Key Takeaways
- • Strategex appointed Lisa Moulis as Vice President and Josh Emington as Director to its Private Equity Solutions practice, expanding capabilities following the firm's acquisition of Priority Metrics Group.
- • Moulis brings 19 years of consulting experience, including a tenure as Chief Business Development Officer at L.E.K. Consulting, and previously built a 14-person business development team supporting over 40 partners nationwide.
- • The combined organization now offers private equity investors and portfolio company leaders integrated services spanning primary research, commercial due diligence, customer and market research, and market assessment across the full investment lifecycle.
- • CEO Dave Phillippi positioned the hires as a strategic response to elevated information and decision-making demands in the current private equity environment, where competitive advantage increasingly depends on market and customer clarity.
Summary
Moulis brings substantial industry credentials to the role. Over her 19-year career, she has held positions at leading consulting firms including L.E.K. Consulting, where she served as Chief Business Development Officer, as well as Huron Consulting and LECG Consulting. A notable achievement during her tenure was building and managing a 14-person business development team that provided support to more than 40 partners across the United States. This dual experience on both the consulting delivery and client-facing business development sides provides her with actionable insight into investor and portfolio company needs.
The expanded practice now combines Strategex's core capabilities with PMG's expertise to offer a comprehensive service suite. This includes primary research, commercial due diligence, customer and market research, and market assessment capabilities that serve clients across the investment lifecycle—from deal sourcing and underwriting through portfolio company operations and exit planning.
Dave Phillippi, Chief Executive Officer of Strategex, framed the hires within the broader context of private equity market dynamics. "Private equity firms are operating in an environment where better information and better decisions matter more than ever," Phillippi stated. "The addition of Lisa and Josh strengthens an already experienced team and expands our ability to help clients understand markets, customers, and growth opportunities with greater clarity." This positioning reflects the industry's recognition that competitive returns increasingly depend on superior market intelligence and data-driven decision-making during periods of market uncertainty and elevated capital availability.
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