Selected Client Engagements
ACELARUS PTY LTD
Focused on helping launch international software companies into the Australian, New Zealand and Asia Pacific markets. The Acelarus team, with over 50 years of collective senior management experience, leverages extensive global financial and operational expertise to successfully enable emerging growth and middle market companies to plan, launch and maintain software businesses within the region.
HPL assisted management with its business plan development efforts as well as leveraging US based venture and software industry relationships to augment the company’s business development efforts.
Seattle, WA, USA
Largest consulting firm in the Pacific Northwest focused on the needs of growing technology companies. Atlas fills critical senior strategic, financial, sales and operations roles in early stagecompanies. Atlas Accelerator has helped over 100 startups get off the ground.
HPL served as CFO for Atlas responsible for building and maintaining finance infrasctructure. Oversight of teams comprised of Bookkeeper, Controllers and Interim CFO working with Atlas client companies.
WHISTLER GLACIER GROUP
Whistler, British Columbia, CANADA
Owns and operates Whistler Limousine, Glacier Coach Lines and Glacier Tours and Events. Whistler Glacier Group provides high touch, quality transportation services in the Vancouver/Whistler area.
HPL assisted management with evaluation and implementation of financial operations initiatives as well as the development of its strategic business plan, budgets, and forecasts. HPL assisted with the assessment and execution of an acquisition of a local transportation company. HPL role included assisting management with due diligence, financial modeling, structuring, negotiations and closing.
THE 365 RPM GROUP PTY LTD
(formerly LeadMaster Australia Pty Ltd)
North Sydney, AUSTRALIA
On demand sales force automation / CRM software solution. The primary objectives of LeadMaster CRM is to leverage and monetize customer sales and marketing organizations by provide customers with a powerful, easy to use cloud based subscription solution facilitating the acquisition, development and retention of new business opportunities. The Company’s operations are primarily in Australia and Asia Pacific, with operations in North America and Western Europe.
HPL assisted with business plan development, financial modelling and forecasts as well as corporate development services including evaluation strategic alternatives and the successful re-negotiation of its primary distribution agreement with its US partner. Led to a permanent CFO role to focus on financial infrastructure and operations in addition to international corporate development initiatives.
#1: Technology company with online social audience marketing suite enabling brands to identify, track and activate their own online influencers and biggest fans in real-time.
#2: Technology company offering businesss solutions for improving shipping efficiencies while reducing for companies shipping from warehouse to warehouse, warehouse to store, store to store, and for e-commerce.
Created and managed financial scenarios and forecasting models for financial analyses and investor due diligence exercises.
Developed formal corporate business plans as well as corporate presentations for potential Angel investor and venture capital investor pitches.
MAJOR MANAGED HEALTHCARE PROVIDER
Major US healthcare provider focused on those receiving health care benefits through publicly funded health care programs.
HPAU assisted with the development of business and marketing plans for new products related to significant legislative changes related to major health plan overhauls in the US and their delivery to this vulnerable segment of the population. In addition, HPL assisted with international product market opportunity assessments.
PROVIDER OF MANAGEMENT PRINT SERVICE SOLUTIONS (Confidential)
Independent provider of managed print service solutions, enabling SMBs to increase business productivity and achieve significant cost savings.
HPAU assisted management with its business plan development efforts.
E-COMMERCE RETAILER (Confidential)
Social enterprise developing Bamboo based, ready-made furniture collections that could be produced by the local artisans in Southeast Asia.
In a co-advisory role, HPL assisted with the development of the company’s business plan business plan and financial models.
Online and offline sales, marketing and distribution of a technology driven healthy and fashionable shoe addressing poor foot health, caused by excessive use of traditional heels.
HPAU assisted with the revision of the business plan and financial model. HPL assisted management with valuation assessment as well as evaluation of potential financing alternatives including private equity and debt transactions.