Pointe Advisory is an evidence-based strategic advisory firm headquartered in the Washington, DC metro area. Pointe provides research-intensive market modeling and strategy development support for select global corporations, private equity groups, portfolio management firms, hedge funds, and institutional investors.

About Pointe

Clarity when it counts​

Abundance is difficult to navigate. Opportunity overload coupled with uncertainty can quickly derail strategy formulation. But this is not inevitable.​

Pointe illuminates and eliminates ambiguity, so our clients can move forward with conviction. We bring an adaptive mix of evidence-based research and strategic consulting to resolve uncertainties and accelerate the planning process.​

For over 20 years, Pointe has been a trusted partner to global Fortune 500 leaders and mid-market investors. Embedded into the strategic process, our versatile methodology can be swiftly deployed to frame disruption, challenge mindsets, and fine-tune evidence. The result is mission-critical insights that enable game-changing outcomes, keeping you ahead of the market. Pointe is clarity with enduring impact. ​
 

We Build Relationships, Not Client Lists

We embrace our personalized, boutique culture and so do our clients. And we recognize that clients aren't just companies, they are people. We cultivate deeper relationships with a more select clientele, allowing us to be more responsive and better tailored to their unique market realities. We concentrate all our resources on our clients’ success, not pursuing the next one.​

Pointe Advisory - strategic research & competitive intelligence

Leadership Team

Pointe is an elite boutique, harnessing the power of original research to elevate client strategies. With over 25 years in the strategic research and advisory space, Pointe employs 40 full-time thought leaders including seasoned industry veterans, many holding advanced degrees and PhDs.

Karl Kelley

PARTNER & FOUNDER

Karl brings over 25 years of experience advising Global 500 and investment clients on issues relating to custom strategic research and decision-support engagements. 

 

Prior to founding Pointe, he served with an acquisition search firm and in leadership with a private equity due diligence firm. Over his career, Karl has advised over 50 select corporate and private equity clients on designing best-in-class strategic research programs. At Pointe, Karl has direct responsibility for operations and  organizational strategy including staffing and business development activities. Karl graduated from James Madison University with dual degrees in Economics and Marketing.​

LinkedIn Profile

Pointe Advisory is an evidence-based strategic advisory firm headquartered in the Washington, DC metro area. Pointe provides research-intensive market modeling and strategy development support for select global corporations, private equity groups, portfolio management firms, hedge funds, and institutional investors.
Pointe Advisory is an evidence-based strategic advisory firm headquartered in the Washington, DC metro area. Pointe provides research-intensive market modeling and strategy development support for select global corporations, private equity groups, portfolio management firms, hedge funds, and institutional investors.

Kristen Chang

PARTNER

Kristen leads Pointe’s Industrials practice, bringing 20 years of experience in manufacturing markets. She has extensive functional and sector expertise, leading strategic and tactical engagements for C-Suite senior leadership and management at global Fortune 500 corporations. Additionally, Kristen has supported and led more than 50 event processes, including multiple M&A diligences.

 

Prior to Pointe, Kristen worked in banking with Nissho Iwai Corporation, a major Japanese trading company; supported UN Ambassador Madeleine Albright at the United States Mission to the United Nations as an economic and political advisor; and served in Europe for the Defense Intelligence Agency (DIA).  Kristen holds a Bachelor of Science from The College of William & Mary and a Master of Science from The Johns Hopkins University.

Ramon Solis

PARTNER

Ramon brings more than 20 years of experience consulting to Global 500 and private equity clients in the areas of growth strategy and customized research engagements. Since joining Pointe in 2003, he has participated in and directed hundreds of global market, competitor benchmarking, and customer engagements across a wide range of sectors, including professional services, financial services, and industrials.

 

Prior to joining Pointe, Ramon served as Managing Director at Citigate Markowitz & McNaughton, a buy-side acquisition search, commercial due diligence (CDD), and market intelligence firm. Ramon is a published author and a graduate of Duke University. He has also done post-graduate work at the University of Virginia. 

LinkedIn Profile

Pointe Advisory is an evidence-based strategic advisory firm headquartered in the Washington, DC metro area. Pointe provides research-intensive market modeling and strategy development support for select global corporations, private equity groups, portfolio management firms, hedge funds, and institutional investors.
 
Pointe Advisory is an evidence-based strategic advisory firm headquartered in the Washington, DC metro area. Pointe provides research-intensive market modeling and strategy development support for select global corporations, private equity groups, portfolio management firms, hedge funds, and institutional investors.

Kenneth Sawka, Ed.D

PRINCIPAL

Dr. Kenneth Sawka leads the Pointe Health practice and brings more than 30 years of experience in business strategy, intelligence, and leadership development. In roles at Deloitte Consulting and Fuld & Company, among other firms, Ken has designed and led intelligence programs, scenario planning engagements, business war-gaming experiences, and critical thinking-based leadership and decision-support engagements for numerous healthcare industry organizations including healthcare providers and payers, global pharmaceutical manufacturers, and health tech firms.​

Ken has been quoted on business strategy and intelligence in Modern Healthcare, Fast Company, Investor’s Business Daily, and other journals. He has also been featured on CNBC’s Squawk Box. Ken was named a Fellow of the Strategic and Competitive Intelligence Professionals (SCIP) in 2003, and received the Meritorious Award, SCIP’s highest honor, in 2010. Ken holds a Doctor of Education Degree in Organizational Leadership from Northeastern University, and an M.A. in International Relations and a B.S. in Political Science, from The American University.

LinkedIn Profile

Stuart Ferguson

PRINCIPAL

Stuart leads Pointe’s Private Equity practice and brings 10 years of specialized experience in inorganic growth, with M&A expertise across a wide range of sectors, including professional services, software, industrials and energy. In the PE space, Stuart has successfully led more than 50 commercial diligences for a mix of middle market and mega funds, including 7 of the 10 largest funds globally. ​

Prior to joining Pointe, Stuart led diligences in Bain & Co’s Private Equity Group, where he was one of the firm’s top-rated performers. Before that, he was an accountant at KPMG, specializing in hedge fund tax consulting. Stuart holds a Bachelor of Business Administration from the College of William & Mary and an MBA from Darden School of Business at the University of Virginia. He is also a licensed CPA in Virginia.​

LinkedIn Profile

Pointe Advisory is an evidence-based strategic advisory firm headquartered in the Washington, DC metro area. Pointe provides research-intensive market modeling and strategy development support for select global corporations, private equity groups, portfolio management firms, hedge funds, and institutional investors.