Our company was started under the premises that:  

• The point at which you address a problem is directly related to the number of viable options you have to solve it.   

• There are opportunities embedded in every problem – it is our job to find them.  

• People are at the root of every outcome, and their insights and actions shape the results. 

• Each day, new opportunities and/or problems will arise.  We find great joy in the intellectual challenge. 

• Business leaders and their teams will need and want help, including different perspectives and critical thinking, to effectively navigate and have some fun along the way.  

• Being differentiated is at the heart of every competitive advantage – let’s help business leaders with this.  

With this strong foundation, we united around a clear and impactful Purpose – Help people think, grow, make informed decisions, and take decisive action so their organizations can consistently create and deliver on their value propositions.   

As we continue to pursue our Purpose, the primary focus remains on decision-makers and their teams in the financial services industry. 

Since we started in 1991, our Purpose has remained the driving force behind everything we do. We prioritize our internal team, ensuring that we uphold the same values and principles within our team.  Over the years, our team has grown substantially, now comprising more than 80 talented individuals.  Even as we began to expand our team internationally in 2004, we remained steadfast in pursuing our Purpose while continuing to cultivate our desired culture across the ocean.  

Our services continue to deepen and expand as the industry faces new challenges and, therefore, opportunities.  In a nutshell, we help our clients continue to optimize their business models as the world around them changes at what often feels like lightning speed.