| Works in Process and Recent Projects |
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Client: Foreign Holding Company
Activity: Merger and Acquisitions
Project Scope: Conduct research and qualify potential acquisition candidates in North America.
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Client: Regional distributor
Activity: Strategic planning
Project Scope: Conduct SWOT analysis; develop strategic plan with objectives, action plans, responsibilities, due dates and feedback mechanism.
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Client: Foreign Manufacturer
Activity: Establish North American distribution center
Project Scope:Incorporate business entity, research and select office/warehouse space, contract for I.T. and telecom systems, hire initial staff.
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Client: Metal Fabricator/Manufacturer
Activity: Strategic planning
Project scope: Conduct SWOT analysis, develop annual plan including corporate and department level goals, action plans, accountabilities, budgets and follow up process.
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Client: Regional Distributor
Activity: Company Sale
Project Scope: Identify and qualify potential buyers for a specialty distributor; assist in development of due diligence materials; advise on deal terms; concluded transaction.
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