Croixstone Consulting is a gateway in the Charlotte region to elite, senior level expertise from top-tier MBA consulting professionals. With deep expertise in serving the industry verticals that power the Charlotte region’s economy (including Financial Services, Energy, BioMedical, Defense, Aerospace and Motorsports), we provide a hub for the best and brightest minds to tackle industry challenges and propel your business forward.

We represent an elite class of high-impact business consultants in a boutique setting that celebrates an extraordinary level of accomplishment and fosters creative and intellectually challenging consultant engagements.

We build relationships, add value and provide exceptional expertise to increase productivity, reduce costs, increase customer satisfaction and reduce complexity.  We work across all functional areas of a company including Accounting/Finance, Administration/Management, Customer Service, Distribution, Human Resources, Legal, Marketing, Operations, Production, Purchasing, Research/Development, Sales and Technology.  

Croixstone enables our business clients to tap our community expertise and achieve more.

Croixstone consultants are trusted and admired business experts, with a keen understanding of people and the dynamics of the business environment.  
We represent the best minds in business, working to solve complex problems and advance critical outcomes.


Croixstone represents an elite group of top-tier, MBA professionals with dynamic business experience. Our mavericks have an average 15 years work experience with Fortune 500 companies and disruptors and have reached pinnacle success in their respective fields. We connect these experts of business with tomorrow’s most interesting and important challenges and opportunities. Giving them the ability to have impact – collaborating with diverse and talented professionals in an environment that supports curiosity and creativity.


  • A minimum of 10 years of work experience
  • Implemented high-impact initiatives with the best Fortune 500 companies and/or disruptors
  • Experience in one or more industry verticals including: Financial Services, Energy, BioMedical, Defense, Aerospace and Motorsports and in functions ranging from: strategy, operations, finance, technology, supply chain, sales and marketing
  • Graduate degrees from one of the top 15 Business Schools in the USA or World
  • A preference to live, work & play in the greater Charlotte region
  • Have results-based reputations
  • Expertise in navigating intricate business cultures with balance and forethought


We work with businesses to meet their individual strategic, operational, and financial goals.  As a boutique consulting firm, we provide access to the MBA expert(s) best suited to provide innovation and high-value solutions.  We’re ideally suited to provide value where the “big” firms are just “too big”, and the independent consultant is just “too small” and/or “too risky”.

Tap excellence and achieve more.


Holding an MBA in Finance from Stanford University and a Bachelor of Science degree in Electrical Engineering and Computer Science from MIT, our consultant led a PMO for a mortgage bank to establish a number of Robotic Process Automation initiatives, saving over 500 FTEs per year in loan processing and back office operations. 


With a Master of Accounting degree, a CPA and more than twenty-five years of diverse Big 4 (Deloitte) and industry experience as a CFO and Controller, our consultant led financial diligence efforts and integration of over $3.0 billion in asset acquisitions for a $1.7 billion energy company (a wholly-owned portfolio company of a global private equity fund manager). 


With an MBA from Northeastern University’s D’Amore-McKim School of Business and a BA in Marketing and Supply Chain, our consultant helped to implement a freight management solutions software product for a $4.0+ billion, publicly-held consumer packaged goods company. With a focus on load optimization and load execution, this initiative set the foundation for potential annual savings of $3.0 million annually.


With a Lean Six Sigma Black Belt and extensive experience in working for a top-tier, global consulting firm, our consultant led a Kaizen effort that reduced customer lead time from 7 days to 1 day, improved production time by 25%, and increased production capacity by 87%.