How We Help

Established sales offices in China and North America and helped acquire several distributors >>

Established 24-hour trading capabilities in North America and strengthened capabilities in Europe and Asia >>

Opened nine offices across the United States, Europe, Australia and India >>

Completed two key acquisitions that expanded geographic footprint >>

Advised on the company's expansion into mobile and other lines of business >>

Broadened product portfolio into an integrated service assurance offering for mobile backhaul, datacenter and enterprise connectivity >>

Helped develop strategy for entering new greeting card and book categories >>

Worked with management to position NetWitness as a robust enterprise platform >>

Managed process with acquirer Ingenico, enabling management to stay focused on the business >>

Assisted in evaluating and managing inbound interest from strategic acquirers >>

Supported negotiations with strategic acquirer McAfee >>

Helped develop robust KPI tracking and create a detailed model to prepare and position Wellcentive for a strategic sale >>

Collaborated with management to expand and optimize the global sales organization >>

Created a proprietary statistical model aimed at improving patient conversion rates to newly affiliated practices >>

Made customer introductions as NetWitness expanded from government focus to major global accounts >>

Helped optimize sales force and develop the sales operations function to manage global scale >>

Recruited a Chief Financial Officer and Head of Business Development with significant managed care expertise >>

Supported the recruitment of key executives as the company scaled, including an SVP of Operations >>

Built-out a senior management team with high-caliber talent, including CFO and COO >>

Helped scale organization through key hires including SVP Sales, SVP Marketing and VP Operations >>

Helped build a “public company” infrastructure to strengthen corporate governance and improve financial reporting >>

Built financial controls and improved reporting standards >>

Established the corporate infrastructure necessary to create an acquisition and growth platform >>

Worked with management to upgrade systems and reporting to public company levels >>

Optimized the M&A process, developing a pipeline of high-priority targets and supporting the execution of ten transactions >>

Helped management develop and deploy a post-merger “playbook” to optimize integration of acquisitions >>

Recruited and built a business development team focused on practice acquisition >>

Identified, evaluated and developed 20+ acquisition opportunities outside the core U.K. market >>

Helped amend and upsize senior credit facility, securing capital to support acquisitions and expansion >>

Assisted in completing a $325 million high-yield bond offering >>

Helped structure, negotiate and execute multiple credit facilities to help fund acquisition strategy >>

Helped raise institutional debt, assisting with rating agency process and marketing to investors >>