Industries + Situations
Our clients cover a wide variety of industries and situations but they share a similar combination of challenges – 1) increased competition in a fast and radically changing marketplace, 2) thinning margins, 3) limited resources, and 4) a dire need to execute a prioritized game plan to step above well capitalized competitors. The following represents our team members’ accomplishments.
Consumer Mobile Technology
We oversaw corporate development, financial planning & analysis, marketing strategy, program management, market selection, and demand planning for a company that provided mobile internet to consumers on a $1.4 Billion wireless network. We also helped raise capital for a smartphone application developer.
Interactive Digital Advertising
We've worked on business development, pairing an interactive digital advertising start-up with the largest video advertising network in the world. We also developed a working prototype of their technology that integrated multiple web services utilizing a REST/PHP/Python platform and saved 90% from their existing technology.
We’ve worked on several assignments in the payments industry helping secure angel funding, debt financing, and equity. In addition, we’ve forged strategic partnerships, provided business development, negotiated vendor agreements, and worked on sales agent recruiting and training.
Mergers & Acquisitions
We were involved in various stages of several mergers, acquisitions, and strategic partnerships in the payments industry, oil, natural gas, power, technology, wireless, travel, and interactive digital advertising.
Energy Supply Chain and Marketing - Natural Gas / Oil / Power
We had comprehensive authority governing all natural gas marketing and supply chain agreements for a division of a top tier energy company. We oversaw risk management, trading, financial planning and analysis, transfer pricing, and a research team of quantitative PhD’s. We priced one of the first natural gas derivative transactions in the United States and were a pioneering market maker for gasoline derivatives and futures in Europe.
Consumer Recommendation Engines
We demonstrated that consumer recommendation engines can be built without a PhD and without costly equipment by developing a platform using R (similar to SAS/SPSS/Matlab), MPI (Message Passing Interface), LAMP(Linux-Apache-MySQL-php), Amazon EC2, & S3. Our recommendation engine managed 100 million customer records and cut costs 90% from standard technology.
Cloud Services Provider
We provided coaching, capital raising, and guerilla marketing for a pioneer in online content sharing and storage.
We've worked on a wide range of projects in sustainability, working alongside government to manage waste, working with contractors in organics recycling, and working with manufacturers in highway vehicle efficiency. We also wrote a solar tech grant for an educational non-profit.
We’ve worked on a variety of assignments in manufacturing. We obtained a $1.5 million line of credit for a manufacturer in a very competitive marketplace, securing interest rates substantially under prime. We also strengthened the company’s relationship with shareholders and the Board of Directors, winning support for expanded growth.
Private Equity / Venture Capital
On rare occasion, we have made investments in our clients, taking equity or debt positions. Additionally, we have worked with several venture capital and private equity firms capital raising and preparing investor materials.
We turned around a struggling natural gas marketer, grew revenues two-fold to $3 Billion per year, drove gross profit and achieved gross margins 50% over industry norm, while securing an unprecedented 90% of customers after a 4x increase in competition.
We analyzed several resort communities for investment opportunities and were involved in residential development and re-development projects. We also participated in a feasibility study for a commercial real estate franchise seeking to provide investment services for high-growth tertiary markets. Read our Commercial Real Estate Notebook.
We had comprehensive responsibility for risk management and managed the profit/loss of 14 billion cubic feet per day of natural gas sales. We pioneered application of real option theory to the valuation of storage assets and priced one of the first natural gas derivative transactions in the US. In addition, we managed profit and loss for six energy commodities and derivatives across five continents while working from three international centers of trade.
Tourism / Travel / Hospitality
We oversaw marketing, advertising, and promotion for a mountain resort community, wrote a grant application that secured a record level of funding for travel promotion, and formed a marketing alliance between rival organizations in a synergistic partnership that leveraged marketing and public relations best practices from each.
We oversaw a project to help a public waste facility optimize diversion and re-use strategies to create new jobs and spur local industry. We were a key contributor to an economic impact study on travel promotion in the Yellowstone Region. And, we wrote a grant application for a governmental entity seeking to fund a economic development office.
Don’t see how our experience applies to your industry?
We’re very adept at quickly comprehending the details of different businesses and the challenges they face. And we’re eager to apply our skills in new arenas. Contact us, let us hear what you have in mind, and we’ll spend time with you, for free.
Our highest priority is understanding our clients’ needs and how we can best help. Sometimes it’s possible to do that in a one-hour phone call, sometimes it takes a full day on site with a client – for free. We’re passionate about solving new challenges, and we enjoy investing the time upfront to do it right.