Industry Assignment Portfolio

Client Industry	Nature of the Assignment
Agriculture	Investment analyses and valuation report for manufacturer of sulphur based fertilizer.
Agriculture	Investment opportunity analyses for the development of a Pineapple plantation in Hawaii.
Agriculture	Pre-feasibility study for sugar cane based ethanol plant in Peru.
Agriculture	Business plan and financial model for a joint venture development of an 80,000 ha Oil Palm Plantation and Biodiesel plant (60 mill gallons / yr.) located in Indonesia.
Auction	Business plan and pre-IPO due diligence for an established industrial equipment auction company.
Automotive	Business plan and financial model for the manufacturing of the ‘Vector” exotic sports car.
Automotive	Strategic planning and preparation of business plan for IPO financing. The Company is a leading innovator in “Smart Energy Management.” for the automotive industry.
Aviation	Business plan for executive jet charter services.
Aviation	Acquisition due diligence, financial modeling, post acquisition budgeting and performance measurement reporting system for commuter airline.
Biotechnology	Strategic planning and preparation of business plan for pre-IPO financing. The Company produces biochips for use in disease diagnostics at the genetic/molecular level.
Bottled Water	Business valuation report
Call Center	Regulatory compliance review
Chemical	Strategic planning, executive coaching and business plan development for the producer of eco-efficient cleaning chemicals used by the water supply industry.
Childcare	Implemented a turn-around management strategy. After two years in operation, the City of Burnaby and BC Hydro joint venture ($5million) Childcare facility was on the verge of permanent closure. Organization provides Childcare services for 95 children.
Construction	Business plan for financing the merger of four major players in the Alberta residential siding industry with combined annual sales of $35 million.
Construction	Indication of Value report
Distilled Spirits	Arranged private placement financing, negotiated wholesale distribution agreements and coordinated regulatory compliance for new product introduction in the United States.
Education	Strategic planning for the online migration of recurrent training required by search and rescue workers.
Energy	Business plan and financial model for a new Biodiesel refinery located in Peru.
Energy	Investment Opportunity Synopsis for the development of the 200 MW Atihau Whanganui wind farm project in New Zealand.
Energy	Business plan for financing a Biodiesel refinery in Corpus Christi, Texas.
Energy	Financial analyses and business case for the development of the US$200 million, 50MW Kawerau Geothermal plant in New Zealand.
Energy	Business plan for the commercialization of patented technology to produce bio-oil feedstock and jet fuel derived from oil-rich microalgae.
Energy	Financial analyses for the development of a 25 MW Wind Energy Project in Hawaii.
Energy	Financial analyses for the development of a 75 MW Wind Energy Project in New Zealand.
Energy	Financial analyses for the development of a 50 MW Wind Energy Project in Chile.
Energy	Business plan and financial analyses for the development of a 200 MW wind power project located in Oaxaca, Mexico.
Environmental Services	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.
Financial Services	Business plan for a $50 million gap-financing fund for the feature-film production industry in Canada.
Financial Services	Developed Trustedadvisor.ca brand and established an online wealth management “Community of Practice.”
Financial Services	Valuation of a mutual fund investment portfolio
Food	Business plan for a premier Italian restaurant in Vancouver.
Food	Business plan and feasibility study for a new $100 million organic pasta manufacturing facility located in the Province of Alberta.
Forest Products	Developed a new forest ecosystem valuation methodology for indigenous landowners in New Zealand.
Forest Products	Feasibility study for the sustainable development of a tropical timber plantation in South America.
Forest Products	Industry Profile and Market Review of Horse Bedding products produced as by-products from regional sawmill and secondary wood- processing plants in British Columbia.
Internet	Due diligence report on software developed for the online poker market.
Internet	Strategic and business planning for a B2C online community targeting Baby Boomers.
Internet	Marketing strategy and business plan for a luxury consumer goods Internet portal.
Leisure	Strategic planning and preparation of business plan. Company designs and produces online computer games and interactive museum exhibits.
Leisure	Business plan for the commercialization of the “Jetbike” personal watercraft.
Leisure	Business plan and financing for the acquisition and expansion of a golf and country club located on Grand Bahamas’ Island.
Leisure	Executive coaching and business plan for a well-known Olympic gold medal athlete.
Lighting	Strategic planning, executive coaching and business plan development. Company is engaged in the manufacturing and wholesale distribution of energy efficient lighting products for industrial and commercial markets.
Manufacturing	Competitive intelligence report and supply chain analysis for a major North American spa / hot tub manufacturer.
Manufacturing	Business plan for the commercialization of patented laser technology used to dice silicon wafers.
Media	Investment Opportunity Summary for film production and distribution of documentary entitled “Facing Ali.”
Mining	Business plan, financial modeling and private placement financing for diamond mining venture.
Mining	Business plan, financial modeling and private placement financing for uranium mining venture.
Mining	Strategic planning for ammolite mining venture located on the Blood Reserve in Alberta.
Mining	Acquisition due diligence for the production, extraction and marketing of pumice products from a resource located at Mount Meager, British Columbia.
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).
Real Estate	Real estate business plan and financial analysis for a 600,000 sq. ft. luxury apartment and town home development in Victoria.
Real Estate	Investment due diligence for funding in connection with a new residential building development located near Colwood, British Columbia (29 floors above grade, 155 condominium units).
Real Estate	Feasibility study for a US$700 million theme park, luxury hotel and casino development in Greece.
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.
Software	Strategic planning and executive coaching for the commercialization of patented online banking software.
Technology	Business and marketing plan for Atmospheric Water Generation technology.
Technology	New product development and innovation—technology road map and project management documentation for gateway and design reviews.
Technology	Business plan for the commercialization of patented technology used to scan cargo containers.
Technology	Business planning for the commercialization of patented technology used in the extraction of Kerogen (crude oil equivalent) from oil shale.
Technology	Business planning for the commercialization of water based extraction technology used in economic recovery of ‘stranded’ oil sand deposits.
Technology	Analyses of wave-energy conversion technology
Technology	Business plan commercialization of patented microwave technology, which transforms biomass and organic waste into marketable products.
Technology	Business plan for the commercialization of patented technology used for the production of ethanol and natural lignin derived by the conversion of lignocellulose from Salix, Eucalyptus and oil palm waste.
Technology	Business plan for the commercialization of patented technology used by the automated vending machine industry.
Transportation	Strategic planning and preparation of business plan for the revitalization of the E&N Railway on Vancouver Island.
Venture Capital	Conducted acquisition due diligence, drafted shareholder Information Circular and private placement Offering Memorandum.
Winery	Business plan and negotiation of accepted offer to purchase valued at $5.4 million.

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