Select Client Projects
 

Business Planning

• Developed a corporate wide strategic planning system for a manufacturer of dental products and trained approximately 30 managers in the development of strategic and tactical annual plans.
• Led a planning retreat for a consumer electronics manufacturer to assist in profit improvement and diversification.
• Initiated market studies and created business plan with pro forma statements for start-up foodservice provider.
• Developed plans for a regional trucking firm to allow it to obtain growth capital.
• Developed long range strategic plans for business diversification and implemented plans to launch two new business segments for a craft products manufacturer.
• Formulated acquisition and diversification plans for a leading regional flour miller.
• Developed the initial business plans for a dot.com service business.
• Created and launched plans for the entry into a niche in the consumer electronics industry.
• Developed strategic business plan, solicited and negotiated financing with venture capitalists for the holder of a nationwide paging license.
• Adjusted go-to-market strategy for a manufacturer of material handling equipment.
• Developed strategy to reduce the numbers of returns from big box retailers for a manufacturer of home decor products.

Start-Ups

• Consulted and advised founders and owners in business planning and capital raising in a wide variety of industries.  
  • Medical devices
    • Instruments and procedures to treat genetic disease
    • Dental implants
    • Dental diagnostics
  • Audio and video products
    • Wireless high fidelity and high definition video.
    • Sound enhancement software for streaming and other devices.
  • Online services and marketing
    • Online life safety training for high rise buildings.
    • Marketing of dog related products  and services.
    • Marketing of nutritional supplements.
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Mergers and Acquisitions

• Initiated, negotiated and closed the acquisition of a manufacturer of commercial walk-in refrigerators by a larger company in the same industry.
• Initiated and closed a major investment by a large private equity firm into a fast growing, very profitable apparel manufacturer.
• Initiated the acquisition of a troubled residential lighting manufacturer by an industry leader.
• Initiated, negotiated and closed the acquisition of a manufacturer of audio and video accessory products for a larger consumer electronics company.
• Performed due diligence on the acquisition of one loudspeaker company by another.
• Team member for the acquisition of a small institutional foodservice appliance maker for a larger foodservice company.
• For a major private equity firm, led the marketing team in a 22 member team for the potential acquisition of a $7 billion international electronics firm.
• Acted as a principal in the acquisition of:
  • A manufacturer of ceramic glazes.
  • A manufacturer of metal tool boxes and other sheet metal products.
  • The largest retailer of mattresses on the West Coast.
• Initiated, performed due diligence and negotiated the acquisition of a $150 million furniture manufacturer.
• Acquired a division of a large manufacturer of craft and hobby paints.
• Completed due diligence on the manufacturer of two manufacturers of consumer electronics and did not close the acquisitions based on due diligence findings.

Testimonials