Exceeding Expectations Every Time

STRATEGY & COMMUNICATION RESULTS

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Completed over 50 strategic and marketing plans of varying complexity and focus for a wide variety of hospitality and tourism clients, professional services, healthcare companies (pharmaceuticals, private practices, medical devices, hospitals).

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Developed and (re)launched 30+ brands into the local, regional, national or global marketplace. Refreshed all image and positioning/messaging to create competitive advantage.

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Reorganized communication platforms for 20+ established businesses to realign company for growth and returned success benchmarks.

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Restructured and implemented recruitment and fundraising strategies to surpass annual goals while keeping retention of current members and donors at optimal levels.

ACQUISITION & DILIGENCE RESULTS

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Closed 30 investments, 11 truly proprietary (sourced, negotiated, executed and integrated). Deals span industries, markets, countries, and entry points. Acquired, managed, grew via tuck-ins, and sold across the entire life-cycle.

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Created foundation for acquisition pipeline as an operator, closing eight deals in first 18 months. Grew EBITDA by ~80% via acquisitions. Built pipeline to over 350 targets.

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Built comprehensive diligence decks noted for breadth and depth that have become prior firms’ template examples. Comprehensive decks balance primary research, industry data, customer and competitor insights from direct dialogue and sound findings and recommendations.

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Constructed and implemented many 100-Day Plans, post-closing, to capture opportunities and strengthen weaknesses discovered during acquisition – and platform – diligence.

Testimonials

What People Say

We have had the privilege of working with Heather and the Evolution Strategy team on several occasions and in several different capacities. I have engaged her to serve as a facilitator at a corporate off-site where we developed mission statements, core values, created a strategic planning agenda and made governance changes. She most recently developed and launched multiple websites for my clients, handling all aspects of design, content, photography and hosting. Finally, I have used her to orchestrate and implement a detailed marketing campaign, both internally to employees and externally to clients. In all instances, Heather exceeded my expectations. She was prompt, professional, organized, easy to work with and always exceptionally talented at whatever it was she was doing for us.

Mark Cone, MD

President, Privia Medical Group - Gulf Coast

Stenning’s professionalism and ability to quickly learn our business contributed greatly to our success during this period. Over the past several years Stenning has been key in identifying and completing several successful acquisitions for Total Safety. Stenning’s participation in the integration of several diverse business’ supported the development of new lines of business and geographic expansion for the company. I consider Stenning a trusted and loyal business associate whose skills in corporate development, strategy and marketing come highly recommended.

Mark Barker

SVP Global Business Development, Total Safety

Evolution Strategy played an instrumental role in the repositioning and rebranding of our residential golf community and property at Bright’s Creek. Not only was Heather productive, efficient and demonstrate a wide range of knowledge and talent in her field, but she quickly became a confidant who I could trust and respect during the process. On a project where there always seemed like there was not enough time or resources to get things done, we could count on Heather to get the job done above expectations. She was able to look at our product and business in different ways and deliver ideas and strategies to move us forward. I hope to have the opportunity to work with her and Evolution Strategy again.

Beth Butler

Executive Vice President, Sales Bright’s Creek

[Stenning] is not only a pleasure to work with from a personal perspective, but also brings an incredible set of skills as it relates to M&A, both in terms of numbers and intangible issues/opportunities. Stenning’s uncanny abilities to quickly understand the strategic value, financials and possible cultural fit of a prospective acquisition are truly incredible. He also is very well versed in the people, process, and technology aspects of integration.

Rick Vinson

Deputy Chief Information Officer, Tokio Marine HCC

In the short time we have worked with Evolution Strategy, our needs and our expectations have always been met, if not surpassed. We needed a person we could rely upon to put us on the right path from a marketing standpoint to ensure all of our partners and patients’ needs were met. Heather Schueppert was an immediate professional to review the business and industry, collaborate our thoughts and develop a plan to help us achieve our vision of being the most referred to and respected diagnostic imaging provider in New York.

Richard Katz, MD

Head Partner and Senior Radiologist , East River Medical Imaging

Somewhere in that Midwest-based upbringing, Stenning acquired a personality and poise that commands the attention and commitment of his audience. Whether he is discussing an idea one on one or presenting to a group; his audience members find themselves not only interested, but almost enthralled. While this may be a great trait for a public speaker, the ability to make your audience feel like the most important person in the world while you are interacting with them, that’s a gift. Stenning has that gift and he has the ability to design a strategy around an incredibly effective message delivery. His ability to understand the current business model he is operating within, the corresponding culture, and the dexterity to communicate at the expert level he does – makes Stenning a bona fide ‘triple threat.

Craig Lauder

Director Global Business Development, Total Safety

Heather Schueppert and Evolution Strategy have worked closely with me and my colleagues on a number of regional and national strategic planning and research projects. With complete confidence I’ve recommended her services to others, including Kerzner International (The Atlantis), the Bahamas Out Islands Promotion Board, the Caribbean Society of Hotel Association Executives, Grand Bahama Island Tourism Board, the Ministry of Tourism and fellow hotel associations in the region. Her efficiency, attention to detail, incredible speed, understanding of successful strategic planning processes, primary and secondary research skills, and ability to cut through various opinions to facilitate consensus, truly made Evolution Strategy an exceptional addition to our executive team.

Frank Comito

Director General and CEO, Caribbean Hotel and Tourism Association (Current) Executive Vice President, Bahamas Hotel Association (Former)

Stenning has a rare blend of analytical, communication and leadership skills that makes him one of the most effective and well regarded investors I’ve worked with. He can also relate to CEOs and entrepreneurs better than most investors as he has spent several years as an operator. Stenning is the type of person you want to be around both professionally and socially.

Nirav Shroff

Global Business Development, Google

Evolution Strategy was a valued and trusted source for industry research, business strategy and marketing planning for GMCVB. In an organization where we all wear many hats, Heather Schueppert has helped us focus on the necessary priorities to find new ways to expand our members’ businesses and overall tourism in Greater Miami.

Rolando Aedo

Senior Vice President of Marketing and Tourism Greater Miami Convention and Visitor’s Bureau

[I] had the pleasure of working with Stenning together in evaluating a number of potential M&A deals and assisting on the back-end integration… Stenning has a keen understanding of both the financial strategy and financial transaction surrounding partnerships and acquisitions but also the ability to measure operational risk of a potential deal. He also possesses the ability to bring parties together toward a common goal as a mediator and advocate for a mutual win during the M&A process. Quickly assessing what deal dynamics are both at the executive level and the set of steps necessary to make a deal stay on track by helping operations flow into an acquisition.

Brent Lilienthal

President NA Operations, Petrotechnics

Stenning is a tenacious M&A professional with the rare skill of being able to strike a balance between detail orientation and seeing the big picture. He has also demonstrated an ability to draw effectively upon resources within his organization to help get transactions closed.

Dave Munro

Partner, Stormont Energy Advisors