Some of Our Success Stories

M&A and Investor Services

Merger

M&A, Buildups

M&A and Investor Services

Frontenac, KRG, Kohli, Acxiom, i-banks, PEs

Buy-side, sell-side engagements for strategic M&A, with partner investors, bankers and strategic cos. Post deal, serving as ongoing Operating Partner and catalyst consultant for business acceleration, as bridge between Sponsors and Management

Business Roadmap

Business Roadmaps
For Boards, CEOs

M&A and Investor Services

Assessments, strategies and plans for companies seeking high growth, organically, via M&A, and or sales transactions.

Investments

Boards & Advisories

M&A and Investor Services

Ansira (Agency), DataXu (SaaS DSP), Signal (Data DMP), IgnitionOne (DSP DMP), Nexage (Mobile Ads SSP), Modiv (Retail Local), Covario (Search), BlueCava (Data SaaS), NetworkedInsights (Social/TV)

Strategic voice providing multichannel, data, engagement, high-growth operating experience to PE, VCs

Growth-Driving Services

An iPad and an iPhone

Digital Transformations

Growth-Driving Services

Marsh, Acxiom, BlueCava, Brandify

Added new, or pivoted established businesses, into digital models. Leveraged key technology, data and customer assets, to enable sales forces to drive success.

Marketing Funnel

Go to Market: Targeted Campaigns, Leads & Sales

Growth-Driving Services

Axioma, Acxiom, Citi360, Epsilon, Hyatt, Marriott, National Car Rental, 800-Flowers, Visa, Amex, Victoria Secret, Sony, Dell, Constant Contact

Designed and executed targeted marketing campaigns, in 6+ channels, media and screens, for customer engagement through revenues, for B2C and B2B products.

Sales Strategy

Monetizing Data

Growth-Driving Services

Amex, Citigroup, TransUnion, Brandify, BlueCava, Adtech

Built new products and business models for revenues and strategic advantages. Leveraged proprietary data from retailers, card transactions, credit profiles, devices and adtech.

M&A, Buildups

Merger

Industries: Marketing Services, Digital Ads, Email, Search, Data, Analytics, Shopper, Retail, Cloud services

How we do it

  • Develop buy-side theses
  • Find strategic targets
  • Reach out and engage CEOs and Boards
  • Evaluate target companies
  • Perform diligence of company, revenues and markets
  • Negotiate terms, manage process for both sides
  • Create 100-day operating plans for momentum
  • Strategic operations fixup
  • Serve on boards

Results

  • Studied 1000 companies
  • Buildups of 1-3 target companies
  • Creating growth for 3x valuations

Business Roadmaps
For Boards, CEOs

Business Roadmap

Industries: Mobile/Carrier, Insurance, Marketing Services, Cloud services, SBS services, Attribution, Commercial data, Cards, Email Marketing, Video Advertising

How we do it

  • Market assessments
  • Board, Management and Analysts opinion interviews
  • Asset and competitive advantage assessment; SWOT
  • Strategic scenarios and options, proformas
  • Board presentations
  • Operating Roadmaps and recommendations
  • Forging consensus between board and executive suite

Results

  • Business direction unity
  • Action Plans
  • Multiple acquisitions and sales

Boards & Advisories

Investments

Industries: Marketing Services, Cloud services, Digital Ads, Search, Data, Analytics, Mobile, Local, Retail, Video

How we do it

  • Strategic plans
  • Market positioning
  • Marketing and Go to Market programs
  • Client sourcing
  • Executive talent sourcing
  • Analytics and Data
  • M&A

Results

  • High business growth
  • Organizational maturity
  • Multiple acquisitions and sales

Digital Transformations

An iPad and an iPhone

Industries: Insurance, Marketing Services, Data, Retail, SMB

How we do it

  • Lead agent for CEO and President’s initiative
  • Evaluated big new digital markets for gaps and needs
  • Evaluated internal key assets and technologies
  • Designed business plans
  • Won Board approvals
  • Framed product roadmaps, and sales roadmaps
  • Internal change-management and training of sales, customer and product teams
  • Pitched key clients for early adoption and revenue momentum
  • Promoted business via PR and corporate marketing
  • Managed nascent SBU

Results

  • Transformed core business into Digital
  • Built new teams and operations
  • Rallied the troops to new culture

Go to Market: Targeted Campaigns, Leads & Sales

Marketing Funnel

Industries: Consumer products, Retail, Cards, Consumer Electronics, SMB services, Data, email, Travel, Publishing

How we do it

  • Determined best targeted customers, via analytics and data
  • Designed campaigns, mixing media and channels
  • Designed measurement and attribution
  • Found and managed agency, DSP, publisher and other execution partners
  • Analyzed Sales Funnel and optimization plan
  • Determined Martech, data, analytics and platforms infrastructures
  • Managed execution and improvements
  • Results presentation

Results

  • Grew revenues for each company
  • Captured customer learning for sales and products
  • Developed strategic system for revenue generation ongoingly

Monetizing Data

Sales Strategy

Industries: Consumer Financial products, Retail, Credit, Data, Advertising

How we do it

  • Data Audits and inspections
  • Internal source-workflow analyses
  • Identifying where the value is
  • Market need research & assessments
  • Product brainstorming & prototyping
  • Business plan mockups
  • Quick and dirty go to market
  • Revenue generation
  • Board presentations for CEO
  • Followed by more formal business plans
  • Staffed up organizations and rollouts

 

Results

  • Launched new businesses for multiple markets
  • Captured learning for internal teams
  • Built new teams and operations