Advisor's Avenue Advisors Management Consulting and Mergers & Acquisitions Advisory

• Mergers & Acquisitions
• Strategic Business Development
• Technology Partnerships
• Specialized Solutions

Exceeding the limitations of consulting

ABOUT US

Advisor’s Avenue is an investment banking and management advisory services firm headquartered in Orlando, Florida. With a strategically located cross border network, we are able to optimize efficiency for both our domestic and international clients.

We offer economic, financial, and strategic expertise to corporations, organizations, and governments around the world. With established skills in intricate cases and exceptional talent in analytics, Advisor’s Avenue executives have provided insightful guidance to clients throughout numerous successful engagements.

We offer business strategy and planning, market and demand forecasting, policy analysis, and risk management advisory. Our success stems from the distinguished accomplishments of our consultants and executives, many of whom are preeminent in their associated fields; our strong cross border presence; and from resolute corporate dexterity that adapts rapidly to overcome stressors to routed objectives. Headquartered in Orlando, the firm has a developed international network.

MERGERS & ACQUISITIONS

Piloting for Your
Directives

· Sell Side Mandates
· Buy Side Mandates
· Mergers & Joint Ventures
· Post Merger Integration
· Management of Investments

MERGERS & ACQUISITIONS

Advisor's Avenue is dedicated to delivering insightful guidance to clients through the course of the entire deal process, and subsequently to seamlessly assimilate the acquired business into the parent corporation.

Inclusive in our Mergers & Acquisitions specialties are: strategic market considerations, supply chain point of entry, operational strategy, screening and selection, pre-merger evaluation to identify possible integration concerns (IT systems included), customized financial transaction strategies, shareholder communication, valuation, negotiation, and more.

Our developed international network allows us to identify opportunities for acquisition at an early stage. Through our Post Merger Integration (PMI) guidance we procure and build value for clients after the deal has been finalized. Our advisors design PMI strategies, manage process optimization procedures, and blend information and knowledge management protocols.

STRATEGIC BUSINESS DEVELOPMENT

Structuring Organizational
Advantage

Management Consulting
· Growth Strategies
· Strategic Repositioning
· Exploration of New Markets
· Financing Concepts
· Formation of Alliances
· Supervision and Risk Management
· Corporate Restructure

STRATEGIC BUSINESS DEVELOPMENT

Having your ducks in a row is essential in today’s world of perpetually transforming markets. Corporate restructure and M&A strategies position and organize businesses for optimum competitive advantage.

Advisor's Avenue views strategy as much more than a just a plan: it is at the core of of our business endeavors. We engage and work with companies in every industry to develop stratagems manifesting results. We work side by side with executive management and their teams to formulate powerful methodologies and secure alignment across the organization. Advisor's Avenue develops the backdrop for businesses to explore numerous perspectives, and arise from the consulting program aligned and invested in action.

In corporate restructuring we have considerable experience in structuring and installing turnaround solutions in addition to custom efficiency optimization methods. As pertains to strategic acquisition, in coordination with our global network, we develop innovative business opportunities and financing techniques in order to achieve business objectives with both domestic and international partners.

Identifying Technologies that
Work Synergistically with
Your Organization

TECHNOLOGY PARTNERSHIPS
· Investor Matching (e.g. for turnaround solutions)
· Technology Licensing
· Acquisition / Sale of Intellectual Property
· Expert Knowledge Transfer
· Coordination of High Tech Engineering Services

TECHNOLOGY PARTNERSHIPS

Technology acquisition that works in symphony with your organization harnesses supplementary power, imparts force and generates synergies that strengthen competitive positioning.

Strategically chosen new product or process technology acquisition adds multifaceted value to an organization. Advisor's Avenue is able to manage the identification of desirable technology sector targets to champion your objectives. We will moreover manage the communication for you and guide you through transactional or licensing business deals.

Advisor's Avenue also boasts a network of industry experts who are able to employ their specialized proficiencies to your initiatives on an interim basis.

SPECIALIZED SOLUTIONS
· Management Consulting
· Project Management
· Strategic International Relations
· Reconciliation of interests
· Corporate Positioning
· Board / Advisory Council Mandates
· Advisory Services for Governments

Formulating Strategy for Your Objectives

SPECIALIZED SOLUTIONS

Solving complex challenges often depends on candid deliberation and the engagement of experienced and trusted advisors to formulate and execute strategic methodologies.

A favorable outcome frequently is determined by the positive impact produced by the trusted guidance of selected advisors.
Our firm advises executive boards, directors, committees, and government organizations, in conjunction with an individual assessment of strategy modifications and intricate governance planning. We design custom solutions to attain desired optimized results for our clients.

Our senior advisors have extensive experience in upper management and are qualified to assume board or advisory council mandates on behalf of our clients.

REFERENCES

MERGERS & ACQUISITIONS Turnaround and Investor Acquisition A North American client in fashion and jewelry manufacturing suffered from continuously declining profits. A preliminary analysis showed the company needed to optimize the manufacturing process and improve profit and expense control measures. Approach • Review of the internal processes • Analysis of the client base and product portfolio segmentation • Analysis of sales channels, marketing efforts and cost sectors • Development of a turnaround concept • Identification of potential investors • Management of communication between short-listed investors and company owners • Organization of the transaction • Successful implementation of the turnaround concept

STRATEGIC BUSINESS DEVELOPEMENT Concept and Realization Management for an Industrial Plant in China Metalurgy, Titanium and Aerospace Startup Company Following an IPO, a Chinese materials company wanted to diversify its product portfolio and build a high tech factory producing materials for the aerospace, chemical and energy industry. They required a partner to conceptualize, manage and realize the ambitions project for them. • Overall concept, financing approach, detailed business plan and set-up of a Sino-German joint-venture company • Marketing and sales concept for the market entry in China and Russia • Contract negotiations with Chinese partners and authorities • Factory plan and layout, basic and detailed engineering, environmental study • Start-up and project management and operational controlling in China • Quality and Certification including Quality Concept, QMS, business processes, FMEA, ISO certification, customer certification • Organizational development and human resources management including hiring of international an local managers and staff • Supervision of the construction an successful commissioning • Relationship management with banks, investors, authorities potential suppliers and future customers of the titanium and aerospace industry

Mergers & Acquisitions Market Share Increase by Acquisition Cosmetic Industry A client in the cosmetic industry with a variety of skin care brands, launched a new line to target an age specific segment of the market, thus to acquire a larger market share of the particular demographic group. Prior to our engagement, the preliminary launch showed unsatisfactory results. Approach • Analysis of key market and competition factors and overall strategic position of that line • Analysis of the product launch response with the general public, and in particular with the target demographic group • Strategy discussions with management • Identification of an acquisition opportunity to realize the client’s objective to increase market share • Management of communication between short-listed acquisition targets and the client • Advice on acquisition strategy and reorganization • Successful acquisition Cosmetic industry

• HOSPITALITY • Hotels, Resorts & Restaurants • STRATEGIC BUSINESS DEVELOPMENT - Turnaround Restructure • • A well known group of multinational hotel and resort chains was • experiencing a decline in revenues and profits. A corporate • restructure was necessary to revitalize the iconic conglomorate. • • Approach • • • Management financials deconstructed and reforumulated • to establish accurate profit and cost centers • • Implemented changes to manage, control, and plan • for desired profit margins, and to manage and/or • eliminate selected cost centers • • Development of a strategic turnaround concept • • Strategy discussions with the shareholders, management, and key employees • • Overhaul of the property restaurants to streamline processes and control profits and expenses • • Custom marketing plans and directives developed • • Restructuring of Human Resources systems and policies • • Development and implementation of a management incentive plan • • Analysis of current amenities and custom restructure per analysis • • Innovation of the current stagnating image • • Successful turnaround of these iconic brands • Savings realized for the company in excess of 200% or project costs each and every year

Mergers & Acquisitions / Technology Partnerships Cross Border Acquisition Manufacturing Manufacturing Industry Technology Acquisition MERGERS & ACQUISITIONS Mergers & Acquisitions / Technology Partnerships Manufacturing Manufacturing Industry Technology Acquisition A Chinese company trading publicly on the Shanghai Stock Exchange sought synergistic technology acquisition through the purchase of several manufacturing and technology company targets located in the USA, Western Europe, and Eastern Europe. • Due Diligence • Valuation of the target companies (DCF, Asset Valuation, Free Cash Flow) • Data Room security structure, installation, and management • Project management coordinating legal teams, accountants, and banks • Review of financial data and production processes • Establishing the viability of the target companies key clients • Bank presentations to negotiate and navigate the acquisitions • Board presentations regarding findings • Final decision with regard to the financial and other impacts of the acquisitions • Preliminary review of the target company financials • Valuations via DCF • Discussions with executives of both the client and target companies • LOI formulated • Lead due diligence: Data Room, managed legal and accounting teams • Negotiated favorable terms for our client • Formulated strategy for the potential transaction structure choices • Approach • • • Valuation of the target companies and coordination of legal • teams, accountants, and banks • • Review of financial data and production processes of the target • companies establishing the sustainability of the businesses • • Establishing the viability of the target companies key clients and • evaluation of potential black holes • • Bank presentations to negotiate and navigate the acquisitions • and board presentations regarding findings • • Formulated strategy for the potential transaction structure • choices and projected outcomes • • Assessment of the final decision with regard to the financial and • other impacts of the acquisitions • • Negotiation of favorable terms and choice directives for our • client

Technology Partnerships Turnaround with Technology Licensing Software Industry A client in the US dental industry pioneered morphing software to illustrate the ‘before and after’ look of orthodontia. Straightening the teeth affects not only the smile but also the shape of the entire lower half of the face. At our point of entry the company had run into cash difficulties and needed capital. Approach • Definition of the unique selling points (USP) and options for image enhancement • Analysis of the current client base, cross-market expansion ideas and potential new avenues of use • Repositioning of sales and marketing efforts and implementation of controlling techniques • Development of a business plan exploring various options ranging from sale of the company, aggressive expansion in new markets, to licensing opportunities in strategic markets like the motion picture industry • Development of a detailed licensing strategy for different market segments

Mergers & Acquisitions Turnaround Restructure and Preparation for Sale Manufacturing A manufacturing client specializing in wood doors and cabinets needed restructuring to turnaround diminished profitability prior to company sale. Production, financial, and management processes needed overhauls. • Identified areas of recoverable expenses that were not recovered and installed methods for recovery, increasing revenues • Strategy discussions with the shareholder, management, and key employees • Development of a strategic restructuring and turnaround concept • Job Descriptions and organization for management • Custom profit and expense control solutions implemented • Revenue and cost sectors defined and optimized • Management tools and reporting systems created and installed • Consulting project and installed restructuring resulted in Increased net profits by 67% per anum, subsequently increasing the value of the company • Established charitable avenues for the company to receive additional tax benefits (above the 67% increase in Net income) for factory seconds, thus improving profits • Implemented changes that resulted in savings to the company well in excess of 200% of project costs, and exponentially increased the value of the company • Successful company sale in accordance with owner’s desired parameters

Custom Solutions Turnaround & Transaction High End Liquor and Wine Industry Following a significant drop in sales revenue, a two-hundred year old renowned beverage company selling hard liquor and wines required effective turn-around measures. The company had recently launched a new product line but the consumer response had been disappointing. Approach • Weak-point analysis resulting in identification and implementation of measures to resolve problems in the supply chain • Implementation of steps to improve transparency in the value chain • Innovation of sales and product launch strategy and definition of measures to boost sales in all product lines • Search, identification and approach of an investor to facilitate financing of the turn-around measures • Advice and assistance during the transaction • Successful implementation of turnaround measures • Planning and marketing of a visitors’ center including an audio-visual exhibition and a guided tour of the distillery • The implementation of measures led to an expansion of the distillery facilities to satisfy international demand

Recreational Vehicles Turnaround and Business Strategy Sales and Rentals A company specializing in both the sale and rental of both year round,, and seasonal recreational vehicles and sports equipment needed streamlining in order to maintain business viability. • Cash flow management systems and flexible budget installed to adjust to the seasonal needs of the business • Profit and cost sectors identified and defined for system controls to be established and installed for management • Inventory and maintenance management systems created and implemented reducing shrinkage and optimizing inventory expenditures • Analysis of the market, strategic position, and potential customers in the area for market strategy • Areas of savings identified, restructured and controlled yielding savings well in excess of 200% of the consulting project costs • Successful turnaround of the business for a very happy client • Created a self funding Incentive plan to reward key employees for their participation in exceeding company projected goals

STRATEGIC BUSINESS DEVELOPMENT Process Mapping and Benchmarking An American insurance company requested restructuring for complex process improvement and efficiency optimization. Approach • Review, analysis, and mapping of the previous flow of documentation and processes • Company segmenting by major operations to make the output meaningful for comparisons • Defined expense improvement opportunities and areas to increase investment • Performed operational benchmarking to help define a practicable strategy for moving forward • Devised and executed a detailed implementation roadmap to efficiently and effectively manage the change process, measuring progress against relevant metrics

Healthcare Turnaround Restructure and Optimization Healthcare Facility An American healthcare facility was experiencing diminishing profits and on the verge of bankruptcy A turnaround solution was needed to restructure and turn the facility around. • Preliminary analysis of current organization structure and financials • Maximization of revenue streams e.g. private insurance, Medicare, Medicaid, though reorganization of the facility • Streamlined the establishment finding and restructuring areas of cost savings • Analyzed and restructured a new functional organizational chart so management and employees would have a clear, written description of what was expected of them and to reflect the “NEW” functional organization’s lines of responsibility, accountability, and authority • Developed a system of periodic employee review so employees understand their supervisor’s view of their performance inclusive of progressive discipline reporting • Management chain of command modified for optimization, and reporting procedures created and installed • Produced savings for the facility in excess of 200% of project costs

reAL ESTATE DEVELOPMENT Best in Class Partnership Corporate Strategy & New Technology Acquisition A vanguard holding company sought corporate strategy and innovation to identify and attain a cutting edge solution through synergistic partnership agreement. Corporate strategy development was requested to create additional shareholder value, uncover avenues for synergistic innovation, and pioneeer additional revenue streams. Approach • Analysis of the holding company, current corporate vision, and existing revenue streams; finding areas for optimization and designing with the client a new corporate strategy and map for sustained growth • Identified avenues for technology acquisition and vetted the potential scenarios against the new strategems • Selected a short-list of scenarios for technology acquisition and added revenue streams • Negotiated and championed a win-win strategic partnership with a best in class home builder, adding new revenue channels for both companies, and new technology advantage for our client • Related synergies created a paradigm shift that brought the client organizations to the next level

STRATEGIC BUSINESS DEVELOPEMENT Turnaround Solution Restaurant / Hospitality Industry Turnaround A privately owned American restaurant operating inefficiently and was losing money despite its popularity. We were brought in to turn the company around and not only make it profitable so that it could stay open, but to additionally add controls systems and organization for management. • Preliminary analysis of the current status of the restaurant’s procedures and financials • Established the actual costs of each item on the menu and implemented a menu pricing system allowing management the ability to account for overhead and build profit into each menu item over the direct food costs • Added structure to the restaurant by establishing a human resources system, and management reporting system of controls • Formulated a self funding employee incentive plan to reduce waste and control costs, giving management added controls to reach established goals • Realized annualized savings for the restaurant in excess of 200% of project costs • Successful turnaround of the restaurant around into a thriving and viable business

RETAIL SALES & SERVICES High End Electronic Equipment Efficiency, Inventory, and Financial Restructure Turnaround An iconic American musical equipment and services retail client/establishment servicing both amateur and professional musicians; and providing everything from sheet music to large PA systems (including installation) to guitar picks to massive drum kits to music lessons to recording sessions. Suffering from inventory shrinkage, razor thin margins, and other financial losses despite legendary establishment in the community our client was forced to seek help in a turnaround crisis and brought us in. Approach • Created and implemented systems to manage and control the routines, methods, procedures and records required for purchasing, receiving and storing, requisitioning and issuing, inventory control, creating systematic procedures establishing accountability, control, and training tools for new personnel • Financial overhaul structuring and installing accounting systems to gain control of the company financials, define profit and cost sectors, and benchmark critical indicators • Designed and established a tailored credit and collection policy to help to control and reduce delinquent accounts • Developed a system for employee performance evaluation to provide a communication tool for an on-going means of evaluating and developing personnel • Developed a twelve month profit and expense control budget to provide a schedule that allows management to control expenses at various sales volumes in order to maximize profitability • Project formulated and established the control systems empowering the reduction of inventory shrinkage and related monetary losses exponentially • Restructured financials and systems controls implemented resulted in annualized savings of more than 200% of project costs, and turned the company around from hemorrhaging losses into a viable and profitable entity

Aerospace Plant in China - FactoryStrategic Business Development International Business Strategy European and Chinese Joint Venture Aerospace Supplier Startup Company A start-up plant in China required assistance with processes for products to be tailored to the needs of the Western markets in Europe and the Americas. Special attention had to be paid to the characteristics of the sensitive production processes and environmental protection constraints of the Western World. Approach • Analysis of the market, strategic position, and potential customers in Greater China, the Americas, Europe and the Middle East • Financial analysis and fine-tuning of the business plan • Support with approval planning, company start-up, approval for operation and coordination with local authorities • Support with plant engineering and coordination support with Chinese designers • Management of parts manufacturing in China for factory construction • Start-up management advice for the new plant • Concept for process optimization measures • Advice on Quality and Supplier management • Created and installed control systems for a 10 million Euro factory component purchase plan • Management systems added to effect transparency for international executive management • Control systems further included the systematic maintenance of updates by department head management in order to supervise deadlines, quality inspections, actual delivery times, payment schedules, deadline order and deliver dates, and further streamline the processes from sourcing suppliers through all QC steps, through installation and final payment • Systems of management developed to support, monitor and control all stages of the 5 million Euro factory construction; a plan which took into consideration the supporting operations, and the arrival and scheduling of all factory components • Implemented budgeting into the control systems installed to aid the management with the additional 5 million Euro in working capital set aside for the day-to-day operations of the start-up

Education STRATEGIC BUSINESS DEVELOPMENT Financial Systems and Corporate Strategy A fledgling, elite educational institution sought business strategy and streamlining so the structure would be set into place for growth. Prior to our engagement, while there was capacity for more students, enrollment numbers remained flat. Approach • Preliminary analysis of revenue streams and cost centers, and a plan for control systems development was established • Set policies and procedures for human resources, and published them through the creation of the Employee Policy Manual • Design and installation of tools for managment to be able to maintain established parameters regarding key business indicators e.g. flash reporting and budgeting, tracking and forecasting • Assessment of the target student group and the varying methods for funding enrollment, so special focus could be placed on areas generating the most margin • Strategy developed with a system of benchmark goals and a planned, detailed course of action for the realization of those goals • Designed and implemented sustainable performance improvement solutions, tailored to be successful for both controlling costs, and increasing revenue

Our Services
Mergers & Acquisitions
Strategic Business Development
Technology Partnerships
Specialized Solutions

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