Case Studies

Recapitalizing a music video production company
A music production company faced a financial crisis despite having generated $85 M in product sales.  The company needed accurate short-term cash flow projections for its investors, a clear understanding of the capital structure of all its subsidiaries, accurate reporting of royalties due, and a long-term marketing and finance plan…..Click here to learn more (PDF)                      

Advisory services for a venture capital fund
A venture capital fund focused on commercializing university technologies required independent assessments of the portfolio companies as well as consolidated portfolio projections.  Each assessment included an evaluation of the technology’s commercial readiness, revenue projections, and portfolio valuation estimates.….Click here to learn more (PDF)

Intellectual Property Valuation
An American technology company acquired a significant competitor with research and development operations in Asia.  The transaction included rights to an early-stage technology with applications to new markets, developed in partnership with the local government.  The company required an estimate of the intellectual property’s value and an assessment of the technology’s commercial viability…..Click here to learn more (PDF)

Technology roadmap development for NASA’s Jet Propulsion Laboratory
The National Aeronautics and Space Administration’s Jet Propulsion Laboratory faced significant challenges in acquiring technologies necessary for future missions.  The organization needed coordination of assessments across multiple engineering disciplines, culminating in rigorous “bottoms-up” financial projections.….Click here to learn more (PDF)

Accelerating product development for a technology company
A technology company faced a financial crisis due to a significant delay in the release of a new product.   The company faced questions about strategy and execution from both private investors and the national agency funding the company’s technology development…..Click here to learn more (PDF)

Technology market research
A research and development group at a world-class research university sought to rank its innovations by market potential in order to commercialize them….Click here to learn more (PDF)

Improving customer response time
A software company faced a crisis as the development team could not provide timely customer response to its rapidly growing client base….Click here to learn more (PDF)