Our Customers

We work with customers as an advisor, consultant or investor.  The following are snapshots of engagement summaries from the companies that we’ve worked with and the process we implemented to create successful business development outcomes.

Current Customers

  • AerisaAerisa - an air purification start-up that we are working today to create long-term value for their shareholders in the emerging green energy sector.
  • American ConcreteAmerican Concrete - a construction service provider we are working with as an advisor to create a path to profitability and high-value M&A options.
  • BCFBCF - a physical security company that we own and operate that is profitable, growing and developing a plan to expand distribution.
  • Endeavor CommerceEndeavor Commerce - an online network service for product configuration that we serve as an advisor on paths to profitability and growth.
  • Impact DataImpact Data - a financial services company specializing in predictive analytics that we serve as an advisor to the CEO on path’s to profit and growth.
  • Links of UtopiaLinks of Utopia - a bestselling author of Golf’s Sacred Journey that we worked with as an advisor on a plan to build a ministry and special events program for growth.
  • RB Machine Company Inc.RB Machine Company Inc. - a hi-tech precision machine shop serving Aerospace manufacturers that we’re advising on a growth and diversification strategy.

Successful Exits

  • CycloneCyclone - a collaborative commerce company that we developed from start-up phase to leadership in a billion dollar marketplace and a successful sale to the Sopra Group.
  • NovadigmNovadigm - a systems management company that we developed from start-up through a successful IPO into a $100m division of HP’s OpenView line.
  • SaleslogixSalesLogix - a sales automation company that we developed from start-up through a successful IPO into a $110m business. Now part of Sage Software.
  • ViasoftViasoft - a Year2000 start-up that we developed into a $15m leader. Company subsequently went through a successful IPO and sale to Allen Systems Group.
  • VitronVitron - we built a 4x increase in value in 18 months for this engineering and design service provider for high-end aerospace and defense contractors.