Investment Advisor

Whether you are at the beginning, middle or end of the vetting process, Loretta will secure the answers you need to make a confident decision.

Loretta is the unconventional complement to a strategic consultant team. As an award-winning merchant and savvy business manager, she brings to the table a rare blend of vast retail knowledge, extensive operational experience and broad financial acumen.

With a natural talent for value creation, Loretta enhances all aspects of due diligence through a meticulous review of critical factors, including consumer buying behaviors, macro trends and emerging business. And she doesn’t stop there.

Through practically a microscopic lens, Loretta unmasks organizational challenges and assesses the caliber of leadership to identify whether or not the right values, priorities, processes and teams are in place to successfully execute an aggressive plan.

For over two decades, Loretta has been entrusted with building brand equity from scratch. She directed over $2B in business planning, created worldwide presence—online and off—and generated lucrative margins, all while forming high-powered cross-functional groups committed to performance excellence and accountability.

Today, Loretta serves as key strategist and trusted advisor to private equity firms, venture capitalists, financial institutions and some of the world’s fastest growing retail and technology brands providing significant, actionable insights to:

  • Identify expansion and growth opportunities
  • Recognize and optimize top talent
  • Scale business efficiently
  • Maximize ROI
  • Minimize risk

Loretta Soffe - Principal