PERSPECTIVE & DIRECTION
Senior Strategic Advisor
An experienced partner for critical decisions, growth priorities and opportunities that require clear judgment and focused action.
OWL STRATEGICGROUP
We exist to grow your revenue.
And drive greater profitability.
We combine proprietary systems with proven strategic leadership to help businesses identify new clients, accelerate revenue growth and strengthen profitability.
Schedule a consultationOUR THREE PILLARS
Three businesses.
One purpose: growth.
OwlStrategic AI
Grow revenue.Experience, targeted strategies and proprietary systems to identify new clients and accelerate revenue growth.
ExploreOwlHealthcare
Better care. Greater savings.Expand employee access to preventive care while significantly reducing company costs.
ExploreOwlStrategic Advisory
Accelerate growth.Experienced executive leadership to sharpen strategy, unlock new revenue streams and build strategic partnerships.
ExploreOne business or all three—focused on your growth goals.
CUSTOMER ACQUISITION & REVENUE GROWTH
Owl Strategic AI
Turn our data advantage
into your next clients.
We put our 250 million+ consumer records to work for your business. Our proprietary AI systems and targeted campaigns help identify your next clients, engage them at the right moment and accelerate revenue growth.
Visit Owl Strategic AIOUR DATA ADVANTAGE250M+consumer records
Identify the right buyersAudience intelligence + AI
Engage at the right momentTargeted campaigns + conversion tracking
New clients. Measurable revenue.
Define→Detect→Activate→Prove
MORE ACCESS TO CARE. MORE VALUE FOR YOUR BUSINESS.
CARE ACCESS & PROFITABILITY
Owl Healthcare
Better access to care.
Significantly lower costs.
Stronger EBITDA.
Our comprehensive healthcare assessment identifies ways to improve employee access to care and significantly reduce costs. Proprietary solutions and direct relationships help cut out unnecessary middlemen and put more healthcare dollars toward care.
AssessYour healthcare costs and care access
→ImproveAccess to care and cost efficiency
→StrengthenYour people and your bottom line
LEADERSHIP & BUSINESS GROWTH
Owl Strategic Advisory
Experienced leadership.
Accelerated growth.
We help companies sharpen their strategic plans, set clear priorities and turn experience into action—creating additional revenue streams from their existing business and forming strategic partnerships that open new markets.
ALIGNMENT & EXECUTION
Chief Strategy Officer
Strategic leadership to align priorities, coordinate execution and keep growth initiatives moving toward measurable outcomes.
RELATIONSHIPS & OPPORTUNITY
Strategic Partnerships
Through our extensive network, we help identify, source and develop strategic relationships that open markets, extend capabilities and create new revenue opportunities.
ABOUT OWL
Experience focused
on one goal:
your growth.
Bobby Whalen
Founder & CEOOur Founder and CEO, Bobby Whalen, brings more than 30 years of proven leadership—from 18 years as a top-performing senior executive at American Express to co-founding businesses that raised over $2 billion in capital. Today, he combines that experience with AI and proprietary solutions to help clients identify new opportunities, accelerate revenue growth and take their businesses to the next level.
He also brings an extensive global network of strategic relationships to every client engagement, helping open doors and create new growth opportunities.
Start with your growth goals→Define how Owl can help→Agree on the next step
OUR WORK IN PRACTICE
Examples of companies
we help grow.
See how we apply client acquisition, strategic leadership and relationships to the challenges facing your business.
TYPE OF COMPANY
Wealth Management & RIAs
A wealth management firm with more than $1.4 billion in assets under management.
Owl Strategic AI + Owl Strategic Advisory
The challenge
Attracting new clients and AUM while making the strategic decisions and building the relationships needed to grow the practice.
The value we provide
- New clients & AUMPractice acquisition, identifying prospects who mirror the top 10% of clients, and developing a targeted new-client acquisition plan.
- Strategic experience & leadershipSenior guidance to grow the practice, diversify revenue and strengthen enterprise value.
- Strategic relationshipsConnections and partnerships that create new business opportunities.
TYPE OF COMPANY
Asset Management Firm
An asset management firm with $800 million in AUM, offering multiple funds in the alternative investment space.
Owl Strategic Advisory
The challenge
Expanding distribution and reaching the right business relationships to support growth.
The value we provide
Senior strategic advice, new distribution opportunities and strategic relationships that expand reach and support business development.
TYPE OF COMPANY
Healthcare & Medical Distribution Companies
Owl Strategic AI + Owl Strategic Advisory
The challenge
Acquiring new clients, expanding sales channels and building relationships that create new business opportunities.
The value we provide
Focused client acquisition, growth strategy and strategic partnerships that help expand customer reach and develop new revenue opportunities.
TYPE OF COMPANY
Technology Companies
Owl Strategic AI + Owl Strategic Advisory
The challenge
Turning a strong product into new customers and sustainable revenue growth.
The value we provide
Developed a go-to-market strategy, targeted client acquisition programs and strategic relationships to open markets and extend commercial reach.
LET’S TALK GROWTH
Your next level
of growth starts
with a conversation.
Tell us what you want to achieve. Let’s explore how Owl can help you grow revenue, improve profitability and move your business forward.
info@owlstrategic.ai ↗︎
What would you like
to accomplish?
Tell us a little about your business.