Management Consulting and Investment Banking

You'll find management consulting and investment banking a rather unique mix.  The mix serves one purpose: allowing you to increase the value of your business and to some day execute a strategic transaction in a timely manner at a valuation you feel comfortable with.

Management Consulting

Our management consultancy has a history of helping companies with:

• Operations planning and operational improvement
• Growth and right-sizing technology and business process
• A desire to implement new operational model(s)
• Software evaluation (suitability to task, ability to support business process) and selection
• Software implementation
• Acquisition review and integration
• Mergers and acquisitions.

We also work with business owners in an on-going basis to help them understand the value that their business represents to their overall investment portfolio and ways the investment market may value the business over time.  It is possible to increase the business' value simply by monitoring operations and making decisions from a different perspective than you're used to.  In this type of engement, we help you to focus on:

• Financial planning & improvement
• Profitability (gross margins, net income, Cash flow)
• Operational Planning & Improvement
• Solid management team
• Strong sales & distribution
• Intellectual property (including business processes)
• Product life cycle management (existing, new)
• Customer relationships (customer composition/concentration, competitive positioning)
• Sustainability of business (market position, loyalty, cross-sell/up-sell)
• Systems and processes that support continued growth.

Investment Banking

Then, when the time is right, we can assist you by executing an effective investment banking process that is:

• Predictable
• Timed to take advantage of overall market trends & conditions
• Adjusted by industry specific conditions (peer group performance, growth prospects)
• Based on the stage of your company's life cycle
• Geared to find the “best” financial partner (bank, investor, buyer)
• Acceptable to you with deal terms & conditions you can live with
• Able to get done in a reasonable timeframe.