We Work Nationally and Internationally

Portfolio Coaching & Board Advisory Services

We provide an integrated suite of portfolio coaching and board advisory services designed to keep your board engaged, strategically focused and agile. Our board advisors offer practical and impartial advice to help you meet the continuing challenges your company faces. Contact us today to put our expertise to work for you.

Our Board Services Take the Challenge Out of Mergers and Acquisitions

At Nestell & Associates, we’ve designed our board consultancy services to overcome the obstacles presented by an ever-changing world of mergers and acquisitions.

Our proven practices deliver the solutions you need to meet your business objectives.

Board Advisory & Portfolio Coaching

Partner with board and portfolio executive teams

We understand that every board and portfolio executive team is unique, so we tailor our services to meet your organization’s needs. Our proven board advisory services, combined with laser-focused attention to your specific circumstances, ensure a successful outcome.

Help assure boards that their portfolios are culturally healthy and prepared for change

Our portfolio management consulting teams take a deep dive into your holdings, providing actionable insights and advice. With Nestell & Associates, you get unparalleled visibility into your portfolio and the best way to manage your holdings.

Participate in board of directors' meetings

We provide hands-on board advisory services to help ensure proper organizational change as well as IT/ERP alignment, preparation and support. Our board advisors help you manage complex, technological and transformational initiatives to create a pathway to success.

Offer innovative, creative and effective approaches to organizational change and leadership

With Nestell & Associates, you receive tailor-made support with an emphasis on proper organizational change coaching and transformational leadership coaching. Our board advisors focus on what really matters with a disciplined, lean approach and a high quality of execution.

Board Advisory Services Designed for Your Company

When you sign on for board advisory services from Nestell & Associates, you’re setting your business up for success. Our team helps you navigate the obstacles to true transformational change. Your board members can rely on our practical boardroom expertise to achieve your organizational goals. Read our blog to learn more.

Practical Insights

Competing priorities and limited resources are some of the most significant obstacles to organizational change. Our board advisors have extensive experience helping our customers surmount these difficulties and develop a strategy for continued success.

Crucial Visibility

You can depend on our portfolio management consulting teams to provide the visibility you need to understand where your company is and where it can go. We delve deep into your portfolio to help you devise a plan that meets your business objectives.

Proven Success

Our clients rely on our board advisors as trusted partners. Our portfolio management and board advisory services have helped clients across numerous industries achieve sustained success. Contact Nestell & Associates today for the assistance you need.


What People Are Saying

In the private equity world, success depends on having trusted partners whose expertise and commitment to client service is unquestionable. For the last 10 years, Jack has been our go-to partner for all of our enterprise-level technology needs.  He has mentored, advised, and worked with a number of our portfolio companies at a variety of levels – from establishing employee technology support/Help Desk services to leading full-scale ERP integration and implementations.  Jack is a core member of our investment diligence and management network and a trusted partner in making sure technology is an enabler of business transformation and innovation within all of our organizations.

Nathan Richey Bestige Holdings

Nathan Richey

Managing Partner, Bestige Holdings

Contact Us

Board Advisory & Portfolio Coaching

Mergers and acquisitions can be a challenging endeavor, we help alleviate the concerns.


  • Partner with Board and portfolio executive teams.
  • Help assure boards that their portfolios are culturally healthy and prepared for change.
  • Participate in the Board of Directors meetings to help ensure proper organizational change as well as IT/ERP alignment, preparation, and support.
  • Offer innovative, creative, and effective approaches to organizational change and leadership.
ERP Resources & PE Portfolio Human Capital Services

We understand the value of great resources. Often during a merger and acquisition or an IT or ERP project, organizations require some additional support whether via permanent hire or outside partner help. We can assist with both.

We provide professional service staff augmentation in a way that best supports your business.

Project Plans & Review

Our team provides support for the creation of effective project plans. We sit on Steering Committee teams and provide a second set of eyes to help validate organizational change, IT, and ERP project plans.

 “Dotting the I’s and crossing the T’s” is how we help when it comes to your project plans. We have project strategist, certified Project Management Professionals (PMP), and Six Sigma Black Belts that ensure the proper tactical project delivery.

Nestell & Associates leverages proven methodologies to effectively identify, strategize, communicate, and execute tactical desired end results and impact.

Full-Scale Digital Transformations

We execute end-to-end ERP implementations.

Our team will prepare an organization and execute a successful project through our proven process of cultural assessment and readiness, business due diligence, ERP selection, training, and go-live support.

Digital Transformation Rescue

Need a hand with your current ERP organizational change project? Allow our team of proven experts to support and compliment your team.

Speaking Engagements

For several years, our team has been practicing, studying, and researching organizational change and ERP success. Therefore, we know the case studies, models, survey instruments, statistics, success stories, and horror stories. Let us share what we have learned with you.

Whether you are just kicking off a new organizational change or ERP project, in the middle of an existing project, or looking for personal or corporate development opportunities, these speaking engagements will be of interest to you.

We have designed our Speaking Engagements to be value-added, interesting, and fun.

Our speakers provide a unique and compelling perspective on organizational change and ERP success, emphasizing factors not often found in current books or case studies on the subject. That’s why we are certain you will discover our organizational change and ERP success factors to be true differentiators in your digital transformation project.

Organizational Change/Culture/Readiness Assessment

We believe dealing with and addressing the human element on projects is critical. Communicating the realistic expectations, the effort needed, and challenges with change acceptance take methodical work.

Sometimes challenges can be due to an individual or to general corporate cultural considerations. as well, sometimes project challenges are due to “siloed” views. That is, time and attention need to be given to make sure that the big picture is understood. So, to channel and avoid such project challenges requires consistent, constant, and considerate corporate leadership and expertise.

Ron J. West has written a great book on business transformation and corporate culture, Corporate Caterpillars: How to Grow Wings, which states:

“There has been much written about corporate leadership. Thought leaders are stressing the importance of leading with heart and mind. What this means is simply that it is not enough to think new thoughts and convey them to your followers. For others to follow, they need to feel emotionally involved.

As a leader, you must be emotionally invested in the change to be recognized as authentic. Once again it is the alignment of our entire way of being that yields impactful results and accomplishes the change to move us to where we want to be. In a way, the transformation of the individual or the enterprise is a process of alignment.”

IT Hardware Services and Support

ERP organizational change can be a significant IT technical challenge.

Integrating and providing IT infrastructure and systems due diligence within our ERP organizational change plans is a niche we have carved out. As well, we assist in security, performance, and redundancy audits. Ensuring proper, professional, and successful delivery of IT services and infrastructure.

Nestell & Associates works with our partner Vista IT Group who is uniquely equipped with certified engineers, warehouse facilities, and logistics expertise. This business model can quickly respond to the ever-changing technology needs of its customers.  

We work together to ensure and to provide a broad range of programs and professional services to help integrate strategies around its customers’ ERP, information technology, data, and lifecycle management needs.

About Nestell & Associates

Nestell & Associates is a strategy and management firm. We can help you take your portfolio companies to the next level by demonstrating how to execute a scalable, methodical, and disciplined approach to digital transformation success.

Merger and acquisition ERP digital transformations can be a significant challenge. But a solid framework is built on good practices with proven success. We have a successful track record with integrations, upgrades, mergers, and acquisitions, and we want to share our methods with you.

Our leadership experience in organizational change, information technology, ERP, and digital transformation crosses multiple industries.

Nestell & Associates

5000 Birch Street - West Tower, Suite 3000

Newport Beach, 92660, USA

Phone (949) 608-2299

Email Info@nestellassociates.com

Private Equity IT & ERP Consulting

Nestell & Associates is a proven industry leader, providing private equity consulting for merger and acquisition and digital transformation leadership. Our advisory, private equity ERP consulting services can take your business to the next level.