Case Studies

(Please click on case titles within each category to read project details)

Financial Services

Bank Regulators
Large Private Investor
Major Retirement System
Major International Bank

Fortune 500 Company
Startup Tech Firm
International Office Developer
Large Tech Firm

Federal Agency
Federal Agency
State Public Fund

Challenge:		Large Loan Portfolio Defaults
Issue:		Valuation and disposition strategy in declining market
Resolution:		Determined the Values, developed the workout/disposition program and in some cases secured the buyers.
Other Work:		Provide investigative, market and financial due diligence for specific institutions; lead teams of attorneys, accountants, and consultants to close down financial institutions at time of takeover.

Challenge:		Large Residential Loan Portfolio
Issue:		Fluctuating market conditions for sell/hold strategies
Resolution:		Evaluated the assets and recommended staged strategies for Sell/trade/hold. On-going monitoring.

Challenge:		Develop Operational Benchmarks to Evaluate Property Managers
Issue:		Large group of Managers who had not been evaluated by a new process
Resolution:		Provided original benchmarks with independent scoring to evaluate managers on several financial and operational levels. Methods were used to evaluate other companies beyond the Pension Fund.

Challenge:		Major developer/client defaulted on multiple loans
Issue:		Bank needed development and financial strategies for disposition and on-going management assistance to work out the large California development project.
Resolution:		With well-documented market research and financial scenarios, we assisted the Bank in stabilizing the development for disposition.

Challenge:		Multiple Global Account Teams Required Sales Direction
Issue:		Sales teams changed and required accountability and strategic planning to achieve goals established by company.
Resolution:		Led three- to five-day global account planning sessions to help teams develop business plans. The program led to defined sales goals and tools to measure quarterly and annual progress.

Challenge:		Strategy to raise capital in difficult economic climate
Issue:		Business needed to raise seed capital, angel, and venture funds
Resolution:		Prepared annual business plans, developed the strategy and raised funds through a well-defined network. Streamlined the organization resulting in profitability.

Challenge:		Strategy to expand to technology markets in United States
Issue:		Company needed a decision matrix to determine optimum sites for expansion
Resolution:		Through extensive research, analysis, and documentation, we prepared a decision matrix outlining multiple variables for expansion.

Challenge:		To determine the viability of a headquarters relocation
Issue:		Cost and expense of new facility plus effects of move on employees
Resolution:		Prepared detailed market and financial analyses and review of relocation effects on employees. City provided some funds for move and impact on employees was minimal.

Challenge:		To determine potential administrative offices for expanding agency
Issue:		Use of evaluation criteria measured by rank and score of multiple variables
Resolution:		Rank and score of variables led to decision matrix for agency office locations.

Challenge:		To Prepare a Living Document for Policies and Procedures
Issue:		Fund needed an ongoing process for Policies and Procedures that could be managed and updated as needed.
Resolution:		Prepared a comprehensive manual for Executive staff.

Challenge:		Build a significant business based on a unique technology
Issue:		Company had a differentiated technical solution with limited applications in the market.
Resolution:		Conducted a comprehensive needs analysis internationally across a wide range of potential markets and developed product development, marketing and sales channel strategies resulting in strong market recognition and substantial growth in a short time.