CEO Leverage - Services

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Strategy

Strategy-related services include development of a comprehensive corporate strategy over an x-year horizon, as well as more targeted topics such as growth / market entry, segment- or functional-level strategies, or competitive strategy in response to industry shifts

Selected Examples:

• Corporate strategy:  Organic & inorganic 5-year strategy including category and geographic market entry, acquisition screening, vertical market strategy, product innovation and optimization of existing business (Specialty chemicals, public)
• International growth / market entry for both Latin America and Asia:  360-degree market analysis (market size, growth, segments; customers; channels; competitors), country and category prioritization, acquisition screening methodology and application, and target identification and recommendation (Packaged foods, public)
• Sales & Marketing organization assessment and strategy:  Primary and secondary research on customer buying criteria and the global competitive landscape across the client's four operating segments.  Recommended modifications to the client's go-to-market organizational structure, competitive positioning, segment focus areas, and pricing strategy; as well as augmentation of strategy and innovation functions (Precision manufacturing, private)
• Segment strategy:  Organic approach to entering the mid-tier segment in emerging markets and executing in the value-based segment in developed markets, including new product development, pricing and launch (Health care, public)
• Commercialization strategy for an accelerated learning software offering:  Assessment of customer needs, preferences, receptivity, segmentation and price sensitivity; competitors and alternatives; and capabilities to develop and commercialize product.  Identification of potential technical and commercial partners and acquisition targets.  Implementation plan with milestones, investments and financial model (Industry certification, private)

Finance

Finance-related services include full or targeted (e.g. commercial-focused) due diligence, M&A screens, valuations, &/or financing support

Selected Examples:

• Commercial due diligence:  Multiple engagements utilizing customer interviews, surveys, and market research.  Industries include software (human capital management, construction), services (facilities management, security, bankruptcy claims administration, email marketing), and products (advanced manufacturing, medical devices) (Various private equity and industry clients)
• Commercial and technical due diligence:  Worked alongside BD&L for biotech and retinal screening targets (Health care, public)
• Valuation and investment solicitation:  Assessment of market opportunity, strategic fit, and valuation of AgTech asset in which client had an existing seed investment.  Developed general and targeted presentations for potential co-investors (Agriculture, private)
• Investment solicitation: Development of submission for government grant to support construction of a GMP facility (Biotechnology, private)
• M&A target screening:  Led to IT services acquisition (Telecom, public)
• Due diligence and integration: For follow-on acquisition (IT Services, PE-backed)