High-Speed Broadband Network

Created Business Plans, Executive Summaries, Company Overviews, Presentation Materials and several Communication Pieces. Results – Approval for funding of $30 million for initial phase of network buildout. Company finalized joint venture with foreign government to build nationwide broadband network.

Performed Acquisition Analysis including Strategic Assessment of a potential acquisition, valuation analyses for investors and separate analysis for transaction negotiation purposes. Advise on critical aspects of potential acquisition to ensure acquisition will be accretive.

Will create additional Business Plans for several planned new ventures, and an Independent Valuation Analysis for each new venture to support future funding requirements.

Biotech

Created Independent Valuation Analysis (IVA) that was instrumental in raising over $70 million over several years for private genetic testing company. The IVA was updated several times over several years when the company’s direction shifted. Created an industry forecast report with specific company implications for this nascent industry for particular investor groups. Latest valuation analysis and industry reports are used to facilitate an additional funding round of $40 – 50 million.

Ag-Tech

Created scenario analyses to assess implications of different development paths for new company venture in cannabis agriculture. Strategic analysis and review of four distinct primary strategies. Approval for $10 million in equity funding.

Biotech

Created Independent Valuation Analysis (IVA) that is currently used in Series B funding round for a pharmaceutical development company. The IVA examines the market potential for six separate indications, develops forecasts for each indication in different geographies, assesses future valuation range, and a current fair value range. Valuation discussion incorporates methodologies commonly used by investors, and other methods commonly used in the corporate planning process.

Created scenario analysis modelling for a private healthcare diagnostics company to assess the implications of different revenue channels. Multiple scenario analyses enables numerous changes in assumptions and in cross-channel impacts. Easily compare capital requirements, revenues, and profitability for six separate scenarios on one page. Scenario analysis instrumental in formulating go-to-market strategy(ies) and in investor communications for Series B round of $30 – $40 million.

Alternative Fuels

Create Business Plan and forecasts that drove approval for $30 million in equity funding. Presented directly to funding sources and potential partners. When funds were to be transferred, to the company, recommended that CEO not accept funding because industry was changing quickly and the likelihood for success was decreasing dramatically.

B2B and B2C Service and Technologies (hardware & software)

Created Business Plan, PPM, Independent Valuation Analysis, Executive Summaries, Presentation Materials. Strategic Assessment – Re-direct company focus to significantly expand addressable market while utilizing company strengths. Company product/service is in development and raising equity of up to $10 million.

Action Sports / Consumer Discretionary

Created PPM and Independent Valuation Analysis, Presentation Materials and Liquidity Event analysis. Company is engaging in developing business and raising equity of $5 – 10 million.

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