Introduction to the CXO Advisory Group

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Introduction to the services of the CXO Advisory Group

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Introduction to the CXO Advisory Group

  1. 1. CXO Advisory Group CXO Advisory Group Company Overview Stephen N. Davis “Partnering With Clients to Drive Sustainable Profitable Growth” July 2007
  2. 2. Mission Statement “To create and drive dramatic, measurable improvements in the performance and value of businesses, utilizing experienced C-level executives” CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  3. 3. Who We Are CXO Advisory Group is a strategic operations advisory and management firm comprised of proven C-level executives with both breadth and depth of experience. CXO Advisory Group Team members have achieved success in positions ranging from: President/CEO to COO, CFO, and VPs of Sales, Marketing, Corporate Development and Human Resources. CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  4. 4. Who We Serve Companies ranging from the Fortune 500, to middle market and recent start-ups, as well as private equity firms, family offices, joint ventures, commercial lenders and professional service firms. Industries include, but are not limited to: • Manufacturing • Financial Services • Life Sciences • Publishing • e-Commerce • Computer Hardware and Software • Industrial, Automotive and Consumer Products CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  5. 5. What Sets Us Apart We bring operational experience in growing and revitalizing businesses to each assignment. • Dramatically reduces the time to completion • Significantly increases the probability of a successful outcome We provide Results Rather than Recommendations, working with corporate officers and/or shareholders to: • Assess the business • Implement needed changes & monitor their effectiveness • Serve as advisors on critical strategic and financial decisions • Mentor management to assure that their skills keep pace with the changing needs of the company CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  6. 6. What Sets Us Apart (cont.) We treat the overall needs and objectives of each assignment as being unique, rather than taking a “one size fits all” approach. When needed, CXO Advisory Group Team members are available to assume “C-level” management roles on an interim basis to: • Fill voids in, or upgrade a management team • Lead strategic initiatives • Provide critical leadership and experience during times of crisis • Revitalize company performance CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  7. 7. Our Team Partners with Clients to Achieve Rapid Results Create & Develop & Business Monitor Execute Short Implement Long Assessment & Re-adjust Term Plan Term Plan Business Assessment • An in-depth review of the business • Identify problems - determine root cause • Quantify strengths, weaknesses, opportunities & threats • Highlight core competencies • Analyze the competitive situation • Customer views and needs CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  8. 8. Our Team Partners with Clients to Achieve Rapid Results Create & Develop & Business Monitor Execute Short Implement Long Assessment & Re-adjust Term Plan Term Plan Create & Execute Short-Term Plan • Stabilize the business, if needed • Establish a timetable & milestones • Realign the business & operations strategy to capitalize • Create financial projections • Implement operational improvements – best practices • Create a customer centric environment • Drive incremental revenue & profits CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  9. 9. We Partner with Clients to Achieve Sustainable, Long-Term Growth Create & Develop & Business Monitor Execute Short Implement Long Assessment & Re-adjust Term Plan Term Plan Develop & Execute Long-Term Plan • Market & customer segments – current & future • Determine product portfolio – current & future • Review channels of distribution • Target strategic alliances/partnerships CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  10. 10. We Partner with Clients to Achieve Sustainable, Long-Term Growth Create & Develop & Business Monitor Execute Short Implement Long Assessment & Re-adjust Term Plan Term Plan Develop & Execute Long-Term Plan (cont.) • Analyze operational structure, improvements, capacity & outsourcing • Identify global opportunities • Establish timetable & milestones • Create performance metrics • Prepare financial projections CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  11. 11. We Partner with Clients to Achieve Sustainable, Long-Term Growth Create & Develop & Business Monitor Execute Short Implement Long Assessment & Re-adjust Term Plan Term Plan Monitor & Re-adjust • Assure that strategies are implemented as intended & the desired results are achieved. • If needed, realign strategies to: • Improve effectiveness • Match changing market dynamics • Capitalize on new market opportunities CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  12. 12. We Partner with Clients to Achieve Sustainable, Long-Term Growth Create & Develop & Business Monitor Execute Short Implement Long Assessment & Re-adjust Term Plan Term Plan Monitor & Re-adjust (cont.) • Assist in making major strategic and financial decisions affecting the future of the company • Mentor management to assure that their skills keep pace with the changing needs of the company CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  13. 13. The Profit Plateau A company’s performance can plateau or decline at various points during its lifecycle due to: Internal Factors • The need for stage-specific, operational experience • Misalignment with market opportunities and customer demands • Financial Conditions External Factors • Competitive dynamics • Technological disruptions • Economic conditions CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  14. 14. We Work with Our Clients to Dramatically Increase Profitability Stabilizing the business – resolving internal and external negative influences Performance improvement – financial, sales, productivity, supply chain Company, financial, operational, market or competitive assessments Strategy creation, review or realignment CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  15. 15. We Work with Our Clients to Dramatically Increase Profitability (cont.) Leadership of strategic initiatives Organizational transformation Creation and implementation of alliance and channel strategies Management team mentoring, building and recruitment CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  16. 16. We Work with Our Clients to Dramatically Increase Profitability (cont.) Divestiture planning, support and management Merger and acquisition identification, due diligence, negotiation and integration Providing a complete interim management team or key members Creating a corporate and market presence in the US CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  17. 17. Questions CXO Advisory Group 2000 - 2009 © CXO Advisory Group
  18. 18. CXO Advisory Group Contact Information: Stephen Davis Interim COO/VP Sales & Marketing | Business Consultant | Sales Channel and Business Development Expert | Author & Speaker “Partnering With Clients to Drive Sustainable Profitable Growth” Phone: (508) 528-7571 Email: sdavis@cxoadvisorygroup.com Website: www.cxoadvisorygroup.com Linkedin: www.linkedin.com/in/stephendavis Twitter: twitter.com/stephendaviscxo

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