Client Case Projects
These Client Cases reflect the varying range, scope and depth of our work with clients.
The dozen client case summaries flow -- from long term client relationships -- to short term, individual client projects.
For a Global Engineering & Construction Firm's Management Team:
A series of projects spanning 20 years for the CEO, Board Of Directors, Managing Committee, CFO, VP Investor Relations, and several Division Managers. Project Work: Corporate Restructuring, Business Valuation, Corporate Strategy, Competitive Benchmarking, Crisis Management, Divisional Business Evaluation, Strategic Planning, Capital Structure & Dividend Policy, Acquisitions and Divestitures.
For a Regional Bank's CEO and Management Team:
A Turnaround driven by a 3 year series of projects resulting in a $125 million profit turnaround. Project Work: Corporate Strategy, Division Evaluations & Strategies, Profitability Analytics, Performance Improvement, Delivery Channel & Branch Rationalization, Divisional Marketing Plans, Retail Division Strategic Planning.
For the CEO of a National Chain Restaurant Company:
Corporate and Divisional Performance Improvement in 7 months which led to a 30% increase in operating margins. Project Work: Corporate Strategy, Divisional Evaluations, Strategic Plan, Performance Improvement.
For the CEO of an Office Products Technology Company:
A 3 year series of 12 projects developing and implementing Corporate Strategy to improve performance. Project Work: Corporate Strategic Planning, Board Of Directors presentations, Division Business Evaluations, Operating Plans, Divisional Business Strategies and Marketing Plans. A distinct Division Turnaround project resulted in $12 million profit improvement. Project Work:, Division Evaluation, Strategic Planning, Delivery Channel Expansion, Sales Force Rationalization, and Marketing Strategy.
For a Division Manager of a Global Integrated Mining & Manufacturing Company:
A 6 month Acquisition project to restore technology leadership. Project Work: Acquisition Candidate Screening, and Valuations, arranging candidate introductions, negotiations, pricing and deal structuring.
For the Chief Administrative Officer of a Global Industrial Company:
A 1 year Divestiture project to sell a staffing company with operations in the US, UK and Australia. Project Work: Divisional Valuations, Competitive Benchmarking, writing the Selling Memorandum, contacting Prospective Buyers, and completing the Divestiture.
For the President of a Technology Services Company:
A 3 month Strategic Planning project, and a Board of Directors conference. Project Work: Competitive Performance Benchmarking, Divisional Strategic Plans, Corporate Valuation and Business Strategy..
For the CFO of a National Health Care Provider:
A 1 month Corporate Strategy & Valuation project for the Board Of Directors. Project Work: Competitive Performance Benchmarking, Industry Economics, Financial Strategy and Company Valuation.
For the VP of Investor Relations of a Consumer Products Company:
A 6 week project on an Investor Relations presentation to analysts and institutional investors. Project Work: Company Valuation, Competitive Performance Benchmarking.
For the Owner of a Manufacturing Company:
A 6 week Business Valuation project, used in connection with family succession planning.
For the Board Of Directors of a Division of a Global Bank:
A Strategic Planning project for a 3 day Board Of Directors Strategy Conference.
For the Owner of a Transportation Services Company:
A 3 week Business Valuation project, used in connection with a buy out.
For the Owner of a Natural Resources Utility Company:
A 1 month Business Valuation project, used in connection with a sale transaction.
The dozen client case summaries flow -- from long term client relationships -- to short term, individual client projects.
For a Global Engineering & Construction Firm's Management Team:
A series of projects spanning 20 years for the CEO, Board Of Directors, Managing Committee, CFO, VP Investor Relations, and several Division Managers. Project Work: Corporate Restructuring, Business Valuation, Corporate Strategy, Competitive Benchmarking, Crisis Management, Divisional Business Evaluation, Strategic Planning, Capital Structure & Dividend Policy, Acquisitions and Divestitures.
For a Regional Bank's CEO and Management Team:
A Turnaround driven by a 3 year series of projects resulting in a $125 million profit turnaround. Project Work: Corporate Strategy, Division Evaluations & Strategies, Profitability Analytics, Performance Improvement, Delivery Channel & Branch Rationalization, Divisional Marketing Plans, Retail Division Strategic Planning.
For the CEO of a National Chain Restaurant Company:
Corporate and Divisional Performance Improvement in 7 months which led to a 30% increase in operating margins. Project Work: Corporate Strategy, Divisional Evaluations, Strategic Plan, Performance Improvement.
For the CEO of an Office Products Technology Company:
A 3 year series of 12 projects developing and implementing Corporate Strategy to improve performance. Project Work: Corporate Strategic Planning, Board Of Directors presentations, Division Business Evaluations, Operating Plans, Divisional Business Strategies and Marketing Plans. A distinct Division Turnaround project resulted in $12 million profit improvement. Project Work:, Division Evaluation, Strategic Planning, Delivery Channel Expansion, Sales Force Rationalization, and Marketing Strategy.
For a Division Manager of a Global Integrated Mining & Manufacturing Company:
A 6 month Acquisition project to restore technology leadership. Project Work: Acquisition Candidate Screening, and Valuations, arranging candidate introductions, negotiations, pricing and deal structuring.
For the Chief Administrative Officer of a Global Industrial Company:
A 1 year Divestiture project to sell a staffing company with operations in the US, UK and Australia. Project Work: Divisional Valuations, Competitive Benchmarking, writing the Selling Memorandum, contacting Prospective Buyers, and completing the Divestiture.
For the President of a Technology Services Company:
A 3 month Strategic Planning project, and a Board of Directors conference. Project Work: Competitive Performance Benchmarking, Divisional Strategic Plans, Corporate Valuation and Business Strategy..
For the CFO of a National Health Care Provider:
A 1 month Corporate Strategy & Valuation project for the Board Of Directors. Project Work: Competitive Performance Benchmarking, Industry Economics, Financial Strategy and Company Valuation.
For the VP of Investor Relations of a Consumer Products Company:
A 6 week project on an Investor Relations presentation to analysts and institutional investors. Project Work: Company Valuation, Competitive Performance Benchmarking.
For the Owner of a Manufacturing Company:
A 6 week Business Valuation project, used in connection with family succession planning.
For the Board Of Directors of a Division of a Global Bank:
A Strategic Planning project for a 3 day Board Of Directors Strategy Conference.
For the Owner of a Transportation Services Company:
A 3 week Business Valuation project, used in connection with a buy out.
For the Owner of a Natural Resources Utility Company:
A 1 month Business Valuation project, used in connection with a sale transaction.
