Family-Owned Human Resource Services Company Improves Sales Strategy and Readiness to Capitalize on Growth Opportunity
Client Situation A family-owned company that provides contracted human resource functions for small- to mid-sized businesses experienced increased growth from gaining strong knowledge and expertise in the cannabis and adjacent industries. However, this new opportunity exposed significant deficits in their sales strategy, infrastructure, and overall sales readiness to maximize the growth. Solution The company engaged […]
Family-Owned Aquaculture Company Works through Ownership and Succession Issues to Succeed and Grow
Client Situation The patriarch CEO of a large family-owned conglomerate was asked by his heir-apparent son to form a subsidiary in fish farming, a new, little known, and risky business for the diversified family company. The patriarch agreed, thinking it would soon spin off cash to the parent group and provide great personal development experience […]
Environmental Waste Company Achieves Acquisition Goals with Stronger Financial Leadership
Client Situation A $150 million publicly held environmental waste company adopted a strategy to aggressively expand across the continental U.S. through a well-planned series of acquisitions, mergers, and targeted market roll-ups. Their plan included a forecast to take revenues to $500 million in five years. However, the company lacked a strong management team and suffered […]
Engineering Design Tools Company Achieves Objectives of Family Owners by Selling to Management
Client Situation A seasoned engineering design tools company had been owned by a family for decades and the board was comprised of second, third, and even fourth generation family members with different sets of objectives and varying degrees of familiarity with the business. Company revenues had declined over several years due to changes in technology, […]
Energy Company Gains Triple Digit EBITDA Improvements in Two Years
Situation A biofuel producer had mitigated unfavorable credit and market conditions by entering into long-term manufacturing contracts with global energy companies. While helpful in weathering the short-term downturn, once conditions normalized, the producer was left underutilized, underperforming financially and unable to seize more attractive business opportunities. Solution Based on financial guidance from an experienced executive, […]
Effective risk management pulls utility company out of crisis
Client Situation An electric power company suffered a $600 million loss as a result of the West Coast energy crisis of 2001. It had been caught short of wholesale power to deliver to customers during a time of extreme run-up of prices. After the crisis, executives conducted various analyses to assess the company’s risk management […]
Diversity & Inclusion Initiatives Increase Talent Retention, Brand Recognition, and Diverse Representation in Senior Management
Client Situation A nationwide railroad company had a goal to promote understanding and inclusion, and to raise awareness of behaviors surrounding all types of “isms,” e.g., sexism, racism. In support of this, the company needed to leverage differences as a competitive advantage through its employment brand, identify diversity and inclusive behavior as one of its […]
Distressed Medical Clinic avoids bankruptcy and achieves record-breaking growth by correcting operational deficiencies
Client Situation A medical clinic operating for over 12 years had reached the brink of insolvency when the company engaged an experienced CEO with deep understanding of the healthcare sector—including sales, marketing, and all aspects of management—to execute a complete turnaround to save the company from imminent bankruptcy. Solution The CEO, now a NextLevel team […]
Distressed Electric Supply Company Restored to Profitability and Increased Value
Client Situation An established company that manufactured and sold specialized electric power systems to industrial customers had been a leader in its market segment but had experienced recent losses of $2.8 million and $5.2 million on $20 million in sales during the prior two years. Some of the issues involved a cost and pricing structure […]
Digital Media Publishing Company Reduces Risk and Improves Performance by Reforming Its Business Model
Client Situation A billion-dollar digital media publishing company was enjoying success as a world leader in its field by licensing content from third parties and publishing it on its websites, with a monetization model based on digital advertising. The business model had an inherent business risk, however, as costs were relatively fixed and revenues variable. […]
