FOG Strategy logo

Cutting through the fog since 2021

Information is crowded.
Precisely cut through the noise.

Schedule a Conversation
CONFIDENTIAL • DISCREET
About

A decade of precision.

FOG Strategy brings more than a decade of public and private investment experience to family offices, institutional allocators, and ambitious management teams.

We are trusted for clear, actionable recommendations that improve profitability, strengthen contract negotiations, and support successful acquisitions. Our work is defined by intellectual honesty, rigorous research, and alignment with the long-term interests of the businesses and capital we serve.

EXPERIENCE
Over a decade of public and private market investing
TRACK RECORD
Proven success advising small and medium businesses through growth, negotiation, and exit
Approach

Three integrated capabilities.

We combine institutional research discipline with hands-on operating experience.

Public & Private Market Research

Deep fundamental analysis across public securities and private opportunities, grounded in primary data rather than consensus narratives.

On-the-Ground Research

Direct observation, primary interviews, and real-world diligence that goes well beyond filings and management presentations.

Special Consulting Relationships

Engagements structured so that our interests are aligned with yours — frequently including simultaneous investment.

Representative Engagements
On-the-Ground Research
AST Spacemobile
Rocket Lab
Sphere
Casey’s
American Eagle
Consulting
Private Manufacturing Company
Net margin transformation from 0% to over 30%, leading to acquisition at 50% above target
Private Services Firm
Turned sustained net loss position into highly profitable operations

Detailed outcomes are discussed only in confidential settings.

Get in touch

Let’s start a conversation.

We value discretion and respond to qualified inquiries within two business days.

Your information is treated with strict confidentiality.

Direct Scheduling
Book time on my calendar

Typically 30–45 minute introductory calls

PREFERRED METHOD
We respond fastest to inquiries that include context about your situation or opportunity.