Representative engagements of the type of confidential counsel and support provided by the Omega Business Partners senior management team has involved:

Background:

Company with legacy product in Customer Management and Correspondence, declining customer base, dated technology, limited new sales capability, no significant partnerships, minimally profitable 

Action: 

Cast the vision, executed the business plan, added new partnerships and complimentary product (IBM, IBI, Microsoft), extended the product life cycle, migrated the legacy product offering to server based technology, reversed customer attrition, delivered a 26% EBITDA

Result:

Profitable Company returned to original ownership control for continued lifecycle harvest activity;
under – 3 years

Background:

Company with declining sales, limited marketing capability, weak internet presence and poor customer service

Action: 

Rebuilt entire marketing and sales engine, re-messaged the brand and service through the internet, outsourced customer service, elevated the customer contact point to the C-Level, achieved 36% sales growth and 20% EBITDA; under - 2 years

Result:

Company now beginning the process of being acquired; under – 3 year

Background:

Legacy software Company, absent a forward looking vision, declining market share, experiencing negative cash flow

Action: 

Set the vision, rebuilt the business plan, added 3 new products through acquisition and partnership, retooled the senior management team, moved the company to a new delivery media “Software as a Service”, grew sales +41% first year

Result:
Transitioned viable profitable company to new senior management team; under - 3 years

Background:

Company with legacy product offering, customer base erosion, flat year to year sales, limited access to capital

Action: 

Secured mezzanine financing, migrated dated technology to current, increased revenue by +50%, hired and mentored senior management team

Result:

Company returned to profitability and growth achieving a favorable exit strategy through acquisition;
under – 4 years

Background:

Telecommunication company seeking to expand through acquisition needed assistance with identifying target firms and securing financing

Action: 

Retained to develop a process to identify quality acquisition candidates and present the value proposition to secure financing for the transition

Result:

Within four months had identifying prospective targets, entered negotiations, secured Letter of Intent for acquisition and secured financing commitments in excess of $500 million

Background:

Pharmaceutical distribution firm, privately held, desired to consider options for securing shareholder value due to health related issues

Action: 

Retained to package the firm and investigate potential buyer options

Result:

Successfully secured three different options for owner who selected to sell.  Handled all details of transaction including negotiations, due diligence and legal details.  The deal closed within six months from the beginning of engagement

Background:

Multinational electronics firm wanted to grow through product acquisition for its United States operations

Action: 

Retained to identify possible acquisition targets and to secure commitment of owners to sell

Result:

Was successfully able to work with multinational to define and identify key potential markets and companies that would meet their objects.  Was able to secure desired commitments of a target company to complete a deal with client