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CDB Advisory Services

Strategy & Transformation

  • Raising initiative delivery across the enterprise portfolio

    ~30% improvement in initiative delivery

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  • Multi-year strategy through implementation, including a $330M acquisition

    $160M in organic revenue growth and a $330M revenue acquisition absorbed into the platform; the business was later sold to private equity at $170 per share, against a pandemic low of roughly $10

    Read More Multi-year strategy through implementation, including a $330M acquisitionContinue

  • Designing, building and launching a shared services center

    $20M+ annual run-rate savings on a sub-three-year payback, operations consolidated across 10+ countries

    Read More Designing, building and launching a shared services centerContinue

  • CEO-mandated strategy for a declining product business

    $250M+ in growth opportunities identified and a $1B+ M&A pipeline built

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  • Board-appointed strategy refresh and operating model restructuring

    Written premiums +12% YoY, combined ratio down 4.5 points, operating expenses down ~15%, plus a $40M EBITDA roadmap identified

    Read More Board-appointed strategy refresh and operating model restructuringContinue

CDB Advisory Services

Based in Atlanta, Georgia

Registered office: 1400 Village Square Blvd, Ste 3-201, Tallahassee, FL 32312

(448) 215-0227

charles@cdbadvisoryservices.com

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Capabilities

  • Interim Finance Executive / CFO
  • Value Creation & EBITDA
  • M&A & Post-Merger Integration
  • Strategy & Transformation
  • FP&A & Corporate Finance

Engagements are typically 3-12 months, on-site or hybrid.

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