Case Studies

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Turning Challenge into Solution

Check out some of our recent successes, below:

Business Insights

Industry: Construction and Building materials

Annual Revenue:
$25M – $50M

Delivered: 
Company performance scorecard 

Value Delivered: 
Focus on metrics and tracking of initiatives that move the company forward.

Strategy

Industry: Construction and Building materials

Annual Revenue:
$25M – $50M

Delivered: 
5-year strategic planning including 2 day management team workshop

Value Delivered: 
Strategic initiatives across 5 years leading to significant revenue and valuation growth Accomplished for the 1st time in the company’s history.. Aligned strategic initiatives to Core values and provided transparency of the transformation impact of strategic business drivers. Triggered planned execution of major transformation initiatives.

Industry: Construction and Building materials

Annual Revenue:
$25M – $50M

Delivered: 
Financing

Value Delivered: 
Led the set up of bank operating line, equipment financing and commercial banking facilities.

Financial Operations

Industry: Battery storage SaaS climate tech

Annual Revenue:
$5M-$10M

Delivered: 
Acting CFO for 9 months managing Private Equity reporting and staff responsible for FP&A, Accounting and Transaction processing

Value Delivered: 
Established Private Equity reporting KPIs, Provided stability and efficiency to financial operations, Onboarded new CFO and assisted the CEO towards sales and cash flow growth

Strategic Projects

Industry:
Construction and Building materials

Annual Revenue :
$25M - $50M

Delivered:
ERP Project management

Value:
Filled the financial leadership gap by leading the scope, evaluation, selection and project managing a major ERP implementation that enables data driven forward looking decision making

Industry:
EV fast chargers deployment

Annual Revenue :
$3M - $10M

Delivered:
Financial leadership and support financing raise

Value:
Prepared the company to launch Series A and Project financing initiatives. Closed working capital facility. Led financial modelling, investor presentations, data room and assisted in strategic planning.

Industry:
Energy retailer with Battery storage deployment

Annual Revenue :
$3M - $10M

Delivered:
Industry and Financial leadership expertise towards financing raise

Value:
Prepared the company to negotiate long term debt facility for growth scale up. Provided expertise on industry, financial modelling, investor presentations and data room.