Newly
emerging companies Emerging
companies are built on new technologies, products or services.
Frequently, these companies have not fully developed their
strategies from distribution through capital structure, as the
focus has been on product, service development and immediate
funding needs.
Client Situation
Project Scope
Outcome
A
software company with promising new technology for an
emerging market vertical
Analysis of the
business verticals
Developed business
model
Analyzed valuation
ranges
Interactive
integrated financial model and valuation
Financing term
sheet
Secured financing
offer
A
division of a biotechnology company was deemed to
be
non-core by the Board of Directors
Strategic analysis; developed
and assessed alternatives for spin-off of company
Managed transaction process
Built business and financial model
Evaluated capital structure, recommended and
assisted in implementing change
Performed transition executive role
Successfully
completed spin-off as stand alone private
company
Assisted in
setting strategic direction and financial plan
Completed
financing through subsequent sale to strategic/
financial partner
A
Canadian-based software company with a legacy product as
well as a new pre-revenue software product
Analyzed
product/service offering
Assessed
management and company structure
Strategic
analysis; developed alternatives
Evaluated capital
structure, recommend and assist in
implementing
change
Advisor and
confidant to CEO
Recruited COO
Business was moved
to Japan where funding was secured
This
new financial services company’s initial strategic
direction was thwarted by a structural shift in the
capital markets
Analyzed
product/service offering
Development
strategic analysis and alternatives
Built business and
financial model
Performed
transition executive role
Completed revised
strategy for presentation to shareholders
Company sold to
strategic buyer whose strategy aligned with new
service offering
