FILI is an independent advisory based in the Washington, DC Metro area, helping middle-market and PE-backed companies protect value through M&A integration and organizational transformation.
We engage before major investment decisions, during integration or transformation planning, and when early signals show execution beginning to stall. Our work centers on Executive Change Leadership — providing senior-level guidance that helps leaders navigate high-stakes change with clarity, alignment, and disciplined execution.
We address the human and organizational dynamics that can slow execution and erode value, while strengthening the internal capability needed for what comes next. By translating behavioral insight into practical guidance, we help leaders reduce friction, improve decision clarity, and keep teams aligned under pressure.
Our approach combines hands-on transformation experience, organizational psychology, and behavioral science to surface the factors that determine whether strategy becomes realized value.
For us, success is simple: aligned leadership, disciplined execution, and delivering the value the strategy was designed to create.
That is transformation with clarity, not crisis.
I founded FILI because leaders navigating complex change need an advisor who understands what happens when strategy meets organizational reality especially when the decisions carry real financial consequences.
I’ve led high-stakes change and transformations in Fortune 500 and middle-market organizations across industries internationally. Those experiences taught me that the risks that derail execution rarely appear in dashboards. They show up in decision patterns, leadership dynamics, competing priorities, and early signals of misalignment.
That is where FILI focuses.
We surface those signals early, pressure-test assumptions, and give leaders an objective, practical view of the decisions and dynamics most likely to affect outcomes.
FILI exists to bring clarity, judgment, and early risk visibility to integrations and transformations, so leaders can act decisively before small execution issues become costly problems.
FILI brings an independent behavioral and organizational lens to the dynamics that shape execution. We surface risks early, create alignment where it matters, and help leaders navigate the moments that determine outcomes.
We don't operate from an operational playbook or a predetermined solution. We give executives the clarity to see what is happening beneath the surface, the judgment to determine what matters most, and the practical guidance to act.
The goal is not dependency on an advisor. It is stronger internal change capability, so the organization can execute and sustain change long after the engagement ends.
FILI’s advisory approach is grounded in evidence‑based practice, supported by certifications in change leadership, project leadership, and transformation disciplines. These credentials strengthen the rigor behind our methods and reinforce the practical, human‑centered approach we bring to complex integrations and organizational change.
Prosci® Certified Change Practitioner
Project Management Professional (PMP)®
Certified Agile Coach