Stewards Group
Field: Business Consultancy
Title: Founder, Managing Partner
Role: Business Development, Consultant
Dates: July 2016 - December 2016
Project Description
PROJECT SUMMARY
After a successful 8 year professional relationship Robert Kendrick and I went into business together as an equal partner. Other projects we worked on together included Camp Navarro, Madrona Cove, and Olivia's Garden.
During my tenure at Kier & Wright Bob was working to rustle up contracts in business consulting and had lined up Lucille's List and DataForma as our first consulting and business management projects. I joined him in selling additional technology contracts in Boulder. Once we signed these commitments I felt comfortable leaving a lucrative position at Kier & Wright.
We spent 6 months together and brought both Lucille's List and SideDoor to the point of financing. We also Launched an additional division of DataForma.
We hired two staff in SEO/Online Marketing and a Software Engineer to work on our various projects.
FIRM DESCRIPTION
The Stewards Group provides high-quality independent advice and execution capabilities in connection with startups, mergers and acquisitions, financial restructuring and packaging, capital structure advisory, strategic advisory, independent special committee advisory, and government services.
KEY RESPONSIBILITIES INCLUDE
Consulting activities for businesses
Client Relations and employee management
Sales and development of consulting contracts
ACCOMPLISHMENTS INCLUDE
Founded and managed a consulting company, successfully serving clients in real estate development and technology
Brought two companies to the private market for financing
Companies Served Include:
Services Offered
Business & Operations
BUSINESS FORMATION
Set the foundation for success with correct corporate, legal and strategic structure to accelerate growth and protect against startup liability.
Marketing & Sales
Design product pipeline and sales flow, web optimization, SEO, value added partnerships.
Brand Positioning
Identify and position the company's brand, create effective communications, disperse the product and message through all forms of media.
Team Formation and Hiring
Assemble the right executive and operational team to get the job done, instituting boards and implementing effective check and balance systems.
Operations
Implement and administer accounting, management and employee operations with an emphasis on streamlining and maximizing market opportunities.
Real Estate Development
PROPERTY DEVELOPMENT
Develop and lead long term projects from acquisition to sale.
ENTITLEMENT
Wrangle environmentally challenging projects with environmental bonafides and strong governmental concerns.
FINANCIAL PACKAGING
Negotiate purchases, create PSAs, sales and marketing collateral.
Finances and Asset Management
MERGERS & ACQUISITIONS
Advise and manage acquisitions, divestitures, mergers and shareholder relations/defense.
FINANCIAL RESTRUCTURING
Mitigate the complications for companies, investors and creditors in turnaround, distressed and bankruptcy situations.
STRATEGIC ADVISORY
Address specialized needs in conventional and unconventional situations requiring analytical, industry, and/or structuring expertise.
Government Services
Advise government agencies in situations regarding a broad range of matters, including policy, strategic and financial decisions.
Independent/Special Committee Advisory
Guide and support independent directors and their committees in conflict-prone transactions and situations such as going-private, squeeze-outs, affiliate transactions, shareholder activism.
Website
Contracted Companies
Company Collaterals
Side Door - Work Examples
Lucilles List - Work Examples
