Case Study

Evaluating Strategic Alternatives for a Leading-Edge Software Company

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“It’s been a pleasant surprise how much Newport has our personal interests in mind along with the company’s interest.  The degree of commitment to the people, as well as the company itself, is a wonderful balance, and we appreciate the holistic approach.”

“Newport Partners go beyond providing advice and actually provide help.  It’s great to have the expert network which you use to bring resources to the table.”
“We see Newport as trusted advisors who provide us with coaching, mentoring and counsel that is incredibly useful.”

“You helped us with a successful capital process that supported us as founders being true to ourselves and didn’t just focus on the money.”

– Dave Chung & Thierry Marbach, Co-founders & Co-owners, CreditXpert


  • A software company in the mortgage credit industry provides analytical tools for improving consumer credit scores in preparation for a mortgage
  • Owners were dedicated to the business and its mission, but burned out from managing day-to-day operations
  • Under-investment in the business; profits too high
  • No leadership or management capacity
  • No infrastructure to support scaling
  • Single-threaded ‘hero’ model for staffing


  • Newport partners were engaged by the co-founders and owners to evaluate strategic alternatives for the business
  • Quarterbacked successful process to sell the business, though it did not end in a sale
  • Professionalized the business:
    • CEO & leadership team
    • Corporate metrics & reporting
    • Infrastructure to scale
    • Board of directors
    • Modernized product development & deployment
    • Developed effective marketing programs


  • Owners and team prepared for professional management
  • Culture evolved toward performance and urgency
  • 25% higher growth with “healthy” profitability
  • CEO and leadership team recruited and onboarded
  • Business prepared for dramatic growth in value
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