The Full Story

About

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Mission

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Vision

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OUR CLIENTS

Mid-market companies seeking to achieve more meaningful, resilient and sustainable growth.

Optimizing strategy requires due diligence and understanding where change needs to happen. We work very hard to help CEOs engaging with Shepherd Advisors to establish and leverage their strategic direction.

Our industry 'sweet spots' include: 

  • Manufacturing 

  • Industry 4.0

  • Clean Energy/Tech

SEIZE YOUR FUTURE

Go forward boldly

Work with a team that embraces the power of research-driven decision-making. We use evidence to fuel the development of strategies. We think about the future boldly, setting goals that demand improvement and build momentum. We pursue answers to questions that generate energy, change, and success.

SAMPLE SUCCESSES

Clients building robust, resilient, and sustainable growth
Hover over each case study to see our story!
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"This project gave us the confidence to take some bold moves, which we had talked about but never acted upon."

BRAD TEMPLEMEN

CEO, ROLL RITE

THE STORY

First to accelerate expansion in the agricultural and recycling markets, and then to increase market share in core construction market, management built off of Shepherd’s market research, voice-of-customer insights and multi-market strategy work to double revenues - and then double them again

Magnified Grass

After struggling for years to sell green packaging to large companies, Shepherd's market and customer research revealed promising new opportunities in several rapidly growing organic food segments. The company leveraged these insights to grow revenues more than fourfold and add a second plant.

THE STORY

"The Shepherd team helped us strategize, secure resources, and find new customers."

TIM COLONNESSE

CEO, KTM INDUSTRIES

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Wanting to increase revenue growth primarily through better "harvesting" of new opportunities, they used Shepherd Advisors' research and strategies to double sales even faster than planned. Shepherd's work also shed light on critical opportunities to improve its sales priorities and processes, and the "seller" side of its seller-doer culture.

THE STORY

JIM FREY

CEO, R.R.S.

"It is the kind of roadmap we needed in going forward."

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KTM Industries

"The Shepherd team helped us strategize, secure resources, and find new customers." 

Tim Colonnesse - CEO

WHY ENGAGE WITH US?

Simply stated, companies work with Shepherd Advisors to become more successful.

We are genuinely interested, as trusted advisors, to help you with being able to best address and handle:

  • your concerns about growth in a changing business landscape

  • how to best support and shift your team 

  • your dissatisfaction with your firm's strategy or its implementation?

  • trying to introduce new offerings or diversify into new markets

  • wanting more disciplined, iterative, and effective planning

Learn more >>

OUR EXPERIENCE

Why They Hire Us

At Shepherd Advisors, your strategy matters. Our integrated 'strategy at your service' focus is designed to provide CEO's and Management Teams with offerings that progressively drive towards strategic outcomes you want, easy strategy implementation, and build value.