About us

25 years of turning insight into action.

Placeholder story. The firm began with a simple observation: the people closest to the work usually know exactly what is holding a company back, and nobody asks them. We built a method around asking them properly.

Since 2000 that method has been used by contractors, manufacturers, distributors, professional firms and associations, from family businesses to multinationals. The industries change. The fundamentals of good management do not.

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Our process

How we work.

01

Confidential interviews

One-on-one conversations with leaders and staff, run by a senior principal.

02

Assessment report

Plain-language findings: strengths, gaps, blind spots and quick wins.

03

Planning workshop

Leadership agrees on priorities and a one-page plan with owners and dates.

04

Implementation

Monthly accountability reviews and coaching until the new habits hold.

Our people

The senior bench behind every engagement.

Every principal has run a business or a business unit. No junior analysts learning on your time.

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Jordan Ellis

Founder & CEO

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Morgan Reyes

Managing Principal

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Sam Okafor

Managing Principal

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Taylor Brooks

Consulting Advisor

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Camille Laurent

Principal, Europe

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Riley Chen

Consulting Advisor

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Avery Patel

Consulting Advisor

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Noor Haddad

Principal, Middle East

Where we work

Local principals, on three continents.

Our principals live in the regions they serve, so the person who interviews your team can also be in the room for the planning workshop.

Headquarters

Dallas, TX

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North America

Austin, TX

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North America

Boston, MA

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North America

Richmond, VA

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North America

Savannah, GA

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Europe

Lyon, France

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Middle East

Abu Dhabi, UAE

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Next step

Ready for an honest look at your organization?

Start with a no-obligation conversation. We will talk through your goals and sticking points, and whether an assessment makes sense right now.

Working with companies from $2M to $20B in revenue · Dallas · Boston · Lyon · Abu Dhabi