Client results

Proven results
in action

See how we help businesses improve performance, reduce risk, and unlock measurable growth through strategic financial work. Real numbers, real outcomes.

By the numbers

Outcomes that add up

A snapshot of the difference clear financial
work makes across our portfolio.

Businesses guided

240+

Companies supported toward
measurable growth

Average revenue lift

+32%

Typical gain across strategy
engagements

Target outcomes met

96%

Clients reaching the goals
we set together

Sectors covered

30+

Markets and industries
across four continents

Featured story

A rebuild that reset the trajectory

How a fast-growing manufacturer scaled revenue
without letting margins erode.

The work

Explore case studies by sector

Filter the portfolio to see how the same method
plays out across very different businesses.

Vantor Industries production facility at scale
Vantor IndustriesManufacturing

A full financial rebuild that lifted revenue 34%

+$5.4MAdded revenue
+11ptGross margin
Read case study
Close-up of a circuit board at Helio Systems
Helio SystemsTechnology

Unit economics rebuilt ahead of a Series B raise

+18ptGross margin
$22MSeries B closed
Interior of an Aldermont retail store
Aldermont & CoRetail

Margin restored across a 40-store network

+9ptStore margin
+$2.8MRecovered profit
Reception area of a Meridian Health clinic
Meridian HealthHealthcare

Cash flow up 27% across a growing clinic network

+27%Liquidity gain
-$460KCost removed
Market data on a Cardinal Trust trading screen
Cardinal TrustFinance

Portfolio risk cut without capping returns

-14%Volatility
+$3.1MOptimized allocation
Fenmore Interactive team working together on laptops
Fenmore InteractiveTechnology

Burn halved without slowing the product roadmap

-46%Monthly burn
+8 moAdded runway

In their words

The proof is in the follow-through

The clearest measure of our work is what
clients say once the results have landed.

Sofia Mendez Chief Financial Officer, Aldermont & Co

“We thought the margin problem was the market. Kestrel showed us it was pricing and mix, then helped us fix both. Every store is healthier for it.”

+9ptStore-level margin
+$2.8MProfit recovered
Executive walking past a glass office building
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