provided
NYC-Based Family Office
1) a multi-year budget model health check and redesign
2) designed a secure cash movement infrastructure
FINANCIAL & MANAGEMENT CONSULTING
NYC-based Family Office is single family office with a diversified portfolio investing across multiple asset classes. With Assets Under Management ranging from $250-500M, the Office is a responsible for allocation, management, reporting, and everyday fiduciary responsibilities to the beneficiaries and direct family members. Investments include but are not limited to real estate, public equities, private equities, fund of funds, commodities, and emerging markets.​
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The Engagement – Mid-Atlantic replaced the previous budget model with a multi-year enhanced version that
focused on cross-team collaboration. The model was designed for simple-use with outputs for capital budgeting, total shareholder returns, investment maturities, variances analyses, and more. Mid-Atlantic designed a secure cash
movement process that assessed, formalized, and secured cash movement processes across the Office.
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provided
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Point-of-sale enterprise analytics
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Go-forward consumer strategy
STRATEGY CONSULTING
Sweetzels Foods is a household name in Philadelphia. Mention warm apple cider, a glowing fire, or pumpkin picking on the farm, and you’ll have any East Coast native craving a box of Sweetzel’s original Spiced Wafers. Family owned and operated, Sweetzels has been baking and packaging all products in the United States for over 100 years. With commitment to tradition and quality of all-natural spices and flavorings, Sweetzels brand has kept customers
coming back for more since 1910.
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The Engagement – Mid-Atlantic purchased point-of-sale data from market retailers to formulate a comprehensive view of the Sweetzel consumer, cookie demand, seasonality
trends, and willingness-to-pay. Delivered over the course of multi-week engagement where the final product came with a full inside-out evaluation of the market and competitors along with digital dashboard tools that track expenditure for niche consumer discretionary products.
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provided
1) 'Outside In' Review of Operations
2) Systems Software Market Assessment
3) Competitive Benchmarking Analysis
Strategy Consulting
Building Intelligence develops software solutions for the security industry. The company offers SV3, a cloud-based security solution to manage visitors, vehicles, and vendors. SV3 helps to manage third-party networks of vendors, contractors, and permitting vehicles, drivers, and deliveries, before they come on site. The company was founded in 2006 and is based in New York, NY.
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The Engagement – Mid-Atlantic was engaged directly by the shareholders to construct a review of the systems software market and successful operating models. The report focused on identifying all competitors in the market and required a disaggregation for their strategy up to this point in time. This included case-by-case growth strategy summaries, business plan reviews, and overall investment upside based on the ability to execute on the various applied strategies.
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provided
1) BU Operating & Financial Model
2) Industry-specific market analysis
3) BU Profitability Evaluation
4) BU Business Plan Design & Go-to-Market Enhancement
Financial & Strategy Consulting
Life Tech is an emerging healthcare services solution providing on-demand wheelchair accessible ride services. The company offers door-to-door transportation services to persons with disabilities while providing additional wheelchair accessible vans, non-emergency ambulances, and general transportation vehicles for patients with disabilities. Life was founded in 2018 and is based in Livingston, NJ with various offices across the state.
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The Engagement – Mid-Atlantic tested the profitability based on upside and downside cases for a select business unit (BU). This was delivered in the way of a comprehensive financial model that included operating metrics and key performance indicators that historically governed the success of the operation. A supporting BU operating plan was created and delivered to support the current and go-forward strategy of the select unit.
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provided
1) Financial Planning & Analysis Fulfillment
2) Board of Director Performance Reports
3) Comprehensive Cash Flow Modelling
4) Budget Establishment and Execution
The Cobbs Creek Foundation is a nonprofit organization established in 2017, dedicated to revitalizing the historic Cobbs Creek Golf Course in West Philadelphia. Their mission encompasses creating an inclusive, state-of-the-art golf and educational campus that serves the community by providing opportunities for youth development through academic, athletic, and social-emotional programs.
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​The Engagement – Mid-Atlantic was engaged to provide ongoing financial support services to the Cobbs Creek Foundation in the successful execution of its historic golf course restoration and community revitalization project. Core focuses include financial planning, capital budgeting, and cash flow management across multiple project phases, including golf course reconstruction, educational facility development, and environmental restoration. Working closely with leadership and the Board, Mid-Atlantic consistently ensures financial transparency, optimize resource allocation, and support long-term sustainability aligned with the Foundation’s mission of community impact and environmental stewardship.
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Financial Consulting
provided
1) Financial Planning & Analysis
2) Budgeting and Forecasting
3) Strategic Development Support
The Highlands Mansion and Gardens is a 44-acre historic estate in Fort Washington, Pennsylvania, featuring a Federal-style mansion built in 1796 by Anthony Morris. The site includes beautifully restored formal gardens, woodlands, and terraces, and is listed on the National Register of Historic Places. Managed by the Highlands Historical Society, it serves as a venue for tours, educational programs, and private events.
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The Engagement – Mid-Atlantic was engaged directly by the Board to provide financial consulting services to support The Highlands Mansion and Gardens in strengthening its fiscal operations, strategic planning, and long-term sustainability. Key responsibilities include assessing current financial practices, developing budgetary frameworks, improving reporting processes, and supporting grant and fundraising strategy through financial modeling and analysis.
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Financial Consulting
provided
1) Financial Modeling & Capital Strategy
2) Go-to-Market and Monetization Strategy
3) Operational Scalability Assessment
The Return is a U.S.-based full-service reverse logistics company that partners with retail brands to handle the complete return lifecycle focusing on sustainability and cost-efficiency. With a revolutionizing mission in its foundation, The Return is enabling apparel brands and retail technology to offload their reverse logistics, cut costs, recover value from returns, and support more sustainable consumer practices.
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​The Engagement – Mid-Atlantic was engaged to provide financial forecasts set on showcasing the unit economics to assess burn rate, breakeven, and funding runway; advised on equity vs. debt capital structure and investor readiness for potential funding events. To support the strategic game plan, market positioning was evaluated across different B2B logistics competitors and
Financial & Strategy Consulting
provided
1) Enterprise Performance Assessment
2) Creation of an inorganic go-to-market growth strategy
3) Execution of growth strategy
The Nanny Network is a full-service in-home child care and household staffing agency operating since 1995, helping families in the Baltimore, Washington D.C., and New Orleans areas find trustworthy caregivers and home support. They recruit, vet, and match nannies, family assistants, and other household staff to both short-term (backup, temporary) and long-term needs, including virtual roles through their School@Home division. The company also runs Sidekick, a sister service specialized in household management tasks like errands, laundry, grocery shopping, and pet care to lighten the load for busy families. Through these services, The Nanny Network provides reliable, flexible support that adapts to the evolving needs of modern households.
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The Engagement - Mid-Atlantic Partners provided The Nanny Network a comprehensive enterprise performance assessment, identifying key opportunities to enhance efficiency and scalability. They developed an inorganic go-to-market strategy that expanded the company’s reach through strategic partnerships and market entry initiatives. Leveraging these insights, Mid-Atlantic Partners executed a tailored growth strategy designed to accelerate client acquisition and strengthen service delivery. As a result, The Nanny Network was positioned for sustainable growth and greater market leadership.
Financial & Strategy Consulting
provided
1) Stakeholder Identification, Establishment and Management
2) Outsourced Sales and Development
3) Brand Augmentation
Calmr Dog Toys is a therapeutic toy company (part of TheraPet LLC) that designs tools to help dogs with high energy, anxiety, impulsivity, or reactive behaviors. Their products have a patented structure that mimics a backbone and combines weight and flexibility, which encourages intense exercise and sensory engagement to help calm a dog’s nervous system. The toy line includes items like the Vim, Vigor, Verve, Comfort Cub, and the Settle Strap — each intended for slightly different energy levels, Calmr Dog also offers a program around their toys that incorporates daily sensory-motor play and calming tools to support better behavior, reduced anxiety, and more balanced emotional states in dogs.
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The Engagement - Mid-Atlantic Partners partnered with Calmr Dog Toys to drive growth by cultivating relationships with key stakeholders across the pet retail and veterinary ecosystem. Acting as an outsourced sales arm, the team expanded market reach and secured new distribution opportunities. They also enhanced brand presence through strategic positioning, marketing initiatives, and partnership development. Together, these efforts strengthened Calmr Dog’s visibility, sales pipeline, and long-term growth trajectory.
Financial & Strategy Consulting
provided
1) Financial Modeling & Capital Strategy
2) Strategic Investor Universe
3) Business Plan & Value Showcase
Sutton Brands, through its Sutton Green Label, presents itself as a “circular fashion house” focused on sustainability and waste reduction. The brand emphasizes creating garments from excess inventory and returned goods, aiming to give clothing a second life through recycling, repurposing, and closed-loop design. By framing its collections as “100% circular and sustainable fashion,” Sutton Brands seeks to align with the growing movement in the industry toward reducing textile waste and rethinking traditional production cycles.
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The Engagement - Mid-Atlantic was engaged to support Sutton Brands by building robust financial models and shaping a clear capital strategy to guide sustainable growth. By mapping out a strategic investor universe and refining the company’s business plan they successfully aligned the market opportunities. Through this process, Mid-Atlantic highlighted Sutton’s unique value proposition, showcasing the brand’s circular fashion model to attract the right partners and investors.
