Strategic advice for an ever-changing world

The business landscape is undergoing a profound and accelerating transformation, driven by rapid technological advancements, shifting consumer behaviors, and unsettled macroeconomic conditions. "Business as usual" is now a death sentence, with companies forced to either adapt or obsolescence.

In a world of unprecedented uncertainty, companies need trusted advisors to help them navigate. At Vertex Strategy Partners, we equip our clients with the actionable, strategic insights required to make change their ally and set a foundation for future growth.

Our Advisory Services

Client Testimonials

“Before working with Vertex, I never saw the value of using a consultant. Now I plan to bring them in whenever I launch a major initiative.”

— CEO, EdTech Startup

“Mike has a unique aptitude for cutting through ambiguity to reach the heart of an issue. I'm not sure another strategy consultant could've solved my problem the same way.”

— Former Deloitte colleague

“I was impressed with Mike's ability to straddle both technical expertise and top-level business acumen. He made the complex easy to understand.”

— Former Deloitte colleague

Our Services

Strategic Vision

Identify the most pressing strategic issues and define a clear, defensible direction backed by qualitative and quantitative analysis.

  • Corporate Strategy
  • Business Case Development
  • Data Analytics & Visualization
  • Competitive Analysis
  • Market & Industry Trends
  • Scenario Planning
  • Mergers & Acquisitions
  • Investment Planning
  • Sustainability Strategy

Technology & Innovation

Turn disruption into advantage. We map where you fit in the technology landscape and outline the moves that create durable value.

  • SaaS Growth & Strategy
  • Emerging Technologies (Cloud, AI, GPT)
  • Alliances & Ecosystems
  • Product Development & Innovation Strategy
  • Product Management Excellence

Operating Model Design

Translate ambition into execution. We build operating models that maximize talent and assets, improve transparency, and mitigate risk.

  • Program & Project Management
  • Investment Governance & Processes
  • Research & Development Programs
  • KPI Frameworks & Performance Measurement
  • Periodic Reporting & Dashboards

Stakeholder Management

Ensure alignment around the path forward. We craft narratives and forums that secure buy-in across internal and external audiences.

  • Executive Presentations & Board Materials
  • Investor & Capital Markets Presentations
  • Persuasive Storytelling & Narrative Development
  • Cross-Functional Alignment & Facilitation
  • Change Management & Communication

Case Studies

Improving Customer Engagement

A storied financial services firm hopes to scale digital engagement while balancing their personalized brick-and-mortar business model.

Market Penetration

A multinational FinTech seeks to improve utilization of its core payments network while expanding presence into other payment rails.

New Market Entry

An EdTech startup looks to expand beyond its initial product-market fit.

Scenario Analysis

A tech-enabled food & beverage company wishes to model the P&L of a new platform targeting underserved communities.

About Vertex

Background

Mike is a strategy consultant with 10+ years of experience at the intersection of strategy and technology, with expertise in driving high-priority, high-visibility strategic initiatives for C-suite leaders across business lines and functions.

He has extensive experience architecting corporate strategy within complex global organizations, including driving multibillion-dollar business cases in enterprise cloud and SaaS-enabled services – enabled by his ability to structure ambiguous problems, coordinate with and secure buy-in from cross functional senior leadership, and bridge the gap between technical and non-technical stakeholders.

Mike graduated top of his class from the Johnson Cornell Tech MBA program, where he studied both the fundamental workings of – and economic and societal implications arising from – disruptive technologies. He also holds a Bachelor of Science in Applied Mathematics and Economics from Brown University.

Domain Expertise

Emerging Technologies

Financial Services

Sustainability

Geopolitics