Some of Our Services

Interim Executive/Management Roles

Unexpected changes in management staffing can create temporary or part-time resource requirements that, if done correctly, can take several months to address. This can result in distraction of existing management to attempt to fill the gaps, or deferring business critical initiatives. Such potential roles would include:

C-Suite roles, including CEO, COO, CTO, CFO
General Manager
Product Manager

Consulting and Project Management

With the rapid pace of change in the industry, you may encounter a need for resource augmentation to help address and manage on-demand projects, such as:

Platform transition strategy development/evaluation
Systems evaluation and implementation
Customer database migration and integration projects
Product & technology evaluation, development and implementation
Vendor Evaluation/Management

Applying a wealth of experience in planning, building, and managing carrier operations to address specific needs of clients.

Valuation Assessment & Exit Planning

In these times of increased consolidation, an M&A transaction is likely in your short- or long-term future. Whether planning for an eventual exit, or contemplating a strategic M&A event, it is critical that you have a clear and objective understanding of valuation and the steps you should be considering now to maximize that value. Areas to consider include:

Development of an objective, market-based Valuation estimate

- Identification of key initiatives to increase valuation

- Create a timeline of initiatives with quantitative targets

- Determination of risks & vulnerabilities

Financial structure optimization
Tax implications/optimization
Strategic asset divestiture
Evaluate existing agreements that could influence any exit plans
Development of a long-term exit strategy

Sell-side M&A Advisory Services

If you are seriously considering exploring opportunities to find a strategic partner to merge with, or to acquire your business – or even a subset of your assets, it will be critical that you proactively prepare for such an event. Areas where we can assist include:

Development of a sales strategy addressing:

- Desired transaction structure

- Management/ownership participation

- Valuation expectations

- Potential buyer profiles

- Financial analysis and optimization

- Confidential Information Memorandum (CIM) preparation

Development of target potential buyer list
Project Management/Coordination of deal process and Deal Team
Due Diligence preparation and response support
Post acquisition integration support

Buy-side M&A Advisory Services

If you are managing/building a platform for strategic acquisitions, or if you want to explore a platform strategy, areas where we can assist include:

Development of an acquisition strategy addressing:

- Prioritizing and quantifying goals/objectives

- Acquisition growth plan

- Assessment of gaps and opportunities

- Competitive/Industry analysis