Case Study: Strategic Alliance

Problem & Constraints

• Board of Directors determined that a classic financing would not allow the company to progress as effectively as a strategic alliance
• Management was fully engaged with executing the Board-approved operating plan
• Management desired/required to remain involved but has neither the experience nor bandwidth to address without assistance

Engagement

• Fully Create and Confirm the desirability of Alliance Strategy
• Develop the plan, documents, process, key terms for strawman deal and walkaway points
• Develop negotiation methodology, process
• Manage third parties keeping CEO/management & Board involved and comfortable with process, positions, and progress

Engagement Actions

• Developed plans, documents, presentations, processes
• Gained management & Board support
• Executed plan with management support and participation
• Worked through trade-off scenarios to arrive at acceptable deal above walkaways

Results

• Successful close, alliance of benefit to both sides including investment capital, access to new resources (channels and technology)
• Some terms adjusted and working relationship blossomed and resources more fully leveraged