Our Work

The mental well-being industry faces numerous challenges. Mental health and suicide rates continue to rise, while many people still don’t have the knowledge or resources to seek the help they need.

A newly launched coalition of financial services organizations sought to magnify their equity and inclusion commitments and advocate for the full industry to embrace a more conscientious and inclusive space.

Multiple units within a large private foundation sought to raise awareness of work by both its internal team and its investees and grantees to improve equity and inclusion in financial services, the economy, and the American workforce.

A large senior care services provider faced numerous obstacles to filling its lead pipeline for its memory care, assisted living, and skilled nursing facilities.

Amid a downturn in public stock markets, a new narrative emerged in the finance universe: The strong returns seen in the private market were due to managers overvaluing their assets.