A First-of-a-Kind Partnership
How Our Model Works
PMG Equity Solutions is a hybrid model where we provide our full consulting services (strategy, operations, execution) in exchange for equity instead of cash. You get world-class expertise without draining operating capital; we get aligned long-term upside.
This is not investment capital: it's expertise capital.
Our Ideal Partner Profile
We look for partners with a compelling vision, strong leadership, and a clear market opportunity. While every company is unique, our most successful partnerships share these characteristics.
Stage
Pre-seed to Series B, or established businesses in turnaround/recovery
Market Potential
Addressable market >$100M with clear differentiation
Team
Founder/executive team with domain expertise and execution capability
Traction
Early revenue, product-market fit, or clear path to both
Alignment
Values and vision that align with PMG's partnership approach
How a PMG Equity Partnership Works
Our process is designed for mutual understanding, rigorous fit assessment, and integrated execution.
Eligibility & Fit Assessment
We begin with a comprehensive review of your company's stage, market potential, team, and specific challenges to ensure a strong mutual fit.
Define Scope & Negotiate Terms
We clearly define the scope of support PMG will provide and negotiate the equity agreement, aligning our investment of expertise with the potential value we help create.
Execute the Consulting Engagement
We seamlessly integrate our standard, results-oriented four-phase consulting model to address the agreed-upon scope and achieve the defined objectives.
Ongoing Advisory & Support (Optional)
Following the initial engagement, we can provide ongoing strategic advisory or fractional support to nurture the long-term partnership.
Why Choose PMG for an Equity Partnership?
Our model provides distinct advantages designed for the startup, growth, or recovery ecosystem, creating an unparalleled alignment of interests.
Maximize Capital Preservation
Access critical strategic guidance and hands-on operational support without draining your operating capital, allowing you to re-allocate funds to essential growth areas like product development or sales.
Perfectly Aligned Incentives
Our success is directly tied to your valuation and long-term milestones. We are deeply motivated to achieve significant, measurable outcomes because your growth is unequivocally our growth.
True Operating Partnership
We transcend the traditional consultant model: we are deeply invested members of your team, committed to your long-term vision, and sharing both the risks and the substantial rewards of the journey.
Unlock Full PMG Expertise
An Equity Partnership grants full, immediate access to PMG's entire range of world-class services and deep functional expertise across strategy, operations, M&A, and customer experience.
Unwavering Focus on Valuation
Our relationship is engineered for long-term success, built on a mutual commitment to achieving defined milestones and realizing substantial shared value as your company scales and maximizes its valuation.
What We Do Not Do
Clarity is key. To ensure our partnerships are built on mutual understanding, here is what our Equity Solutions model does not involve.
- We do not provide cash investment (we provide expertise)
- We do not take controlling stakes (typically 2% to 15% equity)
- We do not replace your leadership (we augment it)
- We do not work with direct competitors of current partners
Why PMG Believes in Expertise Capital
We choose equity partnerships because they create deeper alignment and better outcomes for everyone.
Maximum Alignment
When our success depends on yours, we are 100% focused on delivering exceptional results.
Access to Exceptional Companies
Equity allows us to partner with innovative companies that have potential but limited cash.
Proven Returns
Our equity partnerships consistently outperform traditional consulting engagements in long-term value creation.
Proven Partnerships, Measurable Impact
In Consulting Fees Saved for Our Partners
Expertise for Equity Partnerships Established
Our partnerships span across North America, including:
British Columbia · Ontario · Nova Scotia · California · Texas · New York
Our Commitment: True Accountability & Aligned Growth
As co-owners, our partnership is built on a shared, tangible asset: the value of your company. Our accountability is not just to a project plan, but to the long-term drivers of valuation. We structure our engagement to protect and grow our shared investment.
Valuation-Based Objectives
We begin by aligning on the 2 to 3 key drivers of valuation that our work will directly impact. Whether it is scaling ARR, achieving product-led growth milestones, or executing an operational turnaround to restore EBITDA margins, we define success in the language of your next funding round or exit.
Governance & Transparent Stewardship
Our involvement is designed for clarity, not control. We establish clear, lightweight governance, often through monthly strategic reviews or board observer rights, to provide oversight and insight. You receive direct access to the same operational dashboards, built on our BVU and I-O frameworks, that we use to track progress, ensuring total transparency.
Exit-Readiness Reviews
Quarterly, we conduct an Exit-Readiness Audit. This is not just a project update: it is a disciplined review of the company's health against the criteria of potential acquirers or Series B+ investors. We identify gaps in documentation, operational metrics, or financial storytelling, and work proactively to close them. Our goal is to ensure the company is always positioned for a successful liquidity event.
The Result: You get more than a consultant or an investor. You get a co-owner who is structurally incentivized to build fundamental, durable value, measured by the milestones that matter most to your company's future.
How We Compare
PMG's Equity model offers a unique alternative to traditional funding routes, focused on hands-on expertise instead of just capital.
PMG Equity Solutions
Traditional VC
Traditional Consulting
Frequently Asked Questions
Not every business is the right fit for an equity partnership. We carefully evaluate each application against our investment criteria, including your business’s stage, market position, values, and long-term vision. We also avoid conflicts of interest by not taking equity in companies that directly compete with businesses we’ve already partnered with. Applying ensures that we only enter into partnerships where there is clear alignment and mutual benefit.
If your application isn’t approved, it doesn’t mean we can’t work together. It simply means that, at this time, your business may not align with our current investment profiles or that an equity arrangement wouldn’t serve your best interests. In those cases, we are still happy to support you through one of our other service models, such as Bespoke Consulting or Active Management Solutions.
Our equity stake is based on two key considerations: the value of the consulting engagement if billed under our Bespoke or Active Management Solutions models, and your company’s stage and valuation, as determined by our M&A advisors. This ensures a fair exchange of value, tying our contribution of expertise directly to your business’s current and future potential.
In some cases, yes. Our equity arrangements may include governance participation, financial alignment, or both. The exact structure depends on your business’s needs and the terms outlined in our offer. Any governance role we assume is designed to add strategic value and support your long-term growth.
Unlike traditional investors who provide only capital, we invest our most valuable resource: expertise. Our consultants embed directly into your business, driving execution, solving challenges, and guiding strategy. Because our compensation is tied to your growth, our support is long-term, hands-on, and fully aligned with your success.
Absolutely. An equity partnership with PMG does not limit your ability to raise outside funding. In fact, we can help you secure it. Our M&A consultants have extensive experience evaluating, negotiating, and structuring investment deals. In some cases, depending on your business profile, PMG may even invest directly, reducing your reliance on external fundraising.
Our Equity Consulting model is not limited to startups. We work with growth-stage businesses scaling aggressively as well as organizations in recovery or turnaround situations. We are particularly proud to partner with companies that have strong potential but face capital constraints, helping them reset, realign, and move toward sustainable growth.
Ready to Explore an Equity Partnership?
Start with Exploration
Not sure if equity is right for you? Let's discuss your situation.