Pivot
Pivot is a U.S.-based, fully remote financial advisory firm serving distressed and transitioning companies, boards, and investors with restructuring, turnaround, performance improvement, fiduciary, forensic, communications, capital solutions, and CEO advisory services.
- Company typePrivate
- Founded2024
- HeadquartersManhattan Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Pivot does
Pivot is a privately held, fully remote U.S. financial advisory firm headquartered in Manhattan Beach, California, founded by Lance Miller (former restructuring lawyer) and Peter Elkin (former CFO/COO) to deliver strategy-first solutions across distressed and non-distressed situations. The firm operates across eight core service lines: Restructuring & Turnaround, Performance Improvement, Fiduciary Services, Forensic Investigation, Strategic Communications, Capital Solutions, and HALO CEO Support, complemented by five specialty practices in Agriculture, AI/Technology, Banking & Financial Services, Hospitality, and Real Estate. Engagements span financial advisor, CRO placement, court-appointed fiduciary (Trustee, Examiner, Receiver, Plan Administrator), forensic investigation, and interim executive roles, with a Capital Solutions platform that can deploy capital alongside operational leadership.
The firm is staffed by 40+ named professionals including approximately 14 Managing Directors and two co-founders, with 35+ holding elite credentials (CPA, CFE, CTP, CFA, bar admissions). Leadership includes former CFOs, COOs, CEOs, restructuring partners from Alvarez & Marsal and Deloitte, and a former Microsoft CTO leading AI/Technology. Pivot has no proprietary technology product; its technology layer consists of AI-enabled solutions used inside client engagements (predictive analytics, process automation, ROI quantification) rather than commercialized software.
Revenue is generated through professional advisory fees under custom, quote-based, multi-year engagements. Go-to-market is sales-led via senior-led business development, professional referrals from law firms and lenders, and repeat engagement. The firm has no external funding disclosed and appears to be founder-owned, with no subsidiaries, no parent company, and no public listing.
Pivot firmographics
Firmographics- Name
- Pivot
- Legal name
- Pivot >
- Website
- https://pivotgrp.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pivot is a U.S.-based, fully remote financial advisory firm serving distressed and transitioning companies, boards, and investors with restructuring, turnaround, performance improvement, fiduciary, forensic, communications, capital solutions, and CEO advisory services.
- Ownership category
- akta.pro rank
Pivot industry classification
Industry- Product category
- Financial Advisory and Restructuring Services
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Restructuring & Turnaround Advisory (BPAHADAD)
- akta.pro secondary industries
- Restructuring & Turnaround Advisory (BPAHAOAC), Insolvency & Turnaround Advisory (SME/Mid-Market Debtor-Side) (FSAEAFAK), Corporate Strategy Advisory (BPAHADAA), Divestitures, Spin-offs & Carve-outs Advisory (BPAHADAJ)
Keywords
Where Pivot is headquartered
LocationHeadquarters
- HQ city
- Manhattan Beach
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
Pivot business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: Pivot generates revenue through professional advisory fees for restructuring, turnaround, performance improvement, fiduciary services, forensic investigation, strategic communications, capital solutions, and HALO CEO advisory services. Engagement types include CRO placement, financial advisor roles, court-appointed fiduciary positions, and consulting mandates.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom Advisory Engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Pivot product offering
Product offeringCore offering
Pivot is a financial advisory firm that delivers strategy-first solutions across distressed and non-distressed situations, including restructuring and turnaround advisory, performance improvement, fiduciary services (CRO, Trustee, Receiver, Examiner), forensic investigation, strategic communications, capital solutions, and HALO executive advisory for CEOs. The firm works with company leadership, boards, private equity sponsors, lenders, and attorneys to stabilize businesses, preserve enterprise value, and guide organizations through critical moments. Specialty sector practices serve agriculture, AI/technology, banking, hospitality, and real estate clients.
Product overview
Pivot is a financial advisory firm offering a portfolio of professional services rather than a software product. The core offerings include Restructuring & Turnaround, Performance Improvement, Fiduciary Services, Forensic Investigation, Strategic Communications, Capital Solutions, and HALO CEO Support. These services are complemented by specialty practices in AI/Technology, Agriculture, Banking & Financial Services, Hospitality, and Real Estate. The AI/Technology practice provides predictive analytics, process automation, and optimization capabilities to support transformation engagements. All services are delivered by multidisciplinary teams of experienced professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Restructuring & Turnaround Advisory and execution services helping businesses stabilize and regain control during financial distress, leadership gaps, or complex stakeholder dynamics. Includes financial restructuring, interim management, bankruptcy advisory, creditor advisory, litigation support, and operational restructuring for Corporate and Private Equity clients.
- Performance Improvement Results-driven, AI-enabled solutions optimizing operations and sourcing, aligning teams and systems, and driving measurable cost savings, revenue growth, and lasting efficiency. Covers revenue growth, financial excellence, organization strategy, business process optimization, profitability enhancement, and digital transformation.
- Fiduciary Services Independent fiduciary leadership in complex restructurings, bankruptcies, and wind-downs. Services include Chief Restructuring Officer (CRO), Chapter 11 Trustee, Examiner, Receiver, Plan Administrator, and Post-Confirmation Trustee roles.
- Forensic Investigation Specialized financial and forensic expertise for high-stakes disputes, investigations, and advisory matters. Services include fraud investigations, bankruptcy advisory, damages quantification, financial consulting, litigation support, and forensic data analytics.
- Strategic Communications Strategic communications counsel shaping perception, rallying support, and driving outcomes during corporate crises, major transactions, leadership transitions, and restructurings. Covers crisis communication, restructuring communications, litigation support, reputation management, financial communications, and media relations.
- Capital Solutions Dedicated platform delivering funding, operational leadership, and full-cycle turnaround execution for distressed or underperforming businesses. Provides capital support, hands-on leadership, and execution for time-sensitive, high-stakes situations.
- HALO CEO Support Elite advisory service offering confidential, high-impact counsel to CEOs navigating complex, unfamiliar, or politically sensitive situations. HALO advisors are former CEOs, COOs, and senior executives providing executive-to-executive advisory support.
- AI / Technology Advisory AI, machine learning, and digital transformation services across industries, empowering organizations with tools and insights for successful turnarounds. Covers predictive insights and data strategy, AI-driven transformation and decision intelligence, and operational efficiency optimization.
- Agriculture Advisory Sector-specific advisory for food, agriculture, and beverage businesses addressing seasonality, production risk, and complexity across the agricultural value chain. Covers liquidity management, operational and financial diligence, performance improvement, transaction support, and sustainability/ESG.
- Banking & Financial Services Consulting Advisory services partnering with financial institutions to assess, protect, and optimize loan portfolios. Services include collateral valuation, strategic consultation, borrower negotiation, asset management, transaction oversight, and critical diagnostics.
- Hospitality Advisory Advisory services for hospitality assets enhancing returns, managing liquidity and risk while preserving service quality and brand standards. Covers due diligence, operational improvement, asset strategy, restructuring, litigation support, and succession planning.
- Real Estate Advisory Strategic guidance across the real estate asset lifecycle including transaction management, asset and property management, and valuation and analysis for complex situations like bankruptcy, restructuring, or litigation.
Quantifiable outcome
- 100% creditor recovery in $280M Easterday Farms/Ranches bankruptcy
- +2 more outcomes
Companies that use Pivot
Customer profileNamed customers23 records
Segments9 records
Ideal customer profiles4 records
Pivot technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature1 record
Pivot partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered engagement-specific and core.
- O'Melveny & Myers LLPengagement-specificLaw firm partner on Block 216 restructuring engagement alongside Pivot as CRO, along with Black Helterline LLP, Shulman Bastian Friedman Bui & O'Dea LLP, Hillmoor Advisors, Miller Buckfire, and Mayer Brown.
- Willkie Farr & Gallagher LLPengagement-specificLaw firm partner on Silvergate Chapter 11 examiner engagement alongside Pivot Managing Director Stephanie Wickouski as court-appointed examiner.
- Bayard, P.A.engagement-specificLaw firm partner on Silvergate Chapter 11 examiner engagement.
- Cravath, Swaine & Moore LLPengagement-specificLaw firm partner on Silvergate Chapter 11 examiner engagement.
- Morrison Foersterengagement-specificLaw firm partner on Silvergate Chapter 11 examiner engagement.
- Richards, Layton & Fingerengagement-specificLaw firm partner on Silvergate Chapter 11 examiner engagement.
- Craig Barbarosh (Barbarosh Partners)engagement-specificLegal advisor on Block 216 restructuring engagement alongside Pivot.
- Miller Buckfireengagement-specificFinancial advisor on Block 216 restructuring engagement.
- Mayer Brownengagement-specificLaw firm partner on Block 216 restructuring engagement.
- Mark King (HALO Senior Advisor)coreMark King joins Pivot's HALO executive advisory team as Senior Advisor. King brings extensive leadership experience to assist CEOs in revitalizing growth, culture, and strategy, supporting Pivot's HALO service for executive-level guidance.
Scale indicators14 records
Recent moves7 records
Expansion highlights6 records
Pivot competitors and assessment
Company assessmentDirect peers
- Getzler Henrich & Associates: Boutique turnaround and restructuring advisory firm serving mid-market companies. Getzler Henrich competes directly with Pivot on operational restructuring, interim management, and performance improvement for distressed and underperforming businesses.
- FTI Consulting: Global consulting firm with a large restructuring and forensic practice. FTI competes directly with Pivot on bankruptcy advisory, forensic investigations, and strategic communications mandates, including engagements of similar scale to Silvergate.
- AlixPartners: Major global turnaround and restructuring consultancy. AlixPartners competes directly with Pivot on Chapter 11 advisory, CRO placement, performance improvement, and litigation support for distressed corporates and lenders.
- Phoenix Management Services: Mid-market turnaround and restructuring advisory firm. Pivot's Senior Associate Joe Coughlin is described as previously at Phoenix Management Services, indicating direct talent overlap and overlap in serving mid-market distressed engagements.
- Alvarez & Marsal: Global restructuring and turnaround advisory firm. Pivot's Managing Director Matt Covington is described as a former Managing Director at Alvarez & Marsal, and Pivot competes head-to-head for CRO placements, financial advisor roles, and performance improvement engagements in the same distressed-advisory category.
- Conway MacKenzie: Mid-market-focused turnaround and restructuring firm. Pivot's Managing Director Matt Covington is described as a former Managing Director at Conway MacKenzie, and the firm competes with Pivot for middle-market restructuring and performance improvement engagements.
Broad incumbents
- EY-Parthenon: Strategy and transactions arm of EY, with a strong restructuring practice. EY-Parthenon competes with Pivot on corporate restructuring, divestitures, and performance improvement mandates.
- KPMG (Restructuring): Big Four firm offering restructuring, turnaround, and forensic services. KPMG competes with Pivot for mid-to-large distressed advisory mandates, particularly where cross-functional tax and audit capabilities matter.
- Huron Consulting Group: Consulting firm offering restructuring, financial advisory, and performance improvement services. Huron competes with Pivot on operational and financial restructuring mandates, especially in healthcare and other regulated industries.
- Deloitte (Turnaround & Restructuring): Big Four advisory practice with a dedicated Turnaround & Restructuring group. Pivot's MD George Fang is described as a former Americas Market Leader in Deloitte's Turnaround & Restructuring practice, and Austin Singer is described as formerly at Deloitte; the two firms compete for large, complex restructuring mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Pivot social profiles
Digital presencePivot financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pivot leadership team
Management profileNumber of profiles
Profiles12 records
Pivot funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pivot M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pivot
What does Pivot do?
Pivot is a financial advisory firm that delivers strategy-first solutions across distressed and non-distressed situations, including restructuring and turnaround advisory, performance improvement, fiduciary services (CRO, Trustee, Receiver, Examiner), forensic investigation, strategic communications, capital solutions, and HALO executive advisory for CEOs. The firm works with company leadership, boards, private equity sponsors, lenders, and attorneys to stabilize businesses, preserve enterprise value, and guide organizations through critical moments. Specialty sector practices serve agriculture, AI/technology, banking, hospitality, and real estate clients.
Is Pivot a public or private company?
Pivot is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pivot founded?
Pivot was founded in 2024. It employs 11 to 50 people.
Where is Pivot based?
Pivot is headquartered in Manhattan Beach, United States, in the North America region.
How does Pivot make money?
One revenue line is on record: financial Advisory Services.
Who are Pivot's main competitors?
Direct peers on record are Getzler Henrich & Associates, FTI Consulting, AlixPartners, Phoenix Management Services, Alvarez & Marsal and Conway MacKenzie. Broad incumbents are EY-Parthenon, KPMG (Restructuring), Huron Consulting Group and Deloitte (Turnaround & Restructuring).
Does Pivot have an API?
No public API is recorded for Pivot.
What industry is Pivot in?
Pivot's product category is Financial Advisory and Restructuring Services. Its primary akta.pro industry code is BPAHADAD, Restructuring & Turnaround Advisory, with a secondary code of BPAHAOAC, Restructuring & Turnaround Advisory. Its NAICS code is 54161 and its SIC code is 8742.