Corporate Development for Technology Company.

Guided the client to an understanding of the value drivers of their innovative technology as it relates to their fundraising and capital markets roadmap.

Created a tailored strategy that included corporate development, business modeling, and strategic communications that lead to a break-through in the company’s advancements.

These efforts resulted in a successful round of financing, enabling the client’s innovative project to advance, helping ensure funding and international expansion.

Corporate Development for Growth Company.

Guided the client in establishing relationships with vendors, performed financial modeling and financial statement analysis. 

We helped facilitate both domestic and international growth with a variety of scenarios, updating financial models and budgets while supporting investor on-boarding.

Our solutions provided management with the understanding of the value drivers of their business.

Corporate Development for Private Investment Group.

A group of seasoned technology investors hired our professional to lead the strategic, financial and deal sourcing process for their investment platform.  The engagement focused on developing an acquisition pipeline of technology companies with strong recurring customers.

Guided by defined acquisition criteria, strong analytical skills and clear strategic objectives, our rigorous outreach and marketing helped the client improve their pipeline. 

We were able to help the client quickly engage with key acquisition targets and model deal negotiation analytics, funding scenario analysis, closing statements. valuation and financial integration and onboarding.

Corporate Development for Private Investment Firm.

We helped a private investment firm design and manage a robust financial analysis tool that met their board and institutional quality standards. 

By developing valuation, governance and financial models, we enabled the client to conduct quick and accurate analysis of complex deal structures, providing timely and deep insights into competitive acquisition opportunities.

Our solution empowered the investment team to make informed decisions efficiently, streamline operations and strengthen their deal flow.

Corporate Development for Consumer Products Company.

We advised a consumer products company and supported their development needs while conducted outreach to key strategic partners, providing due diligence support and ensuring comprehensive planning.

Our advisory approach helped the company and investor understand the credit structure in terms of how it would increase their growth potential.

Our outreach efforts and introductions helped the company understand its growth financing opportunities in the market and secure financing to grow the new segment.

Corporate Development for Growing Consulting Firm.

Our client worked with us to deliver advisory services in preparation of securing funding for expansion and liquidity.

We worked closely with the management team and their advisors to conduct an extensive review of every aspect of the client’s operations including analyzing historical performance, project assumptions, and the company’s competitive positioning in the market as it relates to the capital markets.

Ultimately, our deliverables enabled the client to secure terms in the capital markets and successfully move forward with their plans.

Corporate Development for Portfolio Holding Company.

We advised a holding company considering its corporate finance strategy for its portfolio companies. We performed analysis and due diligence on existing and proposed portfolio businesses, ensuring financial and operational risks were considered.

Our advisory approach helped the owner understand financial and qualitative deal factors that impacted enterprise valuations and debt structure including repayment ability under different scenarios. 

The Hold Co. could now better manage opportunities at both the individual and portfolio level, having a better grasp on overall portfolio management.

Corporate Development for Retail Growth Company.

We performed detailed feasibility analysis and conducted due diligence on new retail target businesses. We advised on the financial and operational opportunities in the growth plan for the retail location launch.

Our approach helped the operator understand qualitative deal factors and how to potentially mitigate them.

Utilizing our solution, the client increased their ability to utilize cash flow projections to enhance decision making.

We advised the company to help them understand the financing process and assisted in their debt capital raise.

Corporate Development for Technology Company.

Our client, a rapidly growing technology company, worked with us to prepare them for exit and help position them for a successful transaction, helping to ensure a seamless process.

We assisted the client in understanding financial and technical diligence requirements that investors and capital providers expect and how to build a roadmap to get there.  

We quantified value drivers across a variety of acquisition scenarios and served as a guide during the exit readiness process, navigating and helping the client understand the implications of various strategic alternatives.

Our service helped enable the client to be acquired at a valuation greatly exceeding their initial expectations.

Corporate Development for Portfolio Company.

Our professionals assisted the company with establishing relationships with vendors, financial modeling and financial statement analysis. 

Our solutions provided portfolio teams with the understanding of the value drivers of each business and how they relate to the comprehensive portfolio development roadmap.

Furthermore, management was able to obtain insights on various go to market strategies and the effects of working capital on contract terms, values and actionable analytics.

Corporate Development for Portfolio Acquisition.

We worked closely with an investor in the SMB space on the acquisition of a target business. 

Our services included analyzing potential acquisition opportunities, evaluating various deal structures, and considering multiple approaches to the transactions.

We conducted due diligence on target businesses, ensuring financial and operational risks were considered as it relates to their acquisition strategy. 

Our advisory approach helped the investor better understand valuations and repayment ability utilizing various deal structures.

Corporate Development for Distribution Company.

We helped a distribution company enhance its operations and working capital efficiency. 

Our analysis helped identify areas of opportunity to utilize partners to scale both operational and administrative aspects.

We helped the company understand market solutions that provided both the operational improvement and risk management profile to streamline its development timeline.