We take a pragmatic approach to helping clients convert their vision into actionable strategies. Our framework focuses on planning, portfolio management, and building our clients’ financial capital, enabling them to seize opportunities and exceed expectations.

Strategy & Advisory

Satori Strategy & Advisory helps organizations transform their strategic vision into achievable goals. We take a holistic view, one that links business processes to end results and gives our clients the visibility to improve performance. Our pragmatic approach helps businesses identify actions that will advance their strategic objectives while building their financial capacity to seize these opportunities. The result: our clients internalize market forces, embrace innovative thinking, and position themselves to meet or exceed strategic expectations.

Corporate Strategy

We help our clients articulate a vision that sets the stage for growth and innovation. Our approach ensures that business opportunities, firm-wide policies, regulatory requirements, and financial and human resources work in support of strategic expectations. We provide:

  • Core Value Refinement
  • Strategic Visioning
  • Goal Setting
  • Stakeholder Communication
  • Regulatory Action Planning
  • Current State Assessment

Business Development

We match our clients’ capabilities to market opportunities that will promote growth. Our approach includes:

  • Competitive Landscape Assessment
  • Go-to-Market Planning
  • Marketing Strategy
  • Product innovation

Corporate Finance

By building their financial capacity, businesses can position themselves to take advantage of new opportunities. Our services help clients increase profitability and develop their financial capabilities. We offer:


We help our clients identify, evaluate and act upon opportunities that will improve shareholder value. We work with our clients to refine their focus and improve their competitive positioning through:

  • Merger & Acquisition Integration
  • Divestiture Planning
  • Joint Ventures & Strategic Alliances