Selected Cases

• Public Relations Firm – Assisted owner in establishing strategic planning process. Firm has since grown significantly both in terms of billings and staff and has become a leading firm in a niche market.
• Graduate (Professional) School of East Coast University – Completed a strategic analysis of market. Established strategic direction and supporting strategies. Re-directed recruiters away from traditional "soft" selling methods; established direct response program; revised admissions procedures & materials (savings in this area alone in excess of consulting fees paid).
  
• Packaging Industry Manufacturer – Initiated planning procedures and company controls; advised on acquisition of real estate, negotiated and structured the deal; secured more flexible financing for the company geared to maximize growth potential.
• Surplus Electronics Distributor – Worked with management to establish strategic intent, forge financial controls, developed growth management plan along with marketing component, acquired increased line of credit and assisted management in developing first elements of management succession.
• Natural Resources Subsidiary of FORTUNE 500 company – Advised management and implemented strategies and controls to maximize return on more than 100 recently acquired entrepreneurial subsidiaries. New direction and controls led to record profits in following year.
• Computer Reseller (VAR) - Worked with management of fast-growing reseller to manage growth, maximize profitability and strengthen management systems throughout the company. Successfully negotiated acquisition of new company headquarters building. Assisted in building a management team and the systems to support it.
• Property Management Firm – Provided strategic guidance, direction and top team development for regional property management firm specializing in representing homeowners’ associations in the management of planned communities.
• Educational Services Organization – Conducted study on strategic initiatives needed to maximize growth and take organization to next level. Report findings were implemented resulting in the re-structuring of the management team and a re-direction to greater efficiencies.
• Ocean Freight Agency – Provided strategic guidance to management of company during period of growth, contraction and through the sale of a portion of the company.
• Start-Up Guidance – Assisted entrepreneurs in start-up ventures to establish criteria for new ventures, development of strategic initiatives for growth (manufacturing, licensing and supply chain management), secure investment and provided strategic counsel to the entrepreneurs. Fields represented include: medical devices, energy conservation, surplus distribution, safety devices, food products, computer services, e-commerce, garden products, water purification and educational materials.

For more information about Advent’s Strategy & Growth Services, call 1.800.726.7985.