Parkwood Advisors
and its principals routinely provide senior level guidance
and support on a wide variety of initiatives for companies
such as: |
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Mergers & Acquisitions |
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Dell, Inc -- Accelerated due diligence leading to
joint venture partner selection and rapid
integration of new business unit leading to
fully operational and consolidated unit within
60 days post-close. |
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Boeing -- Global partner training and M&A
methodology development for executives of all
national and regional airlines in China. |
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Lyondell Chemical Company -- Comprehensive merger and
acquisition integration services for multiple
transactions taking the company from $1.5B to
$13B in total revenue over 4 years. |
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Private Equity Financing |
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Rampart-iD Systems, Inc
-- Developed strategic
business plan and financing proposal for $2.5M
capital raise for this early-stage
authentication security company. Continuing role
as interim CFO and Director. |
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Post-Close America
-- Led comprehensive
recapitalization and financing proposal for this
early-stage provider of outsourcing services for
the residential mortgage business. Continuing
role as interim CFO and business development
officer. |
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Minder, Inc -- Led comprehensive
recapitalization, business planning and
financing proposal for this early-stage designer
and marketer of a unique patent-protected office
product. Continuing role as interim CFO and
business development officer. |
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Strategy Formulation & Execution |
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Albert Moving & Storage
-- ($19 million annual
revenues.) Led strategy formulation and strategy
execution initiative for this Department of
Defense award winning outsource contractor for
moving and logistics services. |
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Weathermatic -- ($19 million annual revenues.) Led
strategy clarification and strategy mapping
exercise for leadership team of this
manufacturer of award-winning, patent-protected
irrigation systems. |
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U.S. Army -- Assisted with strategic change
and implementation to become a more "flexible
and mobile organization." Conducted strategy
formulation sessions and follow up strategy
implementation sessions with the top Generals
from all areas of the US Army. Resulted in
implementing numerous organizational process
changes including: communications, training,
decision-making, and recognition systems. |
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Harrods -- Assisted with designing and
implementing a "customer first" strategy,
including redesigning and implementing changes
to the organizational training, communications,
goals, measures, rewards, decision-making, and
job roles and responsibilities. |
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Organization & Leadership: |
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HQ Global Workplaces
-- Created merger integration
staffing process and conducted targeted
selection interviews with over 300 top-level
managers from both companies in a major,
scale-enhancing merger which led to rapid
consolidation of the best talent to fill the
“NewCo” management team. |
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Transamerica Real Estate Tax Services
-- Created
and deployed a customized 360° feedback
assessment and training program for top leaders
of a key Transamerica division. |
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