Precision Engagements: Immediate Impact

Special Projects are designed for moments when executive leaders, owners, boards, or investors require objective clarity before making high-stakes decisions. We provide the senior-level perspective needed when the cost of getting it wrong is meaningful.

NorthStar is commonly engaged for special projects including:

a store shelf filled with wine, spirit & RTD beverages.
a store shelf filled with wine, spirit & RTD beverages.

1. Commercial & Operational Execution

Designed for Leadership Teams and Sales Organizations.

  • Distributor Performance Audit: A rigorous evaluation of share of mind, inventory levels, and execution against agreements.

  • National Account Strategy: Developing the pitch, pricing, and program architecture to secure major chain mandates.

  • S&OP Standardization: Aligning sales forecasts with supply planning to reduce out-of-stocks and working capital bloat.

  • Pricing & Depletion Analysis: Reviewing pricing architecture and "bill-back" efficiency to stop margin leakage.

  • AI Readiness & Process Automation: Auditing manual administrative loops, from recap emails to streamlining reporting, inventory forecasting, and implementing tools that reduce "busy work" by 30-50%.

2. Strategic Leadership & Growth

Designed for CEOs, Owners, Boards, and Investors.

  • Interim Executive Support: Stepping in as fractional CSO or COO to bridge leadership gaps during transition or crisis.

  • New Brand Launch Strategy: Building the comprehensive go-to-market roadmap for successful market entry.

  • Board Advisory: Providing objective industry context and strategy validation for ownership groups.

  • Organizational Design: Restructuring teams to align with current growth stages and future goals

3. M&A and Financial Diligence

Designed for CEOs, Private Equity, Banks, and Investors.

  • Pre-Acquisition Assessment: Validating commercial assumptions, inventory health, and route-to-market viability before the deal closes.

  • Inventory & Asset Valuation: Deep analysis of finished and unfinished goods to assess liquidity, risk, and true asset value.

  • SG&A Optimization: Identifying specific savings initiatives and restructuring overhead to improve EBITDA.

  • Post-Acquisition Integration: Leading the "100-day plan" to align culture, systems, and sales structures immediately after close.

Board room strategy. White board adjacent to a wooden table.
Board room strategy. White board adjacent to a wooden table.
Cellar room with oak barrels
Cellar room with oak barrels