| Client Industry |
Nature of the Assignment |
Plastics
|
Strategic planning and preparation of a business plan for financing. The Company provides turnkey production services. Core manufacturing is focused on plastronics (the combination of electronics assembly and molded plastics products). |
Oil Refinery
|
Strategic planning, executive coaching and business plan development. Company is engaged in the recovery and re-refining of hydrocarbon resources derived from used oil feedstock. |
Real Estate |
Real estate business plan and financial analysis for a 600,000 sq. ft. luxury apartment and town home development in Victoria. |
Agriculture |
Investment analysis and valuation estimate for manufacturer of sulphur fertilizer. |
Railway |
Strategic planning and preparation of business plan for the revitalization of the E & N Railway on Vancouver Island. |
Aviation |
Business plan for executive jet charter services. |
Mutual Fund |
Valuation of investment portfolio. |
Recreation and Leisure |
Feasibility study for a new $700 million theme park, luxury hotel and casino development in Greece. |
Industrial Chemicals |
Strategic planning, executive coaching and business plan development for the producer of eco-efficient cleaning chemicals used by the water supply industry. |
Computer Software |
Strategic planning and executive coaching for the commercialization of patented online banking software. |
Financial Services |
Developed an online wealth management “Community of Practice.” |
Manufacturing |
Competitive intelligence report and supply chain analysis for a major North American spa manufacturer. |
Biotechnology |
Strategic planning and preparation of business plan for pre-IPO financing. The Company produces a bio-chip for use in disease diagnostics at the genetic / molecular level. |
Sports and Leisure |
Business plan and financing for the acquisition and expansion of a golf and country club located on Grand Bahama Island. |
New Media |
Strategic planning and preparation of business plan. Company designs and produces online computer games and interactive museum exhibits. |
Automotive |
Strategic planning and preparation of business plan for IPO financing. The Company is a leading innovator in "Smart Energy" management with the development of a 42-volt battery for the automotive industry. |
Business Services |
Conducted a regulatory compliance review for a large Call Centre in Montreal. |
Industrial Auctions |
Business plan and pre-IPO due diligence for an established industrial equipment auction company. |
Internet |
Strategic and business planning for a B2C online community targeting Baby Boomers. |
Education and Training |
Strategic planning for the online migration of recurrent training required by search and rescue workers. |
Sports Marketing |
Executive coaching and business plan for a well-known and highly respected Olympic gold medal athlete. |
Bottled Water |
Business valuation report. |
Internet Marketing |
Developed marketing strategy and business plan for a luxury consumer goods Internet portal. |
Winery |
Business plan and negotiation of accepted offer to purchase valued at US$5.4 million for an estate winery. |
Venture Capital |
Conducted acquisition due diligence and drafted shareholder Information Circular and private placement Offering Memorandum. |
Environmental Services |
Appointed (interim) President and CEO. Conducted due diligence and prepared a business valuation report. With the approval of stakeholders implemented a debt restructuring program and optimized cash flow through overhead reductions and divestiture of nonperforming assets. |
Commuter Airline |
Acquisition due diligence, financial modeling, post acquisition budgeting and performance measurement reporting system. |
Distilled Spirits |
Arranged private placement financing, negotiated wholesale distribution agreements and coordinated regulatory compliance. Premium Vodka launched successfully in the United States and Canada. |
Diamond Mining |
Business plan, financial modeling and private placement financing. |
