Beck Bode

Inorganic margin accretion strategy for Registered Investment Advisor

Beck Bode is an up-market RIA and rapidly growing regional investment advisor with a unique investment strategy.

To enable continued growth and market expansion, Cross/Section and Beck Bode executed an inorganic market accretion strategy.

What we did:

Revised capital allocations to enable inorganic expansion to take advantage of best in market margins
Executive coaching for founders and key leaders
Introduced and institutionalized a corporate operating system
Executed a new product introduction program and introduced a new service line

The outcome:

AUM 3x growth

“Joe and Cam have had a profound impact not only on my company, but also on me as a person. I value their insights and have seen success from working with Cross/Section. I am looking forward to our continued relationship for many years to come”

jim-bode

Jim Bode

Managing Partner

“I can’t say enough about working with Cross/Section. Their understanding of the inner workings of organizations and what helps propel a company forward is outstanding. The dynamic that Joe and Cam bring will not only help a company as whole achieve its potential but will also make a huge impact on the individuals learning from them.”

Josh Plosker

Director of Strategic Partnerships

Let’s Grow Together

1628377866891

Cam Fulrath

Managing Partner

1559674239398

Joe Schipani

Managing Partner

OPERATIONAL CONSULTING

CAPITAL

PERSPECTIVE

ABOUT

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