Engagements

Following is a representative listing of client engagements and executive assignments. Client confidentiality is always respected, with references available upon request.

Networking & Applications Software Company
Competing with Microsoft, Doubled Revenue in 24 Months.
Board and executive responsibility for the profitable growth of a networking and applications software company from $60,000,000 in annual revenue to over $120,000,000 over a period of 24 months. Diversified the technology and product portfolio of the Company while expanding revenue. The company acquired and integrated three software technology companies, to implement a diversification strategy and reduce direct competition with Microsoft.

U.S. Engineering Services Outsourcing Company
Strategic Assessment Yields Growth, Risk Diversification, Global Expansion.
Key advisor to owners and senior management team of this $600M engineering services organization principally serving the aerospace industry. Trusted with direction of the strategic risk assessment and planning.

Global Payments Technology Company
NYSE Company Restructuring and Turnaround.
Selected by the Board as Interim CEO with responsibility for a significant restructuring of this global company over a 30-month period. Results included a 30% increase in revenue, a 25% reduction in expenses, a 37% decrease in inventory, a 40% decrease in headcount and a 100% improvement in net income. During the period, the market value of this NYSE company improved by over 300% ($200,000,000).

Life Sciences Materials Supplier
Strategic Breakthrough Strengthens Industry Leadership.
Advisor to the CEO of this supplier of unique life science material to major medical device companies including Stryker and Johnson & Johnson. Market and competitive assessment led to extension of value chain as a provider of medical event management services, extending industry leadership and creating differentiation and diversification.

Direct Marketing Reseller Goes Private
Premium for Departing Public Shareholders; Liquidity for New Owner.
The company had a large individual shareholder who had a substantial personal investment in the company. The business consistently grew revenue and its bottom line, however, the stock was persistently undervalued. Upon completion of the go-private transaction, the departing shareholders received a substantial premium for their shares, and the owner and his management team had renewed energy to increase the cash flow of the business.

Distributor & Systems Integration Company
Tenfold Increase in Revenue and in Customer Base; IPO.
Executive responsibility for profitably growing the Company from less than $160,000,000 in annual revenue to nearly $1.5 billion, and expanding the number of customers from 150 to over 1,400. The company was profitable each of the five years while growing sales an average of 45%+ annually. Took the company public and completed a follow-on offering.

Electronics Manufacturer Moves to Outsourcing
Move from China to Malaysia Improves Efficiency; Reduces Costs.
Advisor to electronics manufacturer in move from self-managed factory to outsourcing of entire manufacturing supply chain. Advised on change management process and terms and conditions of deal with contract manufacturer. Successful and timely sale of China factory and move of operations from Shenzhen, China to Johor Baharu, Malaysia.

Channel Strategy Drives PC Product Line Growth
Innovative Program Leads to $280M+ Revenue Increase.
Envisioned, developed and implemented a plan for recruitment of computer retailers to move away from direct-from-manufacturer distribution to sourcing a product line from our distribution company. This resulted in profitable growth in the product line from less than $20 million in annual revenue to $300+ million, within just 24 months.

Cross-Border Strategic Acquisition
Led to $55M Sales Order for Acquired Company.
Envisioned, developed and implemented a plan for recruitment of computer retailers to move away from direct-from-manufacturer distribution to sourcing a product line from our distribution company. This resulted in profitable growth in the product line from less than $20 million in annual revenue to $300+ million, within just 24 months.