Three Ways to Work With Us.

CATALYST

The right partner for a well-defined challenge.

A Catalyst engagement addresses a single, clearly scoped business problem — a market entry, a manufacturing process review, a go-to-market rebuild, or a specific M&A advisory mandate. We assign a dedicated team, deliver to a defined outcome, and hand over with a structured transition at close.

Included in Catalyst:

• Scope of Work: Single-focus mandate — one defined problem, one defined outcome
• Typical Duration: 3 – 5 months
• Analysis & Insights: Targeted diagnostic on the defined scope
• Custom Strategy: Bespoke strategy for the specific service area
• Senior partner actively engaged throughout

Available as Add-Ons (additional fee):

• Execution & Delivery: Embedded delivery team for the engagement duration
• Ongoing Support: Structured handover + post-delivery advisory retainer

Best suited for: Organizations addressing a specific, well-defined challenge or opportunity where speed and precision are the priority.

GROWTH

For businesses pursuing a significant step-change.

A Growth engagement is a phased program spanning up to three practice areas — typically combining commercial performance work with operational improvement, or a market expansion with a marketing build-out. A senior partner leads the program end-to-end, with delivery milestones agreed at the outset and progress reviewed at each phase gate.

Included in Growth:

• Scope of Work: Cross-functional program spanning up to 3 practice areas
• Typical Duration: 6 – 18 months
• Analysis & Insights: Comprehensive analysis across functions and target markets
• Custom Strategy: Integrated strategy across up to three practice areas
• Execution & Delivery: Senior partner-led dedicated team with phased delivery milestones
• Ongoing Support: Up to 6 months post-engagement
• Check-in Cadence: Quarterly during the support period
• Support Time Cap: Maximum 10 hours during the support period.

Best suited for: Businesses pursuing a significant growth initiative, market expansion, or operational overhaul that requires sustained senior-level engagement across multiple workstreams.

BLUEPRINT

For organizations building the next chapter of their business.

A Blueprint engagement positions CanAm Advisory as your long-term strategic partner — embedded into your leadership cadence, continuously tracking market dynamics, and leading transformation across your business over a multi-year horizon. Our team functions as a resident advisory capability alongside yours: contributing to strategic planning cycles, supporting major decisions, and maintaining continuity across every initiative.

Included in Blueprint:

• Scope of Work: Full enterprise agenda — market expansion, commercial performance, operational excellence, and organizational alignment
• Typical Duration: 2 – 5 years
• Analysis & Insights: Continuous intelligence — market monitoring, competitor tracking, and performance reporting on an ongoing basis
• Custom Strategy: Enterprise-wide strategic roadmap, built and refreshed annually with leadership
• Execution & Delivery: Resident advisory capacity — our team functions as an extension of yours
• Ongoing Support: 12 months post-engagement
• Check-in Cadence: Monthly during the support period
• Support Time Cap: 60 hours over the 12-month support period

Best suited for: Organizations with a multi-year growth or transformation agenda that requires a sustained strategic partnership.