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Usually we provide a range of need-based services to client-owned
companies periodically over a five to twenty year timeframe. The
breadth and depth of our skilled senior professional staff members
enables us to deliver advice that strengthens the operating performance
of a business in such areas as growth strategy and execution results;
builds stronger management teams; instills the use of sales and
marketing best practices; improves purchasing and global sourcing
or other supply chain benefits; and establishes metrics for more
effective business governance.
Our competency has also been repeatedly demonstrated
in matters relating to financing the growth of a business, acquiring
companies, arranging strategic alliances including the licensing
of intellectual property, or to assist with succession management
planning, owner liquidity, or the inter-generational transfer of
business-related wealth or ownership. In all, we have been integral
advisors on business decisions that have produced billions of dollars
of profit, shareholder value, capital formation, strategic alliances
and completed transactions for our clients.
The industry segments covered by Source include businesses
involved in the first stage of value add (such as extraction, refining
or processing companies); energy; heavy-to-light manufacturing;
distribution and transportation; logistics and supply chain services;
agricultural and food processing companies; information technology
and telecom; insurance and financial services; certain types of
regional or national franchise companies; construction; and outsourced
health care services.
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