Kona Advisors is a strategic advisory firm that helps successful businesses navigate growth. The firm is led by Bruce Werner, who has experience running various investment funds and businesses. Kona provides interim executive services, strategic planning, mergers and acquisitions advisory, and board advisory. Their goal is to help clients identify growth opportunities and improve performance through strategic insight and action plans.
The document summarizes CFA's capabilities in mergers, acquisitions, and capital resources. It highlights CFA's 50+ years of experience in negotiating thousands of transactions, geographic reach through over 40 offices in North America and Europe, and team of dedicated principals and directors who work closely with clients. The document provides biographies of several CFA team members and their relevant experience to showcase CFA's expertise.
Vencap Advisory is an investment banking and financial advisory firm based in New Delhi, India. It provides strategic advisory, mergers and acquisitions, debt and equity placements, and other services to help accelerate business growth for its clients. The company was founded to realize India's future vision by working with growth-oriented companies. It has a team of experienced professionals with expertise in areas like auditing, investment banking, credit risk management, and corporate law. Vencap Advisory aims to become an integral part of its clients and help advise them to success.
Future winners are investing in the right leaders today. As in past recessions margins are being cut, costs pushed down, currencies are shifting – and future winning organisations are starting to reposition themselves.
Anne Frisch, CFO at Publicis Worldwide - Talent Management in FinanceGlobal Business Events
A talent management system must be integrated into a company's overall business strategy and implemented throughout daily operations. It cannot be solely the responsibility of the human resources department, but must involve line managers developing the skills of subordinates. Departments should share information to help employees understand organizational objectives. Retaining and developing talent is important because labor costs are high, performance differences between talented and lesser employees are significant, and employees are a key source of organizational strengths. Implementing talent management requires building a competency model, raising the financial culture of non-financial managers, and prioritizing talent retention as it reduces costs.
Financial Consolidator Short Uk Brochure (2003 9) Sept 09BrendanBinchy
The document discusses a financial planning solution called "The Financial Consolidator" that comprehensively addresses all aspects of a person's finances, including their business interests, investment portfolios, pensions, loans, and other financial obligations. It aims to help clients gain clarity and answers to questions about the current value and performance of their assets, debt management, retirement planning, and other challenges keeping them awake at night. The service develops a consolidated financial plan by gathering data from clients' advisors and producing a clear analysis of their full financial situation and customized plan for the future.
This document discusses best practices in investor relations that fund managers can adopt to gain an advantage in the current competitive market. It recommends that fund managers prioritize client relationships by creating open communication to build confidence and motivate current investors. Managers should ensure clients understand the investment strategy and can relay it to prospective investors. Adopting proven investor relations practices includes educating investors on strategies and industry trends, conducting surveys to understand client needs, and scheduling regular one-on-one meetings with institutional investors. Developing trust and partnership with clients through transparency and responsiveness helps increase client stickiness during periods of varying performance.
Modern portfolio theory incorporates realistic factors useful for tailor-made solutions but could be improved by understanding client preferences earlier. Regional asset managers may offer innovative solutions from less covered areas. Improving the manager selection process requires understanding that top performers do not outperform benchmarks consistently as they take calculated risks before others. Investment consultants should rethink business models to reduce reliance on asset managers and better serve client needs.
See how Quadrant can deliver a contingent labour solution that reduces risk, administration, and cost whilst maximising performance and retention of talent.
The document summarizes CFA's capabilities in mergers, acquisitions, and capital resources. It highlights CFA's 50+ years of experience in negotiating thousands of transactions, geographic reach through over 40 offices in North America and Europe, and team of dedicated principals and directors who work closely with clients. The document provides biographies of several CFA team members and their relevant experience to showcase CFA's expertise.
Vencap Advisory is an investment banking and financial advisory firm based in New Delhi, India. It provides strategic advisory, mergers and acquisitions, debt and equity placements, and other services to help accelerate business growth for its clients. The company was founded to realize India's future vision by working with growth-oriented companies. It has a team of experienced professionals with expertise in areas like auditing, investment banking, credit risk management, and corporate law. Vencap Advisory aims to become an integral part of its clients and help advise them to success.
Future winners are investing in the right leaders today. As in past recessions margins are being cut, costs pushed down, currencies are shifting – and future winning organisations are starting to reposition themselves.
Anne Frisch, CFO at Publicis Worldwide - Talent Management in FinanceGlobal Business Events
A talent management system must be integrated into a company's overall business strategy and implemented throughout daily operations. It cannot be solely the responsibility of the human resources department, but must involve line managers developing the skills of subordinates. Departments should share information to help employees understand organizational objectives. Retaining and developing talent is important because labor costs are high, performance differences between talented and lesser employees are significant, and employees are a key source of organizational strengths. Implementing talent management requires building a competency model, raising the financial culture of non-financial managers, and prioritizing talent retention as it reduces costs.
Financial Consolidator Short Uk Brochure (2003 9) Sept 09BrendanBinchy
The document discusses a financial planning solution called "The Financial Consolidator" that comprehensively addresses all aspects of a person's finances, including their business interests, investment portfolios, pensions, loans, and other financial obligations. It aims to help clients gain clarity and answers to questions about the current value and performance of their assets, debt management, retirement planning, and other challenges keeping them awake at night. The service develops a consolidated financial plan by gathering data from clients' advisors and producing a clear analysis of their full financial situation and customized plan for the future.
This document discusses best practices in investor relations that fund managers can adopt to gain an advantage in the current competitive market. It recommends that fund managers prioritize client relationships by creating open communication to build confidence and motivate current investors. Managers should ensure clients understand the investment strategy and can relay it to prospective investors. Adopting proven investor relations practices includes educating investors on strategies and industry trends, conducting surveys to understand client needs, and scheduling regular one-on-one meetings with institutional investors. Developing trust and partnership with clients through transparency and responsiveness helps increase client stickiness during periods of varying performance.
Modern portfolio theory incorporates realistic factors useful for tailor-made solutions but could be improved by understanding client preferences earlier. Regional asset managers may offer innovative solutions from less covered areas. Improving the manager selection process requires understanding that top performers do not outperform benchmarks consistently as they take calculated risks before others. Investment consultants should rethink business models to reduce reliance on asset managers and better serve client needs.
See how Quadrant can deliver a contingent labour solution that reduces risk, administration, and cost whilst maximising performance and retention of talent.
While the demand for experienced leaders is high, companies find it challenging to manage talent strategically. The three key areas to ensure success are discussed in Talent Scorecard – How to ensure your company is managing talent strategically:
• Align business and talent strategies
• Look ahead, not behind
• Track the talent profile
D2 Capital Partners: General Intro To Scope Of ServicesIan Nguyen
D2 Capital Partners is an independent investment and advisory firm that operates across the spectrum of investment assets. It assists clients with (1) raising capital for companies, (2) deploying capital for strategic and financial investors, and (3) structuring innovative financing solutions. D2 Capital provides advisory services for venture capital, private equity, mergers and acquisitions, restructurings, and sell-side transactions. The firm guides clients through the entire capital raising and deployment process.
Kennet - Growth Strategies For Bootstrapped CompaniesKennet Partners
This document discusses strategies for bootstrapped companies to achieve growth and build shareholder value. It notes that many successful companies were initially bootstrapped through sweat equity and then raised growth capital after achieving $4-60 million in revenues. Bootstrapping can create stronger businesses by focusing them on customers and rational capital allocation. However, bootstrapped companies face challenges scaling as they mature, such as constrained growth, weak capital bases, and difficulty recruiting management. The document recommends bootstrapped companies lay the foundations for managed growth by developing strategic plans and partnerships, evaluating management, and considering external capital raises and acquisitions to fuel expansion while insulating core operations.
Granite Equity Partners is a private equity firm that invests $1-5 million in growing companies located within driving distance of its offices. It focuses on companies with $10-100 million in revenue, $1-8 million in EBITDA, and a strong management team. Granite Equity's Fund II has committed capital to seven companies across various industries. It aims to build a diversified portfolio of 10-12 companies. With over 1,500 companies in the region and 40% facing leadership succession in the next 5 years, Granite Equity sees opportunities to complete its portfolio. The firm is led by experienced general partners and advised by a board with hundreds of years of business experience.
The IT company outsourced the organization of its international conferences to Manpower Business Solutions (MBS) to reduce costs while maintaining quality. MBS established a dedicated team to handle all aspects of planning and executing conferences from various locations with 100-1000 attendees. This resulted in 30% cost savings over 2 years for the IT company through MBS taking on fixed overhead costs. The dedicated conference team provided stability, experience, and was fully integrated into the IT company's business.
Laird Enterprises is a boutique advisory firm that provides strategic planning, leadership training, and operational improvement services to small and mid-sized businesses. It helps clients enhance performance and increase shareholder value. The firm's team of advisors have over 80 years of combined experience in business ownership, operations, and consulting. Laird Enterprises offers services in management consulting, executive training, strategic planning, best practices identification, performance metrics, and M&A preparation and integration to help clients strengthen their businesses.
Hyper Island Lecture - The Role of Agencies and the Ecommerce Development Pro...Beyond Retail
The lecture discusses the role of different agencies in the development phase of ecommerce projects. It identifies strategic agencies, tech agencies, and creative agencies as the main types of agencies involved. It then outlines the typical processes each agency would follow, including specification of requirements, design, development, testing and launch. It emphasizes that project management is challenging due to different languages spoken by developers and creatives. The lecture concludes by providing examples of questions that should be asked to properly define the scope of an ecommerce project before beginning development.
This document provides guidance on creating an effective business plan. It discusses the benefits of a business plan, including focusing ideas, creating a management track, identifying milestones, and attracting investors. The business plan should analyze strengths, weaknesses, opportunities, and threats. It should also demonstrate a source of value, a team that can execute the plan, and a sustainable product/service position. Getting input from professionals can enhance the business plan and chances of success.
The document summarizes a business owner symposium that provided information to help business owners make wise financial decisions. It covered topics like succession planning, financial planning considerations, business valuation, maximizing business value, and exit strategies. 59% of business owners do not have a succession plan. Financial planning should determine retirement needs and compare them to current business value. Business valuation methods were discussed. Buyers prefer businesses with growth, profitability, sustainability, and low risk. The event helped owners understand how to make their business sellable and exit options.
This document provides an overview of topics related to entrepreneurial finance and venture capital deals. It includes discussions on how VCs evaluate deals and funding new ventures. Several VCs discuss what they look for in opportunities, including big markets, strong teams, and developed products. The document also covers note on valuation of deals, including using a tool called SpiffyCalc to calculate post-money valuation. Special considerations for valuations like employee stock options and preference shares are also addressed.
The survey results show that HR must improve its capabilities to focus more on strategic challenges like leadership development, talent management, and anticipating critical business events. However, HR's capabilities are currently seen as weak in important future skills like innovation, strategic thinking, and business acumen. In order to fulfill its new strategic role and help the organization, HR will need to upgrade its own talent over the next three years by developing these in-demand skills.
Lenox Advisors helps businesses address common concerns about employee group benefits. They can help ensure compliance with healthcare reform regulations, optimize benefits packages to control costs, educate employees on benefits values, and service multiple domestic and international locations. Partnering with Lenox allows businesses to develop and manage benefits strategically rather than administratively and focus on other responsibilities.
General Electric is a large multinational corporation. The document discusses General Electric's corporate social responsibility practices regarding human rights, labor, the environment, and anti-corruption efforts. It provides an overview of the company's CSR policies and commitments across these areas.
El documento describe el reglamento estudiantil de la Universidad Popular del Cesar. Explica que el reglamento establece los derechos, deberes y procedimientos que rigen a los estudiantes y a la institución. Detalla algunas consecuencias para estudiantes que cometan fraude académico o agresiones físicas. El objetivo del reglamento es promover el orden, la paz y el desarrollo de los estudiantes.
The document is a presentation by Dr. Daniel Stanislaus Martel on doing business in risky areas. It discusses what business and risky areas are, why there are opportunities for business in risky areas, and how to successfully do business in risky areas. The presentation covers assessing needs and opportunities in risky areas, developing a business plan and model, managing risks and operations, and taking advantage of being an early entrant with fewer competitors in risky areas.
The document defines key terms related to management of a company's board of directors. It outlines requirements for public and private companies regarding the minimum and maximum number of directors. It also discusses rules around independent directors, women directors, appointment and resignation of directors, and disqualifications. Key points include that public companies must have at least 3 directors, private companies can have 1-15 directors, and listed companies must have at least 1 independent director and 1 woman director.
This document provides guidelines for creating effective online tutorials, including meeting learner needs, using a clear structure of an introduction, body and conclusion, addressing different learning styles, providing step-by-step instructions with supporting media, testing the tutorial, and keeping it concise. Key aspects are to identify a topic people want to learn, tell the reader what they will learn, present the content clearly, and break up long tutorials into multiple parts under 45 minutes each.
The document discusses various topics including Henry Ford founding the Detroit Automobile Company, Independence Day being an event depicted in an image, and a pictorial representation of the FIFA World Cup showing two men holding the cup. It also mentions the term "forehand chop" in relation to TT and asks about a movie and zodiac sign.
Este documento presenta los requisitos para cuatro niveles de gimnasia rítmica femenina (E2, E4, Nivel E y Rama Femenina). Cada nivel incluye ejercicios de salto, suelo, paralelas y viga, con descripciones detalladas de los elementos que deben incluirse y las puntuaciones asociadas. Los ejercicios se vuelven más avanzados y difíciles a medida que aumenta el nivel.
This document outlines the concept, model, structure, and operations of SHAPE MSME, an organization that aims to help small and medium enterprises grow through active private equity investments. The organization leverages best practices and networks to work with SMEs over a 4-year engagement period to help de-risk investments and propel the businesses along a growth path. Key aspects include appointing business directors to manage portfolios of SMEs, facilitating growth through expertise and connections, and compensating directors both with fixed pay as well as a percentage of value created. The goal is to create value for investors through successful SME partnerships.
This presentation outlines the opportunity with the Agile Advisory Board (at the seed- and early-stage). Overall, we find that the traditional boards at the seed and early-stage are often counter-productive.
This document summarizes a joint venture between Computech Corporation and CapitalFusion Partners called FinCap Solutions. It provides an overview of FinCap's offerings in structured finance, products, growth story, and experienced management team. The management team includes executives from both Computech and CapitalFusion with experience in financial services, technology, consulting, and business development.
While the demand for experienced leaders is high, companies find it challenging to manage talent strategically. The three key areas to ensure success are discussed in Talent Scorecard – How to ensure your company is managing talent strategically:
• Align business and talent strategies
• Look ahead, not behind
• Track the talent profile
D2 Capital Partners: General Intro To Scope Of ServicesIan Nguyen
D2 Capital Partners is an independent investment and advisory firm that operates across the spectrum of investment assets. It assists clients with (1) raising capital for companies, (2) deploying capital for strategic and financial investors, and (3) structuring innovative financing solutions. D2 Capital provides advisory services for venture capital, private equity, mergers and acquisitions, restructurings, and sell-side transactions. The firm guides clients through the entire capital raising and deployment process.
Kennet - Growth Strategies For Bootstrapped CompaniesKennet Partners
This document discusses strategies for bootstrapped companies to achieve growth and build shareholder value. It notes that many successful companies were initially bootstrapped through sweat equity and then raised growth capital after achieving $4-60 million in revenues. Bootstrapping can create stronger businesses by focusing them on customers and rational capital allocation. However, bootstrapped companies face challenges scaling as they mature, such as constrained growth, weak capital bases, and difficulty recruiting management. The document recommends bootstrapped companies lay the foundations for managed growth by developing strategic plans and partnerships, evaluating management, and considering external capital raises and acquisitions to fuel expansion while insulating core operations.
Granite Equity Partners is a private equity firm that invests $1-5 million in growing companies located within driving distance of its offices. It focuses on companies with $10-100 million in revenue, $1-8 million in EBITDA, and a strong management team. Granite Equity's Fund II has committed capital to seven companies across various industries. It aims to build a diversified portfolio of 10-12 companies. With over 1,500 companies in the region and 40% facing leadership succession in the next 5 years, Granite Equity sees opportunities to complete its portfolio. The firm is led by experienced general partners and advised by a board with hundreds of years of business experience.
The IT company outsourced the organization of its international conferences to Manpower Business Solutions (MBS) to reduce costs while maintaining quality. MBS established a dedicated team to handle all aspects of planning and executing conferences from various locations with 100-1000 attendees. This resulted in 30% cost savings over 2 years for the IT company through MBS taking on fixed overhead costs. The dedicated conference team provided stability, experience, and was fully integrated into the IT company's business.
Laird Enterprises is a boutique advisory firm that provides strategic planning, leadership training, and operational improvement services to small and mid-sized businesses. It helps clients enhance performance and increase shareholder value. The firm's team of advisors have over 80 years of combined experience in business ownership, operations, and consulting. Laird Enterprises offers services in management consulting, executive training, strategic planning, best practices identification, performance metrics, and M&A preparation and integration to help clients strengthen their businesses.
Hyper Island Lecture - The Role of Agencies and the Ecommerce Development Pro...Beyond Retail
The lecture discusses the role of different agencies in the development phase of ecommerce projects. It identifies strategic agencies, tech agencies, and creative agencies as the main types of agencies involved. It then outlines the typical processes each agency would follow, including specification of requirements, design, development, testing and launch. It emphasizes that project management is challenging due to different languages spoken by developers and creatives. The lecture concludes by providing examples of questions that should be asked to properly define the scope of an ecommerce project before beginning development.
This document provides guidance on creating an effective business plan. It discusses the benefits of a business plan, including focusing ideas, creating a management track, identifying milestones, and attracting investors. The business plan should analyze strengths, weaknesses, opportunities, and threats. It should also demonstrate a source of value, a team that can execute the plan, and a sustainable product/service position. Getting input from professionals can enhance the business plan and chances of success.
The document summarizes a business owner symposium that provided information to help business owners make wise financial decisions. It covered topics like succession planning, financial planning considerations, business valuation, maximizing business value, and exit strategies. 59% of business owners do not have a succession plan. Financial planning should determine retirement needs and compare them to current business value. Business valuation methods were discussed. Buyers prefer businesses with growth, profitability, sustainability, and low risk. The event helped owners understand how to make their business sellable and exit options.
This document provides an overview of topics related to entrepreneurial finance and venture capital deals. It includes discussions on how VCs evaluate deals and funding new ventures. Several VCs discuss what they look for in opportunities, including big markets, strong teams, and developed products. The document also covers note on valuation of deals, including using a tool called SpiffyCalc to calculate post-money valuation. Special considerations for valuations like employee stock options and preference shares are also addressed.
The survey results show that HR must improve its capabilities to focus more on strategic challenges like leadership development, talent management, and anticipating critical business events. However, HR's capabilities are currently seen as weak in important future skills like innovation, strategic thinking, and business acumen. In order to fulfill its new strategic role and help the organization, HR will need to upgrade its own talent over the next three years by developing these in-demand skills.
Lenox Advisors helps businesses address common concerns about employee group benefits. They can help ensure compliance with healthcare reform regulations, optimize benefits packages to control costs, educate employees on benefits values, and service multiple domestic and international locations. Partnering with Lenox allows businesses to develop and manage benefits strategically rather than administratively and focus on other responsibilities.
General Electric is a large multinational corporation. The document discusses General Electric's corporate social responsibility practices regarding human rights, labor, the environment, and anti-corruption efforts. It provides an overview of the company's CSR policies and commitments across these areas.
El documento describe el reglamento estudiantil de la Universidad Popular del Cesar. Explica que el reglamento establece los derechos, deberes y procedimientos que rigen a los estudiantes y a la institución. Detalla algunas consecuencias para estudiantes que cometan fraude académico o agresiones físicas. El objetivo del reglamento es promover el orden, la paz y el desarrollo de los estudiantes.
The document is a presentation by Dr. Daniel Stanislaus Martel on doing business in risky areas. It discusses what business and risky areas are, why there are opportunities for business in risky areas, and how to successfully do business in risky areas. The presentation covers assessing needs and opportunities in risky areas, developing a business plan and model, managing risks and operations, and taking advantage of being an early entrant with fewer competitors in risky areas.
The document defines key terms related to management of a company's board of directors. It outlines requirements for public and private companies regarding the minimum and maximum number of directors. It also discusses rules around independent directors, women directors, appointment and resignation of directors, and disqualifications. Key points include that public companies must have at least 3 directors, private companies can have 1-15 directors, and listed companies must have at least 1 independent director and 1 woman director.
This document provides guidelines for creating effective online tutorials, including meeting learner needs, using a clear structure of an introduction, body and conclusion, addressing different learning styles, providing step-by-step instructions with supporting media, testing the tutorial, and keeping it concise. Key aspects are to identify a topic people want to learn, tell the reader what they will learn, present the content clearly, and break up long tutorials into multiple parts under 45 minutes each.
The document discusses various topics including Henry Ford founding the Detroit Automobile Company, Independence Day being an event depicted in an image, and a pictorial representation of the FIFA World Cup showing two men holding the cup. It also mentions the term "forehand chop" in relation to TT and asks about a movie and zodiac sign.
Este documento presenta los requisitos para cuatro niveles de gimnasia rítmica femenina (E2, E4, Nivel E y Rama Femenina). Cada nivel incluye ejercicios de salto, suelo, paralelas y viga, con descripciones detalladas de los elementos que deben incluirse y las puntuaciones asociadas. Los ejercicios se vuelven más avanzados y difíciles a medida que aumenta el nivel.
This document outlines the concept, model, structure, and operations of SHAPE MSME, an organization that aims to help small and medium enterprises grow through active private equity investments. The organization leverages best practices and networks to work with SMEs over a 4-year engagement period to help de-risk investments and propel the businesses along a growth path. Key aspects include appointing business directors to manage portfolios of SMEs, facilitating growth through expertise and connections, and compensating directors both with fixed pay as well as a percentage of value created. The goal is to create value for investors through successful SME partnerships.
This presentation outlines the opportunity with the Agile Advisory Board (at the seed- and early-stage). Overall, we find that the traditional boards at the seed and early-stage are often counter-productive.
This document summarizes a joint venture between Computech Corporation and CapitalFusion Partners called FinCap Solutions. It provides an overview of FinCap's offerings in structured finance, products, growth story, and experienced management team. The management team includes executives from both Computech and CapitalFusion with experience in financial services, technology, consulting, and business development.
GB/ Consulting was founded in 2004 to provide management consulting services and help clients manage their companies. They have expertise in finance, organization, operations, and internationalization. GB/ Consulting provides global vision, best practices, tools, and action-oriented professionals to support clients through changes, mergers/acquisitions, restructuring, and growth. They work with over 100 clients and have completed over 200 projects across multiple industries.
Mzilakatha Strategic Management Services is a South African management consulting firm founded by Vusi Ndala to help small and medium enterprises grow. The firm provides strategic management services including business planning, operations support, and corporate governance as well as ancillary services such as sales, marketing, and event facilitation. Mzilakatha aims to become Africa's top professional services firm by efficiently utilizing resources, promoting innovation, and providing cost-effective assistance to clients.
sentaire Partners is a professional services firm with expertise in enterprise risk management, information technology, business process optimization, cost management, and planning and execution. The firm consists of a team of former senior executives and consultants from the financial industry who have extensive real-world experience solving complex problems with innovative solutions. sentaire Partners works closely with clients to help enhance performance, profitability, and manage regulatory challenges through leveraging the expertise of its team members. The core focus of sentaire Partners is on delivering bottom-line results for its clients in the financial services and capital markets industries.
GB/ Consulting was founded in 2004 to provide management consulting services and help clients manage their companies. They have expertise in finance, organization, operations, and internationalization. They provide global vision, best practices, tools, and action-oriented professionals to promote change. Their solutions include business development, international strategy, finance, operations, and systems. They have a team of experienced directors from senior positions in various industries.
Keenan Matthews is a strategic advisory firm that assists companies in accelerating growth through expertise in M&A, strategy, restructuring, corporate finance, and integration. With over 30 years of experience, the firm has developed a global network of industry and process experts. Keenan Matthews specializes in corporate strategy, restructuring, M&A, and capital advisory services to help clients transform their businesses.
Keenan Matthews is a strategic advisory firm that assists companies in accelerating growth through expertise in M&A, strategy, restructuring, corporate finance, and integration. With over 60 industry executives who have collectively worked on hundreds of global projects since 1986, the firm specializes in corporate strategy, restructuring, M&A, and capital advisory services. Keenan Matthews offers a unique network of experienced practitioners and professionals who work on projects around the world.
Keenan Matthews is a strategic advisory firm that assists companies with growth through services like M&A, strategy, restructuring, and corporate finance. With over 60 industry experts who have consulted on hundreds of projects globally since 1986, they specialize in management guidance, evaluation, operational readiness, and other services to help clients accelerate growth. Their innovative model leverages a network of experienced practitioners across industries like financial services, mining/metals, pharmaceuticals/biotech, oil/gas, technology/media/telecom, and retail/consumer products.
Benning Associates has extensive experience advising clients in the medical technology industry, having completed over $400 million in transactions in the sector. Notable deals include advising on the $155 million cross-border sale of Curagen's genome sequencing subsidiary to Roche, and providing a fairness opinion for the $55 million sale of DirectSelect's drug discovery technology to GSK at a 150% premium. With med tech M&A and financing activity expected to increase in 2010 due to venture capital trends and availability of debt, Benning Associates is well-positioned to advise clients on strategic transactions.
Evergreen Growth Advisors helps clients achieve predictable and sustainable revenue growth by defining sales strategies and optimizing direct and indirect sales channels. They work with clients to identify opportunities for immediate revenue improvement while ensuring strategies are aligned for long-term growth. Their projects are led by partners with strong educational and operating backgrounds to drive fact-based analysis and implementation.
Babor Group provides real estate advisory services including acquisitions, development, operations, financial analysis, and project management. They assist clients with real estate assets through due diligence, site inspections, transaction modeling, and sales/marketing strategy. Their services encompass residential, retail, industrial, and master-planned projects.
This presentation is a collection of thoughts related to Satyam Kantamneni’s perspective to a career in UX design.
The author can be reached at satyam@ozzar.com
Michael R. Kirby is an accomplished C-level executive with over $2B in revenues and experience leading up to 1,700 personnel. He has expertise in organizational transformation, maximizing productivity, and leading global talent. His leadership style encourages challenge, risk-taking, and clear vision/strategy set through collaboration. He believes delegating authority while creating accountability motivates staff. His vast international experience has taught him how different cultures approach customers/partners and the importance of operating ambiguously with subtle solutions.
Systems Evolution, Inc. (SEI) is a boutique business and technology consulting firm focused on delivering superior value to local clients since 1992. We provide the agility, consistency and personal attention of a local partner while providing the reach and knowledge assets of a national organization.
Systems Evolution, Inc. (SEI) is a business and technology consulting firm that has been providing pragmatic solutions to clients for almost 20 years. SEI focuses on client success through project planning and execution, technology deployment, business process optimization, and enterprise information management. The company's reputation is built on commitment to clients and reliable results.
Systems Evolution, Inc. (SEI) is a business and technology consulting firm that has been providing pragmatic solutions to clients for almost 20 years. SEI focuses on client success through project planning and execution, technology deployment, business process optimization, and enterprise information management. The company's reputation is built on commitment to clients and reliable results.
Systems Evolution, Inc. (SEI) is a business and technology consulting firm that has been providing pragmatic solutions to clients for almost 20 years. SEI focuses on client success through project planning and execution, technology deployment, business process optimization, and enterprise information management. The company's reputation is built on commitment to clients and reliable results.
Systems Evolution, Inc. (SEI) is a boutique business and technology consulting firm focused on delivering superior value to local clients since 1992. We provide the agility, consistency and personal attention of a local partner while providing the reach and knowledge assets of a national organization.
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