SBI's Area of Expertise

Sales Strategy, Process, and Growth

SBI is a management consulting firm specializing in Sales & Marketing. We masterfully blend strategy with execution to help companies “make their number.”

Assessment, Due Diligence & 100 Day Planning

SBI will provide a critical perspective on Go-to-Market (GTM) strengths & weaknesses of the target investment. Risks will be outlined, and mitigation plans will be developed. A 100-day execution plan to improve the GTM outlook will be provided.

Value Creation Around an Investment Thesis

Value is created by the strategic implementation of SBI’s Revenue Growth Methodology. Based on the investment thesis, a customized GTM strategy and execution plan is developed to capture value within the portfolio company.

Exit Process Preparation

SBI partners with companies, investment banks, and PE firms to ensure maximum value is realized at the time of sale. Messaging and analysis are carefully crafted for inclusion in the CIM to instill confidence in the value creation opportunities and the capabilities of the GTM team.

Mike Hoffman

SBI – Sr Managing Director – Chief Strategy Officer, Practice Lead Private Equity

Mike helps lead value creation programs for PE firms and their portfolio companies.

He also assists with strategy development and deal model development with PE firm deal teams and their respective companies and targets.

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Josh Horstmann

SBI – Partner, Sr. Managing Director

Josh specializes in helping clients solve demanding sales and marketing challenges through aligning functional strategies within an organization.

He has worked with clients in manufacturing, e-commerce, software, financial services and technology sectors.

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