Representative Engagements
These deals are a representative overview of the various Business Wargame Exercises and Investment Banking advisory projects attributed to the Decision Point Team. They represent:
- The design and execution of highly complex Business Wargame engagements for senior management teams throughout North America, Asia, Scandinavia and Europe.
- Advisory roles culminating in the execution of sophisticated investment banking strategies as well as the significant commitment of capital and the creation of tremendous enterprise value.
Meridian Capital / E*Trade
Meridian Capital / E*Trade
Full service investment banking boutique offering retail and institutional distribution, market making and corporate finance services such as M&A, public offerings, etc. The firm was sold to E*Offering, the online investment bank of E*Trade.
Kodak
Kodak
Supported management in a series of strategic wargames throughout the United States. Goal and content proprietary.
Telenor
Telenor
Supported management in Norway by designing and facilitating a business wargame. Goal and content proprietary.
Bell Canada
Bell Canada
Supported management in the Canadian office by designing and facilitating a business wargame. Goal and content proprietary.
Jose Cuervo
Jose Cuervo
Supported management in the Mexican office by designing and facilitating a business wargame. Goal and content proprietary.
Fleetwood
Fleetwood
Supported management in the California office by facilitating senior and middle management in the preparation and presentation of a critical report to the Board of Directors. Goal and content proprietary.
Dow Corning
Dow Corning
Supported management in the Korean and Shangai offices by designing and facilitating business wargames. Goal and content proprietary.
Louisiana Pacific
Louisiana Pacific
Advised on divestiture of non-core business unit to US based private equity firm.
IO Magic
IO Magic
Advised as investment banking agent for bridge capital financing. IO Magic is a leader in the design and distribution of computer peripherals.
Javelin Systems
Javelin Systems
Advised as investment banking agent and underwriter in initial private equity raise, a follow on Initial Public Offering and a series of secondary offerings. Prior to its acquisition, Javelin was a leader in designing and providing computer ordering systems in the fast food industry.
US Laboratories
US Laboratories
Acted as investment banking agent to secure $18,000,000 Series B investment round. Prior to its acquisition, US Laboratories was a leader in anatomic pathology.
Site Stream
Site Stream
Established funding and management to build Sitestream as a portfolio company and internet service provider. In a rapidly consolidating segment, structured deal to have Sitestream acquired by VitalStream, an Irvine, CA based streaming media solutions and global content delivery network (CDN) provider.
Skystar Bio-Pharmaceutical
Skystar Bio-Pharmaceutical
Advised as investment banking agent and underwriter in PIPE offering. Skystar is one of China’s leading brands providing individually packaged animal wellness and pharmaceutical products for retail sale.
Spectrum Printing Systems/ Inner Workings
Spectrum Printing Systems/ Inner Workings
Advised as the investment-banking agent in the sale of Spectrum Printing Systems to Inner Workings, a NASDAQ listed corporation.
Outdoor Channel
Outdoor Channel
Advised on the third party valuation for the divestiture of a non-core asset. The Outdoor Channel is outdoor activity channel available to approximately 40 million pay per households and was acquired by Kroenke Sports Enterprises.
CNS Response
CNS Response
Advised as an investment banking agent in the reverse merger and listing as well as a syndicate partner in the sourcing of approximately $10,000,000. CNS Response is a neuroscience company focused on improving the quality of treatment for patients with brain disorders, by providing objective information to prescribers.
Dynasty Electronics
Dynasty Electronics
Acted as investment banking agent to source equity for a structured recapitalization. Dynasty Electronics is a quick turn manufacturer servicing the defense, aerospace and electronics industries.