Summary of Typical Engagements

Strategic Acquisition:

Retained by a midsize specialty converter in the Northeast for a three-phase engagement to assist it in strategically growing its business by locating, acquiring, and integrating a strategically complementary company.  A subsequent fourth phase involved assisting in the integration of the acquisition and providing consulting services around a structural reorganization of the entire business.

Divestiture of Non-Strategic Division:

Engaged by a company comprised of multiple business units to coordinate its divestiture of a single division, a midsize distributor of niche industrial products in the United States.  T3’s role included developing the plan to separate the division and represent the client in negotiations with the acquirer.

Business Strategy Development:

Retained by a division of a Fortune 100 multi-faceted company to facilitate the development of a three-year strategic plan at a summit of the company’s top manufacturing, sales, and financial managers.

Private Company Sale:

Engaged by the shareholders of a mid-market private manufacturing company to oversee the sale of the company. Services included preparing the business for sale through an extensive divestiture audit and advising the shareholders throughout the process, including selecting and working with the appropriate investment bank to close the deal. 

Business Assessment and Operational Survey:

Retained by a unique rapidly-growing technology company to analyze the company in its entirety and develop a two-year plan to grow the business and position the company for a sale.

Market Study:

Engaged by a Fortune 100 company to conduct a market study and analysis for the senior product management team of one of its staple products.  The project’s findings, analysis, and recommendations were presented to the client and subsequently used to develop a new strategic plan.

Competitive Bid Advisory Services:

Retained by a midsized packaging manufacturer to assist it in crafting and submitting a complex bid in response to an RFQ from one of America’s leading food processors. In addition to the actual bid, T3 advisors assisted in the development of the client’s live presentation to the prospect’s strategic sourcing team.

Valuation and Fairness Opinion:

Engaged by a midsized label manufacturer to evaluate an offer it received to be acquired by another label company under private-equity ownership.  The engagement included providing a valuation of the client’s company, an analysis and opinion of the fairness of the offer, developing a counteroffer, and advising on structuring the potential transaction to meet the client’s financial and transitional requirements.