Katie Raguz's Contact Details

Katie Raguz's Company Details

Sycamore Associates LLC

Plymouth, MI, US • 5 - 9 Employees
Financial Services

Sycamore Associates is a small firm of experienced corporate finance, treasury, ESG, and risk management experts who are dedicated to delivering quality advice for our clients.We have been in business since 1999, and have advised on capital structure, capital access, treasury, and risk matters throughout several economic cycles. We pride ourselves on personal engagement with each client and use our deep market and industry knowledge to thoroughly evaluate and identify solutions.Our clients are primarily U.S. based multinational companies, both public and private, and represent a diverse group of industries and markets. However, our base continues to be in the Great Lakes and Upper Midwest area.We work with our clients to address risks, manage and create opportunities, and find solutions that have the best outcome for each of our clients' unique situations. We highlight strengths and weaknesses, then derive concrete proposals, scenarios, and actions from this analysis. Our mission is to create solutions that enhance client success. We accomplish this through:• Diagnosis: Listening to determine the issues our clients face, then using our experience to distill a needs assessment.• Design: Identifying alternative solutions using our experience. Outline various approaches with the risks and benefits of each.• Plan: Project management skills enable us to and ensure the project is completed on a timely basis, even within tight time constraints.• Migrate: We create a migration plan to ensure quick benefits and complete execution while allowing day-to-day activities to continue uninterrupted.• Execute/Implement: A scalable approach allows us to execute in concert with client management.