Welcome to Cape Fear Advisors, LLC

Cape Fear Advisors, LLC advises software and services businesses in developing and implementing strategic programs specifically designed to grow revenue and capture shareholder value. We work with companies to build and execute growth strategies. Our strategic planning, growth acceleration and business development efforts focus our clients’ efforts on those areas critical to their success.

We work on Strategic Planning

Growth comes in many shapes and sizes, and is best captured when plans exist to take full advantage of opportunities. Cape Fear Advisors, LLC builds growth-oriented strategic plans for its clients. Our planning process is holistic, and takes into account the full spectrum of issues and challenges — from financing through organization and resource constraints — to build plans that can be measured and achieved.

We provide the full range of planning services, including:

  • Objective market position and strength assessments and the inclusion and modeling of broader-based forces that will impact the organization’s opportunities and performance in the coming years.

  • Creation of a shared vision for the organization that incorporates growth opportunities and clearly focuses its efforts and resources against a set of attainable objectives.

  • Establishment of a strategic planning process, based on state-of-the-art research and years of experience in driving planning for companies from start-up to $2 billion in revenue.

Growth Acceleration

Is the company structured to drive additional growth from current resources? Does the company understand how it can drive growth in the near term?

Nearly 100% of our engagements touch on these questions. We typically find that the company can take some meaningful steps to align itself to accelerate growth within current markets and current customers. In some instances, past success clouds the path; in others, resources are simply out of place.

In thinking through accelerated growth, our efforts might start with:

  • Pricing strategies and opportunities

  • The time and effort (and effectiveness of that effort) placed on sales management and opportunity management

  • The ability of the entire company to explain the real competitive advantages of the company (see our update here on product vs. results selling).

  • Broader marketing efforts to support sales pipeline development

  • Operational resources to support larger (enterprise-level) customers and opportunities

  • Closer-in service extensions

Strategic Acquisitions

Cape Fear Advisors brings substantial expertise and experience in all aspects of strategic acquisitions, from initial planning activities through the integration of acquired resources and assets. Our involvement has an excellent history of meeting or surpassing a transaction’s objectives.  Cape Fear Advisors’ professionals have guided, negotiated and managed deals ranging in value from $1 million technology acquisitions to $200 million acquisitions and $300 million divestitures.

Cape Fear Advisors can provide the full range of business development services or complement our client’s existing capabilities.  Specific activities can include:

  • Creation of a business development process — aligned with a company’s overall objectives — that becomes measurable and proactive.

  • Establishment of objectives, milestones and parameters for business development.

  • Identification of business development targets — confidentially — for acquisitions and divestitures.

  • Identification of key synergies, risks and opportunities for specific business development alternatives.

  • Coordination of third parties (legal, accounting, banking) involved in business development activities.

We help companies create and implement growth strategies. Our focus is on strategic planning, acceleration of growth, and business development, targeting key success areas for our clients. Cape Fear Advisors, LLC supports privately owned businesses in creating programs that increase revenue and enhance shareholder value. We specialize in technology-enabled services like SaaS, data services, marketing services, and software development, with significant expertise in automotive technology.

Our strategic and project capabilities provide boards and CEOs with practical advice and support for their main responsibilities and the company's broader goals. We align with shareholder expectations and work towards achieving those goals while enhancing corporate capabilities by training and coaching all team members.

We creatively identify growth initiatives, utilizing both internal and external growth sources to build a strong and balanced portfolio of opportunities. We aim to bridge resource and capability gaps to ensure opportunities are maximized.

For over forty years, we have earned recognition for delivering outstanding results to our clients. Our high customer retention and referral rates highlight our reliability and success.