Services Types of Projects Sample Work
Strategic Advisory Creating Successful Strategies

  • Investor/Buyer Screening and Identification
  • Competitive Position Study
  • Industry and Target Market Analysis
  • Value Creation Breakdown
  • Execution Alignment
  • Accelerate Bottom Line Performance
  • Advised large public company on strategic response to competitive product entry
  • Evaluated acquisition targets for large public technology company
  • Created pricing model strategy for start-up technology company
Investment Evaluation Range of Analyses to make Investment Decisions

  • Investment Opportunity Discovery
  • Identifying and Screening Opportunities
  • Opportunity Potential Assessment
  • Portfolio Fit
  • Monitoring and Exit Strategies
  • Led market analysis to identify investment prospects
  • Reviewed and screened hundreds of investment opportunities
  • Led due-diligence efforts for numerous completed investments
  • Analyzed exit strategies for private equity portfolio
  • Led analysis to acquire $400 million asset platform from public company
Investor Materials Documentation for Raising a Round of Financing

  • Custom Business Plans
  • Private Placement Memorandums
  • Pitch Books
  • Financial Forecasts
  • DCF and NPV Analysis
  • Capitalization/Dilution Schedules
  • Investor Returns Analysis
  • Due-Diligence Management
  • Supervised creation of all investor materials and managed financing process for $40 million private placement for technology company
  • Managed preparation of investor materials for private placement for asset management vehicle
  • Prepared pitch book for $500 million asset management vehicle
Valuation, Merger and Acquisition Technology, Strategy or Business Analysis

  • Buyer Screening and Identification
  • Valuation for Sale, Acquisition or Merger
  • Strategic Integration Assessment
  • Complete Due-diligence of Target Company
  • Synergy Value Analysis
  • Superised and created hundreds of valuation analyses for variety of purposes
  • Supervised all due-diligence and financial analysis to advance acquisition of $50 million construction firm
  • Completed all due-diligence and analysis to acquire 50% interest in general partner of private equity fund
Financial Consulting Complete Financial Management Solutions

  • Budgets, Forecasts and Projections
  • Detailed Financial Models (Excel)
  • Charts, Tables, Exhibits and other Graphical Illustrations
  • Key Value Driver Analysis and Benchmarking
  • Trading Strategy Analysis
  • Equity Incentive Programs
  • Supervised and created hundreds of forecasting and financial analysis models and presentations
  • Instructed course for analysts on proper analysis and modeling strategies
  • Served as Chief Financial Officer for technology start-up
  • Created financial model to back test and analyze complex derivative trading strategy