Strategic Planning for Lower Middle-Market Cybersecurity Private Equity Portfolio Company

CHALLENGE: 3 years post-acquisition, a 15-year old software company was facing significant market headwinds despite increased investment

APPROACH: Conducted a lean 7-step strategic planning process over 15-weeks with CEO, COO, CFO and their management team

RESULT: Uncovered areas of opportunity to strengthen market & competitive positioning via strategic & operating plans for value creation