Consulting

Set Yourself Up for Success Getting Future-Ready

Sam is a leading expert in profitable growth.

With 25+ years of managing $80 billion in assets, leading $40 billion in M&A deals, and a doctorate in behavioral finance, Sam has distilled actionable insights into compelling narratives and tools for profitable growth.

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Getting Future-Ready Means Change Management

Vision without action is just a daydream.
Strategy without execution? The same.

Stop throwing strategy in the dustbin.
Too many board-approved initiatives and costly consulting strategies end up in the bin.

Putting strategy into action: art and science.
It’s not just about the “what,” but the “how.”

What it takes:

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Expert Navigator
I’ve mastered complex landscapes.

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Champion of Change
New ways of doing things, my specialty.

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Stakeholder Savvy
I get everyone on board.

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Goal-Oriented
Charting paths that hit targets.

Avoid the Pitfalls

Without the right execution, change management leads to headaches, frustrated teams, unhappy clients, and lost market share.

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I Help You Get Things Done Right

From closing successful global M&A deals to launching wealth businesses and driving change, I bring the expertise, experience, and pragmatic mindset your team needs to get future-ready.

I’m here to help operationalize your strategy and achieve your goals. Let’s turn your challenges into opportunities. Contact me to explore how I can help you execute your strategic plans.

Market Leadership: Get ahead, stay ahead.
Profitable Growth: Drive sustainable success.
Resilience: Build a future-ready business.

Brian Mallard

President Mallard Wealth Advisors

Our firm was at a turning point deciding on how to position ourselves to continue growing in a changing market landscape. … Sam was instrumental in helping us analyze, negotiate and ultimately select the best strategic alternatives.

Lucas Pontillo

Montreal Canada

We hired Sam to undertake a bespoke strategic analysis to position our private wealth business for the future. We chose Sam because he brings industry knowledge and hands-on experience to the technical, operational, client-facing and regulatory challenges facing private wealth businesses today and how to deal with them. Sam’s analysis and recommendations were very well received and are being implemented.

Julien Favre

Wealth Management Executive

Sam’s international work experience (UK, Austria, Canada) in different fields (Law, Investment Banking, Entrepreneur, Wealth Manager) has made him think in a way to find solutions by looking at situations from various angles.

Fiona Cuddy

Insurance Executive

Sam’s natural talents include the ability to cut through distraction and noise and focus on delivering outcomes. His strategic mind and eye for creating opportunities vs getting stuck in roadblocks means he is able to create solutions for complex problems without taking a lot of time to get it done.

Change Management Consulting for Sustainable Growth

Execution Turns Vision into Reality
Strategy without action is just theory.

From Complexity to Opportunity
Today’s business world is tough—market shifts, complex integrations, new ventures. I’m here to turn the challenges into growth opportunities.

I Help Put Your Strategy to Work
My role is to help you put your strategy to work. I dig into your unique business challenges and help create tailored, executable plans.

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Common Challenges, Proven Solutions

Crowded Markets

I help you stand out.

Regulatory Changes

I help you stay ahead.

Competing Priorities

I help you optimize resources.