Investments & Consulting Services

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BOLD assembles the right combination of expertise to help organizations navigate and adjust so they can move forward to ensure success. BOLD’s full suite of services provides solutions to help clients optimize financial operations, utilize cutting-edge technology, enhance communications, and increase revenue while managing and mitigating risks.

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BOLD’s technology consultants provide clients a beginning to end service helping organizations optimize the way they use technology. Whether a business needs assistance designing or developing technology or implementing and managing systems, BOLD’s experts are there to collaborate with businesses helping them improve processes, reduce costs and maximize the technology used in their business.


With communications channels expanding and the segmentation of audiences, BOLD’s consultants help craft and tell the corporate story that resonates with its stakeholders. Expertise is provided in: Event Planning & Promotion, Public & Media Relations, Capital Markets, Corporate Internal/External Communications, Press Release Drafting & Distribution, Corporate Reputation Management, Crisis Communications, Social Media Implementation & Management, and more.


BOLD’s healthcare experts collaborate with Physician Practices, Healthcare Networks and other enterprises to identify and implement revenue producing opportunities with an emphasis on improving patient care and patient satisfaction. The business of today’s healthcare has numerous obstacles for its stakeholders and BOLD provides an innovative approach that allows the physician practices to generate revenue from appropriate and patient-focused supplementary services.


Now, more than ever, the need for sustainable energy solutions is at an all-time high. The transition to a cleaner energy future for transportation, power generation and industry will rely on technology advancements, innovative business models and focused investments. Our experts can help a broad range of companies and customers across various industries, including Utilities, Municipalities, Governments, Universities and a variety of industrial and commercial organizations. BOLD’s Energy team utilizes its expertise to help with strategic planning, technology assessment, operations optimization and mergers and acquisitions.

Real Estate

The pandemic has spared no town, city, or state and its impact on U.S. property markets and sectors now deviates differently than in the last recovery.
BOLD’s consultants in the Real Estate Division help a wide range of businesses providing expertise in the many sectors of real estate investing such as industrial, commercial, multifamily, retail, office and REITs among others. They provide sound counsel for whatever side of the transaction you may be on.