Business Advisory for the Middle Market

Sparking Resilient Growth

Middle market companies are the backbone of the U.S. economy

They produce three out of five net new private-sector jobs. And quarter after quarter, their revenue growth beats the S&P 500 by 5 to 6%. Often family businesses, often in business for generations, their leadership, succession and management issues require a special kind of attention. The Reservoir team has deep experience advising private companies from $10 million to nearly a billion in annual revenues.

The Purpose

We help private companies build stronger cultures and financial structures, plan for succession and balance exploitation and exploration to stay relevant and resilient.

The Profile

You are a company with annual revenues from $10 million to nearly a billion. You want to maximize your ROI, build resistance to market ups and downs and accelerate growth.

The Process

We guide you through an assessment of your structural, financial, leadership and strategic positions. Then we guide you in making sure you have the right people, processes and products in place for a great future.