CASE STUDY

Meeting the Moment

A publicly traded company was preparing to be acquired by a private equity firm. Thousands of employees were about to experience a significant liquidity event—many for the first time in their lives.

CASE STUDY

Listening as a Growth Strategy

A major corporate client had become frustrated after a series of communication errors that undermined confidence in the organization. Simultaneously, other strategic clients raised concerns that appeared entirely unrelated: employee satisfaction scores, digital experiences, educational programming, operational support, reporting, and advisor engagement.

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