Strategy & Organizational Services

• Early stage corporate structuring, infrastructure and organizational matters
• Succession planning valuation
• Facilitating the creation, synchronization and / or execution of business plans and corporate vision / strategy
• Evaluation of organizational structure, capacity and needs, as appropriate
• Execution and oversight of strategic initiatives working in conjunction with team leaders through streamlined policy and process development

Human Resource Strategic Development & Improvement

• Analyze existing product staffing functions and design organizational structures and streamlined reporting processes
• Formulate / design and execute recruiting campaigns/survey tools
• Evaluate existing teams / workforce with the goal of assessing competencies and identifying skill mismatches / gaps. Leverage survey / polling tools as appropriate
• Formulate and articulate succession planning tools, including valuation, organizational and human resource planning
• Develop training and job training programs

Business, Marketing, Research & Financial Analysis

• Data analysis, using proprietary quantitative and qualitative research, analytic modelling and financial metrics
• Assist and advise on the creation in client specific valuation tools, corporate financial models and competitor analysis
• Conduct market research, SWOT and competitive advantage analysis
• Design and deploy investor/market surveys and interviews
• Project management
• Develop marketing and positioning strategies
• New product development/business expansion opportunities

Project Management

• Facilitate dialogue and communication to achieve common goals by working with diverse teams.
• Cross pollination of idea generation to create best practices and solutions based strategies.
• Utilize problem solving strategies to foster collective group think to achieve optimal outcomes.
• Develop process timelines and communication plans

Transaction Related Services

• Transaction due diligence support
• Transaction valuation analysis and financial modeling support
• Post transaction support, including development of integration plans
• Shareholder activism preparation and response

Experience