- Case Study 1: Fundraising materials for a growing VC firm
- Case Study 2: Marketing materials for an expanding hedge fund business
- Case Study 3: Investment committee memo assessent and writing training program
- Case Study 4: Series B financing for a telecommunications services start-up
- Case Study 5: Sale of a privately held oil and gas company
Challenge: When selling an oil and gas company, valuations are based on "the three P's": proven, probable, and possible reserves. The bulk of this Latin American oil and gas company's value stemmed from its probable and possible reserves? which are generally heavily discounted. In addition, the company had to convey to foreign buyers its top-notch professionalism.
Our role: During two weeks on site with the client, we worked with the deal team to develop, structure, write, and rehearse a half-day management presentation. The presentation made a highly persuasive case for the company's strong upside potential by providing thorough and highly technical support for that message. We determined presenter roles to highlight the management team's depth and knowledge, and emphasized the company's well-run and lean operations in the presentation. We rehearsed the presenters extensively, both individually and as a team.
Outcome: The quality of the management presentation repeatedly surpassed prospective buyers' expectations and was greatly complimented. The company was sold to a major U.S. oil company following a highly competitive bidding process. The seven-figure sale price reported in the local press was well above industry expectations.
Experience while employee of J.P. Morgan
