Outside The Box, Inc. - Capabilities


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Outside The Box, Inc. - Capabilities

  1. 1. Strategic Business Development Capabilities Presentation February 2009 Outside The Box, Inc. | PO Box 220389, El Paso, TX 79913 | 915.373.9950 | info@OutsideTheBoxInc.com
  2. 2. Our Mission <ul><li>To assist companies in the creation and implementation of business development strategies including mergers and acquisitions as well as internal growth and profit improvement initiatives. </li></ul>Our goal is to help you build and maximize enterprise value.
  3. 3. Why to Think Outside The Box <ul><li>Independent, objective perspective </li></ul><ul><li>Innovative, breakthrough thinking </li></ul><ul><li>Supplemental resources accelerate opportunities </li></ul><ul><li>Diverse industry experience </li></ul><ul><li>Balance of analytic and creative skills </li></ul><ul><li>Quick response and short learning curve </li></ul><ul><li>Implementation – not just ideas </li></ul>Limited Concurrent Projects Ensures Commitment and Focus.
  4. 4. Markets Served <ul><li>Companies nationwide </li></ul><ul><li>Businesses with cross-border operations in U.S. and Mexico </li></ul><ul><li>Diverse industries </li></ul><ul><li>Both large and small businesses </li></ul><ul><ul><li>Pre-revenue start-ups </li></ul></ul><ul><ul><li>Companies with sales > $1 billion </li></ul></ul>
  5. 5. Our Service Philosophy <ul><li>“ How much we know isn’t as important as how much we care.” </li></ul>Enthusiasm and Commitment Matter.
  6. 6. Overview of Capabilities <ul><li>M&A Transaction Support </li></ul><ul><li>Capitalization Services </li></ul><ul><li>Strategy Development </li></ul><ul><li>Business Plans </li></ul><ul><li>Special Projects or Initiatives </li></ul><ul><li>Web Presence </li></ul>
  7. 7. Diverse Industry Experience <ul><li>Fulfillment Processing </li></ul><ul><li>Real Estate Development </li></ul><ul><li>Network Installation </li></ul><ul><li>Corporate Training </li></ul><ul><li>Contract Manufacturing </li></ul><ul><li>Software Development </li></ul><ul><li>Retail </li></ul><ul><li>Online e- Businesses </li></ul><ul><li>Digital Content Mgt. </li></ul><ul><li>Packaged Goods (CPG) </li></ul><ul><li>Theme Parks </li></ul><ul><li>Information Services </li></ul><ul><li>BPO / Outsourcing </li></ul><ul><li>Restaurant / Hospitality </li></ul><ul><li>Trade Publications </li></ul><ul><li>Industrial Packaging </li></ul><ul><li>Interstate Travel Centers </li></ul><ul><li>Media & Entertainment </li></ul>
  8. 8. Partial List of Clients Served A strong track record over more than 10 years. Confidential Evaluation of Business Plans for Private Equity Firms The Appleton Group Transportation Holding Co. The 451 Group Technology Research BFCI, LTD. Corporate Training IOS, LLC Diversified Business Services PlanetTutor.com e-Learning All Media Asian, LLC Asian Language Advertising Westwood One Radio Network IWERKS Cinematic Attractions Coca-Cola Co. Food & Beverage Polygram Music International Music Label Pallets & Crates Int’l, L.P. Industrial Wood Products Petro Stopping Centers Interstate Travel Centers Celergy Networks Network Installation Services BitCentral, Inc. Digital Content Management FTI Consulting Restructuring Firm Business Valuation Center Financial Advisory Firm Isaac Tigrett Founder– Hard Rock Café and House of Blues ScottHulse, P.C. Regional Law Firm Currey @ Adkins Technology Services U.S. Lube Lubricants & Additives Houlihan Lokey Investment Bank
  9. 9. SERVICE CORES M&A Transaction Support Capitalization Strategy Development and Business Plans Special Projects and Initiatives Strategic Business Relationships
  10. 10. M&A Transaction Support <ul><li>Marketing </li></ul><ul><li>Coordination of Legal Documents and Closing </li></ul><ul><li>Buyer / Seller Identification and Assessment </li></ul><ul><li>Transaction Structure and Negotiation </li></ul><ul><li>Offering Memoranda </li></ul><ul><li>Due Diligence </li></ul><ul><li>Transaction Process Planning </li></ul><ul><li>Third-Party Presentations </li></ul><ul><li>Evaluation of Strategic Alternatives </li></ul><ul><li>Buyer / Seller Qualification </li></ul><ul><li>Valuation </li></ul>
  11. 11. Capitalization Services <ul><li>Identification of Funding Sources </li></ul><ul><li>Coordination of Legal Documents and Closing </li></ul><ul><li>Offering Memoranda </li></ul><ul><li>Transaction Structure and Negotiation </li></ul><ul><li>Valuation Scenarios </li></ul><ul><li>Due Diligence Management </li></ul><ul><li>Debt / Equity Mix </li></ul><ul><li>Presentations to Funding Sources </li></ul><ul><li>Capitalization Requirements </li></ul><ul><li>Qualification of Sources </li></ul><ul><li>Business Plan Review and Development </li></ul>
  12. 12. Strategy Development and Business Plans <ul><li>Trend Research and Analysis </li></ul><ul><li>Performance Measurement Systems </li></ul><ul><li>Market Analysis </li></ul><ul><li>Implementation Plans </li></ul><ul><li>Competitive Research and Mapping </li></ul><ul><li>Financial Modeling </li></ul><ul><li>Industry Analysis </li></ul><ul><li>Forecasting and Economic Viability </li></ul><ul><li>Situational Assessments </li></ul><ul><li>Identification and Assessment of Market Opportunities </li></ul><ul><li>Strategic Planning and Facilitation </li></ul>
  13. 13. Special Projects and Initiatives <ul><li>Customer Acquisition and Development </li></ul><ul><li>Budgeting / Forecasting </li></ul><ul><li>Mexican Manufacturing Sourcing and Solutions </li></ul><ul><li>Presentations and Collateral Materials </li></ul><ul><li>Web Presence and e -Commerce Development </li></ul><ul><li>Sales & Marketing Planning </li></ul><ul><li>Management Reporting Design and Monitoring </li></ul><ul><li>Strategic Alliances and Joint Ventures </li></ul><ul><li>Brand Development and Positioning </li></ul><ul><li>Financial or Organizational Restructuring </li></ul><ul><li>New Product Development </li></ul><ul><li>Outsourced Corporate Development </li></ul>
  14. 14. Strategic Business Relationships <ul><li>Contract development, negotiation and licensing </li></ul><ul><li>Valuation and financial structure negotiations </li></ul><ul><li>Financial and commercial viability modeling </li></ul><ul><li>Capabilities assessment and evaluation </li></ul><ul><li>Identify new strategic alliance or joint venture opportunities </li></ul>
  15. 15. A Strong Research Foundation <ul><li>Access to an array of research databases </li></ul><ul><li>Types of information and uses: </li></ul><ul><ul><li>M&A transactions and valuation data </li></ul></ul><ul><ul><li>Industry and market research </li></ul></ul><ul><ul><li>Business trends </li></ul></ul><ul><ul><li>Competitive analyses </li></ul></ul><ul><ul><li>Sales planning and prospecting </li></ul></ul><ul><ul><li>Benchmarking </li></ul></ul><ul><ul><li>Analysis of SEC filings </li></ul></ul>Our Focus is on Actionable Research & Analysis
  16. 16. A Flexible Service Model <ul><li>Types of Projects </li></ul><ul><ul><li>Short- and long-term engagements </li></ul></ul><ul><ul><li>Interim management assignments </li></ul></ul><ul><li>Alternative Compensation Structures </li></ul><ul><ul><li>Hourly fee basis </li></ul></ul><ul><ul><li>Pre-defined project fee </li></ul></ul><ul><ul><li>Retainer agreements </li></ul></ul><ul><ul><li>Retainer + performance/success fee </li></ul></ul><ul><ul><li>Fee + equity </li></ul></ul>Proponents of Performance-Based Compensation
  17. 17. How You Benefit <ul><li>Identify and capitalize on opportunities </li></ul><ul><li>Accelerated time to market/completion </li></ul><ul><li>No fixed overhead expense </li></ul><ul><li>Accountability </li></ul><ul><li>Pay for performance </li></ul>
  18. 18. Our Engagement Selection Criteria <ul><li>Quality of the people on client side </li></ul><ul><li>Opportunity to do great work </li></ul><ul><li>Interesting and challenging work </li></ul><ul><li>Ability to add value for client </li></ul><ul><li>Potential to build long-term relationship </li></ul><ul><li>Fair and equitable compensation </li></ul>
  19. 19. William L. Clark Management Experience in Operating Companies <ul><li>Houlihan Lokey Howard & Zukin </li></ul><ul><ul><li>Chief Operating Officer of Mergerstat, LLC </li></ul></ul><ul><ul><li>Leading Middle-Market Investment Bank and its M&A Research Affiliate </li></ul></ul><ul><li>Petro PSC, LP </li></ul><ul><ul><li>Senior Vice-President – Sales, Marketing & Strategic Planning </li></ul></ul><ul><ul><li>Nationwide Operator of Owned and Franchised Travel Centers </li></ul></ul><ul><li>Radio & Records, Inc. </li></ul><ul><ul><li>Chief Revenue Officer and CFO </li></ul></ul><ul><ul><li>The Wall Street Journal of the Radio and Music Industries </li></ul></ul><ul><li>Six Flags Corp. </li></ul><ul><ul><li>Member of Magic Mountain Acquisition and Transition Management Team </li></ul></ul><ul><ul><li>Director of Advertising, Promotion, and Institutional Sponsorships </li></ul></ul><ul><ul><li>World’s Largest Multi-Park Operator of Theme Parks and Attractions </li></ul></ul><ul><li>Holiday Inns, Inc. / Callaway Gardens </li></ul><ul><ul><li>Director of Marketing Communications </li></ul></ul><ul><ul><li>Worldwide Chain of Hotels and one of its Resort Franchisees </li></ul></ul>
  20. 20. Mary Anna Clark Experience in Operating Companies <ul><li>Della Femina Travisano Advertising </li></ul><ul><ul><li>Assistant to the President – West Coast (Los Angeles) </li></ul></ul><ul><ul><li>Legendary agency highly respected for its creative edge </li></ul></ul><ul><li>Six Flags Magic Mountain </li></ul><ul><ul><li>Market Research Coordinator </li></ul></ul><ul><ul><li>World’s Largest Multi-Park Operator of Theme Parks and Attractions </li></ul></ul><ul><li>Kiawah Island Resort </li></ul><ul><ul><li>Member of the Initial Development Team </li></ul></ul><ul><li>Sea Pines Company </li></ul><ul><ul><li>Member of Corporate Staff </li></ul></ul><ul><ul><li>Member of the Amelia Island Development Team </li></ul></ul>
  21. 21. <ul><li>For Additional Information </li></ul><ul><ul><li>Bill Clark </li></ul></ul><ul><ul><li>Outside The Box, Inc. </li></ul></ul><ul><ul><li>PO Box 220389 </li></ul></ul><ul><ul><li>El Paso, TX 79913 </li></ul></ul><ul><ul><li>915.373.9950 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>Strategic Business Development