Stax helps technology clients understand market demand, uncover growth opportunities, formulate go-to-market strategies, identify threats, and improve profit. We help with risk management and find areas for growth and investment. We believe technology companies and investors must clearly understand market needs, the pace of change, and how competitors and potential acquirers will act.

We create clarity and actionable insights into the complex and ever-evolving healthcare ecosystem providing advice to corporations and private equity clients on growth and M&A, changing market dynamics, reimbursement trends, and operational improvements. We are passionate about better health and healthcare and help our clients uncover high-value opportunities that improve patient outcomes, as well as the bottom line.

More companies today are migrating from pure product or service offerings to hybrid business models in order to succeed. Stax helps clients capitalize on the larger trends of B2B and consumer-facing service businesses. We identify opportunities and the best use of capital to drive growth and improve performance and assist clients to better understand emerging risks, threats, and opportunities to expand service offerings.

Our clients range from mid-market manufacturing companies to multinational industrial corporations, with experience spanning manufacturing, industrial services infrastructure, and distribution. We bring together data-driven insight, experience, and industry-specific knowledge to help our clients drive efficiency, accelerate growth, and find the best investment opportunities.

You need data and insight to avoid being overtaken, stay competitive, and identify the best growth areas. Data-driven decisions based on insights about customer preferences, behaviors, and experiences are critical for all those companies who make, move, and sell consumer products or services.

From emerging brands to multi-billion dollar corporations, Stax leverages primary research, social channel and digital data, and our own proprietary information to quickly identify growth opportunities, boost operating and financial performance, and improve the customer experience.

We have more than two decades of experience in core issues faced by nonprofit and for-profit educational institutions, individual corporations, and industries with diverse training needs. We create data-driven insights on technology adoption and usage, funding levels, special needs, educational services, credentialing and other broad education trends including ongoing work to improve education at a societal level.

Our objective is to consistently bring content and insights to deal teams and management who are busy running the day-to-day operations of their companies. For deal teams, we can become an extension of their team.

Stax helps determine whether an investment makes sense, develops a fact-base for conviction or aversion, and provides leverage on key questions. We also assist management teams.

Stax has expertise in determining key opportunities and how to avoid or discontinue unprofitable efforts. This is all accomplished while simultaneously being inclusive on the engagement and respective of the management team’s time, so they can remain focused on their primary tasks.

When management has a question, Stax can quickly respond and frame the problem so the client can efficiently utilize the various insights garnered through our fact-based, data-driven approach.

During our 25+ years in private equity, we’ve seen thousands of issues and competitive situations that enable us to handle any scenario with conviction and speed. We provide actionable, strategic growth plans that management and investor teams can rally behind. And through a dynamic transfer of knowledge, Stax makes sure we leave our clients with a roadmap for future growth.

Leadership teams cannot manage what they cannot measure. Stax helps clients frame out and measure almost anything — whether the data is embedded in deep systems, needs to come from the outside, or be developed through new, independent research and analysis.

Our analytics help uncover insights into operating performance, resource allocation, working capital use, profit improvement, value creation, and to discover what’s working, what’s not, and, most importantly, why - allowing management teams to be more forward leaning.

Stax works with management, equity sponsors, and investment banks to provide substantive leverage in preparing companies for exit — whether the exit is expected in three years or even three months. We develop a fact base which management can defend and new investors can believe to help clients achieve maximum returns.

With 25 years on the buy-side, we know what buyers are looking for and what's possible. Our portfolio of client work is evenly split between large-cap private equity firms and their portfolio companies AND mid-cap industry-focused funds, mid-cap generalist funds and their portfolio companies, with a select number of public company clients.

Stax was founded with an approach of bringing specialized data and analytics teams and proprietary technology to our corporate and private equity clients. It is part of our DNA. 

While we’ve been doing this for almost 3 decades, it is still early days for PE sponsors and their portfolio companies and opportunity abounds. We see a handful of natural entry points for bringing data and analytics to private equity sponsors and the management teams of portfolio companies.