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“In his work, Sam Waltz has the Heart of a Teacher. He not only helped us with our business issue, he helped make us a better company!”~ SW&A Client CEO
Founded 1 Oct 1993 by Sam Waltz, Strategic Counselor, Trusted Adviser & AdvocateTM, Sam Waltz & Associates Strategic Capital & Business Counsel (SW&A) is a global Professional Services consultancy in Greenville, DE, near Philadelphia, less than 2 hours from Washington, DC, and New York City.
Strategic Counselor, Trusted Adviser & Advocate, Sam Waltz provides world-class Professional Services in 3 areas…
- Strategic Business Counsel, including research and writing of Business Plans; Business Development & Marketing Plans; Business Exit Plans; TurnAround Business Plans; and Strategic Advisory Counsel to Leaders;
- Strategic Capital Services, including Capital-Finding – both Debt and Equity; Merger & Acquisition (M&A) including Sell-Side and Buy-Side in the Middle Market of closely-held often family-owned firms; Incubation of Early-Stage often Emerging Technology companies; and ReCapitalizations; and
- C-Level Executive Counsel, Strategic Advisory & Advocacy, including Public Affairs / Reputation Management; Issues & Crisis Management; Environmental & Human Capital Issues Management; Governance Issues; Strategic Facilitation; White Papers & SpeechWriting; Regulatory & Litigation PR; Human Capital Development, Coaching and CEO Counsel.
Sam is valued in the State of Delaware and the Greater Delaware Valley as a first-rate civic and business leader, a philanthropist, and a trusted, kind and caring counselor. Likewise, in his industry, he’s regarded as a thought-leader and a big picture thinker on issues of business, industry and the profession.
A Generalist at heart, with a passion for “opening the hood of a business” or an organization to understand its moving parts, Sam is a Globalist in practice, having worked across virtually every industry (including Government, Education and Not-For-Profits) from Agriculture to AeroSpace to Health Care and every function from Governance to General Business Management to Marketing & Sales to Legal, Discovery, Manufacturing, Engineering and Human Capital.
Virtually from its 1993 founding until 2007, SW&A deployed a staff of about 10. Upon the graduation from the University of Delaware of the last of his three young adults, Sam followed his own personal plan and downsized his practice between 2007-10 until it became a Solo Practice Model.
Clients of SW&A are about 1/3rd each Corporate, Small Business (including Early-Stage and Start-Ups) and Public Sector (including Government, Not-For-Profits, Foundations and Education).
A native of an Illinois farm, with BS and MS degrees from the University of Illinois, and PhD coursework (no degree) from the University of Delaware, Sam Waltz is a Vietnam-era veteran of US Army CounterIntelligence. In addition to SW&A, he’s worked as a political and business journalist, a publisher, an external affairs executive for the DuPont Company, an adjunct faculty at three universities, and a corporate Board member. He has been a Delawarean since April 1975, having previously served in the region during his US Army service.
Sam Waltz recently served as the elected Global and National President of his Professional Society for the External Affairs, Executive Support, Strategic Counsel, Business Communications and Public Affairs Industry, akin to a local MD who might head the American Medical Association (AMA) or a local attorney who might head the American Bar Association (ABA).