Midsized Investment Companies and Family Offices
Clonard Consulting partners with mid-sized investment companies and family offices to bring structure, clarity, and performance discipline to their investment portfolios. Our services are designed to align investment strategy with execution, drive value across the portfolio, and equip stakeholders with decision-ready insights.
Current Clients
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Investment Portfolio Company with multiple investments and actively managing growth.
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Full service Branding, Coaching, and Business Consulting for small to mid-size family offices and enterprises.
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Fast growing SaaS, focusing on the restaurant industry
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Expanding Recovery clinics supporting underserved communities.
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Providing strategy for growing medicine for rare diseases.
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Providing advisory and consulting for B2B company
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Led Finance transformation and implemented best practices in their organization, processes, and technology.
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Developed Finance Strategy and implemented a 90, 180, and 360 transformation plan.
Contact us
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