THE CLIENT: Communications Industry

THE CHALLENGE

The company Principals wished to combine their operations with other corporations offering complementary services. In order to pursue this strategy, the company required an executive resource, comfortable working in
a technology driven environment, and with experience in finance, mergers and acquisitions and marketing to lead this initiative.

THE APPROACH

Provide an interim Vice President with corporate development knowledge.

THE RESULT

· Quickly provided senior management expertise and support to a variety of departments

· Immediately strengthened management profile for investors

· Developed multi-year financial forecasts

· Implemented a budget process and variance analysis techniques

· Hired Controller to allow the key Principal to focus on client relationship/sales role

· Co-ordinated sales staff and set targets

· Developed M&A and investor information materials

· Together with company Principals led strategy sessions for sales development, corporate, reorganization, financing and M&A

· Led acquisition negotiation strategy, provided target valuation, and drafted documents such as Letters of Intent

· Completed one acquisition to add marketing resources and build client base

· Developed marketing plan