Introduction to the services of the CXO Advisory Group

1. CXO
Advisory Group
CXO Advisory Group
Company Overview
Stephen N. Davis
“Partnering With Clients to Drive
Sustainable Profitable Growth”
July 2007

2. Mission Statement
“To create and drive dramatic,
measurable improvements in the
performance and value of businesses,
utilizing experienced C-level executives”
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

3. Who We Are
CXO Advisory Group is a strategic operations advisory
and management firm comprised of proven C-level
executives with both breadth and depth of experience.
CXO Advisory Group Team members have achieved
success in positions ranging from: President/CEO to
COO, CFO, and VPs of Sales, Marketing, Corporate
Development and Human Resources.
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

4. Who We Serve
Companies ranging from the Fortune 500, to middle
market and recent start-ups, as well as private equity
firms, family offices, joint ventures, commercial lenders
and professional service firms.
Industries include, but are not limited to:
• Manufacturing
• Financial Services
• Life Sciences
• Publishing
• e-Commerce
• Computer Hardware and Software
• Industrial, Automotive and Consumer Products
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

5. What Sets Us Apart
We bring operational experience in growing and
revitalizing businesses to each assignment.
• Dramatically reduces the time to completion
• Significantly increases the probability of a successful outcome
We provide Results Rather than Recommendations,
working with corporate officers and/or shareholders to:
• Assess the business
• Implement needed changes & monitor their effectiveness
• Serve as advisors on critical strategic and financial decisions
• Mentor management to assure that their skills keep pace with
the changing needs of the company
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

6. What Sets Us Apart (cont.)
We treat the overall needs and objectives of each
assignment as being unique, rather than taking a “one
size fits all” approach.
When needed, CXO Advisory Group Team members
are available to assume “C-level” management roles on
an interim basis to:
• Fill voids in, or upgrade a management team
• Lead strategic initiatives
• Provide critical leadership and experience during times of crisis
• Revitalize company performance
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

7. Our Team Partners with Clients to
Achieve Rapid Results
Create & Develop &
Business Monitor
Execute Short Implement Long
Assessment & Re-adjust
Term Plan Term Plan
Business Assessment
• An in-depth review of the business
• Identify problems - determine root cause
• Quantify strengths, weaknesses, opportunities & threats
• Highlight core competencies
• Analyze the competitive situation
• Customer views and needs
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

8. Our Team Partners with Clients to
Achieve Rapid Results
Create & Develop &
Business Monitor
Execute Short Implement Long
Assessment & Re-adjust
Term Plan Term Plan
Create & Execute Short-Term Plan
• Stabilize the business, if needed
• Establish a timetable & milestones
• Realign the business & operations strategy to capitalize
• Create financial projections
• Implement operational improvements – best practices
• Create a customer centric environment
• Drive incremental revenue & profits
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

9. We Partner with Clients to Achieve
Sustainable, Long-Term Growth
Create & Develop &
Business Monitor
Execute Short Implement Long
Assessment & Re-adjust
Term Plan Term Plan
Develop & Execute Long-Term Plan
• Market & customer segments – current & future
• Determine product portfolio – current & future
• Review channels of distribution
• Target strategic alliances/partnerships
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

10. We Partner with Clients to Achieve
Sustainable, Long-Term Growth
Create & Develop &
Business Monitor
Execute Short Implement Long
Assessment & Re-adjust
Term Plan Term Plan
Develop & Execute Long-Term Plan (cont.)
• Analyze operational structure, improvements, capacity &
outsourcing
• Identify global opportunities
• Establish timetable & milestones
• Create performance metrics
• Prepare financial projections
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

11. We Partner with Clients to Achieve
Sustainable, Long-Term Growth
Create & Develop &
Business Monitor
Execute Short Implement Long
Assessment & Re-adjust
Term Plan Term Plan
Monitor & Re-adjust
• Assure that strategies are implemented as intended & the
desired results are achieved.
• If needed, realign strategies to:
• Improve effectiveness
• Match changing market dynamics
• Capitalize on new market opportunities
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

12. We Partner with Clients to Achieve
Sustainable, Long-Term Growth
Create & Develop &
Business Monitor
Execute Short Implement Long
Assessment & Re-adjust
Term Plan Term Plan
Monitor & Re-adjust (cont.)
• Assist in making major strategic and financial decisions
affecting the future of the company
• Mentor management to assure that their skills keep pace
with the changing needs of the company
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

13. The Profit Plateau
A company’s performance can plateau or decline at
various points during its lifecycle due to:
Internal Factors
• The need for stage-specific, operational experience
• Misalignment with market opportunities and customer
demands
• Financial Conditions
External Factors
• Competitive dynamics
• Technological disruptions
• Economic conditions
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

14. We Work with Our Clients to
Dramatically Increase Profitability
Stabilizing the business – resolving internal and external
negative influences
Performance improvement – financial, sales,
productivity, supply chain
Company, financial, operational, market or competitive
assessments
Strategy creation, review or realignment
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

15. We Work with Our Clients to
Dramatically Increase Profitability (cont.)
Leadership of strategic initiatives
Organizational transformation
Creation and implementation of alliance and channel
strategies
Management team mentoring, building and recruitment
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

16. We Work with Our Clients to
Dramatically Increase Profitability (cont.)
Divestiture planning, support and management
Merger and acquisition identification, due diligence,
negotiation and integration
Providing a complete interim management team or key
members
Creating a corporate and market presence in the US
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

17. Questions
CXO
Advisory Group
2000 - 2009 © CXO Advisory Group

18. CXO
Advisory Group
Contact Information:
Stephen Davis
Interim COO/VP Sales & Marketing |
Business Consultant | Sales Channel and
Business Development Expert | Author &
Speaker
“Partnering With Clients to Drive
Sustainable Profitable Growth”
Phone: (508) 528-7571
Email: sdavis@cxoadvisorygroup.com
Website: www.cxoadvisorygroup.com
Linkedin: www.linkedin.com/in/stephendavis
Twitter: twitter.com/stephendaviscxo