Areas of Expertise


Business Strategy Development - Long-term Planning, Resource Allocation, Budgeting, Where to play & How to Win

The difference between good and bad strategy is about defining the specific actionable steps and timelines in which the goals will be achieved. Sounds simple, but more times than not strategy documents end up of as wallpaper because they lack clear direction, have ambiguous timelines, lack relevant KPI’s and don’t have adequate buy-in from management.

Is everyone in your organization rowing the same direction? If you asked a dozen managers what the number one problem was that the business needed to solve for, would they all say the same thing? If not, you might have a few “oars” slowing you down.

EdgeMFG can help your business develop an actionable business strategy that provides a clear roadmap for achieving goals that detail specific, measurable steps to guide decision-making and resource allocation, ensuring that actions connect directly with financial goals. Working with stakeholders along the way to identify challenges, define plans, develop forecasts and create alignment across the entire enterprise. Ultimately, creating a formalized strategy plan that tells all departments what they need to do, where the organization will play (and not play) and how specifically it will go about winning.


Marketing Strategy - Digital, Traditional, Experiential, Technology

A well-crafted marketing strategy ensures that all marketing efforts are aligned with the company’s broader business objectives, such as increasing revenue, expanding market share, or enhancing brand awareness. But with all the tools and fads out there, where do you start? How do you add continuity such that your various efforts are connected and don’t end up as spaghetti on a wall?

Are your social media followers and engagements driving positive ROI from real potential customers or merely driving likes from friends and business colleagues (how do you know)? Do you have lead qualification mechanisms and nurturing in place to foster leads from your efforts? Do you have concise market research to help guide business decisions in existing and new potential markets?

EdgeMFG can help you create a comprehensive marketing strategy, that will enable you create, organize, plan and deploy content via the right marcom vehicles. All backed with clear KPI’s to help you measure success and better manage marketing resources to ensure time and money is invested in only the most impactful areas. From digital marketing efforts and event marketing to web optimization and market research, EdgeMFG can serve as your expert advisor in navigating and implementing a marketing plan that fits your companies specific needs.


Sales - National Account Mgmt., Business Development, Private Label, Sales Support

Business development can be often be challenging as companies must balance resources between maintaining existing operations and investing in new areas of business, which can strain budgets and manpower. This is especially true when a company may not have the internal resources with experience in new markets, with new distribution channels like national distributors or in new go-to-market strategies like private label programs.

Do you know markets you want to pursue but are having difficulty gaining traction? Do you struggle with national distribution, gaining mindshare or finding the the right “win-win” balance? Is private label an option that would either bolster your own product offering or potentially supplement someone else’s and create an addition revenue stream?

With 25 years of experience in business development, product development and sales channel management, you can take advantage of lessons learned (including the “what not-to-do’s). And perhaps most importantly, leverage decades of global relationships with national and regional distributors, U.S. and international manufacturer’s and with industry experts.


Product Development - competitive analysis, SKU development, market research

Product development is challenging due to the complexity and uncertainty involved in bringing a new product from concept to market. Customer needs are often difficult to gauge, technical ability to develop, test and refine products often requires specialized skills and resources, and investment in inventory to support launches can be costly with no true guarantee of ROI.

Do you have customers that use other products you could possibly add to your portfolio, but hesitate due to the aforementioned challenges? Is your company torn with how to expand existing or tangent product categories because you are unsure of how to do so in a responsible manner? Do you have all the capability to expand products but simply need a hand from someone who has done it before to help develop the process for you?

Researching markets and mapping competitive landscapes is in the muscle memory of EdgeMFG, having created hundreds of new products (thousands of part numbers) to bolster existing offerings and to build completely new for completely new industries and product segments. Be it to serve as an advisor to help confirm plans or as a more hands-on manager to help work with your teams to greenfield new products, we can help to accelerate your growth initiatives.


Exit Strategies - Acquisition Targeting & Nurturing, Succession Planning, Private Equity

An exit strategy is crucial as it provides a clear plan for realizing returns on investment, aligning the interests of investors, management, and stakeholders. It helps manage risks, optimize value, and ensures the timing and method of exit are strategically chosen for maximum profitability.

Core considerations include: Defined Objectives , Valuation Strategy, Defined Timeline, Exit Options, Financial Planning/Tax Planning, Legal and Regulatory Compliance, Succession Planning, Stakeholder Communication, Risk Management & Contingency Planning, Advisor Involvement, Post-Exit Considerations

With 6 years experience in the private equity space, let EdgeMFG serve as your advisor to developing a clearly defined exit strategy, regardless of whether you intend to move on from the business in 2 years or 10. At the most, such a plan can have a significant impact on profitability come exit time, and in the least the process of developing such a plan often helps helps owners and stakeholders clearly see what is most important to them when it comes to their business and beyond.


M&A - Fit Assessment, integration planning, synergy realization, branding, Defined KPI’s

M&A can be extremely challenging, as it involves many complex processes that must be managed in unison to ensure success. Elements such as strategic fit, due diligence, valuation, integration planning cultural fit, communication, synergy realization, leadership governance, risk malmanagement and post-merger evaluation.

Failure to have a plan and process for each can crater the best of acquisitions, turning a rocket ship addition into a potential boat anchor.

With more than 12 acquisitions and integrations under my belt, EdgeMFG has the “been there, done that” experience to help you avoid costly pitfalls and ensure teams are left motivated with synergies well defined . From site visits and valuations to building integration teams and branding strategies, we can be your advisor to help ensure new acquisitions are set-up for long-term success.