Business Overview 

We have represented a large business Health Data Analytics division whose objective was to have hospitals adopt their data collection, analyzation, and reporting methodologies.  

Business Challenge(s)

Many hospitals were using various data platforms and analyzation tools, going one-by-one to sell their product, This was inefficient and there was a need to change methodologies compelling enough to enforce positive change. 

Thesis

Maximizing efficiency to penetrate the marketplace and provide value in the form of uniform data reporting and analytics, the most effective way was to require hospitals report data in a specific way necessitating their need for the company's methodologies.

Solution(s)

• Met with the Florida healthcare agency to explain the value of uniform data reported to them in a specific manner.
• Offer the state data analytics services for no fee, provided the data they were collecting met certain requirements.
• Work with the agency and to pass legislation requiring hospitals report data in a specific manner.
• Sell solution to hospitals while providing the state free data services.

Business Overview

Represented a large disaster management company who desired to break into the disaster recovery market and secure contracts through the Department of Economic Opportunity to manage hurricane disaster recovery.  

Business Challenge(s)

Principals of the business had no existing relationships with the Department of Economic Opportunity, and potential competition were incumbents through prior contracts.

Thesis

In order to be competitive for the forthcoming procurement from the agency, the company needed to develop a rapport with the department. Proactively demonstrate their competency prior to an official proposal and develop a plan to overcome their outsider status.

Solution(S) 

• Facilitated meetings with the agency director, chief of staff, and program managers to demonstrate client competency and innovation.
• Strategically partnered with state-based businesses who had successful state contract history as part of the master proposal.
• Tactically highlighted company successes by targeting media that would be flagged by agency decision makers.

Business Overview 

Tutoring and enrichment for K-12 population, providing  math, writing, reading and SAT/ACT Prep services.

The company was a 35-year old consumer business with a track record of producing high-achieving outcomes and has maintained a strong brand identity.

Business Challenge(s)

Massive change in the competitive landscape and rapidly changing public policy regulations resulted in a wide range of consumer options and dried-up public funding sources.

Thesis

To expand product offering to include computer programming and financial learning enrichment. Also, to expand delivery of services outside of the traditional retail stores. 

Solution(s) 

• Uniquely provided access and proposed partnerships with the leading providers of both computer literacy and financial literacy content at Microsoft and American Express. Both partners demonstrated significant interest.
• Identified, met with, proposed partnerships and executed agreement with satellite companies, which would have doubled the size of delivery options for business. 

Business Overview

Online remediation for math, reading, writing and other basic skills for K-12 school districts, community colleges and for-profit career colleges.

Two-year-old company, which was a spin-off of a longstanding and well-established business.

Business Challenge(s)

A leading data warehouse organization with cutting edge products for Cloud Computing and Modular Data Centers for large enterprises.

Thesis 

With the business demonstrating a strong success in the financial services and global internet category, there was an opportunity to partner with leading utilities for both a sales and to develop a channeled  relationship to bundle data services with power and energy services.

Solution(s)

• Presented the thesis to the data warehousing organization CEO who was supportive of the plan.
• Provided access to discuss the potential opportunity with the president of one of the nation’s largest utility, convinced the utility to create a work-group for the project and maintained continued discussions on behalf of the client.

Business Overview

Online remediation for math, reading, writing and other basic skills for K-12 school districts, community colleges and for-profit career colleges.

Two-year-old company, which was a spin-off of a longstanding and well-established business.

Business Challenge(s)

Business model was out of sync with customer budgets.

Thesis

Evolve offering a service-to-technology platform creating a better alignment with target customers budget.

Recognized there is a drastic need for a more complete alignment between students, colleges and employers regarding mastery of granular subject competencies.

Solution(s) 

• Provided access to dozens of college presidents, provosts, curriculum directors and K-12 district superintendents to best grasp their funding mechanisms, identify areas of the budget with available funding and created pilot programs with faculty to validate the thesis.
• Met with business leaders of multiple industries (healthcare, technology, automotive (etc.) to understand how a competency-based platform could assist in identifying the best recent college graduate candidates and what skill’s mastery are required for hiring.
• Compile learning for the business to provide them with both a better product offering and multiple strong sales leads.

Business Overview

Catastrophic Bonds and Insurance Linked Securities look to attain rapid growth as an alternative to traditional re-insurance. The financial instrument has been available for several years, but as an uncorrelated investment demonstrating strong returns; pension funds, hedge funds and other institutional investors are beginning to invest in the market. 

Business Challenge(s) 

Few individuals and funds with an established track record to partner with on this venture.

They had a very complex structure of product delivery. Market-timing and layering of bonds issued per global catastrophes to create high-return product.

Thesis

Having followed the nascent Cat Bond space for several years, there is a window of opportunity for a private equity firm to establish an early position and be relevant in the marketplace.

Solution(s) 

• Develop the thesis and educate the PE Fund on the opportunity.
• Identify and engage an investment banker who is an expert in the space.
• Provide due-diligence on the prospective manager of the fund.