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

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

As a global leader in financial engineering and leader in customized portfolio optimization platforms that deliver diversification via visual 3-D asset allocation models, the client required the development of partnerships for a new line of business focusing on institutional investment consults

Confidential

Assisted leading investment bank in the creation of a decision matrix that provided profitable solutions for complex offerings

Confidential

Created a developmental partnership with a top 10 capital markets financial service provider within the high net worth market; determined market awareness, brand perception, market segmentation and customer satisfaction regarding their clients and prospects

Halliburton

Implemented asset management program

Hewlett Packard

Assisted implementation of plans to increase production in Mexico

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