Case Studies

Case Study 1: Pre-Revenue Biotech Startup

Challenge: Company needed to secure Series A funding while managing investor relations and transitioning to independent status in a difficult market.

Approach:

Led a $12M Series A funding round, successfully engaging investor groups in North America and Australia.
Developed capital table sensitivity analyses to optimize equity distribution and manage a diverse investor base of 80 stakeholders.
Directed cash burn rate management to ensure strategic R&D investments were aligned with future growth objectives.

Result: Company secured $12M in capital, streamlined investor communications, and implemented a value-based pricing model, positioning the company for rapid commercialization.

Case Study 2: Pre-Revenue Biopharma

Challenge: Company was undergoing a reverse merger and needed financial expertise to secure $25M in financing and manage compliance with SEC standards.

Approach:

Conducted corporate valuation using multiple valuation methodologies.
Managed financial models to guide negotiations with investors and merger partners.
Restructured the finance department to meet public company standards.

Result: Company successfully secured $25M in reverse merger financing, strengthened its investor relations, and positioned itself for growth in the pharmaceutical industry.

Case Study 3: International Family-Owned Business

Challenge: Family-owned enterprise was facing market downturns and operational inefficiencies due to geopolitics and competitive pressures.

Approach:

Led organizational restructuring that streamlined operations and optimized resource allocation.
Spearheaded the integration of new business lines into the company’s portfolio, doubling unit sales within the first year.
Expanded the company’s product offerings by negotiating joint ventures and diversifying into mid-priced product brands.

Result: Company saw a 40% increase in revenue and a significant rise in EBITDA, strengthening its market position.

Case Study 4: Vertically Integrated Precision Agricultural Company

Challenge: Company faced challenges in scaling operations, managing farming operations across the U.S. and Mexico, and improving profitability in a commoditized industry.

Approach:

Led restructuring efforts across the business, streamlining farming operations and optimizing resource allocation.
Developed a cash flow forecasting model to integrate farming, sales, and marketing functions.
Executed key joint venture agreements and expanded commercial partnerships in China and North America.
Negotiated pivotal sales and marketing agreements that enhanced market presence and competitive positioning.

Result: Company achieved a 100%+ revenue increase, realized its first year of positive EBITDA, and expanded its international presence through strategic partnerships and operational improvements.