Stewards Group
Field: Business Consultancy
Title: Founder, Managing Partner
Role: Business Development, Consultant
Dates: July 2016 - December 2016
Project Description
PROJECT SUMMARY
Following a successful 8-year professional relationship, I partnered with Robert Kendrick as an equal business partner to co-lead a portfolio of ventures, including Camp Navarro, Madrona Cove, and Olivia’s Garden. Together, we launched consulting engagements with Lucille’s List and DataForma, helping to lead both projects to the point of external financing.v
I played a key role in expanding our technology portfolio, supporting the launch of a new division within DataForma and helping secure additional tech contracts in Boulder. We built a small internal team, hiring a software engineer and SEO/online marketing specialists to support our growing client and product base. This partnership marked a dynamic, entrepreneurial phase focused on early-stage business development, product strategy, and go-to-market execution.
FIRM DESCRIPTION
The Stewards Group delivers high-quality, independent advisory and execution services across a range of areas including startup development, mergers and acquisitions, financial restructuring, capital structure strategy, and government engagement. We specialize in strategic planning, special committee advisory, and packaging businesses for growth, investment, or sale.
KEY RESPONSIBILITIES INCLUDE
Consulting activities for businesses
Client Relations and employee management
Sales and development of consulting contracts
ACCOMPLISHMENTS INCLUDE
Founded and managed a consulting company, successfully serving clients in real estate development and technology
Brought two companies to the private market for financing
Services Offered
Business & Operations
Business Formation
Established robust corporate, legal, and strategic frameworks to support scalable growth and mitigate early-stage risk.
Marketing & Sales
Developed product pipelines, sales processes, and web presence—including SEO strategies and strategic partnerships—to drive revenue.
Brand Positioning
Crafted brand identity and messaging, ensuring consistent and compelling communication across all media channels.
Team Formation & Hiring
Recruited and structured high-performing executive and operational teams, instituted governance systems, and built internal accountability frameworks.
Operations
Implemented streamlined accounting, management, and employee systems to optimize efficiency and capitalize on market opportunities.
Real Estate Development
Property Development
Lead end-to-end real estate projects—from acquisition through entitlement, development, and eventual sale.
Entitlement
Navigate complex environmental and regulatory landscapes, securing approvals for projects with significant ecological and governmental considerations.
Financial Packaging
Negotiate property acquisitions, draft purchase and sale agreements (PSAs), and develop compelling sales and marketing materials to support transactions.
Finances and Asset Management
Mergers & Acquisitions
Advise and manage corporate mergers, acquisitions, divestitures, and shareholder relations, including defense strategies.
Financial Restructuring
Support companies, investors, and creditors in distressed, turnaround, and bankruptcy scenarios with tailored restructuring solutions.
Strategic Advisory
Deliver high-level guidance in complex or unconventional business situations requiring deep analytical and industry insight.
Government Services
Provide strategic and financial advisory to government agencies on policy development and critical decision-making.
Independent & Special Committee Advisory
Support independent directors and committees in conflict-sensitive transactions, including going-private deals, shareholder activism, and affiliate negotiations.
Website
Contracted Companies
Company Collaterals
Side Door - Work Examples
Lucilles List - Work Examples
