Every advisory engagement at Kadima Sun begins with a focused diagnostic and can evolve into an ongoing relationship calibrated to the client’s needs and the complexity of the situation.

Initial Engagement

We start with a structured assessment of the situation using our proprietary frameworks. Depending on the scope, this typically involves EQFA™ diagnostic, savage “Short Thesis”, Achilles Analysis™, and/or 5-5-5 Analysis™ applied to the company, the stakeholder landscape, or the specific strategic challenge at hand. The initial engagement is designed to produce clear, actionable deliverables within 60 to 90 days: an extensive deep-dive institutional investor grade diagnostic report that identifies the core issues, maps the behavioral dynamics at play, and outlines specific recommendations with actions that can begin being implemented immediately to fully remediate negative fundamentals and also negative emotional quotient (EQ) perceptions.

Ongoing Advisory

For clients facing sustained complexity (activist situations, multi-quarter turnarounds, leadership transitions, or ongoing investor relations challenges), we offer a retained advisory relationship. In this model, we provide continuous monitoring, regular reassessment of the behavioral landscape, and real-time counsel as conditions evolve. We serve as an independent analytical voice that complements internal teams without replacing them.

Research Engagements

For institutional investors, we provide targeted research on specific companies or situations using our full analytical framework. These engagements are typically project-based and focused on delivering a differentiated perspective that challenges or validates the investor’s existing thesis.

What Clients Can Expect

Direct access to senior-level thinking from the first conversation. We do not hand off work to junior teams. Every deliverable reflects the same analytical rigor and behavioral insight that defines our investment research. We are candid, independent, and focused entirely on getting to the right answer, even when the right answer is uncomfortable.

We work with a small number of clients at any given time. This is deliberate. The quality of our work depends on depth, not volume.