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| Sample Engagements Corporate Strategy and Development
Software & Information Technology Advisory Board: Edge Spring, a visual intelligence and business analytics software company funded by Lightspeed Venture Partners; Pearl Street Group, a venture lender and venture equity investor Energy Monitoring SAS - Performed competitive survey of the energy monitoring and efficiency sector. Identified business model market voids. Assisted CEO and founder term develop business model, articulate product competitive differentiation, and business plan leading to capital raising activities. Executive VP at AppNet - completed twelve acquisitions in nine months and guided the team through IPO and after doubled revenue in less than a year, company acquired by Commerce Advisor: Optimal Solutions, an SAP enterprise technology consulting and staffing firm Wireless Solution - Founder, Chairman, Initial CEO of R4 Global Solutions, a RFID- technology provider. Built management team, guided product development, and instituted and grew sales into multiple sectors. Lead successful disposition to Verisign in 2005. Assisted more than 20 foreign and domestic, IT, venture-backed entrepreneurial companies with US market entry including:
E-Commerce - Sourced start-up client at point of US market entry from Germany with $5M sales in Europe, 0 in US. Advised founder on US legal and venture issues; sourced international venture investor leads; Company listed in 1998 at $1.6B market cap. E-Finance - Developed business market segments strategy; negotiated and closed corporate strategic partnerships, drafted corporate and product positioning documentation for new revenue lines. Assisted CEO with management of venture financing strategy, presentations to investor community and closed investor capital commitments. Online Music – advised CEO’s on company development, business model and intellectual property/model, strategic partnering, and venture strategy for new innovative software applications in music industry (media manager and player), (interactive record label) incorporating emerging internet technology with traditional music models. Online Games – advised early CD-ROM and interactive game developers on business model, business development and strategic alliances, and venture strategy. Counseled investment firms on approaches to permitting for onshore and offshore energy resource development via Energy Solutions Group, an energy consultancy. Advisor to consortium of international investors, including Australian investment bank on economic feasibility and regulatory hurdles in acquisition of US energy provider. Mentor, MIT – Silicon Valley, to various technology start-up alumni including new energy efficient engine technology, integrated medical training provider, and other start-ups. Advised private and quasi-government entities on international energy strategy with emphasis on alternative energy:
Secured strategic alliance with $1B family office for distressed notes acquisition; performed investment financial assessment. Oversaw due diligence including financial models and presentation of opportunities to due diligence and Managing Directors and facilitated relationship to deal flow opportunity with #1 California community bank at senior officer level for possible acquisition of distressed debt. Advised $1B real estate developer specialized in historic high-rise office adaptive re-use. Oversaw development of complex financial model with simulative scenarios, developer pitch package of concept and opportunity; developed joint-venture for stepped sale to JV developer or hotel operator. Result: closed $33M + stepped purchase transaction with spin-out of retail Private fiduciary to family office. Secured institutional investment opportunities, diversified portfolio, liquidated assets and developed succession plans. Assumed management and P&L responsibility, diversified portfolio of asset classes: real estate, public securities, alternative assets, and private equity holdings. Acted as trustee fiduciary – provided all financial assessment and reporting, legal and accounting oversight. Managed the portfolio, operated real estate, mitigated risks, and executed diversification strategies. Developed succession plan for partnership and bought-out co-founder through mediation. Transitioned industrial warehouse estate asset from NNN single tenant to direct management. Substantially grew revenue and sustained top-level growth, including through economic downturn. Developed financial reporting system with CPA. Assumed leasing oversight for 45,000 sq. ft. retail shopping center located in San Jose. Retained and oversaw leasing broker and/or directly negotiated lease expiration and renewals. Oversaw the development of complex buy-sell financial simulative analysis. Transitioned legacy partnership, lacking succession plan into internal buyout, including oversight of complex litigation and settlement. Grew revenue more than 7% yearly over year compounded. Innovated and structured venture capital fund for investment in institutional grade high-performance real estate development projects, New Luna Ventures L.P.:
Results: Sourced right of first negotiation in $50M adaptive, re-use of historic buildings into office/retail with water reclamation, renewables, and historic components. Subscribed lead private investor for fund and project; developed co-investor relationships with $800M real estate private equity fund and negotiated investor deal terms. Trustee to diversified real estate portfolio located in Northern and Southern California - portfolio management, growth and diversification strategy, financial assessment and reporting, estate planning, administration, legal and accounting oversight. Advised real estate developers on project conceptualization for highest and best use redevelopment and joint-venture co-development. Performed financial modeling, joint-venture structrures and workout strategy of distressed, in-process real estate development projects. Created project vision for conversion of 140,000 sq. ft. mixed-use historic office building into boutique hotel or condo, financially modeled redevelopment options, developed pitch package, identified and secured co-developer partner. Structured private equity fund for developer/investor from the Los Angeles film industry for investment in the Hawaii.
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