Initiated long-term strategic growth alternatives for scale and/or exit for a:
● Mobile App/Game Publishers/FinTech
● Executive Search Firm/Interim Services
● Consumer Electronics Distributor
● World-Renown Architect
● Promotional Products Distributor
● Dozens of start-ups
Few CEOs can effectively attend an offsite as a leader, participant, and facilitator. Equally hard is asking the tough questions.
● As a third-party facilitator, Jeff creates agendas and vibrant content for team collaboration and brainstorming, unleashing a leader and his/her team's innovative juices.
● Facilitation includes: long-term growth strategies, evolving Mission, Vision, Values, team-building, and C-level leader feedback.
Jeff has lead teams during numerous acquisitions, on both the sell-side and buy-side, including three exits. Examples include:
● Managed M&A and integration strategies and identified targets for a manufacturer of calibration/ionization radioactive sealed sources for use in medical device calibration and bomb detection.
● Created M&A, integration and fund-raising strategies for a national restaurant chain.
● Significant experience with data room and due diligence best practices.
● Long-term growth strategies for an independent semi-conductor chip distributor.
● Growth plan/exit strategy for a speaker distributor (featured on "Shark-Tank").
● Sales team acquisition integration strategy for a manufacturer of ruggedized outdoor displays.
● Operational best-practices/executive coaching for a large vertically-integrated farm/vegetable producer
● Completed business model canvas, investment documents, and proforma financials for a chain of indoor youth-sports facilities.
● Mentored dozens of early-stage companies for fund-raising strategies, product-market fit, go-to-market plans, user acquisition tactics, and CEO/team development.
● Mobile Apps/Games/Advertising, AdTech,
FinTech, MarTech, Influencer Marketing
● SaaS Platforms
● Digital Marketing, Social Media
● Digital Advertising, Digital Monetization
● User Acquisition at Scale
● Data, Analytics, Cloud-computing, AI, AR
● Restaurant Chain/QSR, Vegetable Farming & Processing, Food Distribution
● Healthcare, Non-Profits, Non-Profit SaaS