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…

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Ornamental 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…

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Private 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…

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Flower 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…

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Food 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…

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Emergency 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…

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Charter 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…

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Commercial 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…

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Financial 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…

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Pecan 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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