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| Our Clients > Giner Electrochemical |
| Financial Analysis and Control
Technology Services, LLC: Case Studies Issue Faced: An R&D company developing alternative energy technology needed a business plan to secure VC funding to commercialize direct methanol fuel cell applications. Industry: Alternative Power/Energy industry Location: Newton, MA Size of Company: Under $10 million annual sales Who Brought in the Team/Individual: Company CEO/President with the assistance of the senior advisor/Executive VP for Business Development Goal of Assignment: Develop the supporting financial underpinnings, supply chain development and economic valuation for creating a comprehensive business plan. Management also sought a competitive assessment of other public/private firms in the industry for competitive valuation methodologies. Actions Taken: Developed comprehensive, 60 page business plan to present to potential VC and strategic partners outlining company mission, value proposition, funding requirements, financial objectives, supply chain development and staffing among other areas. Also provided strategic recommendations for company/business financing and valuation for equity negotiation with potential investors. Also helped to name the spin-out company. Results: Company was able to generate significant interest from several potential investors needed for initial funding as a result of having the back-up financial plan. Company received term sheet from VC consortium but elected to retain the technology. Testimonial: "GES/Fontis Power was able to
get the resource we needed to develop a business plan to help secure
financing for our fuel cell commercialization initiative. Bob Katz was
instrumental in developing and validating the financial and operational
justification for our funding requirements as well as working with our
management team in assembling and integrating the marketing and product
development components for a comprehensive plan. His experience,
professionalism and attention to detail enabled us to meet the
compressed deadlines required to satisfy Board requirements as well as
the needs of the investor community."
Tony Vaccaro, President
and COO |