Strategic Planning
- Long-term strategic planning
- Value proposition development
- Inorganic growth and divestiture strategy
- New market entry and expansion
Services
Actionist's mission is to create more client impact, on a pound-for-pound basis, than any other consulting firm.
We serve leading companies, investors, and high-growth disruptors at every stage of the growth journey
Our Services
Developing a 5-year strategic plan for a mortgage company
Creating a growth roadmap for a consumer food brand
Reinventing the membership value proposition for an affinity organization
Aiding inorganic entry into a new, high-growth market
Strengthening the competitive position of a major apparel brand
Enabling segment expansion for a leading property & casualty insurance carrier
Value proposition development for a specialty finance lender
Growth Management and Marketing
- Revenue management and pricing
- Marketing assessment and optimization
- Customer experience and lifecycle management
- Customer segmentation, insights, and analytics
- Sales channel optimization
- Partnership, agency, and alliance management
Revenue management and pricing assistance for a national specialty consumer goods company
Injecting competitive insights into pricing for a national financial services company
Market assessment and competitive insights for a national retailer
Crafting a definitive industry report for a specialty apparel retailer
Conducting a marketing diagnostic for a leading credit union
Improving customer experience and evangelizing promoters for a leading credit card issuer
Customer segmentation and insights for a diversified financial services organization
Organizational Enablement and Operating Model
- Organizational design
- Operating model, process design, and ways of working
- Culture, change management, and organizational health
- Talent management and capability building
- Compensation design and optimization
Redesigning the field organizational structure and compensation for a large regional insurance carrier
Operating model assessment for a large consumer collections player
Process optimization for a specialty lender
Assessing transformation readiness and management capabilities for a life insurance company
Executive talent assessment and coaching for a materials manufacturer
Designing a new sales rep compensation program for a diversified financial services company
Investment Support
- Investment screening
- Due diligence
- Portfolio company strategy
- Portfolio company operational enablement
- Sell-side advisory and exits
- Buy-side advisory and acquisitions
Commercial due diligence for a structured capital investment in a plastic goods manufacturer
Commercial due diligence for an equity investment in a beauty company
Commercial due diligence support for a MedTech debt investment
Commercial due diligence for the majority share buyout of a retailer
Commercial due diligence support for an equity investment in a SaaS company
Commercial due diligence support for a debt investment in a luxury travel operator
Commercial due diligence support for a structured investment in a specialty food manufacturer
Commercial due diligence support to guide restructuring strategy for a food service supplier
Growing a specialty finance platform and ensuring a successful exit
Aiding a portfolio company with a retail distribution diversification strategy
Raising capital for a specialty finance company backed by an investment firm
Exit preparation for an action sport retailer
Business Transformation
- Strategic transformation and implementation support
- Post-merger integration
- Cost transformation
- Transformation office and control tower
Overseeing a transformation from manufacturer to technology solutions provider
Strategic transformation and implementation support for a leading software provider
Field distribution redesign for a leading property & casualty insurer
Streamlining operations for an automotive finance company
Process redesign and cost reduction for a non-bank mortgage servicer
Industries
