Advisory Coalition
112+ operating partners (not external consultants) embedded in Navigate's portfolio companies. These domain experts have single-threaded ownership of their channels with creative control and autonomy—earning equity stakes that vest over 3 years.
Across seven verticals
Per advisor
Portfolio 3 acquisitions
Beyond tech integration alone
Seven Strategic Verticals
Navigate Capital acquires companies in verticals where we have deep domain expertise and proven playbooks
How Advisory Coalition Operating Partners Work
These aren't external consultants—they're embedded operating partners who form the core 3-person teams alongside Navigate Agents engineers and Navigate Advisory Group account managers
- Operational AssessmentDeep-dive into current processes and systems
- Competitive AnalysisMarket positioning and competitive dynamics
- Technology Integration PlanCustom roadmap for Navigate Agents deployment
- Value Creation ModelDetailed projections for 12, 24, and 36 months
- Navigate Datacenter MigrationInfrastructure transition with zero downtime
- Navigate Agents DeploymentAI integration across sales, ops, and support
- Process OptimizationStreamline workflows and eliminate bottlenecks
- Team Training & Change ManagementUpskill existing team on new technology and processes
- Go-to-Market ExpansionNew customer segments and channels
- Product/Service EnhancementLeverage AI to create premium offerings
- Talent AcquisitionStrategic hires for key growth roles
- Performance MonitoringWeekly KPI reviews and course corrections
- Financial OptimizationMaximize EBITDA and improve margin profile
- Strategic Buyer IdentificationMap potential acquirers and strategic rationale
- Documentation & ComplianceEnsure all records and processes are audit-ready
- Exit ExecutionGuide negotiations and transition planning
Advisory Coalition in Action
Real results from Navigate Capital acquisitions
The Challenge
- • Highly manual tax preparation process
- • Limited capacity to take new clients
- • High staff turnover due to repetitive work
- • $100K annual cloud/software costs
- • Owner approaching retirement with no succession plan
Advisory Coalition Solution
- Accounting advisors redesigned tax prep workflow around Navigate Agents automation
- Tech advisors migrated to Navigate Datacenter, saving $70K/year
- Sales advisors implemented AI lead qualification, 3x pipeline
- Talent advisors recruited CFO successor and improved retention
Results After 12 Months
Calculate Your ROI as a Coalition Partner
See how joining Navigate's Advisory Coalition could transform your consulting practice
Partner With Domain Experts Who Have Been There
Advisory Coalition brings decades of operational experience to every Navigate Capital acquisition. Our advisors don't just consult—they roll up their sleeves and execute alongside your team.