Services

Emerging Company Infrastructure

Establish the discipline, processes, systems and controls that allow emerging companies to set priorities and grow to the next level. Define clearly the resource requirements to achieve breakout velocity.

Mature Company Transition

Assist shareholders to achieve the highest value in a sale by putting in place the management team, key metrics, financial systems and reporting structures that will yield the highest multiple in an exit strategy.

Turnaround and Restructuring

Guide companies experiencing financial and operational challenges through the critical actions to recover their financial footing and stakeholder confidence. Ascertain the resources required to achieve stability and communicate clearly with all stakeholders to agree upon a path forward.

Interim Leadership

Provide a steady, knowledgeable and experienced hand when a gap in leadership threatens the course of the company.  As interim CEO, COO or CFO assess key strategic and operational initiatives, set priorities and ensure continuity as permanent leadership is identified.

Mission & Approach

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Mission

The mission of Norwood Advisors is to execute change – not change for the sake of change but change that leads to improved profitability and cash flow, a more stable and secure capital structure, a clear measurable path forward and, ultimately, higher shareholder value.

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Analytical

Our approach is disciplined and data driven. We work with our clients to dig deeply into the numbers so we can understand fully the dynamics of the business — the prospects and profitability of key business segments and customers — as well as resource requirements, including organizational and financial, required to drive the business forward.

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Cost Effective

We rely on the resources of our clients rather than a team of consultants. The result is greater “buy-in”, extensive knowledge transfer and cost- effective results.

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Cultural Change

We want to break old habits, discard preconceived notions and instill discipline, processes, controls and metrics.

Client Profile

Norwood serves small to mid-sized clients, generally defined as those with sales between $10.0 million to $300.0 million. However, unique requirements and our experience in a particular industry might lead clients that are smaller or larger to select us to provide consulting services and we are pleased to serve them. Our industry experience is broad-based, spanning manufacturing, distribution, retail and professional services, among others. The firm has extensive experience in consumer products, including supply chain management and marketing channel management. We have also provided services to the not-for-profit sector, including the American Bar Association, American Medical Association and the American Academy of Pediatrics.