SMALL TO MEDIUM SIZED BUSINESSES

Build your business effectively by implementing best-of- practice processes and tools that align your department leaders with company priorities. Whether you’re just starting out or have been operating for years, it’s critical to have clear objectives and clean, useful data to support your strategies.

 

Branding & Customer Engagement

Evaluate company logo, slogans, graphics and language to ensure your brand identity and desired company image are aligned. If not consistent, undergo thought out, strategic planning to re-brand. Once your brand is defined, measure and grow brand awareness by optimizing impressions, reach and frequency and customer engagement metrics. Increase brand recall and recognition to position brand at the consumer's front of mind.

Strategy & Marketing

We want to help you maximize your marketing dollars. To do that we will define your company goals and set in motion a measurable marketing plan to achieve them. To determine your target audiences' needs and wants and the sources in which they fulfill them, conduct extensive research in the areas of consumer trends and insights, customer buying decision process and media exposure. Market research will also be done to pin-point the demand of your product and services, to construct a  competitive analysis and framework your market position. Utilize the appropriate communication and media outlets to increase exposure and drive sales; social media, SEO, paid search, and email marketing.

Corporate Development

Provide diligence and integration guidance for partnerships, acquisitions, and other capital investments/divestment. Note we are not an investment bank; however, we are able to give unbiased guidance in regards to your options and setting valuation and process expectations. We can also assist with packaging your company before reaching out to an investment bank, private equity group, or other potential partners.

Financial Planning & Analysis

Design dynamic and simple-to-use business models to predict revenues; assign sales quotas and territories; track commissions, bonuses, and spiffs; align marketing and lead objectives; and efficiently staff your front and back offices with key ramp-up assumptions in mind.

Business Operations & Analytics

Organize financial and operational data to analyze trends, improve margins, maximize pricing, engage target market customers, and gain insight to all key business drivers. Dashboards can be designed at the executive summary level or detailed department level.

SEARCH FUNDS

Our company has experience in sourcing, executing, and integrating over one billion dollars of acquisitions and partnerships. Our deals have ranged from $100K IP investments to super-deals exceeding $100M valuations. We’ll use this experience to provide the following services

Marketing Assets

Design impactful and credible marketing assets to make it simple to share your funds' experience, investment goals, and process. It's critical to capture and maintain your target's attention, as the search fund investment approach is still unknown to  most. We can help make each point-of-contact effective through unifying your message, brand and objectives.

Market Attractiveness

Provide market attractiveness analysis to assist in choosing an industry or preferred geography.

Diligence Support

Provide diligence support in building business models and investment packages. We'll learn which drivers you and your investors are most interested in, and build summary packages to make comparing investments efficient for all invested parties.