Project Summary
|
U.S. Location
|
Key Services Provided
|
Key Outcomes
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| Long-Range Strategic Planning and New Business Development Support for Entrepreneurial Food Manufacturer |
Upper Midwest |
- Developed Integrated Long-Term Strategic Sales Plan
- Advised CEO on All Key Decisions Throughout 18-Month Engagement
- Recruited New Sales Team and Broker Network
- Implemented Formal Pricing, New Product Development and Promotional Planning Disciplines
- Directly Managed Client’s Sales Team for 12 Months
|
- 30% Compound Annual Sales Growth
- Significant National and Regional Account Expansion
- Successful Entry into Multiple New Sales Channels and Segments
- Strong Pipeline of New Products and Line Extensions with Significant Points of Competitive Differentiation
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| Strategic Planning and Early Stage Fundraising Support at Innovative Medical Product Startup |
Northeast |
- Advised Founder/CEO on Product Positioning, Pricing and Distribution Strategies
- Developed Sales and Marketing Materials for Big Box Retail and Clinical Customers
- Assisted in the Creation of Early Stage Fundraising Materials and Investor Presentations
|
- Successfully Closed on Multiple Investments
- Product Launched at Multiple Major Big Box Retailers (In-Store and Online)
- Entered into Joint Venture with High Profile Strategic Partner to Drive Significant Scale
|
| Manufacturing Platform Optimization and Integration Support |
Northeast |
- Served as Key Sounding Board for Board and CEO
- Managed Detailed Sales Budgeting and Planning Process
- Recruited Key Management Positions Across Multiple Functional Areas
- Assisted Company in Identifying Key Vendors and Value-Added Business Partners
- Project Managed a Variety of Key Initiatives Across Various Departments (Sales, Customer Service, Operations and Finance)
- Mentored High Potential Managers and Sales Team Members
|
- Significant Double-Digit Sales Growth Driven by a “Who’s Who” of Leading U.S. and Canadian Retailers
- Significantly Streamlined Product Mix, National Pricing, Brand Architecture and Operational Complexity
- Successfully Consolidated Manufacturing and Administrative Functions Under a Single Upgraded Facility
|
| On-Demand Transitional Support During Unplanned CEO Transition |
Northeast |
- Conducted Detailed Analysis of Current Strategy
- Provided Comprehensive Project Plan to Ensure Major Sales Initiatives Remained on Schedule During Transition
- Identified Low Hanging Sales, Product Mix, Capex and Process Improvement Opportunities
|
- Analysis and Planning Completed on Very Short Timetable
- New CEO Recruited Within 45 Days
- Seamless Leadership Transition with Minimal Disruption to Sales or Operations
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| Sell-Side Advisory Services for Lower Middle Market CPG Manufacturer |
Southeast |
- Detailed Analysis of Operations and Financials
- Recommended Valuation Enhancement Projects
- Preparation of Professional Marketing Materials
- Assisted Business Broker with Buyer Sourcing and Pre-Qualification
|
- Significant Upgrades Made to Plant Operations and Management Depth
- Generated Significant Buyer Flow from U.S. and Latin American Prospects
- Negotiations Ongoing
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