Yatalie Capital Management Co. is an investment banking and management firm that provides financial advisory and related services to both public and private middle market companies. Services include strategic consulting, mergers and acquisitions, valuation, capital raising, and investor relations. The firm works with companies generating $1-10 million in annual revenue. It aims to design and implement customized financial strategies for clients while maintaining efficiency.
Private Equity Investor Value CreationLLR Partners
LLR's Justin Reger presented at the 2013 Southeast Venture Conference, held March 13 - 14 in Charlotte, NC.
Justin presented on how to get the most out of partnering with an investor. Beyond securing capital to help grow a business, partnering with an investor can bring with it the strategic guidance, corporate development support, access to talent networks and other resources needed to help business owners achieve their goals. Learn how to get the most long-term value out of a partnership with your investor.
Part of the MaRS BioEntrepreneurship series:
http://www.marsdd.com/bioent
Speaker: Roman Masley, Managing Director, SHI Capital
Topics Addressed:
* Do’s and don’ts in biotech fundraising
* The importance of the pitch
* Formulating a strategic funding plan that encompasses all financing opportunities
* Understanding the angel investor and what type of investment they are looking for
* Knowing the key issues, pitfalls, and hot buttons when approaching venture capitalist
* Matching the company's needs with the appropriate types of funding opportunities.
* Exploring strategic financing alternatives such as monetizing royalty streams, risk-sharing structure financings, PIPEs and collaborations.
* Understanding venture debt and when it is best used in financing a startup.
Part of the MaRS BioEntrepreneurship series
Topics Addressed:
* Do’s and don’ts in biotech fundraising
* The importance of the pitch
* Formulating a strategic funding plan that encompasses all financing opportunities
* Understanding the angel investor and what type of investment they are looking for
* Knowing the key issues, pitfalls, and hot buttons when approaching venture capitalist
* Matching the company's needs with the appropriate types of funding opportunities.
* Exploring strategic financing alternatives such as monetizing royalty streams, risk-sharing structure financings, PIPEs and collaborations.
* Understanding venture debt and when it is best used in financing a startup.
More information on this presentation:
http://www.marsdd.com/bioent/may14
What's in the Numbers? A workshop for mastering the power of financial toolsStrengtheningPGHArts
Presented by Kim Cook and Alice Richardson, Nonprofit Finance Fund, August 23, 2010, for the Strengthening Pittsburgh Arts Kickoff Event at Father Ryan Arts Center
Have you been asked to manage to a balance sheet? Do you wonder what it means to get “beyond break even”? Have you heard the term “below the line” and wondered what line they were referring to? Do metrics sound like a system for tabulating football scores that you didn’t learn in college? This workshop is designed to address issues for both new and experienced nonprofit managers facing increasingly challenging demands in the use of financial tools. As the economy continues to remain uncertain, many organizations are revisiting current budgeting practices and exploring new options to better navigate this changing environment. Especially valuable for managers of organizations with budgets between $200,000 and $5 million, this workshop encompasses a review of how to approach budgeting for successful annual financial management and external communications, how to use program economics as a method for making adjustments on the margin to improve overall performance, and concepts for thinking about and adjusting scenarios when operational changes occur.
Successfully Execute On Strategies
With Quick And Measureable Results
Facts We Live By:
- Culture eats strategy for lunch.
- You cannot manage what you do not measure.
- Exploit information to outthink your rivals.
Global Strategic Consulting and M&A Professional with a proven track record of achieving high levels of results. I offer business strategy services, fractional CFO services, Pro Sports Team M&A, M&A, etc.
Private Equity Investor Value CreationLLR Partners
LLR's Justin Reger presented at the 2013 Southeast Venture Conference, held March 13 - 14 in Charlotte, NC.
Justin presented on how to get the most out of partnering with an investor. Beyond securing capital to help grow a business, partnering with an investor can bring with it the strategic guidance, corporate development support, access to talent networks and other resources needed to help business owners achieve their goals. Learn how to get the most long-term value out of a partnership with your investor.
Part of the MaRS BioEntrepreneurship series:
http://www.marsdd.com/bioent
Speaker: Roman Masley, Managing Director, SHI Capital
Topics Addressed:
* Do’s and don’ts in biotech fundraising
* The importance of the pitch
* Formulating a strategic funding plan that encompasses all financing opportunities
* Understanding the angel investor and what type of investment they are looking for
* Knowing the key issues, pitfalls, and hot buttons when approaching venture capitalist
* Matching the company's needs with the appropriate types of funding opportunities.
* Exploring strategic financing alternatives such as monetizing royalty streams, risk-sharing structure financings, PIPEs and collaborations.
* Understanding venture debt and when it is best used in financing a startup.
Part of the MaRS BioEntrepreneurship series
Topics Addressed:
* Do’s and don’ts in biotech fundraising
* The importance of the pitch
* Formulating a strategic funding plan that encompasses all financing opportunities
* Understanding the angel investor and what type of investment they are looking for
* Knowing the key issues, pitfalls, and hot buttons when approaching venture capitalist
* Matching the company's needs with the appropriate types of funding opportunities.
* Exploring strategic financing alternatives such as monetizing royalty streams, risk-sharing structure financings, PIPEs and collaborations.
* Understanding venture debt and when it is best used in financing a startup.
More information on this presentation:
http://www.marsdd.com/bioent/may14
What's in the Numbers? A workshop for mastering the power of financial toolsStrengtheningPGHArts
Presented by Kim Cook and Alice Richardson, Nonprofit Finance Fund, August 23, 2010, for the Strengthening Pittsburgh Arts Kickoff Event at Father Ryan Arts Center
Have you been asked to manage to a balance sheet? Do you wonder what it means to get “beyond break even”? Have you heard the term “below the line” and wondered what line they were referring to? Do metrics sound like a system for tabulating football scores that you didn’t learn in college? This workshop is designed to address issues for both new and experienced nonprofit managers facing increasingly challenging demands in the use of financial tools. As the economy continues to remain uncertain, many organizations are revisiting current budgeting practices and exploring new options to better navigate this changing environment. Especially valuable for managers of organizations with budgets between $200,000 and $5 million, this workshop encompasses a review of how to approach budgeting for successful annual financial management and external communications, how to use program economics as a method for making adjustments on the margin to improve overall performance, and concepts for thinking about and adjusting scenarios when operational changes occur.
Successfully Execute On Strategies
With Quick And Measureable Results
Facts We Live By:
- Culture eats strategy for lunch.
- You cannot manage what you do not measure.
- Exploit information to outthink your rivals.
Global Strategic Consulting and M&A Professional with a proven track record of achieving high levels of results. I offer business strategy services, fractional CFO services, Pro Sports Team M&A, M&A, etc.
Measuring the Blended Value of Corporate Social Responsibility and Social Ent...Karim Harji
Presentation to the Canadian Evaluation Society Annual Conference, Ottawa, June 2, 2009
Innovative evaluation methods and tools are emerging in the fields of corporate social responsibility (CSR) and social enterprise. The focus of these innovations is the measurement of the “blended value” (financial, social and environmental) that is created by CSR and social enterprise, which is of interest to social investors, “philanthrocapitalists” and governments.
This panel will summarize findings-in-process from ongoing applications in these spheres in Ontario, Ghana and other developing-world settings. There are advantages and challenges in applying “blended value” approaches that the presenters will examine. The panelists will also discuss the implications of these findings for the theory and practice of evaluation.
Mr. Jerry Striplin Joins GeniusCo Strategic Advisory Boardfaruqh
Jerry Striplin and has joined the Strategic Advisory Board of GeniusCo. In this capacity Jerry will advise GeniusCo on international and domestic business development matters. He joins a growing group of accomplished business persons currently residing on the Strategic Advisory Board.
Business Case Study on PricewaterhouseCoopers (PwC)Karthik Krishnan
A Case Study on PricewaterhouseCoopers (PwC) highlighting the leaders of it's Indian Management and Global as well. Also, Highlighting the Business Functions and it's leaders.
How to sell health insurance to millennials.pdfMangoCRM
How to sell health insurance to millennials: Let's talk about life changes and unique benefits.
Nutrition counseling, healthy and delicious recipes, paid gym memberships, and many more. Reach younger folks based on the stuff they care about, not the general features associated with the plans you offer: The old "features versus benefits" paradigm...
https://bit.ly/3fot4lj
#healthinsurance #insuranceagent
The COVID-19 pandemic has changed the way we conduct our lives and work. Leisure, airlines, casinos, and other non-essential business industries have suffered either complete shutdowns or are currently operating at minimized capacities.
Our contact management interface is meant to help you effectively manage not just the most basic of data about your business contacts, clients, customers, etc. but to also help you execute various other functions with the contact as the centerpiece.
The nation of, Nigeria located in Western Africa is vast in landmass and populace. According to NationsOnline.org, it has an area of 923,768 km square and a population of about 200 million people making it the 7th most populous country in the world.
With over 25% of its stock sold short, trading near its 52-week lows, plus a cash pile of $100 million with no debt, PETS looks like a perfect addition to your portfolio.
New Tax Regime User Guide Flexi Plan Revised (1).pptx
Investment banking overview
1. INVESTMENT
BANKING
Private Equity . Financial Advisory . Mergers and Acquisition . Public Markets Advisor . Investor Relation
2011
Yatalie Capital Management Co.
6135 Park South Drive. Suite 510 (5th Floor)
Charlotte, North Carolina 28210
Tel: 888.541.6640
2. What We Can Do
For Your Business
Investment Banking
Yatalie Capital Management Co., is registered with the
Securities and Exchange Commission (SEC:801-71868 ) and is a member of the Financial Industry Regulatory
Authority (FINRA). We investment-banking and management firm serving both public and private middle market companies with
revenue ranging from $1 million to $10 million. Contact Yatalie Capital Management for information on the myriad of investment
banking, corporate finance and merger and acquisition services offered. Visit Firm’s website at
www.yataliecapital.com
Our services include: Investor Relations Management Consulting
• Access to and arrangement In-depth research and prep-
• Analysis of strategic options
of magazine, radio, aration of growth
Valuation
Firm Overview Business plan development
and TV exposure strategies (organic and/or exter-
nal)
Access to industry-focused
Strategic growth consulting web-designers Development of perfor-
Consulting ( Sale of Busi- mance improvement
Development and dissemi-
Headquartered in The prestigious South Park area of Charlotte, NC , Yatalie Capital Management Co. provides a ness) nation of press Transformation and change
broad spectrum of financial advisory and related services to both public and private middle market Asset and/or stock sale leadership
releases via newswire ser-
companies through its various affiliates. The Firm has earned a national reputation for designing and implementing management vices Locating qualified board
Insurance Solutions candidate
financial and business strategies that exceed expectations while staying efficient and competitive. Introduction to industry
Investment management research analysts Identification of cost reduc-
Yatalie Capital is comprised of an experienced and entrepreneurial group of professionals that have tion
Employee Stock purchase Communications between
successfully completed a broad range of financial assignments for clients Worldwide. Client and Investors Outsourcing non-core pro-
The operating philosophy of The Firm is to serve only a select group of emerging growth and middle market clients cesses
through the personalized attention of our senior executives.
The Firm’s experienced principals take a hands-on approach with each client. By
attentive understanding of each client’s business and strategic objectives, Miller is able to focus on a client’s individu-
al needs, effectively develop strategies, efficiently achieve goals and manage each transaction
process rapidly through to the close.