Selected Client Engagements
At Strategize, we work with business owners, boards, family shareholders and executive teams on governance, succession, strategic transformation and value creation.
Below are selected anonymized examples of recent engagements across family businesses, growth companies and established groups.
1. Family Constitution & Succession Roadmap for a Second-Generation Industrial Company
Client profile
A leading industrial company in the printing and packaging sector, managed by the second generation and preparing for the gradual transition to the third generation.
Client challenge
The family wished to preserve business continuity, clarify the future role of next-generation family members, and avoid ambiguity between ownership, management and family decision-making.
Strategize contribution
Strategize designed and facilitated a structured family governance process, including:
- Preparation of a comprehensive Family Constitution.
- Definition of family values, ownership principles and decision-making rules.
- Clarification of the roles of family members inside and outside the business.
- Development of an ownership succession roadmap.
- Development of a management succession roadmap.
- Recommendations on governance bodies, family councils and reporting routines.
- Practical development plan for next-generation readiness.
Outcome
The family obtained a clear governance framework and a practical succession roadmap, reducing uncertainty and creating a common basis for future decisions.
2. Advisory Board Design for a Retail Group Expanding Internationally
Client profile
A large retail group with a strong domestic presence and ambitions to expand outside Greece through new markets, partnerships and distribution agreements.
Client challenge
The management team needed external strategic input, commercial experience and international market perspective, without immediately changing the formal board structure.
Strategize contribution
Strategize supported the design and formation of an Advisory Board, including:
- Definition of the Advisory Board’s purpose and mandate.
- Identification of the skills and profiles required.
- Design of the Advisory Board operating model.
- Recommendation of meeting cadence, agenda structure and reporting format.
- Support in defining priority strategic topics: international expansion, distribution agreements, partnerships and growth financing.
- Guidance on how the Advisory Board should interact with management and shareholders.
Outcome
The company established a more structured strategic discussion platform, bringing external expertise into key decisions while maintaining management agility.
3. Succession & Transformation Roadmap for a Commercial Group Operating in Five Countries
Client profile
A leading commercial company with operations in Greece and four additional countries, facing increasing complexity across markets, teams and business lines.
Client challenge
The company needed to prepare for leadership succession while also upgrading its operating model, management structure and performance discipline.
Strategize contribution
Strategize prepared an integrated succession and transformation program, including:
- Assessment of the current management structure.
- Identification of key-person dependencies and succession risks.
- Design of a leadership succession roadmap.
- Review of organizational structure and decision rights.
- Definition of transformation priorities across sales, operations, finance and governance.
- Development of a phased implementation plan.
- Introduction of management routines, performance indicators and reporting discipline.
Outcome
The company received a practical roadmap connecting leadership succession with operational transformation, helping the owners and management team move from informal control to scalable governance.
4. Board Effectiveness Review for a Family-Owned Group
Client profile
A family-owned business group with diversified activities and a board composed of family members, executives and external advisors.
Client challenge
The board had grown organically over time but lacked clarity on its role, agenda, composition and contribution to strategic decision-making.
Strategize contribution
Strategize conducted a board effectiveness review covering:
- Board role and mandate.
- Board composition and skills.
- Quality of strategic discussions.
- Flow of information to the board.
- Interaction between shareholders, board and management.
- Committee structure and governance routines.
- Board meeting agenda and decision-making process.
Outcome
The engagement resulted in a clear board improvement roadmap, including recommendations on board composition, meeting structure, agenda design and strategic oversight.
5. Governance & Growth Readiness Review for a Founder-Led Business
Client profile
A successful founder-led business entering its next phase of growth, with increasing need for professionalization, delegation and stronger management systems.
Client challenge
The founder remained central to most strategic and operational decisions, creating dependency risks and limiting scalability.
Strategize contribution
Strategize reviewed the company’s governance and growth readiness, focusing on:
- Founder dependency and decision bottlenecks.
- Management team structure.
- Delegation model and decision rights.
- Reporting and performance visibility.
- Readiness for external funding, partnerships or future transaction.
- Required upgrades in governance, finance and commercial management.
Outcome
The company received a phased professionalization plan, enabling the founder to gradually move from day-to-day control toward strategic leadership.
6. M&A Readiness and Value Creation Plan for a Privately Owned Company
Client profile
A privately owned company considering strategic options, including partial exit, investor entry or future sale.
Client challenge
The owners wanted to understand whether the company was ready for a transaction and what improvements would enhance valuation and investor confidence.
Strategize contribution
Strategize prepared an M&A readiness and value creation review, including:
- Assessment of governance, reporting and management structure.
- Identification of valuation improvement levers.
- Review of commercial concentration risks.
- Review of operational scalability.
- Preparation of a value creation roadmap.
- Recommendations on pre-transaction governance upgrades.
- Support in defining the most appropriate transaction pathway.
Outcome
The owners gained a clear view of the company’s readiness, key value gaps and the actions required before approaching investors or strategic buyers.
7. Family Governance Framework for a Multi-Branch Family Enterprise
Client profile
A family enterprise with several family branches involved as shareholders, with different levels of engagement in the business.
Client challenge
The family needed to establish rules for participation, communication, ownership decisions and conflict prevention before generational complexity increased further.
Strategize contribution
Strategize supported the family in developing a governance framework, including:
- Family governance principles.
- Shareholder communication rules.
- Entry and exit principles for family members.
- Employment policy for family members.
- Dividend and reinvestment principles.
- Conflict resolution mechanisms.
- Family assembly and family council structure.
Outcome
The family created a common governance language and reduced the risk of future misunderstandings between active and non-active shareholders.
8. Strategic Reset for a Mid-Sized Business Facing Market Pressure
Client profile
A mid-sized Greek business facing margin pressure, changing customer expectations and increased competition.
Client challenge
The management team needed to redefine priorities, focus resources and align the organization around a realistic growth and profitability agenda.
Strategize contribution
Strategize facilitated a strategic reset process, including:
- Review of market position and competitive pressures.
- Assessment of business model strengths and weaknesses.
- Identification of growth and profitability levers.
- Prioritization of strategic initiatives.
- Definition of implementation roadmap.
- Alignment of owners, board and management around the new direction.
Outcome
The company moved from dispersed initiatives to a focused strategic agenda, with clearer priorities, responsibilities and execution rhythm.
Strategize 