Growth Strategy & Value Creation Services

30 Years of Private Equity & Investment Advisory Services Covering the Full Investment Lifecycle   

Grant Thornton Stax partners with management teams and their sponsors to build and implement achievable value creation plans that maximize the MOIC and set companies up for long-term success. Our teams work collaboratively with management to achieve optimal outcomes, from the moment the deal closes, throughout the hold period and beyond.

What We Do

  • Value Creation Planning

    Early road mapping of high-impact initiatives brings value creation from post-deal to pre-acquisition and jump-starts MOIC. 

  • Growth Strategy

    Develop tactical, asset-specific organic and /or inorganic growth strategies to maximize business value.

  • Pricing & Packaging

    Develop pricing strategies, monitoring models, and dynamic price-setting algorithms to optimize pricing across products.

  • Commercial Sales, Marketing & Channel Excellence

    Identify opportunities for immediate EBITDA improvement within a company's existing product portfolio and market segments.

  • Product & Services Innovation & Market Entry

    Define, pilot, and scale beachhead led strategies for the acceleration of new products and market segments with targeted adopter customer prospects, informed by analytical targeting. 

  • Integration Planning & Post-Merger Integration (PMI) Support

    Define success metrics and cultural alignment strategies that will underpin post-acquisition integration roadmap. Provide guidance around GTM strategy refinements and internal communication messaging.

  • SG&A & Services Cost Optimization

    Provide strategies to optimize fixed costs via elimination of structural redundancies, administrative inefficiencies, and supply chain upcharges, among others.

  • Exit Planning

    Position companies for sale by articulating their growth potential and roadmap, their market positioning and competitive dynamics to hold up to buy-side scrutiny. Learn more.

  • Profit X-Ray Analytics

    Combine domain expertise with advanced analytics to provide granular, high-frequency operational performance comparisons and forecasts to drive operational improvement activities.

  • Strategic Risks & Sustainability

    Assess and respond to tariff, regulatory, geopolitical, and sustainability risks through strategic planning, scenario analysis, and implementation support, while protecting value and positioning portfolio companies for growth.


    Learn more.

Leadership

Image of Vince Zosa

Vince Zosa

Managing Director

Image of Amy Helenbrook

Amy Helenbrook

Managing Director

Image of Alex Erines

Alex Erines

ALEX ERINES

Director

Recent Insights

Grant Thornton Stax Supports MainSail Partners in the Strategic Combination of MirrorWeb and Red Oak

Grant Thornton Stax Supports MainSail Partners in the Strategic Combination of MirrorWeb and Red Oak ​

August 7, 2026
Grant Thornton Stax is proud to have supported MainSail Partners in the strategic combination of MirrorWeb and Red Oak. Click to read more. ​
The US Early Childhood Education Market: Growth Requires a Focused Expansion Playbook

The US Early Childhood Education Market: Growth Requires a Focused Expansion Playbook

By Miriam El-Baz & Alex Erines • June 11, 2026
The US ECE market remains an attractive growth arena for operators, product and service providers, and investors. Read what insights Miriam El-Baz and Alex Erines have to share.
The market is open—but the bar has never been higher

Featured in Pitchbook: The market is open—but the bar has never been higher

By Roy Lockhart & Kosta Kourakis • March 23, 2026
The M&A market is open and active. At Grant Thornton Stax, we are seeing increased deal flow, processes continuing to move forward, and capital remaining available. Read more.
Know Your Buyer, Grow Your Margin: A Case for Segment-Specific Pricing

Know Your Buyer, Grow Your Margin: A Case for Segment-Specific Pricing

By Alex Erines • October 10, 2025
Pricing isn’t just about what you charge, it’s about how well you understand your customer. Learn how Grant Thornton Stax helps portfolio companies avoid missing pricing value.
The Buy and Build Playbook in Private Equity– What Changes in Today’s Environment to Drive Outsized

The Buy and Build Playbook in Private Equity– What Changes in Today’s Environment to Drive Outsized Returns

By Vince Zosa • October 10, 2025
Grant Thornton Stax Partner, Vince Zosa, shares our perspective on what it takes to deliver higher returns on Buy and Build investments in today’s environment. Read more here.
Unlocking Value Post-Acquisition: How a Pricing Diagnostic Can Drive Margin and Growth

Unlocking Value Post-Acquisition: How a Pricing Diagnostic Can Drive Margin and Growth

By Alex Erines • June 11, 2025
Alex Erines outlines Grant Thornton Stax Pricing Diagnostic product, designed to help sponsors and management teams pinpoint actionable insights and improve profitability fast. Click here to learn more.
A Statistically Driven Solution to Understanding Customer Needs

A Statistically Driven Solution to Understanding Customer Needs

By Marko Begonja, Samantha Pinkes & Asiri Silva • June 2, 2025
Grant Thornton Stax moves beyond surface-level customer research, using MaxDiff and clustering to deliver actionable insights that align with real customer behavior. Read more about Grant Thornton Stax Value Creation.
The New Standard of Buy-side Diligence: Embedding Value Creation

The New Standard of Buy-side Diligence: Embedding Value Creation

By Vince Zosa • May 16, 2025
As investors seek strong conviction on near term value creation during due diligence, Vince Zosa shares 5 key value levers that top-performing investors are scrutinizing from day one. Read more.
Featured by StacheCow: Private Equity Insider: What We Look for in a Brand — Paul Edwards, Stax

Featured by StacheCow—Private Equity Insider: What We Look for in a Brand with Paul Edwards, Stax

April 25, 2025
Paul Edwards was approached by StacheCow to discuss the top traits PE firms look for in a brand, the importance of leadership, and how to prepare for a stronger, smoother exit. Read more.
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