Kona Advisors Services Brochure

1. ALOHA BR U CE W ERNER
M an a g i n g D i r ec t or
bruce@konaadvisors.com
NAVIGATING THE DECISIONS t: 847-910-2025
FACED BY SUCCESSFUL BUSINESSES
IS BEST DONE WITH AN ADVISOR Bruce Werner is the Managing Director of Kona Advisors. In
THAT HAS BEEN THERE THEMSELVES. addition to his work with middle-market operating companies,
Bruce has been both a principal and an advisor to several
investment firms, with experience in running venture, private
Managing growth and anticipating the long-term impact of equity, hedge and real estate funds, as well as futures & options
decisions that come with business success often presents trading operations.
a challenge to business owners. Having an advisor with the
Mr. Werner speaks and writes on topics of interest to private
experience and prudence to adeptly recognize change and
and family businesses. He is the co-founder of an international
effectively seize new opportunities should not only create
business development network, which promotes cross-border
financial gains, but will often reenergize an entire organization
relationships as a catalyst for growth.
and elevate its performance. Challenging assumptions, under-
standing the necessary steps to drive growth and knowing the Mr. Werner spent 12 years at Werner Holding Co. in a variety of
terrain ahead—all while recognizing and preserving the culture senior line and staff positions. He held executive responsibilities
and approach that achieved success in the first place—takes in the Climbing Products, Aluminum Extrusion and Insurance
a rare combination of understanding, good judgement and businesses. During his tenure the company grew from $180M
a wide range of experience. to over $500M in revenues. Prior to Werner Holding Co., he
co-founded a technology company that developed proprietary
For the past ten years Kona has served as this rare advisor to products for the engineering workstation market. Early in his
dozens of businesses, of various sizes, in a number of industries. career he worked as an engineer for a Kleiner Perkins venture
company.
Mr. Werner earned a B.S. degree in Mechanical Engineering
INDUSTRY EXPERIENCE and Public Policy with honors from Carnegie-Mellon University.
Automotive Investment Management Having earned an IBM Fellowship, he graduated from Stanford
Aluminum Insurance University with a M.S. degree in Manufacturing Systems Engi-
Chemicals Private Equity neering. Mr. Werner completed his M.S. Management degree
Electronics Hedge Funds at the MIT Sloan School of Management.
Machinery/Equipment Real Estate
Plastics Futures & Options Trading
Beverages Software
Building Materials Internet Marketing
Semiconductors Specialty Finance
Technology Career Development
STRATEGIC ADVISORY SERVICES FOR
PRIVATE AND FAMILY BUSINESSES

2. KONA ADVISORS IS A UNIQUE COMBINATION
OF SMARTS, EXPERIENCE AND PRUDENCE.
Our objective is to identify and seize growth and transitional opportu-
A S A C O N S U LT A N T: nities. CEOs, investors and owners engage Kona Advisors to achieve
Kona frequently executes standalone projects to meet specific dramatic improvements with both the hard and soft issues of owning
client needs. These projects usually require a comprehensive and managing their businesses.
understanding of strategy and capital, as well as assessing
organizational capabilities, in order to quickly synthesize and Kona Advisors works with clients to develop strategic insight and then
recommend an action plan to owners that will be met with translate this knowledge into actionable plans which significantly
management support. increase the value of their enterprise. When needed, we provide the
management support necessary to ensure continued success after our
assignment is completed.
AS AN INTERIM EXECUTIVE:
Kona Advisors frequently delivers interim executive services—
Strategic Planning Working Capital
COO or CFO—to provide the leadership experience needed to
M&A Growth Capital
dramatically move a business forward. This includes buying and Technology Liquidity
integrating businesses, major business development programs
and business transitions.
AS A BOARD ADVISOR: GROWTH CAPITAL
STRATEGIES STRUCTURE
Kona provides expertise on the broad array of ownership and
SUSTAINABLE
governance issues which Boards must address. Specific
COMPETITIVE
assignments associated with this role have included independent ADVANTAGE
directorships, management changes, new financings and
enhanced investor relations.
GOVERNANCE &
MANAGEMENT
PAST ASSIGNMENTS DEVELOPMENT
Strategic Planning : Hedge Fund
Manage very rapid growth
Strategic Planning : Business Services Board Development
Multi-generational planning Audit & Controls
Accountability
Strategic Planning : Specialty Finance Investor Relations
Assess new opportunities
M&A Lead : Plastics Acquire a competitor Schedule a consultation to learn what Kona Advisors can do for you
M&A Lead : Aluminum Buyout from family and your business by calling 847-910-2025, or visit konaadvisors.com
M&A Lead : Sports Manage transition to learn more and download an exclusive interview of Bruce Werner
from Estate Planning Magazine.
Interim COO : Futures & Options Trading
Manage rapid growth
Interim COO : Internet Marketing
Manage growth, develop strategy, improve investor relations GROWTH STRATEGIES
CAPITAL STRUCTURE
Interim COO : Electronics
GOVERNANCE
Manage early stage growth MANAGEMENT DEVELOPMENT