Advisory
Our firm has in-depth, hands-on experience running day-to-day agency and marketing services operations, giving us uncommon insight into the issues, opportunities, and challenges owners encounter at various stages of growth. We pay particular attention to a company’s chemistry and culture, recognizing they are key contributors to success.
As the exclusive M&A partner and advisor to the Society of Digital Agencies (SoDA) and its members, we offer counsel and thought leadership on understanding the M&A process and building value in today’s market.
Performance Improvement
We are expert in working with clients to:
- Increase top- and bottom-line performance through improved operations.
- Develop and implement information models and processes to bring the right level of information to key decision makers.
- Improve cash flow while optimizing the company’s capital structure.
- Restructure, when necessary, to help management/shareholders maintain and stabilize operations.
Executive Compensation
We work closely with our clients in formulating a strategic direction for their compensation programs, with the unwavering objective of increasing economic and shareholder value, reflecting industry best practices.
Our capabilities include:
- Executive compensation strategy.
- Short and long-term incentive plan design.
- Stock ownership strategy and plans.
Strategic Consulting
We bring an informed perspective on a wide range of other challenges confronting its clients, including:
- Evaluating a full range of exit alternatives to enable owners to monetize the value of their investment in the business.
- Assessing strategies for growth including build vs. buy scenarios.
Our hands-on background in marketing services makes us well-equipped to assist firms confronting these and other issues.
"A great team that delivered a great result."Tom Luckie
President & CEO
Luckie & Company
"Engine is fortunate to have partnered with PALAZZO.Peter Scott
The team was fully committed to our success throughout the process and we found the firm’s experience and technical expertise unsurpassed."
Chairman and Joint Chief Executive
The Engine Group
"Phil Palazzo was instrumental in making my acquisition of The Dowd Agency a reality. His sound counsel helped me understand the nuances of the deal and his negotiating skill was greatly appreciated by both agencies. I have been in the PR business for 30 years and Phil's counsel is as good as it gets."Don Middleberg
CEO
Middleberg Communications, LLC
"Hiring Phil Palazzo proved to be one of the best investments I’ve made for my company. He’s provided invaluable counsel for us on acquisitions, valuation models and compensation plans. His vast financial and business experience enable him to provide insight for business owners on many fronts."John Gallegos
President, CEO
Grupo Gallegos
"Phil has been a key counselor to McKinney on a wide range of issues. His experience, judgment and negotiating skills were all in full display during the recent buy-back of our agency. We were very fortunate to have him on our side of the transaction."Brad Brinegar
Partner, Chairman, CEO
McKinney
"When I hired Phil to help me sell my business I had no idea how valuable he would prove to be. His help with positioning my company, and his insights and negotiating skills, proved to be of significant value to the sale. I am forever in his debt."Richard Shaw
Founder
Shaw Marketing Group
"Phil developed an innovative incentive compensation plan for our key executives delivering significant value to the agency. He is truly an outstanding advisor and his knowledge of our industry is unparalleled."Peter Stern
President
Strategic Agency
"When I started my agencySteve Farella
I knew Phil’s advice would prove to be a key to our success. Today, he is a trusted advisor, providing counsel on a host of issues ranging from management compensation to acquisitions."
CEO, President
TargetCast tcm
"Phil provided invaluable insight and counsel throughout a highly confidential sales process. His commitment to our company and his unrelenting focus on maximizing shareholder value led to an outstanding result."Bob Chandler
CEO
Chandler Chicco
"Phil helps entrepreneurs by showing how the price they will get for their business seven years from now can be dramatically enhanced by the decisions, processes, and planning they put in place today."Steve Gardner
President
Gardner Nelson & Partners
"For us, results count, and for us, Phil Palazzo delivers. Phil has drawn on his rich experience as a communication executive to provide our firm strategic and financial counsel that has been instrumental in our growth."Liz Kaplow
President & CEO
Kaplow Communications
