WA-logo-no-tagCatalyst assessed our existing structure and developed a plan for change management. Steve provided valuable feedback on allocating resources as well as guidance on our go-to-market process. As a result, we now have a plan to change the Marketing and Business Development structure and process so that it can effectively support the firm’s growth.

Tommy Sisson, Chief Growth Officer, Warren Averett

csalogo21-300x44“The energy level and our pipeline have increased dramatically… I wish we would have done this sooner.”

David Lingler, Partner, Cassady Schiller & Advisors


“Carl’s and Steve’s M&A workshop provided an excellent, in depth look at the thinking and processes firms must consider when they consider a merger or acquisition. Ranging from targeting the appropriate firms to articulating your value proposition; from conducting effective due diligence to creating post-transaction value, this workshop’s comprehensive study of the M&A approach offered valuable guidance, irrespective of a firm’s size. Our managing partners thought the facilitated panel discussions added a valuable, thought-provoking element to the sessions.”

Steven Sacks, Executive Director, Moore Stephens North America