Case Histories Case Histories

Situation
Venture-backed start-up wireless company with five employees needed to implement its business plan.

Results
Developed and implemented capitalization, operating and go-to-market blueprint, recruited and trained sales team and developed strategic alliances. The company was sold for over $25 million to a publicly held wireless company.

Situation
This family-run company experienced high historical growth with operating presence in six countries. Facing increased competition, management wanted to expand into new businesses and needed succession planning guidance.

Results
Strengthened existing business capabilities and created expansion capacity by redesigning organization structure, forming new Corporate team for centralized efficiency and know-how and establishing new funding relationships. Improved return to shareholders through new financial structure, resource allocation process and funds repatriation strategy.

Situation
A private equity firm was considering a follow-on investment in a non-performing media company.

Results
Provided private equity firm with due diligence results; although the company had some valuable assets, the companyÕs strategy was flawed. There were pending lawsuits and it could not survive as a standalone entity even if it received an additional investment. Recommended and implemented restructuring plan, which included placing interim CEO and restructuring assets for sale to successful online marketing company.

Situation
Payments-processing high-growth market was unprofitable due to destructive competitive practices and poor customer service.

Results
Led creation of joint venture of merchant payments processing to rationalize infrastructure investments, leverage economies of scale, and introduce new technologies. In one country, market cap of new venture exceeded US$1 Billion.

Situation
Start-up cable programming company founded by industry leaders needed to raise its initial capital and begin operation.

Results
After developing implementation blueprints, successfully obtained cable operator agreements for 25 million subscribers and raised $20 million from strategic and institutional investors. Once the company was operational in the U.S., developed the Latin American market entry strategy, developed a strategic alliance in the region and negotiated cable operator agreements in Argentina and Brazil.

Situation
Payments-processing high-growth market was unprofitable due to destructive competitive practices and poor customer service.

Results
Led creation of joint venture of merchant payments processing to rationalize infrastructure investments, leverage economies of scale, and introduce new technologies. In one country, market cap of new venture exceeded US$1 Billion.

Situation
Stable production facility in a cyclical industry needed to improve asset productivity and plant throughput.

Results
Worked with well-trained production staff to streamline job set-up processes and reduce maintenance downtimes to increase plant throughput over 28%. New production model eventually rolled out to other plants with similar results.

Situation
Established wine/spirits producer in fast-growing region needed to improve Net Operating Income (NOI) to buffer earnings from currency fluctuations.

Results
Six-month design and nine-month implementation project to realign geographic focus, reduce inventory stock-outs and restructure distribution channels resulting in almost doubling of NOI to more than $33M.

Situation
Privately-held telecommunications company sought funding to complete several acquisitions, but had financial inconsistency and senior management issues.

Results
After finding and eliminating the root cause of financial inconsistency, developed and implemented restructuring plan, which included recruiting a new CEO, restructuring existing funding to increase liquidity and redesigning all operating and financial processes and controls.

Situation
Start-up imaging software company, funded by high net worth individuals, had three employees and needed to develop its strategic plan and obtain additional funding.

Results
By providing a coaching role to the founders, assisted in defining strategy and Go-to-Market Blueprint™.

Situation
Start-up cable programming company founded by industry leaders needed to raise its initial capital and begin operation.

Results
After developing implementation blueprints, successfully obtained cable operator agreements for 25 million subscribers and raised $20 million from strategic and institutional investors. Once the company was operational in the U.S., developed the Latin American market entry strategy, developed a strategic alliance in the region and negotiated cable operator agreements in Argentina and Brazil.

Situation
This family-run company experienced high historical growth with operating presence in six countries. Facing increased competition, management wanted to expand into new businesses and needed succession planning guidance.

Results
Strengthened existing business capabilities and created expansion capacity by redesigning organization structure, forming new Corporate team for centralized efficiency and know-how and establishing new funding relationships. Improved return to shareholders through new financial structure, resource allocation process and funds repatriation strategy.

Situation
One of the largest producers of fish by-products designed an expansion strategy through acquisition and was having difficulty funding the plan. Dates for the sale of target companies were fixed requiring cash within a four month time frame.

Results
Obtained funding for the acquisitions by designing the first securitized transaction in the industry. Established appropriate short- and long-term financing structure for the company. Designed risk mitigation plan by securing minimum guaranteed cash flow from clients to ensure debt servicing. Marketed, negotiated and closed deal with international financial institutions within a fixed aggressive time frame.

Situation
Investors wanted to sell cement company and obtain highest possible price but the entity was not structured in a way that was saleable.

Results
Sold company to global strategic investor for a price higher than worldwide industry comparables. The full cash deal was made possible as a result of restructuring company asset, negotiating employee agreements and designing a highly competitive bidding process. The deal resulted in a price beyond client expectations.

Situation
A private equity firm was considering a follow-on investment in a non-performing media company.

Results
Provided private equity firm with due diligence results; although the company had some valuable assets, the companyÕs strategy was flawed. There were pending lawsuits and it could not survive as a standalone entity even if it received an additional investment. Recommended and implemented restructuring plan, which included placing interim CEO and restructuring assets for sale to successful online marketing company.

Situation
A new on-line market research company wanted to establish consumer credibility and obtain financing to fund necessary infrastructure growth.

Results
Completed strategic alliance that allowed site to promote association with globally recognized brand, receive funding through performance based triggers and obtain intellectual know-how through partnerÕs board participation.

Situation
Start-up cable programming company founded by industry leaders needed to raise its initial capital and begin operation.

Results
After developing implementation blueprints, successfully obtained cable operator agreements for 25 million subscribers and raised $20 million from strategic and institutional investors. Once the company was operational in the U.S., developed the Latin American market entry strategy, developed a strategic alliance in the region and negotiated cable operator agreements in Argentina and Brazil.

Situation
This family-run company experienced high historical growth with operating presence in six countries. Facing increased competition, management wanted to expand into new businesses and needed succession planning guidance.

Results
Strengthened existing business capabilities and created expansion capacity by redesigning organization structure, forming new Corporate team for centralized efficiency and know-how and establishing new funding relationships. Improved return to shareholders through new financial structure, resource allocation process and funds repatriation strategy.

Situation
Stable production facility in a cyclical industry needed to improve asset productivity and plant throughput.

Results
Worked with well-trained production staff to streamline job set-up processes and reduce maintenance downtimes to increase plant throughput over 28%. New production model eventually rolled out to other plants with similar results.

Situation
Dominant producer of component electronics facing significant customer and competitive cost pressures needed to improve cost competitiveness.

Results
Lowered customer service costs by re-engineering and rolling out concurrent engineering techniques and problem resolution teams to reduce assembly line shutdowns and resolve product recalls faster.

Situation
Privately-held telecommunications company sought funding to complete several acquisitions, but had financial inconsistency and senior management issues.

Results
After finding and eliminating the root cause of financial inconsistency, developed and implemented restructuring plan, which included recruiting a new CEO, restructuring existing funding to increase liquidity and redesigning all operating and financial processes and controls.

Situation
A private equity firm was considering a follow-on investment in a non-performing media company.

Results
Provided private equity firm with due diligence results; although the company had some valuable assets, the companyÕs strategy was flawed. There were pending lawsuits and it could not survive as a standalone entity even if it received an additional investment. Recommended and implemented restructuring plan, which included placing interim CEO and restructuring assets for sale to successful online marketing company.

Situation
Venture-backed start-up wireless company with five employees needed to implement its business plan.

Results
Developed and implemented capitalization, operating and go-to-market blueprint, recruited and trained sales team and developed strategic alliances. The company was sold for over $25 million to a publicly held wireless company.

Situation
Payments-processing high-growth market was unprofitable due to destructive competitive practices and poor customer service.

Results
Led creation of joint venture of merchant payments processing to rationalize infrastructure investments, leverage economies of scale, and introduce new technologies. In one country, market cap of new venture exceeded US$1 Billion.

Situation
Regional division of global multinational faced a transition from founding President. Needed to create organizational capabilities so company could operate without his direct involvement and execute new initiatives to capture market opportunities.

Results
Mobilized and aligned resources by coordinating Board, senior management and organization behind new strategic plan with defined corporate objectives and new compensation structure. Increased management performance by completing an organizational restructuring that expanded responsibility and accountability. Penetrated new market segments and gained increased efficiency by leveraging internal know-how and tapping external strategic alliances.

Situation
Regional division of global multinational faced a transition from founding President. Needed to create organizational capabilities so company could operate without his direct involvement and execute new initiatives to capture market opportunities.

Results
Mobilized and aligned resources by coordinating Board, senior management and organization behind new strategic plan with defined corporate objectives and new compensation structure. Increased management performance by completing an organizational restructuring that expanded responsibility and accountability. Penetrated new market segments and gained increased efficiency by leveraging internal know-how and tapping external strategic alliances.

Situation
Start-up cable programming company founded by industry leaders needed to raise its initial capital and begin operation.

Results
After developing implementation blueprints, successfully obtained cable operator agreements for 25 million subscribers and raised $20 million from strategic and institutional investors. Once the company was operational in the U.S., developed the Latin American market entry strategy, developed a strategic alliance in the region and negotiated cable operator agreements in Argentina and Brazil.

Situation
A leading computer manufacturer needed to introduce new chip family and operating system.

Results
Worked with Business Unit staff to analyze technological and marketing options. Joint recommendation that value proposition and lack of industry support did not justify over $500M in new investment. Product line discontinued as retail offering and re-positioned for server market.

Situation
Established wine/spirits producer in fast-growing region needed to improve Net Operating Income (NOI) to buffer earnings from currency fluctuations.

Results
Six-month design and nine-month implementation project to realign geographic focus, reduce inventory stock-outs and restructure distribution channels resulting in almost doubling of NOI to more than $33M.

Situation
After a period of moderate growth by acquisition, company revenue was stagnating in one of its four core industry lines of business.

Results
Led staff review of product portfolio and distribution channels, resulting in realignment of hardware, software and services offerings. New, re-focused offerings were rolled out to worldwide sales force along with new training.

Situation
A private equity firm was considering a follow-on investment in a non-performing media company.

Results
Provided private equity firm with due diligence results; although the company had some valuable assets, the companyÕs strategy was flawed. There were pending lawsuits and it could not survive as a standalone entity even if it received an additional investment. Recommended and implemented restructuring plan, which included placing interim CEO and restructuring assets for sale to successful online marketing company.

Situation
Start-up imaging software company, funded by high net worth individuals, had three employees and needed to develop its strategic plan and obtain additional funding.

Results
By providing a coaching role to the founders, assisted in defining strategy and Go-to-Market Blueprint™.

Situation
One of the largest producers of fish by-products designed an expansion strategy through acquisition and was having difficulty funding the plan. Dates for the sale of target companies were fixed requiring cash within a four month time frame.

Results
Obtained funding for the acquisitions by designing the first securitized transaction in the industry. Established appropriate short- and long-term financing structure for the company. Designed risk mitigation plan by securing minimum guaranteed cash flow from clients to ensure debt servicing. Marketed, negotiated and closed deal with international financial institutions within a fixed aggressive time frame.

Situation
Investors wanted to sell cement company and obtain highest possible price but the entity was not structured in a way that was saleable.

Results
Sold company to global strategic investor for a price higher than worldwide industry comparables. The full cash deal was made possible as a result of restructuring company asset, negotiating employee agreements and designing a highly competitive bidding process. The deal resulted in a price beyond client expectations.

Situation
Investors wanted to sell furniture company but operating viability and financial information were not available.

Results
Produced reliable financial information, and sold company to international strategic investor after validating market opportunity, defining operational scalability and refining cost efficiency from capital expenditure plan.

Situation
A private equity firm was considering a follow-on investment in a non-performing media company.

Results
Provided private equity firm with due diligence results; although the company had some valuable assets, the companyÕs strategy was flawed. There were pending lawsuits and it could not survive as a standalone entity even if it received an additional investment. Recommended and implemented restructuring plan, which included placing interim CEO and restructuring assets for sale to successful online marketing company.

Situation
Payments-processing high-growth market was unprofitable due to destructive competitive practices and poor customer service.

Results
Led creation of joint venture of merchant payments processing to rationalize infrastructure investments, leverage economies of scale, and introduce new technologies. In one country, market cap of new venture exceeded US$1 Billion.

Situation
Stable production facility in a cyclical industry needed to improve asset productivity and plant throughput.

Results
Worked with well-trained production staff to streamline job set-up processes and reduce maintenance downtimes to increase plant throughput over 28%. New production model eventually rolled out to other plants with similar results.

Situation
A leading computer manufacturer needed to introduce new chip family and operating system.

Results
Worked with Business Unit staff to analyze technological and marketing options. Joint recommendation that value proposition and lack of industry support did not justify over $500M in new investment. Product line discontinued as retail offering and re-positioned for server market.

Situation
Investors wanted to sell furniture company but operating viability and financial information were not available.

Results
Produced reliable financial information, and sold company to international strategic investor after validating market opportunity, defining operational scalability and refining cost efficiency from capital expenditure plan.

Situation
A private equity firm was considering an investment in a Brazilian technology company that was interested in buying the assets of one of the private equity firmÕs portfolio companies.

Results
Based on opportunity assessment, recommended private equity firm did not invest as the company's product was non-functional, there was no tangible value-add, the revenue model was unrealistic, the cost structure was high and the industry related barriers were too significant.

Situation
Payments-processing high-growth market was unprofitable due to destructive competitive practices and poor customer service.

Results
Led creation of joint venture of merchant payments processing to rationalize infrastructure investments, leverage economies of scale, and introduce new technologies. In one country, market cap of new venture exceeded US$1 Billion.

Situation
A new on-line market research company wanted to establish consumer credibility and obtain financing to fund necessary infrastructure growth.

Results
Completed strategic alliance that allowed site to promote association with globally recognized brand, receive funding through performance based triggers and obtain intellectual know-how through partnerÕs board participation.