STRATEGIC ADVISORY SERVICES

Monticello Capital provides clients with strategic insight and tactical guidance based on their unique needs and issues. We begin each client relationship by listening; we expect to get to know your firm by getting to know the people – at all levels – who are investing their time, energy and talent into the product or services that you provide. In addition to the corporate culture, we will also review the company’s internal processes and procedures, market position, main competitors, and trends in the marketplace. The objective of such insight is to assist our clients with the strategic decisions that will drive growth and improve revenue generation.

Strategy engagements involve assessment of a corporation's unique position relative to its full potential, including comparison of the firm to that of its competitors. Monticello Capital assists our clients in determining the best places to allocate resources for maximum value creation. We identify strategic shifts and emerging trends in the market to best position our clients.

Corporate strategy is as much art as science – there are no algorithms or one-size-fits all packages that can improve your business. You know your business better than anyone; there is no reason to accept advisory services from a company with anything but your best interests and future potential central to their concern. This approach requires a special relationship of trust and confidence, and with Monticello Capital you can expect more than you would of other firms.

We apply our expertise and extended resources to identify your challenges and opportunities, and then work with you to identify the appropriate strategy for growth, including acquiring the resources necessary to realize them. We work with our clients to develop a clear understanding of their current operating practices and associated costs, and those of their competitors, in order to devise a superior competitive position.

Successful companies require considered strategic planning, with clearly defined objectives and measures, to formulate, implement, evaluate and continuously improve a Strategic Plan that will drive competitive advantage. The principals of Monticello Capital have the skills, experience, and the right motivation, to assist your company in achieving its fullest potential.

Case Summary

A manufacturer of highly-specialized technical equipment for the environmental industry approached Monticello Capital for advice and direction during its growth and recapitalization stage. The company’s existing working capital was almost exhausted, having been largely spent on internal investment, research and development, and building equipment prototypes. The client’s market was particularly tough to figure out: diffuse, crossing industrial sectors, geography, and multiple technologies. After engaging Monticello Capital as strategic advisors, the company embarked on a major capital restructuring simultaneous with a new market-entry revenue enhancement strategy that resulted in state and local government sales, lease-out arrangements, and licensure of proprietary technology. The company received follow-on equity and debt financing, won an international award, and was later acquired. That sale netted the founders and investors an internal rate of return in excess of 37 percent.