Organization "pretty up" and orchestration of an oil & gas exploration and development company's IPO on NASDAQ
Working 4 months ahead of the Lead Underwriter's and Lead Counsel's engagement, the challenge was to organize and "clean up" 10 years worth of drilling partnerships, land records, and corporate documentation. Utilizing due diligence checklists from prior underwriting situations, a prioritized plan of 1,400 activities was created to guide the contributions of 20 senior staff. A war room of 4,000 documents and a Transaction Overview of 300 pages was produced in advance of the Kick-off. With the process organization so advance by the Kickoff, the Company's Executive team was able to have greater control over the process, versus other possible arrangements that would have resulted in a lower offering price. The IPO successful occurred in 2004.
Rural agricultural outputs and inputs evaluation to quantify agricultural sector reform progress for a multinational donor
A primary market research and analysis program undertaken throughout Ukraine aimed at assessing the progress of land privatization, producer cooperatives, and to pinpoint weaknesses in the agricultural production value chain. Over 250 villages visited in 6 regions, generating over 10,000 data points. Data and subsequent analysis used to fine-tune program designs, and to revamp data collection methodologies for future evaluations.
Investment opportunity evaluation of the chilean timber industry and its potential for forestry products to the US market
Working with international timber industry experts and the founders, the evaluation team conducted a systematic review of the marketplace and its potential attractiveness to new entrants. Evaluation involved a combination of industry interviews, distributor interviews and potential customer "product concept" tests to confirm project viability.
Global study of the prevalence and scale of country-sponsored transaction funding in the timber and forest-products investment arena
Joining forces with the Government Affairs team of the US' timber and forestry-products association, the challenge was to document 60 years of export funding that 7 major governments had provided to their industry as a means to increasing their global competitiveness. Working with databases and public finance records from around the world, the team was able to identify more than 4,500 funding events spanning more than 100 countries. The results became a cornerstone of a political action aimed at leveling the playing field for US producers.