify vision, mission and strategy.
Our Speaking Engagements for Company, Association and Industry events are designed to amplify and motivate employees and guest centered around Vision, Mission & GTM Strategy, Why the Best Products Don’t Win, How Company’s Navigate Transformation and Turbulent Times and The Human Capital Factor.
Podcast & Webinars are designed to provide expert Interaction, Collaboration and Presentations on topics such as Accelerating Growth, Vision meet Reality, Why the Best Products Don’t Win, Business Transformation, M&A, Human Capital, Market Predictions
Business Assessment
Our Business Assessment services will provide insights and recommendations including a timebound and measurable roadmap and playbook spanning areas such as; company positioning, organizational design, go-to-market strategy, operational management and working capital designed to derisk and accelerate growth and business sustainability.
Our typical Business Assessment engagement is four weeks with an optional on-going consulting & advisory services program priced on a fixed-fee basis and with a time-boxed structure aligned with the areas of focus within an agreed to statement of work.
A typical Business Assessment Assignment:
Review, Observe, Analyze
- Outline & Expectations
- State of the Business
- Company Overview
- Capital Structure
- Product & Services Overview
- Marquee Customers
- Market Positioning
- AOP | Budget | Cash Management
- KPI Reporting
- 1:1 | Group Leadership Sessions
Focused Assessment
- Go To Market Strategy
- Sales Pipeline | Demand Generation
- Sales Performance
- Competitive Assessment
- Win | Loss Report
- Product Lifecycle Management
- Product Performance
- Operational | Supply Chain
- Inventory Management
- Vendor Management
- Margins & Costing
- Workforce Planning / Utilization
- Financial Modeling
- Working Capital
Recommendations, Options and Playbook
- Review of Company Strengths & Weaknesses
- Recommendation for Organizational Design
- Recommendation for Sales, Product, Financial and Operations
- Recommendation for Financial Model and Working Capital
- Recommendation for Financial Triggers and Contingencies
- Recommendation for AOP, QBR and KPIs
- Recommendation for Board Agenda, Content, Effectiveness and Communication
- Next Steps
Accelerating Growth
Our Accelerating Growth services will provide insights and recommendations including timebound and measurable roadmaps and playbooks spanning areas such as; organizational design, go-to-market strategy, inside vs outside sales, virtual sales (website, social media, blogs, webinars, trade-shows), unsolicited proposals, demand generation, forecasting, SIOP (sales, inventory and operations planning), and compensation plans designed to derisk and accelerate growth and business sustainability.
Our typical Accelerating Growth engagement is four weeks with an optional on-going monthly consulting & advisory services program priced on a fixed-fee basis and with a time-boxed structure aligned with the areas of focus within an agreed to statement of work.
A typical Business Assessment Assignment:
Review, Observe, Analyze
- Outline & Expectations
- State of the Business
- Company Overview
- Product & Services
- Marquee Customers
- Market Positioning | SAM
- Go-To-Market Strategy
- Competitive Overview
- Leadership Sessions
Focused Assessment
- Customer | Market Selection Heatmap
- Inside | Outside Sales
- Sales Pipeline
- Win | Loss
- Sales Performance (SPYA)
- Differentiated Value vs Price vs Availability
- One Time vs Reoccuring vs Recuring Revenue
- Demand Generation
- Marketing (website, social, tradeshow, blogs, webinars)
Branding - Sales Compensation Plan
Recommendations and Options
- Review Company Strengths & Weaknesses
- Recommendation for Sales & Marketing Improvement
- Recommendation for Sales & Marketing Organizational Design
- Recommendation for Sales & Marketing KPIs
- Recommendation for Sales & Marketing Triggers and Contingencies
- Recommendation for Sales & Marketing Board Content and Effectiveness
- Next Steps
Global Expansion
Normandy Lane Advisors have decades of experience spanning the evolution of digital infrastructure, machine learning, cloud software, and the media & broadcast sectors and have fostered relationships with executive leaders globally which spans the world’s most admired companies, channel & distribution partners, manufacturing and technology innovators. A partnership with Normandy Lane Advisors will acceleration connections, accelerate growth and expand your business and relationships around the world.
- Global Footprint Expansion
- Go To Market Strategies
- Technology Connections
- Channel & Distribution Connections
- Service Provider and Media Connections
- Human Capital Connections
Normandy Lane Advisors has more than two decades and over 25 transactions of experience spanning mergers, acquisitions, carve-outs and business asset divestiture.
Normandy Lane Advisors is a valuable business partner for organizations who are undergoing growth initiatives and/or changes to their business operating model pursuing a merger, acquisition, carve-out and/or divestiture and are requiring strategic alignment (purpose), financial modeling (sales/cost synergies), CIM/pitch book, due-diligence, deal negotiation, working capital and shareholder presentation designed to mitigate risk, improve certainty and create favorable outcomes while at the same time minimize business distraction & disruption and ultimately accelerate growth and new operating model.
Normandy Lane Advisors will assist management and the board of directors with the overall vision, playbook and transaction including integration and post-closing transitional service agreements ensuring a cost effective, efficient and expedient process.
Our experience with the entire transaction process and especially pertaining to the purpose, process, diligence and transaction is designed to deliver product, customer, financial and employee synergy to maximize value creation while minimizing disruptions and distractions with the core leadership team.
Organizations will gain unique and valuable expertise post sale with product, people system, operations and customer integration plans designed to optimize revenue and cost synergies. Companies will benefit from lessons learned, use cases, strategic negotiation strategies resulting in favorable outcomes from pre-deal workstreams through post-integration.
A typical Merger, Acquisition, Carve-out and or Divestiture Assignment:
- Transaction expertise and Playbook
- Due Diligence Deal Structure – Purpose, Financial, Sales,
- Customer, Product, Operations/Supply Chain, Human Capital and Synergies
- Assess Business and Financial Cost - standalone, one-time and stranded
- Establishment of a Clean Room
- 100-day Cross-Functional Planning, Integration, Communication and On-Boarding of customers, partners, employees
- Pipeline, Sales and Cost Synergy
- Interim Management to address leadership gaps
- management transition
- Transition Service Agreements (TSAs)
- Customer Experience Models
- Revenue Acceleration and Sales Effectiveness
- Organizational Design, Culture and Change Management
Private equity firms, corporations and financial institutions spend significant time and resources assessing and determining M&A strategy and targets. Creating the highest return for shareholders often requires acquiring or the divestiture of business unit divisions or an entire company. Normandy Lane Advisors will work strategically with management, board members and private equity sponsors to align on commercial market trends, competitive landscape, strategic fit, revenue & cost synergy assessment, transaction valuation, buyers or divestiture targets, and transaction strategy.
With expertise on both buy-sell side transitions, carve-outs, divestitures, including acquiring assets out of bankruptcy, our experts have an experienced operator and industry-focused approach to transaction strategy. Our Advisors are well versed in industry-specific challenges, opportunities and competitive landscapes, enabling us to provide pre-deal value to identify, assess and recommend strategic opportunities.
Transformation & Restructuring
Normandy Lane Advisors has a 25 year history partnering with venture capital, private equity firms and public company board of directors transforming and turning-around underperforming companies.
Transformation implies to companies and organizations that desire and/or require a business, technology and/or sales pivot inclusive of self-cannibalization designed to improve its culture, business model, organizational design, product direction and go-to-market strategy.
Restructuring implies to companies that need to narrow their focus & scope, reduce their overall cost structure, and reduce or refinance their debt with new and/or increased working capital to improve operational efficiency in response to unforeseen business shifts, dynamics and challenges.
The challenge for transformation & restructuring decisions and initiatives is often due to the cause & effect of unforeseen market & timing shifts, political, economic and global crisis impacts, and/or ambitious business plans that fall short of expectations for a variety of reasons.
These market, business, financial or operational challenges often occur fast and require swift management and board action. Normandy Lane Advisors have decades of operational experience transforming and restructuring organizations facing mission critical matters; 1) operational (technology, sales, supply chain, process inefficiencies, cost structure and management transition), 2) financial (liquidity, leverage, financing). Our transformation & restructuring advisory assessment, recommendation and playbook services are fast, collaborative and effective.
After a thorough collaboration and partnership with management and the board of directors, our playbook includes short term tactical adjustments to enable management and the board of directors to implement a strategic and financial plan with all stakeholders. Following this phase, we will together execute the transformation and/or restructuring plan while management focuses on the day-to-day business, creating long-term, sustainable value for customers, employees and stakeholders.
Our typical Restructuring & Transformation engagement is eight with an optional on-going consulting & advisory services program priced on a fixed-fee basis and with a time-boxed structure aligned with the areas of focus within an agreed to statement of work.
A typical Transformation & Restructuring Assignment:
Review, Observe, Analyze
- Outline of 8 Week Outline
- Company Overview
- Product & Services
- State of the Business
- Financial Overview
- Burn-Rate | Working Capital
- Sales Pipeline | Performance
- Capital | Debt Structure
- 1:1 and Group Leadership Sessions
Narrow Focused Assessment
- Validate Cause & Effect
- Assess Working Capital Options
- Validate Product & Services Alignment with Market
- Assess Competitive Position
- Assess Market Conditions versus Company Performance
- Assess Cost Savings | Optimization
Design Plan
- Organizational Redesign
- Operational Reset | New Way of Thinking
- Optimized Cost Reduction
- Go to Market Enhancements
Design Pitch Book
- Design Pitch Book for Equity and/or Debt Lenders
- Identify Equity & Debt Lender Prospects
- Reach-Out to Equity & Debt Lender Prospects
Process, Product and Sales Improvement
- Process Improvement
- Product & Service Alignment with Market
- Sales & Marketing Improvement
Business and Supplier Efficiencies
- Business Efficiency Improvement
- Supplier and Customer Contract Improvement
Financial and Business Plan Alignment
- Finalize Cost to Optimize/Restructure
- Finalize AOP/Business Plan
Secure Working Capital and Communications
- Secure Working Capital
- Implement Organization | Workforce Changes
- Implement Internal & External Communication
Interim Management | Board of Director
For private equity and companies and organizations that are pursuing a new business carve-out or in a management | board of director transition phase and require interim management/board member, Normandy Lane Advisors has two decades of operational experience and can serve as CEO, COO, CRO as well as Board Member to assess, collaborate, operate, lead, stabilize and make the necessary day-to-day decisions to deliver favorable outcomes.
Our advisors are capable of leading and operating effectively through difficult and timely transitions by transforming, restructuring and stabilizing the new/existing business. With our vast network of executive talent, we can also recruit and secure permanent management leaders.
Our management executives have private and public company experience and can provide favorable leadership for small- and large-scale companies.
Our typical Interim Management engagement is 90-180 days with an optional on-going consulting & advisory services program priced on a fixed-fee basis and with performance-based incentives.
Expert Guidance Shaped by CEO Experience
With transformational experience with private and public companies from the start-up phase to more than $700M, 25+ M&A transactions and global exposure to 25 countries, Normandy Lane Advisors are prepared to align, support and partner with executive leaders, board members, private equity and venture capital firms seeking actionable insights and guidance to balancing growth, executing and integrating mergers & acquisitions and embarking on company-wide business transformation & restructuring. Every engagement leverages decades of experience shaping the result of a desired outcome.
At Normandy Lane, we guide leaders in defining sharp strategies and building communication that aligns teams and earns trust. It’s not just about having a plan—it’s about making it resonate across your organization and stakeholder network with purpose and clarity.
Strategy and Communications
Navigating change requires focus and precision. We work with leadership to refine operations, enhance performance, and build adaptable structures that support lasting growth—even in times of transition or uncertainty.
Management Consulting
Business decisions shape the future. At Normandy Lane, we help identify opportunities, manage resources wisely, and support long-term financial health through grounded, forward-thinking advice tailored to your business goals.
Business Advisory
At Normandy Lane Advisors, we support executive leaders, board members and private equity and venture capital firms identify blind spots and vulnerabilities From assessing risks to strengthening preparedness, my approach helps leaders stay resilient, informed, and ready to lead through uncertainty.
Risk Advisory
Your people are your edge. Normandy Lane advises on talent development, team alignment, and leadership growth—ensuring your organization is structured for success today and prepared for tomorrow.