2001 Market St. Suite 2500
Philadelphia, PA 19103

Phone: (215) 717-8719

2 Wisconsin Circle, Suite 700
Chevy Chase, MD 20815

Phone: (240) 235-6009

Strategic Advisory



CAS strategic advisory services help owners and executives develop effective growth and exit strategies, and resolve specific business issues such as preparing for an audit by the Consumer Financial Protection Bureau (CFPB) or recruiting management/executive level personnel.

Our strategic advisory services include:

Board Level Consulting

Assist in developing and implementing appropriate growth and exit strategies based on the defined client objectives.

Regulatory Compliance Assessments

CAS has been designated as a preferred vendor for members of the Debt Buyers Association (DBA) who need to establish or update their compliance management systems. We also provide mock assessments for OBS companies who require assistance preparing for their Consumer Financial Protection Bureau (CFPB) audit.
         DBA Authorized Auditing Services…Read More »

Contribution Margin Analysis

For clients that are preparing to sell their businesses, or who simply need to know the source of their profitability, we help them assess their company’s performance from the buyer’s perspective. This information has been extremely useful for clients who are also seeking to consolidate, or grow their businesses, and need to better understand which of their clients, markets and/or facilities are producing the greatest value for them.

Market Research

Expanding into a new market can be a daunting task. CAS helps our clients make smart buy vs build decisions by providing analysis and understanding of current and projected future trends in specific industries. To supplement our team, we maintain a network of seasoned professionals and expert consultants who can provide additional in-depth data to help determine the client’s best course of action.

Executive Recruitment

The value of most OBS companies is generated by its people. That’s why it is critical to have the right team supporting the client’s needs. Within our areas of expertise, CAS maintains a strong network of talented executives and professional recruiters. Once we have determined company needs, we can tap many sources to identify qualified candidates to build a superior team.

To confidentially discuss your interests, please contact CAS Team:
Michael Lamm (215) 717-8719 or Mark Russell (240) 235-6009