Our strategy highlighted their unique business model—which centered on genetic recordkeeping for livestock, and transparent relationships with ranchers. When we took the company to market, the seller accepted an attractive cash deal—and the buyer went on to triple revenues.

By designing a streamlined, tax-exempt lending model, we helped our client make low-interest, long-term loans more accessible. As a result, more than 100 borrowers to date have built schools, expanded manufacturing plants, created housing for seniors, and made energy-efficient improvements to properties throughout California.

When multinational grain corporations sued the largest farmer-owned and -operated cooperative to prevent its members from securing loans for pooled grain storage, our successful strategy and intervention meant farmers could stay competitive in pricing and selling their products.

A Texas biomedical company developed an innovative implant to help treat congestive heart failure (CHF. Together, we co-launched the business, co-invented three of their patented technologies, and completed preclinical studies. The company has since received a $6M investment award—along with grants through the Texas Emerging Technology Fund.

By assuming a leadership role in the business, we helped re-energize the development firm that operates the country’s oldest incubator. At the same time, our efforts yielded similar results for the surrounding economies.

Operating as board members and C-level executives, we co-launched the company—and developed an IP strategy to protect the business against predatory acts by much larger competitors.