We serve as a trusted advisor and thought partner through critical inflection points – succession, growth, repositioning, restructuring – to CEOs and boards, combining empathetic yet direct feedback, with constructive and actionable recommendations.
Jennifer Borggaard
PARTNER, FOUNDER
Global expertise guiding CEOs on diverse business issues ranging from strategy to finance to succession planning. Jenn draws on more than two decades of experience as an operating partner creating value for 40+ portfolio companies in the US, Canada, and the UK.
Advisory
Independent Trustee, iMGP Funds
Board of Directors, BroadStreet Partners
Board of Directors, Boston Financial Management
Advisory Board, Polen Capital
Chair, Board of Trustees, Peabody Essex Museum
Experience & Education
Senior Executive, Affiliated Managers Group (NYSE: AMG)
Board Member, Harding Loevner Funds and numerous AMG portfolio companies
Associate Counsel, Corporate and Investment Management, Ropes & Gray
JD, magna cum laude, Boston College Law School
AB, Government, cum laude, Harvard College
Kate Taylor
PARTNER, FOUNDER
Compassionate leader with 20 years of operating experience managing complex firms through times of growth and transition, driving efficiency and performance across business functions, including finance, talent, and strategy. Kate has a passion for building collaborative, results-motivated teams aligned with mission and strategy.
Advisory
Board of Directors, Income Research & Management
Board of Directors, BNY Mellon Charitable Gift Fund
Board of Trustees, The Taft School
Experience & Education
COO/CFO & Partner, Longfellow Investment Management
Director of Research Operations, Cambridge Associates
Business & Client Relationship Management, Wellington Management
Product Management, Financial Interactive and Software Prototype Technologies
MBA, Tuck School of Business, Dartmouth College
BA, Economics, magna cum laude, Williams College
Contact us:
We welcome the opportunity to talk with you about your specific questions and challenges.