Proven Consulting Expertise + Real-World Business Experience
MANAGEMENT & INVESTORS
Management, Investors and Directors, Accountants, Bankers, and Corporate Lawyers
We provide proven superior analytical ability, deep industry and subject matter expertise and extensive relationships with capital and credit providers that we leverage to maximize engagement value. Our unparalleled technical competency includes finance and accounting, economic analysis and econometrics, statistics and stochastic modeling, asset and business valuation.
Situation:
Private company ownership seeking sale of businesses. Engaged as a private investor and investment group representative by owners to perform diligence.
Results:
- Renegotiated value of companies and sale terms
- Identified core business challenges and recommended solutions
- A challenged operating division was right-sized with management and operational changes implemented
Situation:
Young business needing to vet technology and market potential. Company had patent-pending technology and processes that treat and remove mining, oilfield, and municipal wastewater without compromising the environment.
Results:
- Identified product refinement needs through development of test facility
- Defined key business and strategic objectives
- Legitimized concept through marketing and sales efforts
- Recruited industry experts to validate and support targeted sales channel efforts
Situation:
Private company owner facing franchisor collapse, failure of over half of franchisees and distressed business
Results:
- Developed and introduced new production technology and distribution methods that improved retail unit profitability by 38%
- The technology and methodology is now the standard enjoyed by the franchisor and franchisees today
- Founded Franchise Operators Group in response to major losses of key wholesale accounts that were managed nationally
- Gained control of all accounts which resulted in no further losses of accounts while identifying and adding new accounts
Situation:
International investor facing missing monies and operational decline of U.S. domestic investment
Results:
- Conducted forensic investigation
- Negotiated dispute between parties
- Restructured financing and stabilized operations
- Subsequently contracted as operations consultant and advisor reporting to all investors
Situation:
Start-up company seeking capital for rapid growth
Results:
- Prepared offering memorandum, raised $2.3 million seed money
- Secured $9.3 million second round of strategic partner funding within one year
Situation:
Regional banking institution seeking to acquire another bank needing assistance with prospect valuation.
Results:
- Reviewed portfolio of hundreds of commercial credits for defined attributes
- Statistically sampled credits for further detailed quality review
- Using predictive analytics, determined expected future financial performance
- Presented findings for senior management, board and investor negotiations