BUSINESS STRATEGY ADVISING

General Business Strategy

• Performance Improvement (Present specifics like cash-flow optimization, EBITDA, revenue growth, supply chain optimization, cost management, etc)
• Turn Around/Restructuring-Working with client, create and execute on a strategic plan. (Present specifics such as stress diagnostic, working with lenders, vendors, employees, addressing under-performing divisions, etc)
• Customer Strategy-Marketing and Sales (Focus on getting close to customers/markets and developing marketing/spend strategy, pricing strategies and sales channels, for example)

Corporate Finance

Liberty works with you and Liberty Private Equity to assist in Corporate Finance activities, including:

• Capital Raises – Liberty assists clients in raising debt and/or equity from both high net worth individuals and intuitional investors including private equity firms, hedge funds, and strategic corporations
• Capital Restructuring – Liberty advises clients on restructuring their balance sheets to better meet strategic objectives
• Corporate Recovery and Turnaround Execution – Liberty works with clients to define and execute a turnaround strategy, often involving both operational changes and balance sheet restructuring

International Strategy

Liberty has significant expertise in a variety of areas concerning international strategy.  Specifically, Liberty has helped clients bring international products and services to the US, and has helped clients bring their US-based products and services abroad.  In addition, Liberty helps clients structure their international relationships, find talent abroad, and develop the relationships necessary to grow an international corporation.

Early-stage Technology Advising

Liberty has significant experience in the world of early-stage company-building and finance.  Liberty takes select engagements of this type, typically on a primarily equity basis.  These engagements often involve Liberty professionals taking a more direct role as either a Board Member and/or a part-time Executive.  Liberty will advise early stage companies in the following ways:

• Strategic consulting in business plan development, team building, fundraising, and market positioning
• Coordination of an angel or VC fundraising process
• Strategic partnering
• Exit strategy

Information Technology Strategy

In this day and age companies are trying to do everything they can to be as efficient as possible.  Often this involves a strategic use of IT.  Liberty’s IT Advisory Practice offers clients strategic IT consultant along with tactical support.  Furthermore, many Liberty IT engagements are combined with other Advisory services, providing the client with an integrated look at IT and other initiatives (such as IT integrated with M&A).  Liberty helps clients target the most strategic IT initiatives and as appropriate assists in managing implementations.  Liberty’s services include: For Enterprises:

• Development of IT Strategic Plan
• Gap Analysis of existing systems versus business requirements
• Assessment of the highest priority strategic IT alternatives
• Evaluation of 3rd party products and services that could help achieve strategic objectives
• Architecture design of strategic implementations particularly in the areas of SaaS, Content Management, Information Publishing, Financial Services, Accounting, CRM, Disaster Recovery, Reporting Applications, Software R&D, etc.
• Evaluating IT and Software Development Organizations
• Project management of strategic implementations
• Analysis and management of post-acquisition IT integrations and consolidations
• Evaluation of existing and potential 3rd party vendors and products
• Part-time CIO services

For Private Equity Firms:

• Due diligence on target’s IT
• Architecture and plan for platform build-outs and roll-ups
• Analysis and management of post-acquisition IT integrations and consolidations
• Evaluation and implementation of Private Equity management platforms
• Evaluating IT and Software Development Organizations
• Part-time/outsourced CIO services