1
Strategy
Expand your thinking to identify unrealized value in your business.
2
Technology
Identify new areas that can differentiate your products and your business.
3
Operations
Create company infrastructure that can handle new growth or changes in your role.
4
Marketing
Know your audiences and the ways to reach them. Know the value of your brand.
5
Finance
Understand how the sources of capital have changed since the last time you raised it or invested it in your company.
6
Mergers/Acquisitions
Prepare to take the company you've crafted and sell it, reorganize it, or combine it with another venture.
- Strategic Review
- Business Planning
- Executive Coaching
- Operations/Logistics
- Technology Development
- Product Development
- Personnel Assessment
- Marketing/Sales
- Public Relations
- Branding
- Financial Planning
- Capital Markets Access Assessment
- Fund Raising
- Exit Strategy Assessment
- Valuation
- M&A Transaction Execution
Joseph DeMartino
30 years experience in the software and technology industry with over 20 years in key senior-level management positions in both public and private companies. Broad, general P&L management experience including roles in sales, service, product management and development.
Marc Louargand
40 years experience as an investment strategist and product market analyst. Former professor of finance and portfolio theory at MIT’s Center for Real Estate. Co-founder of Cornerstone Real Estate Advisors, an institutional investment manager that grew to $10 billion in assets under management by 2007.
William Hill
Unique perspective of 30 years of marketing, engineering and manufacturing experience at Black & Decker, DeWalt and The Stanley Works. Developer of innovative technologies in consumer and industrial markets. After leaving the corporate world, ran marketing & sales for a start up fuel cell company in Northern California. Deep understanding and appreciation for the challenges of small business.
Bill Wagner
Combination of 20 years Wall Street mergers & acquisitions experience, and 12 years investing in and advising early stage and middle market companies. Co-head of Smith Barney's M&A Group for 12 years, during which time the group completed approximately 500 transactions with a total dollar volume of about $50 billion.
Ira Yellen
30 years of experience in public relations and marketing communications initiatives. Provided strategic counsel for more than 100 clients, positioning them for growth, sale, major transitions, rebranding and acquisition. Unique expertise in design thinking, market planning and audience targeting. Founder and CEO of First Experience Communications, a marketing communications agency that has developed effective communications plans for clients ranging from non-profit organizations to Fortune 500 companies.
Our professional staff manages deal flow, diligence and our investments in each company.