Advisory Services
We guide clients through the entire value creation journey, ensuring each decision strengthens rather than dilutes the quality of your business system.
Our approach combines strategic thinking with hands-on partnership, always focused on multi-generational value creation.
We work with clients who measure success in decades, enabling sustainable value creation.
We roll up our sleeves and work alongside your teams to solve real challenges.
Our network spans continents, providing insights beyond your immediate environment.
Our success is tied to your long-term success - we win together or not at all.
A systematic approach to building enduring value
We begin by understanding your current state, desired outcomes, and the feedback loops that govern your enterprise.
We identify leverage points where small changes can produce large, positive outcomes over time.
We provide ongoing guidance to ensure the system evolves with changing conditions while maintaining core principles.
Three core areas of focus, each designed to create compounding value across generations
Strategic acquisitions that strengthen your business system
We guide clients through the entire acquisition process, from target identification to post-merger integration, ensuring each transaction strengthens rather than dilutes the quality of your business system.
We evaluate potential acquisitions through a systems lens, ensuring they enhance rather than complicate your business ecosystem.
We help identify businesses that share your quality orientation and can strengthen your competitive advantages over time.
We design deal structures that align incentives across all stakeholders for long-term value creation.
We develop integration approaches that preserve the best of both cultures while creating new synergies.
We ensure cultural compatibility and manage transitions to maintain momentum and morale throughout the process.
Typical engagement timeline: 6-18 months
Discuss your acquisition strategy →Portfolio optimization for multi-generational success
We work with holding companies to optimize their portfolio structure, governance, and value creation approach across diverse businesses with a focus on multi-generational success.
We help structure portfolios to create reinforcing feedback loops between businesses, maximizing system-wide value creation.
We design governance structures that give businesses freedom to operate while maintaining strategic coherence.
We develop frameworks for allocating capital that prioritize long-term compounding over short-term returns.
We help identify and develop leaders who embody your values and can steward the business across generations.
We create adaptive strategic frameworks that provide direction while allowing for evolution as conditions change.
Typical engagement timeline: 12-24 months
Optimize your portfolio approach →Attracting partners who share your long-term vision
We help clients navigate capital raising and market positioning with an emphasis on attracting the right partners who share your long-term vision and quality orientation.
We design capital structures that provide flexibility for long-term value creation while protecting your ability to operate with a quality focus.
We help structure ongoing relationships with investors that maintain alignment through changing conditions.
We provide continuous guidance on optimizing the interplay between your people, technology investments, and financial resources to create sustainable competitive advantages. This includes aligning incentive structures, building technological capabilities that enhance human potential, and ensuring capital allocation supports both innovation and operational excellence.
Typical engagement timeline: 3-12 months
Discuss your capital strategy →What our clients say about working with INVRT
"INVRT helped us see our family business as a system rather than a collection of separate units. The governance framework they designed has allowed us to maintain our culture while expanding globally."
Third-Generation Family Business Owner
Global Manufacturing
"The most valuable insight INVRT brought was understanding the power of feedback loops between our portfolio companies. We've shifted from a financial holding model to a systems-based approach."
Private Holding Company CEO
Diversified Portfolio
If our approach resonates with your vision for creating a business worthy of persisting through time, we'd welcome a conversation about how we might work together.