Managing Partner, Anagenesis Capital Partners
When my partner and I were founding our firm, we believed it was important to outline a clear Value Statement from the outset to facilitate the development of a healthy and productive culture at Anagenesis. Elise guided us through a curated process to achieve that objective and helped us create clearly defined goals and an action plan for continued success. She is insightful and professional and deeply understands team dynamics. As we have added to our team, she has assisted us in successfully integrating new members. If you are looking to develop a high performing culture, I highly recommend Elise as an advisor and coach.
President/CEO MacQueen Equipment
When I was appointed as MacQueen’s CEO, I started the task of building my team and wanted to make sure we had the right people on board and ultimately in the correct position. I was introduced to Elise through a board member who recommended that she could evaluate the senior leadership team and help determine how we might work together based on our individual skill sets. Initially I selected one of the SLT team to take the Hogan Assessment, but ultimately I had the entire leadership team take the exams. The next step was to see how well we played in the same sandbox together and this is where Elise shined and took control.
Like any project of this nature you have to approach it with an open mind and be willing to look at yourself and say “yes, I can improve my skill set in this area”. It also helps to be able to laugh a little at yourself and your other members. Elise was able to sit with us, break down any barriers and help us become a solid team based on our skill sets and our knowledge of each other’s ability. We have, as a team, come very far in a short time.
If you are building a new team or adding a new member, Elise’s services are a perfect way to see the dynamics of the team prior to making a move. Highly recommend.
President and CEO Strahman Valves
Elise is truly the exception when it comes to meeting a “tight timeframe”. Elise took my call at 5PM on a nice summer Friday when most individuals would be off for the weekend. I was working within a tight window of time and needed to urgently have her complete the Hogan testing before I extended an offer of employment to an individual for a senior leadership position. Elise coordinated directly with the candidate and within 48 hours the candidate had completed the Hogan battery of tests, Elise had completed her assessment and conferenced with me to share her professional perspective and insight on the candidate’s result. A success story in doing whatever to takes to get the task completed. I am looking forward to working with Elise in the future.
Operating Partner at Argosy Private Equity
Elise has been a true partner and valuable advisor over the last few years. Her generosity, authenticity and commitment to the success of our companies is exemplary. Elise has been a guest panelist, expert instructor and integral part of our recruiting efforts. A true professional, intelligent, personable and knowledgeable are distinct qualities you will find while working with Elise.
Partner at Brookside Mezzanine Partners
We were very pleased with the outcome of our consulting engagement with Optimum Advisors. Elise is professional, understands our industry and was able to adeptly assess our firm’s processes and identify areas where we can increase productivity and results. Her recommendations were insightful and she provided practical solutions. I would highly recommend Elise for similar consulting engagements!
Co-Head of Private Credit at Eaton Partners
Elise deserves all the credit for helping our firm achieve a goal that had eluded us: getting our Vision and Mission Statement down on paper. She was adept at connecting with multiple different types of personalities to keep everyone engaged. Our busy schedules allowed limited time to work with, but her pacing kept us productive. She knew exactly how and when to nudge us so we would stay on course. Her ability to tease out ideas, organize them and feed them back to us in a coherent manner was truly impressive. Her preparation was evident throughout our sessions and her follow-up was also timely. We are looking forward to working with Elise again on other strategic planning initiatives and can recommend Optimum Advisors with confidence.
CEO of Eastern Fence
Elise has helped us transform the communication within our executive team. I am sure there are many people who could administer Hogan Assessments and facilitate a team building workshop. But she did so much more than that for us. Elise is really part therapist and part business consultant.
Elise was able to get each one of us to open up and become vulnerable. That is not easy with a group of people set in their ways with walls built up over decades. Once she was able to lower those walls, she helped us understand what each one of us needs to do to help the team and improve communication within it.
We are seeing the results of our work with Elise in our daily and monthly interactions. The insight and tools she provided have allowed us to improve our communication and spend our energy setting and accomplishing our goals, without the old boundaries we had set on ourselves. Thank you Elise for your help, professionalism and drive to make us a higher functioning team.
President and CEO at Abacus Finance LLC
I’ve known Elise for many years and have always had a tremendous level of respect for her intellect and professionalism. As the leader of Abacus Finance I continually look for ways to make our firm more successful. We hired Elise to get insight into our employees’ perception of their Abacus experience and a deeper understanding of their priorities and goals. Given her understanding of our industry, I was impressed but not surprised by her ability to roll up her sleeves and understand our business quickly. Many of her findings were confirmatory, others were very insightful. She was spot on with her thoughtful observations and I am confident that acting upon her recommendations will improve our business. I look forward to working with her on future projects and would highly recommend that others use her services.
Partner at Yukon Partners
When Yukon embarked upon fundraising for Fund II, we viewed it as a unique opportunity to obtain a candid assessment of the organization, refresh firm strategic planning and make any changes needed to ensure alignment of all of our resources in the most effective manner. As we continue to strive to be a world-class mezzanine organization, we knew this initiative would be extremely beneficial but recognized the significant time and consideration it would require, especially challenging with Yukon’s culture of having every level of the organization “in the trenches” as it relates to the core fund investment activities. Elise was invaluable in spearheading and guiding us through this assessment process and then facilitating a very successful strategic planning process.
Chief Financial Officer at Yukon Partners
As Yukon was positioning itself to add additional funds and broaden its team, we hired Elise to help us perform a comprehensive review of our business to determine if any changes or refinements should be made. Given the existing demands on our schedules, we determined that having an outside consultant help us with this endeavor would ensure that (1) the project would not take a backseat to day to day operations of the business and (2) we would gain an “unbiased” view of how we operate as a management team. We chose Elise given her knowledge of mezzanine and the depth of her experience across a range of institutions focused on the leveraged middle market.
President of CIT Corporate Finance
Elise is a true professional with high integrity and a strong results orientation. At CIT her problem solving acumen, communication skills, project management capabilities, tenacity and leadership were instrumental in the execution strategic and complex projects including the integration of the Corporate Finance business into the Bank and several process improvement and risk management initiatives. The due diligence skills Elise honed in her career in leveraged finance will be invaluable as she analyzes and assesses firms in her new endeavor.