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What we do

Four practices.
One integrated point of view.

We built HPS Holding to be the advisor a serious owner would actually pick up the phone for. Our four practices are designed to work together β€” because in the real world, strategy, capital, operations and family don't live in separate silos.

Practice 01

Strategic Advisory

Board-level counsel on growth strategy, market positioning, competitive response and organizational design. We work with CEOs and boards over 12- to 24-month engagements to sharpen focus and unlock the next stage of enterprise value.

  • β—†
    Growth strategy design. Product, pricing, geography and channel β€” grounded in primary research, not consultant boilerplate.
  • β—†
    Board & CEO advisory. Independent counsel to the owner-operator, without a shareholder agenda.
  • β—†
    Competitive intelligence. Deep-dive market maps refreshed quarterly.
  • β—†
    Organizational design. Right-sizing the leadership team for the next chapter.
Strategic advisory session
Capital markets
Practice 02

Capital & M&A Advisory

Sell-side, buy-side and recapitalization advisory across sub-$150M enterprise-value transactions. We are process operators first β€” we run tight, competitive, respectful processes that maximize both price and cultural fit.

  • β—†
    Sell-side advisory. Preparation, positioning, buyer curation and negotiation through close.
  • β—†
    Buy-side advisory. Thesis development, target sourcing and disciplined diligence.
  • β—†
    Recapitalization & minority capital. Partial liquidity solutions for owners who are not ready to exit.
  • β—†
    Debt advisory. Structuring senior, unitranche and mezzanine facilities with our lender network.
Practice 03

Operational Value Creation

The transaction is not the finish line β€” it is the starting gun. Our operational value practice supports acquirers and sellers through the first hundred days and beyond, with a bench of former CFOs, controllers and integration leaders.

  • β—†
    100-day plans. Clear, sequenced work streams with weekly accountability.
  • β—†
    Finance transformation. Monthly close, KPI dashboards and lender-ready reporting.
  • β—†
    Revenue engine build-outs. Pricing, sales operations and CRM discipline.
  • β—†
    Integration leadership. Interim operating leaders who stay until the work is done.
Operational planning
Family governance
Practice 04

Family Governance & Succession

Succession is not a document you sign β€” it is a set of conversations you hold. We help second- and third-generation owners design the governance, communication and transition frameworks that keep families and businesses whole.

  • β—†
    Family councils. Charter, cadence and facilitated meetings.
  • β—†
    Owner-manager transitions. Skill assessments, mentoring plans and staged handover.
  • β—†
    Independent board formation. Recruiting, onboarding and chartering non-family directors.
  • β—†
    Wealth-and-purpose planning. Coordinated with your legal, tax and investment advisors.
How we engage

A simple, transparent engagement path.

1 Β· Introduction

A confidential 45-minute conversation with a partner. No slides. No sales pitch.

2 Β· Scoping

A short written proposal outlining scope, timeline, team and fees. Fixed-fee where possible.

3 Β· Engagement

Weekly working sessions, monthly written updates and a partner in the room at every key moment.

4 Β· Continuity

Most clients retain HPS on a rolling basis. We are here for the next chapter, not just this one.

Ready to explore what an engagement looks like?

Reach out for a private conversation. We will listen, ask a few questions and be honest with you about whether we are the right firm for the work.

Start the conversation