Case Studies

CARSTAR

Role: Chairman and CEO Company: Leading consolidator of automobile body shops operating as owners and franchisors of shops across the US and Canada, never having met performance expectations of private equity ownership after 6 years of investment. Method: In Vision: Established company-wide commitment to the…

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DATEQ

Role: President and CEO Company: Publically traded innovator in automated solutions for automobile insurance underwriting, stalled in the path of acceptance by major insurance providers. Method: Through Vision: Committed to demonstrate unassailable performance with one major carrier, and on the basis of that…

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MW Manufacturers

Role: Private Equity Operating Partner and President Company: Southeast, regional manufacturer of wool and vinyl clad windows and doors for residential construction, underperforming expectations since acquisition by private equity. Method: In Vision: Established company-wide commitment to making a difference…

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Norcom

Role: CEO Company: Investor-owned, mid-tier manufacturer of school supplies and office products, faltering from leadership failure and share losses with traditional customers. Method: Through Vision: Established solid commitment to leadership position as a vendor of notebooks and paper goods to school…

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PBG

Role: President and CEO Company: Investor-owned manufacturer of telephone equipment for phone companies, where Board of Directors had lost confidence in senior management. Method: Through Vision: Recognized fundamental displacement of demand for prior products by rapidly changing technology in telephone…

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Spaulding & Slye Colliers (Acquired by: Jones Lang LaSalle)

Role: President Company: Independent, high profile Boston and Washington, DC commercial real estate development and services firm, with financial performance eroding, managing partners seeking exit without succession options, and with general unrest and defections among senior members of the partnership…

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Valley Manufacturing (Dynamo)

Role: Private Equity Operating Partner and CEO Company: Dominant manufacturer of coin operated pool tables and related commercial-quality games, underperforming expectations since acquisition by private equity. Method: In Vision: Established commitment to consolidate manufacturers of commercial table…

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Portola Packaging

Role: Special Member of the Board of Directors Company: Publically funded global manufacturer of plastic packaging solutions for mass distributed consumer liquid products, sharply underperforming profit expectations, overleveraged and undergoing crisis of confidence in incumbent executive…

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