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Bella Carlo Management Services started in 2003 to offer analytical and
research-based management services to food and agriculture:
• strategic and tactical planning,
• financial analysis,
• marketing and sales,
• research and analysis,
• international trade management,
• workouts and turnarounds, and
• general (operational) management.
Select assignments included:
Started to Fill a Void
MJ Fresh llc
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Evolves into a Merchant Bank
In 2004, after completing a workout of Galaxy Nutritional Foods,
Bella Carlo turns its focus to “under-managed” assets in food and
agriculture that would benefit from sound operational management
skills and practices.
Today, Bella Carlo is a group of business professionals - entrepreneurs, operators,
and investors - that offers imaginative options for individuals looking to start, grow, buy,
sell, and/or transition businesses. Bella Carlo focuses first on building trust with clients
and the principals in the deals. Then, it turns to developing imaginative plans that
emphasize operations.
Bella Carlo is guided by the simple proposition that a good idea with a detailed
operational plan will generate support and momentum, including financial backing,
which, in turn, will lead to success. Bella Carlo works to build and maximize enterprise
value.
Bella Carlo offers three major set of services as merchant bankers and advisors to
food and agriculture:
• Advisory services,
• Investment banking, and
• Funding.
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Operational Specialists
A good idea, with a detailed business plan, generates necessary capital
and it’s the execution of the plan that creates net worth….
Operational Processes—an iterative process that starts with the details
1. Articulate the good idea
2. Identify a workflow
3. Use financial information as a guide
4. Establish targets and benchmarks for the workflow
5. Develop management plans with goals, objectives, roles,
responsibilities, and timelines
6. Create budgets per department that reflect the plan
7. Assess assets for their contribution to goals (profitability)
8. Design a dashboard protocol
9. Evaluate strategies and tactics to deliver value proposition
10.Execute, execute, execute
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Vision, Mission and the Future
Bella Carlo’s vision is to assist individuals or businesses by providing simple yet
imaginative options to start, grow or transition.
In pursuit of the vision, we offer merchant banking and advisory services with a
commitment to our mission to:
• Build trust among the people we work with,
• Be fully transparent,
• Learn as much as practically possible through research, analysis and experience,
• Rely on the fundamentals of good business practices, which start with strategic
alignment and planning and go through the execution of daily operational plans, to
maximize enterprise value,
• Practice predictive rather than reactive management, and
• Measure performance through outputs rather than inputs.
• Get compensated for performance
The future holds three complementary sets of pursuits for Bella Carlo:
1. Advisory services, that will support the two activities below as well as clients who
would benefit from our expertise and analytical services,
2. Ownership and management of portfolio companies (assets), and
3. The formation of a private equity fund for food and agricultural, designed to
invest in food and agricultural assets with special attention given to “under-
managed” assets.