PROJECTS
STRATEGIC MANAGEMENT
Our focus in this type of project is to position the organization to acheive outstanding success in the context of the level of turbulence in the world, the unpredictability issues in planning for the future, and the presence of competition. The primary steps are:
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Investigation of the relevant facts needed to position the business for acclerated growth.
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Formulation of the action plan and execution of that plan, together with the necessary ongoing adjustments and refinements essential to continuing to succeed.
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Leadership role in ongoing management of the company, whereby participation in the ongoing strategic and operational management of businesses is typical.
ACQUSITIONS, MERGERS & DIVESTITURES
When circumstances make sense for growth or getting out in big steps, we take charge of the intiative to do so.
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Determine the right kind of opportunities to pursue, search for potential businesses to be purchased or potential buyers, or potential alliance or venture partners.
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Create all the necessary marketing and financial analysis presentation materials, investigate facts, approach the prospecitve situations, negoitiate, conduct due diligence investigations, coordinate the work of other necessary professionals involved.
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Guide our clients through the process of executing agreement and integrating into the agreed upon arrangements.
In some situations we provide support to a client who is already considering a specific arrangement by assisting in various aspects of the process.
CORPORATE FINANCE & FINANCING
The expertise we have in analysis, financial engineering, and negotiation has led to strong and productive relationships with debt and equity financing sources. We always are doing some degree of corporate finance work. Examples are:
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Evaluate the business and determine where value creation is strong and where opportunities for improvement exist. This may include a formal valuation of the business if needed.
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Determine the nature of the financing needs, locate sources for that financing, negotiate details, manage professionals involved, and maintain the relationship between the business and the financing sources after financing is in place.
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Develop and lead the utilzation of company specific measurement systems and processes to keep focus on what truly matters in the creation of shareholder value.
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Develop financial forecasting tools and methods.
BUSINESS VALUE ENHANCEMENT
Hands-on involvement is often the difference between dreaming and experiencing. We get involved:
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Identify initiatives for creating value and guide actions to make them happen.
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Formal and informal valuation of businesses and advising of owners of areas needing attention in order to manage the value.
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Hands-on management of the business as any of: CEO, CFO, or Corporate Development Executive and in any of: full-time, part-time, interim management, or as an advisor. We also frequently occupy a seat on the Board of Directors.
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Turnaround or business rescue leadership, incorporating the full range of capabilities needed to facilitate the turnaound or rescue.
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Development of relationships essential to the business, with customers, suppliers, communities, media, polititians, employee groups, financial institutions, and others.
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Development of internal managerial, marketing, financial, operational, administrative and sales capabilities needed to prosper.
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Develop and manage accounting systems and controls and enhance information technology systems and tools,
