Growth under pressure?

that’s our specialty

HANDS-ON support that moves you from pain to performance… fast.

Whether you need to fix one company fast or transform your entire portfolio, we have a proven model that works. You can select the engagement model that aligns with your urgency, scope, and value creation timeline.

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“Working with Adam felt different. He wasn’t just advising from the sidelines, he partnered with us as a fellow founder. Together we tackled growth challenges, moved 40% faster, and within months, we were celebrating a successful exit.”

Chris Kadel, Founder & CEO, Polaris Solutions (acquired by 3Cloud)

Your Challenges are our sweet spot

  • ACCELERATE GO TO MARKET

    Cost of Broken GTM:
    Every stalled pipeline or misaligned team burns cash and kills valuation. Every quarter you wait puts exits at risk.

    What We Fix:

    Pipeline slowness, leaks and long sales cycles

    Sales vs. marketing misalignment

    Founder-led sales motions that don’t scale

    What You Get:

    50%+ pipeline growth in 90 days

    Clear accountability map across GTM

    Repeatable sales and marketing rhythms

    Relevant Insight:
    Scaling beyond the founder led sales playbook

    Client Win:
    A SaaS portfolio company rebuilt 3x pipeline coverage in 60 days using our Revenue Rescue playbook.

  • SCALE OPERATIONS

    Operational Failures That Destroy Value:
    67% of portfolio companies lack execution discipline. Strategy without systems is hallucination.

    What We Fix:

    Rising delivery costs and missed margins

    Firefighting cycles that bury leadership

    No scalable processes or performance metrics

    What You Get:

    10–15% margin uplift in 90 days

    Transparent “Fix Now / Fix Later” roadmap

    Scalable operating model with repeatable systems

    Relevant Insight:
    Breaking the firefighting cycle of operations

    Client Win:
    AI Solution Integrator CEO: “We had no systems—just heroes. Everest built repeatable processes that scaled.”

  • CURATE CULTURE & TALENT

    People Problems That Kill Portfolio Companies:
    58% of PE-backed companies lose key executives in Year 2. Leadership turnover stalls growth and destroys confidence.

    What We Fix:

    Leadership gaps and cultural dysfunction

    Team misalignment and low retention

    Toxic performance and accountability vacuums

    What You Get:

    Root-cause clarity on people and culture risks

    A 90-day stabilization and retention plan

    Investor confidence that talent issues are under control

    Relevant Insight:
    The hidden cost of toxic cultures

    Client Win:
    Operating Partner, MidMarket Tech Fund - “One of our portfolio company lost 5 VPs in 6 months. Everest stabilized and rebuilt the leadership team in 90 days.”

  • DRIVE VALUE IN M&A

    The Cost of Deal Problems:
    60% of value is lost in bad integrations. Failed deals destroy returns, wreck culture, and crush LP confidence.

    What We Fix:

    Integration chaos and leadership misalignment

    Missed synergies and delayed value capture

    Cultural clashes that derail deals

    What You Get:

    Board-ready diligence and integration plan

    25–40% faster early value capture

    Smoother cultural alignment and talent retention

    Relevant Insight:
    The metrics that really matter in value creation

    Client Win:
    Cloud Services CEO: “Our first integration dragged on too long. Everest made the second one flawless.”

Our Methodology: The Everest Ascent Framework™

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Base Camp
Assessment & Triage (Days 1-30)

Find Your Path

  • Run a rapid diagnostic across strategy, GTM, operations, and leadership.

  • Pinpoint the 3–5 levers that will create the
    biggest near-term impact.

  • Deliver quick wins that prove value and build momentum fast.

  • Align stakeholders on priorities and success measures.

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Ascent Phase
System execution (Days 31-60)

Build the Engine

  • Deploy battle-tested playbooks tailored to
    growth stage and goals.

  • Install operating rhythms that bring consistency
    to execution.

  • Build accountability systems so teams own results.

  • Create dashboards and KPIs that make performance visible.

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Summit Push
Scale & Sustain (Days 61-90)

Lock in the Win

  • Strengthen leadership alignment and embed
    scalable systems.

  • Expand AI and automation into delivery and
    GTM for efficiency gains.

  • Coach teams to self-sustain high performance
    after engagement.

  • Ensure the company is board- and investor-ready with clear growth proof points.

Why This Works: We've lived these problems as operators. Solved them as entrepreneurs.
Now we deploy those solutions at PE/VC scale.

The Everest Difference: The difference between Everest and traditional consulting is simple: we've actually done it.

We don't just know the path, we've climbed it ourselves. Many times. In storms.

That's why PE/VC firms trust us when failure isn't an option.

Recent Client Transformations

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    The Turnaround

    Situation: B2B SaaS, missing plan by 40%, 6 months cash

    Intervention: Complete GTM overhaul, operational discipline

    Result: Cash positive in 60 days, exit on track for 18 months at 4x

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    The Scale Story

    Situation: Cloud Professional Services roll-up, integration chaos

    Intervention: Systematic integration playbook deployment

    Result: 20% EBITDA margins, successful 3X exit expected

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    The Portfolio Play

    Situation: PE firm, 3 underperforming assets

    Intervention: Sequential transformation program

    Result: All 3 hit plan, fund returned 3.2x

RAPID DIAGNOSTIC

STEP 1

Get on the Same Page
We sit down with your team to understand what’s working, what’s not, and where you want to go. No long reports — just clarity on your goals and the problems slowing you down.

From Guesswork to Game Plan
Stop guessing. Start fixing. In just two weeks, you’ll have a 90-day plan you can trust.

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STEP 2

Look Under the Hood
We dig into your numbers, processes, and team alignment. Through interviews and data review, we spot the leaks, bottlenecks, and missed opportunities hiding in plain sight.

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STEP 3

Show the Rapid Wins
We map out the biggest risks to fix and the best wins to grab right now. You’ll see exactly where to focus first so progress is fast, not stuck in another strategy deck.

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STEP 4

Hand You the Game Plan
You walk away with a simple, board-ready 90-day plan that shows where to get traction, what results to expect, and how to move forward with confidence. We’re here to help with all of it.

GTM Case Study – Pipeline Revival

The Situation: A PE-backed SaaS company was missing growth targets. Their pipeline looked full, but close rates kept dropping. Leadership assumed it was a sales talent problem.

The Diagnostic: We uncovered that the real issue wasn’t the reps, it was misaligned messaging and targeting. Campaigns were pulling in the wrong buyers, and sales was burning 50% of their time chasing poor-fit leads.

The Outcome: Within weeks, we reset ICPs, rebuilt the GTM playbook, and launched campaigns targeted at the right buyers. Pipeline quality jumped 30% in 90 days, and close rates rebounded. The client kept us engaged to embed the new GTM rhythm across sales and marketing, ensuring results stuck.

Ops Case Study – Margin Breakthrough

The Situation: A professional services firm had healthy top-line growth, but margins were flat. The CEO thought they just needed more headcount to meet demand.

The Diagnostic: We traced the issue to delivery bottlenecks, handoff breakdowns, and missed automation opportunities. Leaders were surprised to learn that 25% of delivery hours were wasted on non-billable, repetitive work.

The Outcome: Our roadmap highlighted AI, automation and process fixes that unlocked $1M in annualized savings without a single new hire. The client retained us to run a Margin Uplift Sprint, embedding the changes into their operating model.

Leadership & Culture Case Study – Alignment Reset

The Situation: A portfolio company’s leadership team was stuck in conflict. Departments blamed each other for missed targets, and the board was losing patience.

The Diagnostic: Our Rapid Diagnostic revealed that misaligned decision rights and an unclear operating rhythm were at the heart of the issue, not capability. Leaders were shocked to see 25% of the leadership team’s time was being lost to meetings without outcomes.

The Outcome: We reset the leadership cadence, clarified roles, and installed a 90-day priority system. Within a quarter, execution speed improved 20%, and the board praised the “night and day” shift in alignment and leadership morale. The team asked us to stay on in an advisory capacity to keep them focused and accountable.

QUICKSTARTS: Rapid Interventions

When you need answers and action fast

Timeline: 30 - 90 days

Case Study Collection - Services
SAAS & Professional Services Turnaround
SAAS & Professional Services Turnaround

"Everest didn't just fix our operations—they made us best-in-class. The exit premium was massive."

Read More →

  • The Crisis: Pipeline is empty, sales and marketing are fighting, CAC is through the roof

    30-Day Fix: Diagnose GTM breakpoints, align sales/marketing, implement immediate pipeline generation tactics, establish weekly revenue rhythms

    Outcome: Rapid pipeline increase, clear GTM accountability, path to profitable growth

  • The Crisis: Everything's on fire, nothing ships on time, customers are angry

    30-Day Fix: Operational assessment, identify top 3 bottlenecks, implement rapid fixes, establish operational scorecard

    Outcome: 30% efficiency gain, customer satisfaction stabilized, clear improvement roadmap

  • The Crisis: A-players leaving, culture toxic, productivity crashing

    30-Day Fix: Leadership assessment, retention intervention for key players, cultural reset plan, organizational clarity

    Outcome: Bleeding stopped, key talent retained, team re-energized

  • The Crisis: You're 30 days from LOI and need operational DD fast

    30-Day Fix: Rapid operational assessment of target, identify major risks and opportunities, evaluate management capability, project integration complexity

    Outcome: Clear go/no-go recommendation, accurate operational value assessment, integration cost reality

ACCELERATORS: Fix What matters

Systematic transformation with sustainable results

Timeline: 90 - 120 days

Case Study Collection - Services
CRM Services Culture & Leadership Rebuild
CRM Services Culture & Leadership Rebuild

"Everest saved our company by saving our culture. The transformation was remarkable."

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  • The Challenge: GTM is broken at every level—strategy, systems, and execution

    90-Day Transformation: Complete GTM overhaul including ICP refinement, sales process design, marketing automation, team enablement, and revenue operations setup

    Outcome: Predictable pipeline, efficient CAC, scalable growth engine, 40% revenue acceleration

  • The Challenge: No systems, no processes, no predictability

    90-Day Transformation: Design and implement core operational systems, establish KPI frameworks, build execution rhythms, create accountability structures

    Outcome: 28% EBITDA improvement, operational predictability, scale-ready infrastructure

  • The Challenge: Dysfunctional culture destroying value

    90-Day Transformation: Leadership alignment, cultural values reset, performance management system, talent density improvement, communication architecture

    Outcome: 2x productivity, 90% key talent retention, engagement scores up 40%

  • The Challenge: You've signed the LOI and need deep operational DD plus integration planning

    90-Day Transformation: Comprehensive operational due diligence, management team assessment, integration roadmap development, Day 1-100 planning, value capture identification

    Outcome: Complete operational picture, realistic integration timeline, identified value creation levers, no post-close surprises

Advisory partnerships: Transform your portfolio

Your operational partner for company or portfolio-wide value creation

Timeline: Customized for Your needs

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Case Study Collection - Services
Portfolio Strength & Excellence
Portfolio Strength & Excellence

“Everest turned a struggling portfolio into a consistent performer. They closed leadership gaps, stabilized execution, and built the foundation for premium exits. The value uplift has been remarkable.”

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  • The Vision: Systematic revenue acceleration across your entire portfolio

    Partnership Scope: Dedicated GTM team for portfolio, playbook development and deployment, cross-portfolio best practices, quarterly board reporting, CEO coaching program

    Outcome: 30% average revenue growth, successful demand generation programs, proven GTM playbooks for future investments

  • The Vision: Make operational excellence your fund's differentiator

    Partnership Scope: Chief Operating Partner for portfolio, operational assessments for all companies, transformation team deployment, exit preparation services

    Outcome: Top quartile fund performance, 35% average EBITDA improvement, operational edge in competitive deals

  • The Vision: Build winning teams across every portfolio company

    Partnership Scope: Portfolio CHRO services, executive search and assessment, leadership development programs, cultural transformation expertise, succession planning

    Outcome: 95% key role retention, 2x bench strength, culture as competitive advantage

  • The Vision: Never miss operational value or risk in your deals

    Partnership Scope: Operational DD on all potential acquisitions, management assessment for targets, integration planning and execution, post-close value creation, portfolio company add-on evaluation

    Outcome: Better deal selection, accurate valuations, 100% value capture, successful integrations