Profile
Industrial Packing Company
Industrial Packing Company SYNOPSIS Industrial Packaging Company Location: Memphis, Tennessee Revenue Size: < $125 million Number of Employees: >150 Situation: Fifth generation family members needed assistance to turnaround and sale the business to a strategic buyer. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand…
Read MoreOrnamental Tree and Shrub Grower
Ornamental Tree and Shrub Grower SYNOPSIS Ornamental Tree and Shrub Grower Location: Houston, Texas Revenue Size: < $25 million Number of Employees: >150 Situation: Founding owner requested assistance to optimize profits, a transition plan to second generation and provide corporate governance. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth…
Read MorePrivate Equity Group
Private Equity Group SYNOPSIS Private Equity Group Location: Dallas, Texas Revenue Size: >$300 million Number of Employees: >3,000 Situation: Private Equity Group legal team needed expert testimony in Bankruptcy case. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating…
Read MoreFlower Grower
Flower Grower SYNOPSIS Flower Grower Location: Kalamazoo, Michigan Revenue Size: >$100 million Number of Employees: >300 Situation: Second generation CEO needed assistance with strategic planning and integrating a recent acquisition. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating…
Read MoreFood Distributor
Food Distributor SYNOPSIS Food Distributor Location: Houston, Texas Revenue Size: >$300 million Number of Employees: >500 Situation: Second generation executives needed assistance with strategic planning. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating Margin Productivity improvements Logistics, Service…
Read MoreEmergency Service Provider
Emergency Service Provider SYNOPSIS Energy Service Provider Location: Houston, Texas Revenue Size: <$25 million Number of Employees: < 50 VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating Margin Productivity improvements Logistics, Service and Production Leveraging revenue growth against…
Read MoreCharter Aircraft Business
Charter Aircraft Business SYNOPSIS Charter Aircraft Business Location: Houston, Texas Revenue Size: >$25 million Number of Employees: >50 Situation: Family Office leader needed assistance with evaluating leadership capacity and operational improvement opportunities. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with…
Read MoreCommercial Real-estate Company
Commercial Real-estate Company SYNOPSIS Commercial Real-estate Company Location: Houston, Texas Revenue Size: <$25 million Number of Employees: >100 Situation: Partners needed assistance with strategy and leadership development. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating Margin Productivity improvements…
Read MoreFinancial Service Product Company
Financial Service Product Company SYNOPSIS Financial Service Product Company Location: Houston, Texas Revenue Size: >$25 million Number of Employees: >50 Situation: Owner needed guidance and strategy on exit strategy. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating Margin…
Read MorePecan Grower and Distributor
Pecan Grower and Distributor SYNOPSIS Pecan Grower and Distributor Location: Dallas, Texas Revenue Size: > $25 million Number of Employees: > 100 Situation: Venture Capital Group needed assistance with strategy development, leadership development and corporate governance. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand…
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