Experience

A Sample of our Experience

Prepared an operating/strategic plan for a consumer products manufacturer and outlined the steps necessary to obtain 40 percent growth over the next five years. Worked with the management team to (i) identify areas of improvement and (ii) refine marketing plans. Interviewed other participants in the supply chain to identify the critical weaknesses of the current distribution and logistics models. Provided financial advisory services to the CEO, a minority shareholder, in conjunction with discussions with venture capitalists. Financial advisory services included (i) valuation of the business including discounted cash flow analyses and (ii) negotiation strategy.
Assisted a technology distributor develop a new strategic plan as a result of new technological capabilities and trends in the marketplace. Specifically, we prepared a situational analysis which included a market assessment and competitor analysis. The market assessment analyzed the changes in the distribution patterns for various hardware product categories, vendors and customers. The competitive analysis focused on non-traditional threats, including customers and partners. Based upon the situational analysis, different strategic options and business models were developed to radically alter the company's strategic direction.
The Internet Corporation for Assigned Names and Numbers (ICANN) is the non-profit corporation that was formed to assume responsibility for the IP address space allocation, protocol parameter assignment, domain name system management, and root server system management functions previously performed under U.S. Government contract by IANA and other entities.
The ICANN board of directors authorized the exploration of new top level domains beyond the traditional .com, .net and .org. Fulcrum executives were contacted to assist management in the strategic and financial evaluation of new business models from applicants attempting to become future registry operators for the new top level domain.
Fulcrum executives evaluated 44 different business models from a strategic and financial perspective. We assessed the value proposition, the industry drivers, marketing plan, financial plan and overall business plan for each business model. In addition, we performed market research and analysis on each model. Based upon our recommendations, the board selected several of the recommended business models for development.
A diversified financial services company was interested in exploring the smart card industry. It was anticipated that this space would provide synergy with its existing consumer merchant banking business. This competitive space had three competing standards and various technologies in place. Fulcrum executives were asked to assist the company in exploring this competitive space. Our executives developed an analysis of the overall industry including analyses of the competition, industry drivers, customers and technologies. Based upon this analysis, the client was able to determine the best approach for entering this new competitive space. We provided a valuation of one of the players for an equity investment. With this analysis, the client chose to invest in one particular industry player versus the other two participants.
Assisted a medical device manufacturer develop a strategy that drives sales and differentiates its products from other manufacturer's products. This was a newly created venture and therefore required the development of a complete strategy. We started by analyzing the market by geography. We also analyzed various products lines and distribution channels. Based upon our analyses, the client has refocused its efforts and is utilizing the recommendations provided.
A consumer products manufacturer asked Fulcrum executives for assistance in driving its stock price and increasing shareholder value. As such, we prepared a shareholder value analysis which analyzed the company from an investor's perspective and utilized traditional and value based metrics. We prepared a value creation analysis on the company and numerous peers and assessed the value creation ability of the potential distribution channels. Based upon these analyses, the client was able to understand the rationale for pricing the stock and is focusing on specific distribution channels and its critical success factors.
A financial services company was interested in exploring a new service offering which was enabled through the use of new iris recognition technology. It was also hoped that this technology would also facility the development of additional security applications. Fulcrum executives were asked to assist the client by exploring the viability of this new service offering. We analyzed the competitive landscape including the key value drivers and the customer value proposition. We also provided a valuation of one of the players for an equity investment. Based upon the competitive and valuation analyses, the client chose to pursue this opportunity as a means of obtaining a competitive advantage.
Assisted a technology manufacturer implement a shareholder value (SVA) framework to analyze it business decisions. This framework highlighted the fact that certain high revenue growth divisions were actually destroying value rather than creating it. The company subsequently began investing in those divisions that created value.