We help growth-oriented, North American-based distributors unlock transformative growth with key projects including: strategic planning, salesforce design & optimization, market study, buy-side M&A target identification, and value-add services diagnostic & design.
Create a 3-5 year actionable strategic plan that identifies your company’s key growth opportunities (e.g., new accounts, product portfolio), rigorously assesses them, estimates their potential bottom-line impact, and prioritizes the top 3-5 strategic opportunities your company should focus on to maximize profitable growth
Optimize your sales and marketing organizations by crisply defining key customer segments & needs, GTM strategy, sales territories, channel strategy (e.g., outside sales, inside sales, self-serve), sales workforce planning, etc. to better serve your customers and grow your top and bottom-line; develop thoughtful transition plans to move from your current to target future-state
Conduct a rigorous and comprehensive study of your organization’s core market(s) with targeted research and analysis of current market size, growth rate, and share, customer segments, key competitors, customer landscape, etc.
Identify the “universe” of potential acquisition targets within a target market(s), rigorously assess and prioritize potential targets, and lay-out an effective long-term M&A strategy aligned to your company’s overall strategy and objectives
Identify, assess, and prioritize new high-impact value-add services and build-out a highly actionable near-term roadmap to develop, test, and scale these services
John and his team worked with us to identify and assess our company's top opportunities in new markets. During the project, the team did a great job of regularly communicating and collaborating with us to keep all stakeholders on the same page. RWA generated impactful insights from both inside and outside of our organization without letting any one opinion sway the overall answer. The end result was a concise, effective output that the entire team could digest. RWA provided a lot of value and really worked with us to create a good answer that resonated with me and our company. I would highly recommend John and his team for their new markets and opportunity identification work.
My team had the pleasure of working with John and the Redwood Advisors team to help our company identify and prioritize our top new market opportunities. The Redwood team led us through a comprehensive and thoughtful process informed by significant market research and analysis. Working with our team, the Redwood team identified and examined over 150 potential opportunities, sized and assessed over 40 of them, and ultimately helped us identify 3 opportunities to prioritize moving forward. The effort moved quickly because of weekly meetings where the RWA team presented and discussed new thinking using clear, standardized materials. The Redwood team then helped us assess these top opportunities in depth and build-out a forward-looking financial model to size our potential opportunity. We are now using this material to help fund raise. Our team and investors were very happy with this project. I would recommend Redwood Advisors to others, and we are looking for opportunities to work with them again.
Our team worked with John and the Redwood team on a strategic planning project and then standing up our performance management system to help drive progress and team accountability over time. Redwood's expertise helped us accomplish all of this with a higher quality and in much less time than we could have on our own.
Our firm connected John with one of our portfolio companies to help the leadership team identify and prioritize new markets and build-out a high-level growth plan. John and his team provided insightful, detailed, and thoughtful work and helped the team analyze over 150 potential opportunities, ultimately prioritizing the top 3 based on potential value and ability to execute. The project was delivered on-time and on-budget, and our team enjoyed working with the Redwood team. The output of this effort will be a key part of our go-forward growth efforts and helped us see how much potential we can capture over time. We would work with Redwood again and can confidently recommend them to others based on our experience with them.