F1 Strategy provides hands-on management advisory services to improve business performance, particularly in finance, insurance, banking, and IT sectors, focusing on strategic implementation and measurable outcomes. The firm employs a unique top-down approach paired with analytics to support businesses trying to enhance operational efficiency and market competitiveness. Through various case studies, F1 Strategy demonstrates success in optimizing strategies for clients by addressing specific challenges, improving profitability, and capturing growth opportunities.

1. Executive Summary
Successfully Execute On Strategies
With Quick And Measureable Results
Strategy Formulation To Execution
Current Market Trends
Mission Businesses are focusing on
F1 Strategy provides management advisory and retrenching and reinventing
consulting services to refine your organization’s themselves.
vision, mission and strategy plan. We leverage in- There is less need for academic
depth analytics and cause-effect metrics to help advice and more need for hands-on
evaluate strategic options, execute on plan, strategy implementation.
improve performance and capture opportunities. Businesses strive to implement
strategies quickly, measure benefits
Value Proposition and optimize results.
Analytics combined with a hands-on
We do not pretend to know your business more
approach is crucial to enable fast
than you do, instead we will help you refine your
quantifiable results.
business idea or strategy, implement and reap its
benefits with quantifiable outcomes. We strive to
Market Sweet Spot
deliver results in addition to sound advice.
Main focus is on the Finance,
Insurance, Banking and IT services
industries.
Previous work encompasses other
industries such as manufacturing
and retail.
Typical client is a middle to large
market business that already
identified opportunities to improve
performance but is struggling to
successfully implement these
strategies.
Facts We Live By Strategy services include growing
 Culture eats strategy for lunch. sales, reducing costs, streamlining
 You cannot manage what you do not measure. processes and improving client
 Exploit information to outthink your rivals. satisfaction.
F1 Strategy leverages a strategic
Pragmatic Approach partnerships to offer breadth and
 Identify and assess opportunities depth of services including
 Develop an effective strategy plan fundraising, M&A functions,
 Put the strategy plan into action turnaround management and
 Test, measure and refine the strategy plan economic development.
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2. Approach
Unique Hands-On Approach Enabling
Fast Return-On-Investment (ROI)
Proprietary Process And Implementum
Top-Down Approach Implementum
F1 Strategy partners with Proprietary software
senior management to suite with historical as
identify key pain-points well as simulation views
F1 Strategy
Strategic Objectives
and opportunities to help monitor and
leverages a
project business
DNA Map cause-effect
performance using the
framework
following perspectives:
to link
Financial, External,
strategy
Internal and Resources
formulation
to strategy
execution
Data Center
Key Metrics
Bottom-Up Approach In-Depth Analytics
F1 Strategy coordinates Decision-making
with subject matter repertoire leveraged by
experts (SME’s) to define F1 Strategy’s problem
and consolidate solving process
information
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3. Case Studies
Growth Management
Case Study 1
The Organization
FSC is a national financial services B2B company with 1,400 associates and a budget of over
$300M. FSC was purchased in the late nineties by a larger financial organization but never
moved its headquarters or integrated its brand, systems or culture.
The Challenge
FSC is underperforming and its market-share is eroding. Clients are disgruntled by FSC’s
slowness to deliver new products and by its complex systems. Industry intelligence suggests
that FSC has good hands-on service but lacks price and product competitiveness. FSC is
growing but at a much slower rate than market growth.
F1 Strategy’s Approach
 Develop and implement a strategy plan to optimize national expansion and champion
fact-based decision making.
 Establish a client segmentation approach to hiring sales force, revamping sales culture
and commission structure, managing customer partnership programs, reorganizing
branches and realigning management goals and objectives.
 Identify and execute on opportunities to enhance capacity utilization and understand
best practices to reduce cost to produce.
The Results
 More than doubled volume within 2 years while doubling market-share and increasing
net profits.
 Reduced losses by over $5M by using tiered pricing to strategically redistribute over
$20M in incentives.
 Improved portfolio performance and lowered delinquency risk for an estimated value of
$20M.
 Identified and led over $10M in opportunities by managing an analytics group and
revamping reporting and data structure.
Client Feedback
"F1 Strategy was integral in the development and execution of our strategic plan resulting in
a twofold increase in sales within 24 months. They identified growth opportunities and
process inefficiencies and developed a framework that kept us focused on key performance
indicators used to drive our annual and monthly business management processes."
© Copyright 2009. F1 Strategy, LLC. All rights reserved. Page: 4

4. Case Studies
Pre-Acquisition Evaluation
Case Study 2
The Organization
GSE is an international firm engaging in a mutually beneficial relationship with ATR, a $1.5B
sales petroleum company that reached a critical decision to sell its business. By acquiring
ATR, GSE believes it has an opportunity to capture $5M in annual profit. Owning ATR is
strategically beneficial to GSE with minimal risk. GSE has yet to look at other similar
opportunities.
The Challenge
ATR can grow volume but lacks the management skills to be profitable. GSE can successfully
manage ATR but will need to better understand how to prevent existing conflicts of interest.
ATR is facing steep competition, and its retail sales and contracts are driven by strong
relationships with suppliers. Trusted sources indicate that other companies have shown
interest in acquiring ATR. GSE needs to quickly engage in negotiations with ATR.
F1 Strategy’s Approach
 Perform preliminary analysis and findings to quickly estimate the strategic, financial and
risk impact.
 Propose immediate start to the negotiation with ATR while exploring opportunities in the
same geographic area.
 Perform in-depth business analysis of ATR and define management needs to successful
integrate processes and systems.
 Select due diligence partners (legal and business), set up negotiation terms, and assess
total value to GSE.
The Results
 Detailed pre-acquisition evaluation greatly helped estimate the benefits of combining
strategic objective including management structure and preparing for post-acquisition
integration.
 F1 Strategy’s in-depth analytics and competitive market evaluation allowed GSE to
formulate a target price and set negotiation criteria.
 Identified and evaluated a present value of $18M for buying ATR, capturing savings after
one year and selling ATR.
Client Feedback
"F1 Strategy significantly impacted our decision-making process. They helped us quickly
formulate a strategy and implement on recommendations. The quality of their service did not
suffer under tight deadlines.”
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5. Case Studies
Due Diligence Evaluation
Case Study 3
The Organization
CalmCo is a strong regional bank that identified an opportunity to move into the mortgage
origination business. For several years, it has been leveraging Fuego, a regional retail
mortgage lender with similar values to CalmCo. Fuego is requesting a $3M premium on its
origination system that it believes is a “state-of-the-art” technology. CalmCo would like an
independent evaluation of Fuego’s system to assess its current state and long-term viability.
The Challenge
After a quick assessment, F1 Strategy discovered that overall security needed to be upgraded
as the current protocols leave room for data to be corrupted, deleted or transferred. Also,
Fuego’s system is an old and highly customized system coded in a very unique language that
relies heavily on key resources which indicates that knowledge transfer is crucial for CalmCo
to ensure business continuity and growth.
F1 Strategy’s Approach
 Build a SWAT team of 4 people: Aligning and synchronizing different expertise levels to
cover all aspects of the assignment.
 Use a decision-tree approach: Ensuring continuous focus on the end-result to perform a
comprehensive yet fast assessment.
 Assess in detail four major areas: Expandability, business functionality, risk
management and key resources.
The Results
 Provided a final assessment that was exhaustive and collective and ensured a fact-based
decision.
 Performed in-depth analysis around major issues such as security and knowledge
transfer and proposed different scenarios to mitigate risk.
 Eliminated $3M premium and incorporated an additional $2M price change to account for
platform conversion.
Client Feedback
"Given that we were faced with an important issue to fully understand and appropriately
reflect in the deal, we were very thrilled that F1 Strategy were on point and helped us through
this challenge. They thoroughly impressed everyone, and we would not be surprised if we
ended up working more together in future. F1 Strategy does outstanding work.”
© Copyright 2009. F1 Strategy, LLC. All rights reserved. Page: 6

6. Case Studies
Turnaround Management
Case Study 4
The Organization
eCB is a one hundred employee, two year-old technology startup, with its parent company as
the sole investor. It has a yearly budget of $70M. eCB provides services mainly to its parent
company but has started licensing and selling services to other companies including
competitors.
The Challenge
eCB is not part of its parent’s core competencies. Internally, eCB is still perceived as an IT
support function and not as a revenue generating engine, and over 90% of its services are
used by its parent company. Culture is still fragmented and exacerbated by rapid growth. It
is specifically struggling to expand internationally.
F1 Strategy’s Approach
 Develop and implement a strategy plan and link it to a cascaded balanced scorecard
framework to help grow the business in a structured way by setting clear and
measureable objectives down to the individual level.
 Develop a complex allocation system and start an internal virtual billing system to help
eCB’s parent company estimate the true added value of eCB.
 Establish a framework for recommending strategic and tactical solutions via an analytics
team consisting of 18 product experts, 4 business analysts and 2 data analysts.
 Set up an international business plan that help eCB efficiently expand the business
overseas.
The Results
 Evaluated and tracked over $100M in net value-add.
 Captured over $2M in savings by setting up and executing on the international business
plan.
 Increased revenue by $3M by adopting a client segmentation methodology to allocate
benefits and adjust prices, and by renegotiating contracts for data storage offshore.
Client Feedback
"F1 Strategy was effective in rendering strategy in operational terms that you can actually do
something with - and in the end, know if you were successful or not.“
© Copyright 2009. F1 Strategy, LLC. All rights reserved. Page: 7

7. Case Studies
Strategy Evaluation
Case Study 5
The Organization
Miknas is a non-profit organization that manages over $5B in retirement, healthcare and
other benefits for its members. With tremendous change in the market and healthcare,
Miknas needs to become more efficient by updating its business platform. It already started a
series of technology updates but needs a unified strategy to better educate, attract and retain
customers.
The Challenge
As a non-profit organization, Miknas has typical cultural challenges to balance the delivery of
its mission with financial requirements. Members require personalized advice and do not
always understand all the available benefits. Also, Miknas’ market is experiencing a decline in
donations and an increase in costs exacerbated by its rigid structure and processes making it
hard to adjust quickly to market conditions.
F1 Strategy’s Approach
 Leverage information and data from internal and external interviews and systems.
 Give a high-level overview and evaluation of an external web portal strategy and
establish the portal as an alternative business platform that will enable efficient
customer service and cost effective delivery.
 Identify and analyze three major strategies:
1. Effective: Customer-Centric
2. Efficient: Transaction-Oriented
3. Analytical: Marketing and Communication empowered through analytics
The Results
 Redefined Miknas’ strategy around the use of technology.
 Centralized strategies around adopting a new business platform.
 Combined the vision of different departments (e.g., operations, technology, marketing
and senior management).
Client Feedback
"Very persuasive work. F1 Strategy impressed all parties involved and was able to use data to
support recommendations. Great approach.”
© Copyright 2009. F1 Strategy, LLC. All rights reserved. Page: 8