Case Studies

Strategic Services is prepared to assist with a wide variety of issues involving finance and strategy matters.  The examples illustrated in these case studies demonstrate work in our main areas of expertise.

Buy-side Transaction Advisory: Blinds.com Purchases American Blinds and Wallpaper

Global Custom Commerce, a rapidly growing ecommerce company, retained Strategic Services in early 2010 to manage its purchase of assets from American Blinds and Wallpaper.  Our work included developing financial projections and confirming valuation, negotiation advice, integration planning and execution, and due diligence.

Sell-side Transaction Services: EDGARfilings sells to Thomson Reuters

In late 2008, the owners of EDGARfilings received a compelling purchase offer from Thomson Reuters.  As a member of the leadership team, Strategic Services' Principal played a key role in evaluating the offer, negotiating the transaction, and integrating the business following close.

 Budgeting and Metrics: Obra Homes

In late 2006, as the CFO of a privately held homebuilder, Mr. Lane drove a comprehensive, zero-based budget process involving all key stakeholders including board members and line managers.  This budget later provided the critical data needed to diagnose a change in the business climate and initiate key strategic responses.

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