CASE STUDIES

Which transformation story
will inspire your next move?

AMERICAN EXPRESS

Strategic Transformation:
From Crisis to Opportunity

American Express faced strained partnerships and operational hurdles.

Through proactive engagement and operational excellence, a struggling business unit was revitalized, achieving profitability, SLA fulfillment, and long-term sustainability.

COHNREZNICK

Building a Marketing Powerhouse:
The J.H. Cohn Legacy

J.H. Cohn’s 100-year-old brand underwent a marketing transformation, achieving a 30% revenue increase and merging into the $680M powerhouse, CohnReznick.

GEM

From Fractured Team
to First Team in 90 Days

GEM tackled role ambiguities, low motivation, and stalled growth.

Tailored coaching redefined team dynamics, boosted morale, and equipped leaders and team members with tools for sustained success.

GEM
MARINER

Wealth Management Evolution:
From Regional Firm
to National Player

Brintonn Eaton leveraged digital strategies and client-focused solutions to double assets under management, drive client acquisition, and position the firm for acquisition by Mariner Wealth.