|
AIG |
Provided
development strategy for offshore insurance offerings |
|
Alpha Strategies |
Advised global
manager on alternative funding sources and structures, assisted with the
development of a business plan and financial projections needed to
facilitate the funding of US $5 million in venture capital to finance
reorganization and expansion requirements |
|
American Coin Sugarloaf |
Provided initial
business intelligence required to implement a global expansion plan by
setting-up a Japanese partnership for the management and operation of 10
stores in and around Tokyo |
|
Ameritech |
Provided asset management advice |
|
AMOCO |
Assisted with
development and management of in-house trading systems |
|
Apple Computer |
Advised management
on plans for international expansion |
|
ARCO |
Advised client on
foreign exchange exposure management |
|
Army / Air Force |
Provided counseling
on retirement funds investment strategies |
|
Confidential |
Advised global
manager on private equity financing and creation of a US $375 million
private equity fund |
| Asia
Universal Bank |
Established US dollar correspondent banking relationships with top tier
banks |
|
AT&T |
Provided plan for
increased profitability of overseas businesses and developed alternative
approaches that facilitated increased profitability and low risk
alternatives |
|
AVCO |
Provided advise on
management of foreign exchange exposures |
|
Bank of America |
Created competitive
differentiation through new product development; revised sales and
advertising materials |
|
Bank of England |
Advised Central
Bank on foreign exchange exposure management. |
|
Bank of Hawaii |
Reorganized
operations and revised business strategy for acquired startup firm;
overhauled marketing and sales plan; improved collateral materials;
implemented contact software and sales calling programs that offered
online availability of customer's data to accounting, management,
marketing and sales |
|
Bank of Japan |
Advised Central
Bank on foreign exchange exposure management |
|
Barclays (BGI) |
Developed and
implemented a strategic plan for global distribution that facilitated
the delivery of cross border products and services that resulted in
increasing assets under management by US $1 billion; advised on internal
reorganization; developed IT networking solutions; advised management on
strategic alliance with Wells Fargo Nikko; augmented market recognition
through branding; provided strategic marketing and tactical sales advice
on the launching, distribution and partnership formation for domestic
and international mutual funds; regional and pooled funds; unit trusts |
|
Confidential |
Developed strategic
marketing plan that increased hedge fund investments from US $25 million
to US $200 million |
|
BEA Associates |
Developed and
implemented a business plan that achieved a 60% increase in new assets;
assisted with the implementation of a sales calling program; developed
and launched a sub-advisory program that increased profits by US
$250,000 |
|
Bell Atlantic |
Assisted with
overseas opportunity and risk strategy implementation to increase and
protect overall profitability |
|
Confidential |
Research involved
gathering global market intelligence on bioburden testing products and
processes to include testing specification, key process attributes,
expected performance levels, rapid testing benefits, and top technology
perceptions; which, in turn, supported a more effective marketing effort |
|
Boeing |
Provided equipment
financing for global operations |
|
Booz Allen & Hamilton |
Directed Project
Management Team responsible for providing marketing and research
analysis for the development of US $100 million real-estate venture |
|
Bristol-Myers Squib |
Provided a strategy
for improving management of Asian investments |
|
BT |
Developed regional
joint ventures, international networks, and carrier relations |
|
Bundesbank |
Advised Central
Bank on foreign exchange exposure management. |
|
Burns Fry |
Directed pre-merger
and post-merger acquisition team |
|
CALPERS |
Advised client on
$2 billion international investment |
|
Capital Guardian |
Analyzed,
envisioned, developed, designed, implemented and managed the application
of operational solutions that eliminated performance gaps; improved
global operational procedures that achieved cost savings totaling $3
million |
|
Cargill |
Developed a
strategic marketing plan that provided a vision, strategy and tactical
application for new futures, options, securities and foreign exchange
services markets |
|
Case, J. I. |
Assisted with
development of international financial plan |
|
Caterpillar |
Recommended new
international investment strategies |
|
Chase Manhattan |
Increased revenues
by 800% by identifying and developing new markets that continue to
produce unequaled profitability; established international treasury
operations in Mexico; restructured compensation program that increased
market share by 26%; created team building programs; optimized pricing
policies; improved management structure and communications effectiveness
and improved client retention by 12%; provided training to enhance sales
effectiveness |
|
Chrysler |
Offering included
strategic planning and execution for international investments |
|
Citi |
Provided dynamic
due-diligence for various groups |
|
Co Bank |
Partnered with the
Business Advisory Group; provided strategy for Ocean Spray’s new
business unit launch |
|
Coinstar |
Provided research
analysis and strategy development by creating an international focus,
identifying opportunities, and executing strategy for 14 countries;
which embraced the client's competitive advantage, line of business
products, prioritized rollouts, resource allocation, and target
customers |
|
Colorado Fire and Police |
Offering included
financial advise for pension investments |
|
Colorado, State of |
Worked with
investment board in reviewing financial plan |
|
Consolidated Rail |
Implemented asset
allocation plan |
|
Contigrain |
Client implemented
strategy and informational advice on foreign exchange and commodity
trading |
|
Convergent Capital |
Provided the
structure and direction needed to achieve market growth; assisted with
the development of more effective sales materials and presentation
skills; improved resource allocation and time management; analyzed
market segmentation and core strengths |
|
Credit Suisse |
Assisted with
Credit Suisse merger negotiations and strategy in acquisition of BEA
Associates |
|
Deere |
Advised client on
structure of export financing facilities |
|
Detroit General |
Provided direction
regarding internal controversy over international investing |
|
DuPont |
Facilitated foreign
exchange program for Wilmington Trusts |
|
EDS |
Provided management
services for pension d investments |
|
Elf Aquitaine |
Provided client
with strategy that increased foreign investment returns by 23% |
|
Eli Lilly |
Evaluated financial
plan and recommend a strategy to improve investment returns by 6% |
|
Emerson Electric |
Developed business
and financial plans; increased profitability of capital goods division
by a factor of 4; advised management on acquisition and structure of
capital infusion |
|
F&C |
Responsible for
outsourcing vendor selection, contract negotiations and communications
management; conducted a request for proposal to establish a new North
America distribution capability; evaluated alternative methodologies;
developed proposal, qualified, interviewed and screened potential
service providers; facilitated contract negotiations and recommended
vendors; which increased assets under management within 9 months by US
$100 million |
|
FCIA |
Improved product
acceptance and increased insurance underwriting income by 23% with
improved branding and specialized targeting of aerospace, banking,
construction, industrial manufacturing and transportation industries |
|
Federal Reserve Bank |
Advised Central
Bank on foreign exchange exposure management. |
|
Fidelity |
Advised client on replacement of operating systems and migration of
legacy databases; implemented new systems providing real-time internal
and external valuations of managed funds; developed procedure to improve
IRR on investments and increase profitability by 2.4% |
|
Ford |
Provided strategies
for management of overseas assets; advised on branding and operations in
China |
|
General Mills |
Created strategic
alliance that increased investment diversification |
|
Genesis |
Managed partnership
between European investment management firm with over $40 billion in
assets under management and leading broker/dealer for the purpose of
distributing service capabilities in foreign markets |
|
Getty Trust |
Assisted client
with forecasting, planning and management of business strategies |
|
Gravity Investments |
Responsible for establishing a foothold within institutional financial
market channels, and initiating growth initiatives that develop
recognition and appreciation of client’s portfolio optimization and
asset management platform applications |
|
Confidential |
Assisted leading
investment bank in the creation of a decision matrix that provided
profitable solutions for complex offerings |
|
Hoare Govett |
Directed pre-merger
and post-merger acquisition team |
|
Home Depot |
Research focused on
providing competitive intelligence on the information technology (IT)
capabilities of Wal-Mart, Lowe’s, and JC Penney. This included
determining total IT employees, direct/indirect employees located on and
offshore, and total IT expenditures with a capital and operational
breakdown and specific allocations |
|
Hughes Aircraft |
Evaluated
international business plans for expansion and arranged for funding |
|
Hydril Company |
Directed mergers
and acquisitions of 5 subsidiaries; developed a strategic business plan
and capital expenditures program; restructured financial policies and
internal communications; increased market share by 7% |
|
IBM |
Offerings included
assistance with supply chain network logistics and alternative sourcing
for 160 global operations |
|
Jones, Paul Tudor |
Provided
alternative trading capabilities for investment risk management |
|
Kodak |
Advised client on
risk mitigation and implantation of insurance programs |
|
Levi Strauss |
Advised client on
strategy and development of overseas markets |
|
Lockheed Martin |
Increased
profitability by 6% with improved funds management strategy |
| LOR |
Identified and developed a target market for first options based
accounting system; reorganized sales and marketing strategies and
retained client relationships; gained product acceptance |
|
Confidential |
Provided
international site location research and analyzed market segmentation
for a US $1 billion U.K. based asset manager interested in establishing
U.S. operations |
|
Lucas |
Offerings included
advice on management of Mexico operations |
|
Macintosh Hanson |
Directed pre-merger
and post-merger acquisition team |
|
MatchLogic |
Responsible for
analysis, design and implementation of new targeting technologies for
processing 70 million profiles and 400 million transactions per day that
involved analytic algorithms and non-polynomial hard allocation
optimization techniques |
|
Merck |
Evaluated economic
forecasting model and provided recommendations for improvement |
|
Merrill Lynch |
Provided counseling
on new product development and marketing strategies for both domestic
and foreign markets |
|
MORPACE |
Created strategic
partnership to target a global financial service provider for the
development of a new business plan involving a $750 million capital
formation |
|
Motorola |
Identified and
developed competitive framework for driving major businesses
initiatives, integrating new technology and product development, which
increased market share and revenues by several US$ hundred million |
|
NADA |
Provided improved
investment management capabilities |
|
National Semi |
Provided advice on
improving investment returns |
|
Navigate International |
Directed Global Alliance Management, Financial Services, and Technology
Practices; provided entrée to decision makers and senior managers;
offered research driven management solutions that identified both
opportunities and risks for managing change, performance, process, and
technology; provided direction on both domestic and international
business development, client services, marketing, operations, planning,
reorganization and sales; established and sustained global competitive
advantages for: Alliance Management
(Buy-in, Due diligence, Partners Identification and
Development, Planning, Pre- and Post-merger Integration, Negotiations
and Relationship Management); Financial Service Capital Markets
(Alternative Strategy Funds, Banks, Broker/Dealers, Emerging Market
Funds, Exchanges, Fund of Funds, Hedge Funds, Institutional Investors,
Investment Bankers, Mutual Funds, Offshore Insurance Groups, Plan
Sponsors, Private Equity Offers, and Venture Capitalist); and Technology
Providers of convergent opportunities (Communications, Computer Hardware
and Software; Electronics, and Telecommunications) |
|
New Ventures Incubator |
Assisted on
proposal to restructure undervalued company; provided business plan;
identified new management |
|
Northrop Grumman |
Advised on
assessment of joint venture partnerships; implemented investment
strategies that embraces
areas of buy-in, due diligence, identification of likeminded partners,
partnership development, planning, both pre- and post-merger
integration, negotiations and relationship management |
|
NYCERS |
Provided a
disciplined investment process in order to capitalize on core strengths |
|
NYNEX |
Provided
post-merger integration analysis used in by senior management for
restructuring |
|
Parsons, Ralph M. |
Provided capital
equipment financing and financial risk assessments |
|
Penney, J.C. |
Increased
investment performance and profitability |
|
Pennsylvania Retirement |
Provided market
research for and implementation of international investments |
|
PepsiCo |
Worked on long
range plan to increase the profitability of investments |
|
Petrolane |
Improved cash
management capabilities and increased investment returns by 14% |
|
Phillips Petroleum |
Advised client on
the application of financial risk management algorithms. |
|
Quantec |
Assisted with
development of vision statement for overseas operations |
|
RCI |
Implemented asset
management program |
|
RedFire |
This startup
manufacturer of high fidelity stereo sound generation systems required
the development a strategic marketing plan and the implementation of a
tactical sales initiative that included actively marketing, identifying,
and introducing the client |
|
REFCO |
Facilitated
arbitrage trading between interbank Chicago and New York exchanges |
|
Respironics |
Identified German
acquisition candidates |
|
Russell, Frank |
Distributed first
options based accounting software system that was turn keyed to Daiwa |
|
Sara Lee |
Advised management
on alternate investment strategies |
|
Seagram |
Provided client
with pre-merger integration research study; evaluated feasibility of new
venture and strategy for $50 million acquisition |
|
Sears Roebuck |
Analyzed and
recommended alternative international investment strategies |
|
Security Pacific |
Developed a new
international risk management strategy that contributed to $4 million in
increased annual profits; created an incentive program that improved
teamwork and profitability; advised senior executives on post-merger
integration of U.K., Canadian and Australian overseas affiliates;
created a business plan that bundled existing products, reduced total
cost and increased market share by 1.4x |
|
SEI |
Established
strategic partnership for distribution of international funds |
|
Shell |
Provided
international investment planning |
|
SoCal Edison |
Financed oil
imports for utility services |
|
Confidential |
Research allowed an integrated global communications provider to
position against competitor’s potential for a damaging price war and
rolling-out new product launches after emerging from Chapter 11 and
allowed client to pursue its own strategy without the fear of disruptive
shifts by the target firm by providing detailed financial and strategic
projections of the target firm’s post-bankruptcy condition via in-depth
primary and secondary research, including contacting contractors,
employees, industry media, and target clients, as well as, correctly
determined that the target firm was much weaker than expected, that a
price war was highly unlikely, and no new product launches were planned |
|
Smith Barney |
Developed domestic
distribution partnership for foreign asset manager |
|
StorageTek |
Established
client’s foreign exchange risk management policy; provided dynamic
due-diligence services |
|
Sunkist Growers |
Delivered financial
alternatives to meet the developmental needs of cooperative |
|
SWECO |
Increased
profitability by 400% by restructuring financial controls; advised
management on proposed acquisition and structure of capital infusion;
analyzed market segmentation; established performance management
controls; provided international site location research |
|
TIAA/CREF |
Advised client on
alternative investment scenarios relative to economic forecasts |
|
Televisa |
Structured and
funded plan for expansion in Mexican television space |
|
Texaco |
Assisted with
client relationship management |
|
Total |
Assisted with
financing of capital expenditures and management of currency exposures |
|
Tractomobile |
Advised on strategy
and implementation of international expansion plans |
|
Travelers |
Advised client on
development of a marketing strategy after the portfolio management team
was "lifted-out" by American Express |
|
Trilogy Capital |
Developed business
plan to attract $10 million in venture capital |
|
Tropicana |
Provided market
research and analysis for new product launch |
|
Victoria Station |
Provided budget,
forecasting, inventory control, and P&L analysis |
|
Volkswagen de Mexico |
Provided management
advisory services for foreign national operations |
|
World Bank |
Provided
consultation on international policy and micro-financing |
|
|
|
*Some engagements managed by consultants prior to
their affiliation with E&A |
|
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