Case Studies

Selected work from the portfolio.

A look at the operating playbooks, brand rebuilds, and platform expansions behind the companies we've helped build.

Industry
Healthcare

Pacific Health Group

From a single clinic to a six-site regional platform.

Repositioned the brand, rebuilt the operating playbook, and stood up a shared services team that unlocked new market entry.

5.8x revenue in 36 months
Holding

ParkWest Solutions

A multi-brand operating platform built for the long term.

Consolidated marketing, finance, and people operations into a shared backbone that lets every brand focus on its market.

4 portfolio companies
Hospitality

Olive Branch Eatery

A neighborhood concept turned local institution.

Built the brand, the operating cadence, and the digital ordering layer that took a single location to consistent profitability.

98% capacity weekends
Healthcare

Serene Health

Scaled a behavioral health network across the California coast.

Led a full rebrand and management services partnership for one of the largest healthcare provider networks on the coast — modernizing identity, print, and signage to match an aggressive growth model.

3,000+ members · 10+ counties
Healthcare

PsycHealth

A turnkey rebrand for an NCQA-accredited behavioral health organization.

Partnered on management services and a complete brand redesign — sharpening focal point, typography, and identity to align with PsycHealth's continued expansion as a managed behavioral healthcare leader.

Founded 1989 · National footprint
Hospitality

Myst Lounge

A hospitality concept positioned for a differentiated nightlife experience.

Developed the brand identity, environment, and go-to-market positioning for a lounge concept designed to stand out in a crowded hospitality market.

Concept launch & brand build
Professional Services

CPACE Lending

A new business start-up for a CPACE private lending group.

Built the company from the ground up — brand, market positioning, and go-to-market — for a private lender focused on retroactive CPACE financing, retrofits, ground-up construction, and CPACE refinance.

New venture launch
Hospitality

LuxeStay Hotels

A comprehensive brand transformation for a growing boutique hospitality group.

Partnered on brand strategy, guest experience positioning, and a complete visual identity redesign — refining messaging, digital touchpoints, and brand architecture to support multi-market expansion while elevating guest perception and loyalty.

Founded 1998 · 25+ Properties Nationwide
Healthcare

Horizon Medical Network

A strategic rebrand for a multi-location healthcare organization.

Collaborated on brand modernization, patient experience strategy, and digital transformation initiatives — creating a more cohesive identity that strengthened trust, improved patient engagement, and supported continued organizational growth.

Founded 1987 · Regional Healthcare Leader
Technology

NexaTech Solutions

A market repositioning initiative for an enterprise technology provider.

Led a full-scale rebrand encompassing corporate identity, messaging framework, and digital presence — helping clarify value propositions, enhance market differentiation, and accelerate enterprise customer acquisition.

Founded 2011 · Serving Global Enterprises
Marketing

Elevate Media Group

A bold rebrand for a performance-driven marketing agency.

Developed a modern identity system and strategic positioning framework designed to reflect the agency's evolution — aligning brand perception with expanded capabilities across digital, creative, and growth marketing services.

Founded 2008 · National Client Portfolio
Professional Services

Sterling Advisory Partners

A modern identity refresh for a leading professional services firm.

Partnered on brand strategy, messaging refinement, and visual redesign to better communicate expertise, credibility, and long-term client value — supporting expansion into new markets and service offerings.

Founded 1994 · Trusted by Fortune 500 Clients

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