Case Study

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Case Study

Aligning Leadership & Strategy for Scalable Growth

The Challenge

SuMa Monde Kapital had a bold growth vision, but their infrastructure and leadership development weren’t keeping pace. The firm needed someone who could help align business functions, structure roles for scale, and support the onboarding of a new President of Acquisitions.

Client:

SuMa Monde Kapital (Private Equity Firm)

 

Role:

Advisory Partner for Executive Transition and Operational Growth

The Solution

Bravis provided hands-on advisory support through:


  • Organizational alignment
  • Role clarity for future leadership
  • Strategic relationship development
  • Cultural and operational onboarding for the new executive


The Outcome:

  • Successfully placed and supported new President of Acquisitions
  • Streamlined decision-making process
  • Brought clarity and focus to SuMa’s internal structure
  • Supported long-term growth planning

Client Story

Bravis didn’t just handle recruitment; he was a key player in our shift from being a family-
focused business to a more structured, professional organization with clear roles, standards, and performance metrics.

Right from the start, Bravis showed a deep understanding of what makes us unique. He didn’t just look for technical skills; he ensured the candidate could smoothly handle this transition and align with our growth vision. Bravis’s sensitivity to our firm’s family roots meant he prioritized finding someone who fit right in professionally and culturally. Having someone my mother trusts and enjoys working with has been a relief, which has helped us keep
things stable during this change.

The new Tax Senior is set to help us make big strides in formalizing our infrastructure, policies, and performance standards as we grow. Thanks to Bravis’s insights and strategic thinking, we’ve confidently passed on key responsibilities, knowing they’re capable of upholding and enhancing our standards.

Brandon Thornton President Thornton Tax and Financial Services

Bravis didn’t just help fill a role—he helped us think differently about how we grow. He brought structure, strategy, and a ton of wisdom to our team. He stayed engaged after placement, kept both sides aligned, and even helped with key introductions. He’s the real deal.

William Solomon President of Acquisitions SuMa Monde Kapital

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