External Vantage Point. Insider's Perspective.

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Halo Advisory Group is a management consulting firm that aims to improve business efficiency and scalability in the era of disruptive innovation. Our focus is on partnering with organizations that want to drive progress and scale by enhancing customer experience and digitally transforming their service offerings. We understand that often, companies fail to become great because they overlook the incremental steps needed to evaluate the evolving market they compete. The COVID-19 pandemic has accelerated this dynamic age of disruption, and we are here to help you navigate through it.

Our services help businesses grow, regardless of their current stage. Whether you are an early-stage startup or a Fortune 500 company, we have the expertise and resources to help you disrupt your industry. We specialize in working with venture capital and private equity clients to develop scalable growth strategies that are non-dilutive and non-intrusive.

For our Start-up Clients -We focus on the following areas: Fintech, Health-tech, Martech, Insurance-Tech and SaaS-based companies with ARR between $2M and $25M

With our Corporate Clients: We work start to finish on your Digital Transformation starting with identifying a sustainable advantage (approach) and assisting in Identifying and establishing your core points:

  • Your Transformation Target (KPIs).

  • What talent you will need to execute?

  • The Tech Stack you will need to drive your transformation.

  • The Roadmap you will follow.

 

Who We Are

As a management advisory firm, Halo understands the challenges you face when it comes to growing your business, whether you're a startup or a larger corporate client. We've been in your shoes and we're here to help you navigate the journey of disrupting your business model.

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Halo News and Perspective

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The Team at Halo Advisory Group helped us meet our goals in getting our product to market on time, agile and on-budget.

— Thomas R. , President Founder Healthcare Tech Start-Up

Halo was very instrumental in the growth of our start-up from Series A to Series C. As advisors and operators - they provided introductions that helped our business scale and added value through the development of key business practices.

~Margaret M. - Fintech Start-up- Maryland Based