provided
NYC-Based Family Office
1) a multi-year budget model health check and redesign
2) designed a secure cash movement infrastructure
FINANCIAL & MANAGEMENT CONSULTING
NYC-based Family Office is single family office with a diversified portfolio investing across multiple asset classes. With Assets Under Management ranging from $250-500M, the Office is a responsible for allocation, management, reporting, and everyday fiduciary responsibilities to the beneficiaries and direct family members. Investments include but are not limited to real estate, public equities, private equities, fund of funds, commodities, and emerging markets.​
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The Engagement – Mid-Atlantic replaced the previous budget model with a multi-year enhanced version that
focused on cross-team collaboration. The model was designed for simple-use with outputs for capital budgeting, total shareholder returns, investment maturities, variances analyses, and more. Mid-Atlantic designed a secure cash
movement process that assessed, formalized, and secured cash movement processes across the Office.
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provided
with a point-of-sale enterprise analytics and go-forward consumer strategy
STRATEGY CONSULTING
Sweetzels Foods is a household name in Philadelphia. Mention warm apple cider, a glowing fire, or pumpkin picking on the farm, and you’ll have any East Coast native craving a box of Sweetzel’s original Spiced Wafers. Family owned and operated, Sweetzels has been baking and packaging all products in the United States for over 100 years. With commitment to tradition and quality of all-natural spices and flavorings, Sweetzels brand has kept customers
coming back for more since 1910.
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The Engagement – Mid-Atlantic purchased point-of-sale data from market retailers to formulate a comprehensive view of the Sweetzel consumer, cookie demand, seasonality
trends, and willingness-to-pay. Delivered over the course of multi-week engagement where the final product came with a full inside-out evaluation of the market and competitors along with digital dashboard tools that track expenditure for niche consumer discretionary products.
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provided
1) 'Outside In' Review of Operations
2) Systems Software Market Assessment
3) Competitive Benchmarking Analysis
Strategy Consulting
Building Intelligence develops software solutions for the security industry. The company offers SV3, a cloud-based security solution to manage visitors, vehicles, and vendors. SV3 helps to manage third-party networks of vendors, contractors, and permitting vehicles, drivers, and deliveries, before they come on site. The company was founded in 2006 and is based in New York, NY.
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The Engagement – Mid-Atlantic was engaged directly by the shareholders to construct a review of the systems software market and successful operating models. The report focused on identifying all competitors in the market and required a disaggregation for their strategy up to this point in time. This included case-by-case growth strategy summaries, business plan reviews, and overall investment upside based on the ability to execute on the various applied strategies.
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provided
1) BU Operating &
Financial Model
2) Industry-specific market analysis
3) BU Profitability Evaluation
4) BU Business Plan Design & Go-to-Market Enhancement
Financial & Strategy Consulting
Life Tech is an emerging healthcare services solution providing on-demand wheelchair accessible ride services. The company offers door-to-door transportation services to persons with disabilities while providing additional wheelchair accessible vans, non-emergency ambulances, and general transportation vehicles for patients with disabilities. Life was founded in 2018 and is based in Livingston, NJ with various offices across the state.
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The Engagement – Mid-Atlantic tested the profitability based on upside and downside cases for a select business unit (BU). This was delivered in the way of a comprehensive financial model that included operating metrics and key performance indicators that historically governed the success of the operation. A supporting BU operating plan was created and delivered to support the current and go-forward strategy of the select unit.
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