With years of executive experience, we provide strategic solutions to companies with the most complex issues. With an extremely diverse group that provides multiple approaches to tactical decisions, we firmly believe that strategy is key. With that foundation, we help to identify the proper structure that allows for perfect implementation. "Measure twice, cut once" is at the core in every engagement.
STRATEGIC GUIDANCE
With years of executive experience, we provide strategic solutions to companies with the most complex issues. With an extremely diverse group that provides multiple approaches to tactical decisions, we firmly believe that strategy is key. With that foundation, we help to identify the proper structure that allows for perfect implementation. "Measure twice, cut once" is at the core in every engagement.
SALES AND MARKETING
Sales not performing as you expected? Marketing Leadership lacking or absent? Let us come in and perform an in-depth eval-uation of your entire sales and marketing platforms. We recommend new ideas and strategies, provide training and teach those dogs some new tricks - even if we need to stay around and provide the leadership needed on a temporary or fractional basis.
All programs are tailored specifically to your organization, delivered with passion and excellence, and reinforced after training to make a lasting impact. We even add fun to engage your people so that concepts become a lot more "sticky".
SOURCING STRATEGIES
Whether its finding offshore or onshore, in-house or outsource, our team is well positioned functionally and globally to help. We've found multiple solutions for some of the largest Fortune 500 companies, and small to mid-size regional players as well. We can offer a comprehensive deep-dive into your operations, or just give us a specific obstacle that you're grappling with and we'll bring together a team of experts to provide the solution.
PRE-TRANSACTION DUE DILIGENCE
Pursuing a merger, acquisition, or joint venture is a high-stakes endeavor; especially when so many factors need to be assessed. Understanding the strategic and technical position of your acquisition is critical.
Our team has decades of experience assisting clients in the U.S. and overseas, through tailored research. We’ve supported a variety of clients ahead of major investments in the following sectors:
Private Equity and Venture Capital
Corporate Development
Investment Banking
Hedge Fund Management
POST-MERGER INTEGRATION SERVICES
Post-merger integration (PMI) is a fundamental stage to post-acquisition in realizing the value of an M&A deal. It is a highly complex process, usually requiring swift action in unison with the running of core business activities. There is no one-size-fits-all approach to a successful PMI process – however, careful planning, focusing on the strategic objectives of the deal, and the identification and capturing of synergies will help maximize deal value.
-Closing and Day One: Communications, Operative Structure, Systems & Controls, Business Plans/Budgets, etc.
-Post-Merger Integration: The Process, Visioning, Success Factors, Working Methods & Tools, Reporting, etc.
-Integration Checklists for different functional streams.
EXIT PLANNING AND ADVICE
Our expertise and experience in diverse small and large scale business integrations and/or divestitures provides you a sound foundation to success. We've been on both sides of the aisle of integrations/sales. Our team can guide you through the intricate and delicate process - from initial exit strategy (prep-target), to finding the ideal partners through due diligence, to brokering the final sale. Our successes to date are generally companies with a market cap up to $30M.
Step 1: The Strategy
Step 2: The Structure
Step 3: The Successful Implementation
