Our Products.
We support financial services, private equity, and capital-backed businesses that are underperforming, looking for change, seeking market intelligence, building something new, or conducting transactions.
Our programs are generally fixed in scope, outcome-defined, and designed to solve specific situations organizations might face during transactions, mid-performance, or pre-decision. You’ll likely recognize your situation in one of them.
Every solution is delivered leveraging Resolve’s approach and Toolkit: senior practitioners leading the work, augmented by a proprietary AI, Human-in-the-loop, and offshore delivery platform. That dynamic combination is why we move faster, go deeper, and cost less than traditional advisors.
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Post-transaction operating model and integration rebuilds
When to engage us:
Before, during, or after a transaction – or whenever the operating model is fragmented, integration is incomplete, or the value assumed at underwriting isn’t showing up in the results.
Who it’s for:
PE-backed platforms, newly acquired portfolio companies, carve-outs, or any situation where leadership needs to reinvigorate their operating model - fast.
What we do:
Diagnose (Weeks 1–3). Map the operating model, decision rights, revenue leakage, and integration gaps. Surface the two or three issues that are actually constraining value.
Redesign (Weeks 3–6). Rebuild the org structure, governance cadence, KPI architecture, and GTM motion around the investment thesis.
Install (Weeks 6–12). Stand up the leadership cadence, drive early wins, fix the revenue engine, and transition ownership to the internal team.
What you receive:
A diagnostic report, a redesigned org and decision-rights structure, a 90-day execution roadmap, a KPI dashboard, and a weekly governance cadence that outlasts the engagement.
Typical duration.
90 days.
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GTM architecture, pipeline governance, and commercial acceleration
When to engage us:
When the business is underperforming or revenue has stalled — and the real constraint is the GTM architecture or operating system, not the market.
Who it's for:
Alternative asset managers, private credit platforms, wealth and asset management firms, and finance businesses where AUM growth has plateaued, pipeline conversion is weak, or the commercial model is misaligned with the strategy.
What we do:
Audit (Weeks 1–4). Diagnose the organization, coverage model, pipeline velocity, conversion rates, incentive design, and sales leadership cadence.
Rebuild (Weeks 4–8). Redesign the GTM motion, install pipeline governance, identify new opportunities, and realign the organization to the commercial thesis.
Execute (Weeks 8–16). Run the cadence, drive early wins, and transfer a functioning system to sales leadership.
What you receive:
A GTM audit, a redesigned coverage model, a pipeline governance system, a KPI scorecard, compensation recommendations, and a sales leadership playbook.
Typical duration.
16 weeks.
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Market intelligence, M&A targeting, and strategic advisory — white-glove delivery
When to engage us:
When leadership needs insights to make a decision — market intelligence, M&A targeting, strategic analysis, competitive positioning, vendor assessments, or due diligence.
Who it's for:
Financial services executives, PE operating partners, investment committees, and corporate development teams who need institutional-grade analysis without an institutional-grade cost.
What we do:
Deploy Resolve’s AI + Human-in-the-Loop + offshore platform against a modular scope:
Market Intelligence. Market sizing, segmentation, competitive landscaping, and positioning analysis.
Transaction Support. Target identification, commercial due diligence, synergy analysis, and integration planning.
Sales Acceleration. Account-level intelligence, pursuit support, and pipeline enablement.
Strategic Advisory. Board-level views, investment theses, and competitive plans.
What you receive.
Depending on scope: a market sizing report, competitive intelligence, an M&A target list, a due diligence pack,sales intelligence, or a strategic advisory memo.
Typical duration.
4 to 12 weeks, or ongoing retainer.
