Strategex has a proven track record of rapidly adding value throughout the investment process.

We identify the most valuable customers and value streams and make actionable recommendations you can use leading up to a sale, or post-acquisition to jumpstart value creation.

Mitigate Customer Risk

Our customer due diligence process uncovers insight into the health and loyalty of your target’s customer base so you can move forward with confidence.

Post-Close Playbook

After an acquisition, we jumpstart value creation by issuing a first 100-day action plan — developed from customer insights. We facilitate trainings that align leadership with strategic initiatives.

Exit Faster, Exit Better

Throughout the holding period, we help portfolio companies gain profitable market share growth. We improve a portfolio's sell-side positioning, strengthen the IRR, and enable a faster return on investment.

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