OUR SERVICES
The following are areas where services have been delivered either as an Executive Coach, Consultant or Chief Executive
Commercialization Strategy
Develop launch and ramp strategies that properly determine the number and placement of sales reps, accurately generate revenue forecasts, align proper compensation systems and identify marketing and promotional support tools.
Determine the optimal mix of sales channels & targeted segments along with assessing the use of direct sales, distributors or OEM approaches--in both US & International markets.
Board Management Dynamics
As CEO, have completed 13 rounds of financing totaling $300M of equity and $50M of debt. Similar work and results have been achieved as Executive Coach by assisting key executives in developing & delivering presentations materials with precise targeting.
Planned road show logistics for target audiences, prepared data room and full due diligence support systems.
Managed the process of generating multiple competitive offers. Each of the above rounds had an average of 3 term sheets.
Development of Leadership Skills & Assessment of Executive Team and Board
Alignment of CEO and Board objectives to ensure a coordinated focus on exit strategy or "build to hold strategy." Have led Board wide interventions to achieve alignment of disparate investor goals.
Skill and competency based training (using instrumented feedback tools) to evaluate and develop leadership, entrepreneurial skills and cohesiveness among and within management teams.
Organizational culture assessment tools and the introduction of necessary interventions to create optimally productive and innovative work climates - designed to maximize value creation.
Investor Presentation and Preparation
Have personally completed 13 rounds of financing totalling $300M of equity and $50M of debt.
Similar engagement work done as Executive Coach assisting top executive in developing and strategically targeting presentations materials and support tools.
Determine the appropriate mix of Executive talent on roadshows along with focused practice on presentation delivery and the handling of challenging Q&A sessions
Strategic Planning
Exploration of the multiple business alternatives and options to arrive at the "optimal strategic choice," while identifying the risks and benefits, opportunities and threats.
Identifying a "sustainable competitve advantage" and branding strategy that is unique to the business.
Aligning operational, financial and organizational goals and infrastructure with the strategic plan
Intellectual Property Strategy
Assessing “freedom of operation” and identifying potential areas of blockage and “barriers to entry.”
Creation of "process & methods patent strategies" for both US & International locations. Use of “continuations” to expand IP claims, portfolio and blocks to competitive entry.
Use of an international mosaic of "checkerboard patents" to protect the business and create competitive insulation while concurrently optimization company valuation.
Business Valuation Determination
Use extensive market research tools, comparables and 5 year discount cash flow (DCF) analyses to determine an accurate valuation.
Work with investors (on both the buy side and sell side), to determine a proper valuation for investment, M&A or partnership agreeement.
M&A and Business Development
Map out, analyze and target strategic opportunities, assess levels of accretion and cost of capital.
Evaluate opportunities for financial and strategic synergies as well as redundancies that can be eliminated/addressed.
Represent client companies in both selecting and working with banking team and/or placement agents along with proper legal representaion.
Corporate Branding and Search Engine Optimization
Establishment of “brand personality” and core elements of differentiation for the business.
Fluency in the use all web enabled social media/marketing tools to articulate and broadcast image/brand and reach the "targeted audience."
Ensure "top of mind" brand recognition via search engine optimization (SEO) tools.