Investor & Portfolio Advisory

Every investment thesis assumes a business can execute.

Our role is to test those assumptions.

We help investors understand operational reality before capital is deployed, identify execution risks during ownership, and improve long-term portfolio performance after acquisition.

Because we work independently, our advice is objective, practical, and grounded in decades of operational experience.

Before capital is committed, assumptions should be tested—not accepted.

The Consultancy evaluates how a business actually operates, identifying operational risks, hidden costs, execution constraints, and scalability issues that traditional financial due diligence often overlooks.

Our work commonly includes:

• Unit-level operating model and margin analysis 
• Labor, throughput, and operational capacity assessments 
• Packaging cost structure and sourcing risk 
• Delivery channel economics and platform exposure 
• Supply chain resilience and vendor evaluation 
• Operational scalability and execution readiness 

Focus: reducing investment risk by understanding operational reality before closing.

Turning investment strategy into operational performance.

The period immediately following an acquisition often determines whether the original investment thesis succeeds. We work with investors and portfolio company leadership teams to identify operational priorities, stabilize execution, and build systems that support sustainable growth.

Typical engagements include:

• Operating assessments and strategic reset initiatives 
• Margin improvement and cost optimization 
• Leadership support and independent operating perspective 
• Packaging, sourcing, and supply chain improvements 
• Restaurant, foodservice, and delivery optimization 
• Operational systems design and execution planning 
• Growth readiness for expansion, franchising, or acquisition integration 

Focus: accelerating value creation through disciplined execution, operational clarity, and measurable performance improvement.

Financial performance is ultimately the result of operating systems.

Packaging, supply chains, delivery operations, labor models, sourcing decisions, and execution discipline are interconnected—not independent line items. Weakness in one system often creates downstream costs throughout the business.

Our operational reviews commonly evaluate:

• Packaging architecture and cost optimization 
• Supply chain resilience and sourcing strategy 
• Delivery economics and off-premise performance 
• Operational workflow and execution efficiency 
• Vendor relationships and contract exposure 
• Scalability for future growth and expansion 

Rather than evaluating these systems individually, we assess how they work together to support profitability, operational resilience, and long-term enterprise value.

Focus: identifying interconnected operational risks before they become financial problems.

The rapid growth of off-premise dining has fundamentally changed the economics of restaurant operations.

Third-party delivery platforms, digital ordering, point-of-sale integration, menu engineering, packaging performance, and fulfillment processes now influence profitability as much as food and labor costs.

Our advisory work helps investors and operators evaluate:

• Third-party delivery platform performance 
• Delivery profitability and margin analysis 
• POS systems and digital ordering infrastructure 
• Menu optimization for off-premise operations 
• Packaging performance in delivery environments 
• Operational workflow and fulfillment efficiency 
• Technology investments supporting long-term growth 

Unlike many advisors, our perspective combines operational restaurant experience with extensive work evaluating delivery platforms, technology providers, and the systems that drive off-premise performance.

Focus: understanding how digital operations influence profitability, customer experience, and long-term enterprise value.

Every engagement with The Consultancy is led by senior-level experience.

Clients work directly with Eric Faber—not through layers of junior consultants or large project teams. This allows for faster decision-making, practical recommendations, and advice grounded in decades of real-world operating experience.

Engagements are tailored to the needs of each client and may include:

• Executive advisory and strategic decision support 
• Buy-side and sell-side operational due diligence 
• Portfolio company operating assessments 
• Independent evaluations and second opinions 
• Project-based advisory engagements 
• Ongoing executive and operating advisor relationships 

Whether supporting a single strategic decision or providing long-term operating guidance, our objective remains the same:

Deliver independent perspective, practical judgment, and measurable value where it matters most.

Every investment begins with assumptions.

Our role is to help validate those assumptions through independent operational insight, practical experience, and objective analysis.

Whether you're evaluating a potential acquisition, supporting a portfolio company, improving operational performance, or seeking an experienced operating advisor, we'd welcome the opportunity to learn more about your objectives.

Let's discuss how The Consultancy can help you reduce risk, improve execution, and create long-term value.