ORGANIZATIONAL DEVELOPMENT & DESIGN

As organizations evolve, their structure must evolve to be flexible enough to accommodate new opportunities and responsibilities. Monticello Capital helps clients enhance development and design of their organizations so employees work and interact more effectively.

Establish organizational goals - Monticello Capital works with clients to build or refine their strategic direction, performance measurement system, and service orientation to reflect current or future organizational goals. By also considering their company’s culture, cost structure, and key issues to resolve, business owners and executives establish goals that serve as guideposts for implementing organizational changes.

Benefits clients gain from our organizational development and design services include:

• Focus the company on strategic opportunities
• Increase productivity
• Better alignment of skill sets and responsibilities
• Improve financial performance
• Align corporate and individual goals and objectives
• Transparent accountability
• Clearly defined roles and responsibilities
• Maximize return on the contributions of human capital

Case Summary

The engagement started out as advising the multi-tiered financing of a development-stage software company with solid financials in a high growth industry segment. The investors completed rigorous due diligence. The outside auditors and the client's legal counsel liked the best-foot-forward presentation and tremendous Wall Street prospects. Then a chance remark by the chief financial officer about debt repayment became the deal's unraveling. Monticello Capital put an immediate stop to our own client's financing. Our investigation turned up two off-the-books commercial loans. Both creditors were relatives of the CFO. The loans were concealed so that the auditors could never find them, buried without a trace years earlier in a cash flow whirlwind of the dot-com boom. Monticello Capital's engagement quickly shifted gears: The CFO was fired, existing debt was restructured, all of the company’s management structures were redesigned, and hard core financial controls above and beyond industry standard were put in place. Although the offering certainly failed, the company went on to outlive its competitors and grow at a slower rate. The client eventually produced a self-sustaining revenue base and long-term profitability - qualities rare in its industry. Accelerative investment would have been preferable to organic growth. But organizational agility saved the firm.