MeritBSC

Business Valuation, Strategy & Advice
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These Client Case Project examples reflect the varying range, scope and depth of our work on behalf of clients.

 

For a Global Engineering & Construction Firm's Management Team:
A series of projects spanning 20 years for the CEO, the Board Of Directors, the Managing Committee, the CFO, the VP Investor relations, and several Division Managers addressing -- Corporate Restructuring, Business Valuation, Corporate Strategy, Competitive Benchmarking, Crisis Management, Divisional Business Strategies, and Acquisitions & Divestitures.

 

For a Regional Bank's CEO and Management Team:
A Turnaround driven by a 3 year series of projects focusing on Corporate Strategy, Division Strategies, PGROE Analytics at the Product, Market, Customer and Branch levels, followed by Delivery Channel Rationalization, and Division level Marketing Plans resulting in a $125 million profit turnaround.

 

For the CEO of a Multichain National Restaurant Company:
A Corporate Strategy Review, followed by Divisional Business Strategy projects over the course of 6 months, which lead to a 30% increase in operating margins.

 

For the CEO and Management Team of an Office Products Technology Company:
A 3 year series of 12 projects developing and implementing Corporate Strategy and Divisional Business Plans, Board Of Directors presentations, annual Operating Plans, Division level Business Functional Reviews, Delivery Channel Strategy, Sales Force Rationalization, Division level Turnaround Plans and Execution, and growth driven Marketing Strategy Plans.

 

For a Division Manager of a Global Integrated Mining Company:
A 6 month Acquisition project to restore technology leadership. The project scope included: Customer Interviews, Industry Analysis to gauge privately held Acquisition Candidates, Business Valuations, arranging candidate introductions, deal structuring and negotiations.

 

For the President of a Global Technology Services Company:
A 3 month Strategic Planning project for a Board of Directors off-site conference. Project modules included: Industry Economics, Competitive Performance Benchmarking, Market Valuation assessment, and Divisional Strategic Plans.

 

For the CFO of a National Health Care Provider:
A 1 month Competitive Performance Benchmarking, Industry Economics and Financial Strategy evaluation presented to the Board of Directors.

 

For the VP of Investor Relations of a National Consumer Products Company:
A 6 week Competitive Performance Benchmarking project used as part of an Investor Relations presentation to analysts and institutional investors.

 

For the Owner of a Private Manufacturing Company

A 1 month Business Valuation project used in connection with family succession planning.