HomeWhether starting a new business, going for that next round of funding or planning for an M & A transaction, JMI will help you turn the "vision" into actionable events. Our experience will assist your company in execution and in visualizing what happens when the "rubber meets the road". Our team includes CPAs, MBAs, entrepreneurs, operational and financial professionals who have "been-there-done-that".
Typical Client Situations:
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Series A, B, C, D financing (business plan update, due diligence, investor presentations) |
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We need a CFO, COO, CEO, but are not ready for a full-time hire |
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How can we capture the "vision" of our company effectively present it to investors, partners or customers? |
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A potential investor wants to see our detail business plan by next Tuesday (We don't have one!) |
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How much is our business worth? |
Our Venture Services include:
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Preparation of Bottoms-Up Business Plans including narrative and financial information |
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Temporary Staffing for Executives, Finance & Accounting |
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Reorganizations for more efficient operations |
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Interim staffing for Special Projects |
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Financial Modeling for Business Plans |
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Audit Support for annual audits |
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Translation of "Strategic Visions" into Actionable Events |
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Preparation of detail actionable Operating Plans |
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Investor Presentations |
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Mergers & Acquisitions execution, due diligence and support (Buy-side and Sell-side) |
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Business Development for identifying and closing strategic partnerships |
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Infrastructure creation for e-commerce, operations and financial functions |
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Assistance in Venture Financing processes |
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Identification of Merger & Acquisition prospects & partners |
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Competitive Analyses |
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Uncovering the Value Proposition |
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Litigation Support Services |
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Productivity improvements |
Recent examples:
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Consulting CFO, COO for urban apparel manufacturer |
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Preparation of $3,000,000 Private Placement Memorandum |
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Seller-side due diligence for multi-million dollar merger/acquisition |
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CFO and VP of Operations for $20M Irvine semiconductor start-up |
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VP Finance, VP Operations, VP Business Development for a Silicon Valley start-up |
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VP Business Development and Marketing for an established Orange county workforce management software firm |
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Creation of Operational and financial infrastructure for a successful Silicon Valley startup (e-commerce, manufacturing, distribution, accounting systems) |
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Coordination and management of a client's year-end audit by a "final four" accounting firm |
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Business development engagement to license technology to a strategic partner |
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Development of financial models and business plan supporting a company valuation and negotiation for a successful Mergers & Acquisition in excess of $250M |
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Acquisition of a Software company to complement a fabless semiconductor company |
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Support for a $13M Series B Financing, and a $6M Series C Financing |
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Creation of a 5 year "Bottoms-up" business plan including headcount hiring, capital, and product development plans with pro-forma financial statements |
