Advising Boards and Senior Executives














 


Conducted evaluations and risk analyses for several companies and their Managements and Boards of Directors as they sought to validate their risks assessments, identify critical strategic or operational weaknesses, and develop action and contingency plans to address them
For multiple companies, worked with Management to develop and roll-out facilitated training sessions on governance, comprehensive oversight, management cohesiveness and similar issues and concerns
Advised the owners of a privately-held company as they evaluated their company, its management, and its potential to improve performance and shareholder value

Advised the senior managements of several multi-divisional companies as they sought to assess their weaknesses and identify strategic and operational changes that could lead to growth and improved performance

Advised and assisted the Board of Directors and senior executives of several companies as they evaluated their ability to acquire and manage new businesses, assessed the impact the acquisitions would have on their company’s financial condition and ratings, developed merger and integration plans and post-acquisition implementation plans

Advised the Board of Directors of a specialty company as they assessed the performance of the company, its need for additional capital, and the options available to them if an equity infusion was needed

Advised the Board of Directors and senior executives of a consumer services company as they considered regional acquisitions to expand their company and assisted them with plans for a new product line

Conducted full due diligence and advised a potential buyer regarding the suitability of acquiring a large, regional company, determined and the level of investment that might be required