Growth Strategy & Value Creation Services


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

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

Associate Director

Recent Insights

Unlocking Value Post-Acquisition: How a Pricing Diagnostic Can Drive Margin and Growth
By Alex Erines June 11, 2025
Alex Erines outlines 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
By Marko Begonja, Samantha Pinkes & Asiri Silva June 2, 2025
Stax moves beyond surface-level customer research, using MaxDiff and clustering to deliver actionable insights that align with real customer behavior. Read more about Stax 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.
Feat. by Euronews—Why more PE is entering the travel sector
May 7, 2025
Andrew Keller was featured by Euronews where he shared his thoughts on the uptick in PE involvement in travel and the factors that may be at play. Read the full story here.
Featured by StacheCow: Private Equity Insider: What We Look for in a Brand — 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.
How Leading Teams Are Growing Through Disruption
By Peter Rodrigues-Renon April 16, 2025
Management teams have operated in a generally benign environment. Now, as tariffs cause global disruptions, Peter Rodrigues-Renon shares how teams can still create value. Read more.
Unpacking the Tariff Shock: What You Need to Know Now
By Anuj A. Shah April 4, 2025
Anuj A. Shah discusses how new US tariffs reshape global trade and M&A outlook. Learn how interest rates, commodity prices, and private equity strategies are shifting in response.
Crossing the Atlantic: How Can UK PE-Backed Horizontal SaaS Firms Maximize Growth and Exits?
By Ben Bugg March 27, 2025
In Ben Bugg's latest article, read how UK-based PE investors can capitalize on various tailwinds and market opportunities by expanding Horizontal SaaS PortCo's across the Atlantic.
Global Decarbonization Trends: What PE Investors Need to Know
By Anuj A. Shah, Brad Kuntz, Joel Slater March 24, 2025
With rising demand for electrification, net-zero commitments, and state-level climate policies, Anuj A. Shah, Brad Kuntz, and Joel Slater share how PE investors can capitalize on this growth.
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