Strategic Project Work

Cross-functional projects that need senior leadership now.

Marketing plus finance, together, on the initiatives that do not fit cleanly into one function. M&A integration, operating projects for founder-led businesses, and the strategic work that gets pushed when the day-job wins.

  • Two senior operators, one engagement
  • Marketing and finance leadership, paired
  • Project-shaped, with a real end date
  • No full-time hire required
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Project-based engagements. Fixed scope, fixed fee, fixed timeline.

Quick Answer

Strategic project work at Execution Partner means cross-functional initiatives where senior marketing and finance leadership both matter. We take on M&A integration projects, operating scaling projects for owner-led businesses, and custom-scoped engagements that do not fit a single-function consultant. Each engagement is finite, scoped before kickoff, and ends cleanly.

Where this kind of project fits.

  • A new acquisition needs marketing and finance integration in parallel
  • A founder-led business is scaling past the founder's bandwidth
  • A board has flagged an initiative that needs senior eyes, not another junior team
  • A PE operating partner needs project execution at a portfolio company
  • A fractional executive at a client needs help in an area outside their lane

What you will end up with.

  • A clearly scoped initiative delivered on time
  • Deliverables your team can run after handoff
  • A documented operating cadence where one is needed
  • Clean exit, no quiet retainer creep

Common project shapes.

Every engagement is custom, but most fall into one of these patterns.

Why two senior operators matters.

Most cross-functional initiatives fail at the seams between functions, not inside them.

2

Senior operators on every engagement

1

Joint scoping, joint kickoff, joint final read

0

Junior associates billed at senior rates

Fixed

Scope, fee, and timeline before kickoff

Have something cross-functional on deck?

Tell us the shape of it. We will tell you whether it fits this kind of engagement.

Discuss a Project Read Our Methodology

How we work with PE operating partners.

A short list, since this is a frequent question.

  1. Confirm the operating partner sponsor

    We work directly with the operating partner, not around them. Reporting structure and decision rights are named at scoping.

  2. Align on the portfolio company sponsor

    Operating CEO, CFO, or CMO at the portfolio company. We engage as senior operators, not as a layer between the firm and the company.

  3. Scope the initiative

    One-page scoping document with deliverables, working sessions, fee, and exit criteria.

  4. Run the engagement

    Working sessions with the company team. Operating partner gets honest read-outs, not theatrics.

  5. Hand off and step away

    Final read at the portfolio company and a separate read with the operating partner if useful. Clean exit.

Strategic Project FAQs

The questions that come up most before a kickoff.

What size companies do you typically work with?

Mid-market on the operating side, generally 50 to 500 employees. PE portfolio companies in similar bands. We are not the right team for very early-stage startups or for global enterprises.

How do you charge for this kind of project?

Fixed fee against a fixed scope. The scoping document quotes the fee before any work starts. There are no hours billed against you and no surprise change orders.

Do you sign NDAs and operate inside data rooms?

Yes. NDA on the front end is standard. We work inside data rooms for diligence and integration projects. VERIFY: confirm any specific compliance frameworks required.

Can you work with our existing legal, accounting, or operating partners?

Yes, that is usually the right setup. We are not displacing existing advisors. The scoping document names the working relationships at kickoff.

What is the smallest project you would take on?

Discovery calls usually surface the right size. If the engagement is genuinely too small for two senior operators, we will say so and point you to a better fit.

Bring us a problem worth doing well.

Cross-functional, finite, senior. If that fits, the discovery call is short and direct.

Discuss a Project Read Our Methodology

Execution Partner · Midlothian, Virginia · National engagements