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ORIGINAL INSIGHTS FROM STRATWELL
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The Second Curve Thesis for Mid-market Companies
The hardest moment for a mid-market CEO isn't when the business is failing. It's when the business has succeeded — and the model that got you here starts showing its limits. Stratwell CEO highlights five forces that are converging and the best way to develop your growth strategy.

Shantini Munthree
May 193 min read


Private Companies: The Capital Readiness Miss
Most Private Companies Aren't Ready for the Capital Event They're About to Have I talk to a lot of mid-market CEOs who are planning their next move — an acquisition, a growth capital raise, a debt facility to fund expansion. The ambition is there. The readiness usually isn't. Capstone's 2025 survey found 57.4% of mid-market owners completed at least one capital markets transaction in the past year — up 13.3%. JPMorgan reports 39% of mid-market leaders are pursuing M&A as a 20

Shantini Munthree
May 123 min read


AI is a Middle Market Growth Lever, not a Growth Strategy
AI Won't Save Your Growth Strategy. But It Might Accelerate the Wrong One. If you're a mid-market CEO, you're hearing about AI from every direction. Your vendors are pitching it. Your competitors are announcing it. Your board is asking about it. And the data says you're listening — 53% of mid-market companies plan near-term AI investments, up sharply from mid-year. That's a lot of money moving fast. The question is whether it's moving toward something. The 60% problem with AI

Shantini Munthree
May 52 min read


Why Second Curve Growth is the hardest problem for AEC firms
Second curve strategy isn't about finding the next breakthrough technology. It's about structuring the transition to generate revenue — not just potential. We analyzed SEC filings, annual reports, and earnings calls across four public AEC companies — WSP, NV5, Jacobs, and Fluor — to trace exactly when each firm pivoted, why, and what the financials showed afterward.

Stratwell Partners
Apr 306 min read


The Tariff Repositioning Play
Tariffs Aren't a Supply Chain Problem. They're a Strategy Problem. Here's what I hear most often from mid-market CEOs about tariffs: We're renegotiating contracts. We're diversifying suppliers. We're cutting overhead. Those are rational moves. They're also entirely defensive. And that's what concerns me. Capstone's 2025 survey shows 86% of mid-market CEOs are concerned about tariff impacts. Nearly 40% have cut expenses. About a third have reconfigured supply chains. When ever

Shantini Munthree
Apr 212 min read


AEC Growth: From Projects to Predictability
Recurring, contractually-committed revenue is worth materially more than project-by-project work. Yet AEC firms struggle to shift their revenue models. Here are five revenue model transitions — and the financial case for making them — for mid-market AEC firm leaders.

Stratwell Partners
Apr 208 min read


The Growth Trap Facing 55% of Mid-Market CEOs
55% of Mid-Market CEOs Are Planning for Growth. Most Will Get It Wrong. Every CEO I'm talking to right now wants to grow. After three years of playing defense — managing through inflation, rate hikes, and supply chain chaos — the instinct to go on offense is strong. And I get it. Capstone Partners' 2025 survey confirms it: 55.9% of mid-market business owners plan to execute growth strategies over the next 12 months. That's the good news. Here's what gives me pause. Look at ho

Shantini Munthree
Apr 153 min read


AEC Talent & Tech: Two sides of the same coin
Why talent constraints and technology pressure are the same problem — and how AEC CEOs can stop solving them separately. Stratwell Partners recommends viewing Talent and Technology together as capacity-building levers for growth.

Stratwell Partners
Mar 118 min read


Capital Decisions: Your Firm Has Options. So Do the People Who Work For You.
In a consolidating AEC market, the capital decision founders make — and when you make it — determines outcomes for more than your balance sheet. Here's the data on employee & client impact worth knowing before a banker calls.

Stratwell Partners
Mar 514 min read


Working ON Your Business vs. IN Your Business: Why It Matters
Most CEOs spend 80% of time on low-priority tasks. Learn why working ON your business—not just IN it—is critical for growth and how to make the shift.

Stratwell Partners
Nov 16, 20254 min read


Your Business Will Mature. Then What?
Discover the warning signs that your business model is maturing and learn why this strategic inflection point is an opportunity, not a crisis. Based on Charles Handy's Second Curve theory.

Stratwell Partners
Nov 16, 20253 min read


Strategy vs. Planning: Know the Difference
Strategic planning, growth forecasting, and vision statements all have value, but none of them are strategy.

Stratwell Partners
Oct 28, 20252 min read


Reintroducing Ourselves: Stratwell Partners
Shantini Munthree, CEO of Stratwell Partners shares why the company is restaging after years of success as Brandkind Consulting.

Shantini Munthree
Jul 29, 20252 min read


BRANDKIND Releases 2024 At Home Trends Report
BRANDKIND releases its 2024 At Home Trends Report that highlights three trends to help consumer product goods and home solutions brands.

BRANDKIND
Jul 9, 20242 min read


Internal Strategy Falling Flat? Here is what you are missing.
Reasons to hire a professional strategy firm instead of trying to do it yourself.

BRANDKIND
May 27, 20242 min read


Go Global: Four Reasons For Growth
Four reasons to scale your business by going international.

BRANDKIND
May 14, 20242 min read


BRANDKIND Launches Cross-Border Consulting For US, UK, and European Growth
New consulting service to help US, UK and European businesses expand internationally.

BRANDKIND
May 10, 20242 min read


Navigating ESG Pullbacks: Three Ways to Steer Your Company
Three easy ways to address social impact for any business.

BRANDKIND
Apr 12, 20242 min read


7 Factors Driving Business Strategy in 2024
As the customer and technology landscape undergo rapid transformations, businesses are compelled to adopt growth and transformation...

BRANDKIND
Apr 1, 20241 min read


BRANDKIND Rebrands to Reflect an Expanded Consulting Focus
San Francisco, March 09, 2024 – BRANDKIND, a boutique strategy consulting firm, today unveils its new name and website, now operating as...

BRANDKIND
Mar 9, 20241 min read

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