Client Success Stories



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Mata Global Solutions  d/b/a MGS Brands, Inc. specializes in licensing, import, export and wholesale distribution of premium and branded products, ranging from foods/commodities to innovative technologies. The firm's practice area includes representative agreements and licensing, merchant banking, and business strategy advisory services.

Recent project: Secured mid-6 figure capital raise for purpose of brand license acquisition, followed by implementing institutional sales, retailer relationship advisory, and marketing/branding/PR strategy campaigns for Soapopular line of innovative hand hygiene products.
 
Results: secured distribution agreements with leading US retailers encompassing 3000+ retail locations (including Target, OfficeMax & Wal-Mart), product profiles in 5 major media publications, hundreds of blog mentions and $2 million in sales within first 24 months.

 
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Leadership IQ is a nationally-recognized leadership training, research and executive advisory firm. Profiled in Forbes, Fortune, Business Week, and two dozen leading media channels.

Project scope includes executing next-level B2B marketing/sales, strategic partnerships acqusition campaigns; overseeing web-based and direct sales for corporate on-site leadership seminars; re-engineering company website and  collateral marketing material.

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MediaPlace LLC is one of the Out-of-Home Media Industry's leading Place-Based boutiques. In addition to producing RealAthletes.TV, the firm owns and manages the In-Store Sports Network; a proprietary, in-store TV network serving 2500 specialty retail venues thoughout the United States, with audience reach of 35 million viewers per month.

The firm also provides content programming, advertising sales, and experiential marketing services withn the national place-based media sector.

Project scope: preparation of corporate business summary in response to unsolicited private equity investor inquiries, project management of corporate website, and identifying and qualifying prospective corporate clients.

 
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WallachBeth Capital LLC is an agency-only, executing broker specializing in exchange-traded equity options, index products, ETF's and listed equities. Clients of the firm include sophisticated hedge funds, portfolio managers and sell-side trading desks, each of whom share a common need for objective and un-conflicted market insight, direct access to major liquidity centers, and the ability to source liquidity at the right price.

Project role(s) included development of corporate website and CRM database, implementation and maintenance of PR/Media strategy, and blue print for institutional sales strategy targeting qualified customers.

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New York Auto Show 2006

San Diego, CA-based Walk Up Systems provides pre-event and on-site e-ticketing solutions to large-scale events and trade show industries.

Project scope re-engineering the company's corporate business plan, developing and executing all sponsorship/advertising sales campaigns for consumer auto show schedule.

Results included securing mid six-figure contracts with the top 10 consumer auto show producers, and advertisement placement agreements with Fortune 500 partners representing technology, entertainment/media and broadcasting industries, including Microsoft, Time Warner, and Dow Jones.

 

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MBF Clearing Corp. is one of the Futures Trading Industry's most prominent firms, administering more than 25% of all crude oil and natural gas contracts traded worldwide. Mark Fisher, the firm's founder is a best-selling author, and ranked in the top 5 "Best of the Rest" by Trader Magazine.

Project scope includes overseeing re-design of corporate web platform(s), including e-commerce, CRM and CMS modules; coordinating marketing, PR and customer acquisition strategies; and producing the firm's  2007 Logical Trader Symposium, a 2-day sponsor-supported teaching seminar with all proceeds directed to Make-A-Wish Foundation. 


Engaged to assist former world-ranked Tennis Ace, TV and Major Film Star, and Top Gun Celeb Poker Tourney promoter Vince Van Patten rise to even higher levels . We do this by securing additional product endorsement agreements, corporate appearances, entertainment event hosting, and speaking engagements.

 
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The Logical Trader; publisher of best-selling book and on-line daily research service for professional traders. Subscribers include premiere hedge funds and proprietary trading firms.

Project scope included web-site design and implementation, planning and execution of on-line branding campaign and subscriber acquisition strategy, planning and producing sponsor-supported 2007 Logical Trader Symposium.

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Subrogation Partners and affiliates is an insurance claims administrative firm specializing in subrogation recovery and claims management solutions. Project included introduction to financial partners/investors resulting in $100 Million credit facility; development of computer-based modeling applications; development of collateral material; design of corporate websites; PR/Media campaign, and marcomm /sales strategy targeting prospective corporate clients.

 

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When it comes to online security, the phishers and pharmers and Man-In-The-Middle (or Man-In-The Browser) attacks can overcome SSL and pick a lock as easily as a second-story man. That's the problem that KeyID solves.

Retained by the Founder/CEO to bundle the KeyID value proposition and successfully introduced the company's innovative, patented approach to secure online transactions to senior decision makers within financial, insurance and health care arenas. Additional roles includes introductions to strategic investors.


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Steele Partners is a strategic advisory and management firm that connects today’s disruptive innovation with tomorrow’s National wellbeing.

The founding members are distinguished retired United States Marine Corps veterans, an internationally recognized “thought leader” in mentoring and executive coaching, and a successful serial entrepreneur who has lived the organic growth, business development, capital investment, multiple valuation and business sale cycle from the ground up.

Steele Partners concentrates on the identification, deployment and management of business opportunities, public policies and government or nonprofit programs that link practical solutions with the renovation and strengthening of our National infrastructure in the functional areas of Security, Safety, Health, and Professional Education (centered on leadership and ethics).

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Comodo is a leading global provider of Risk Alignment Services and Business Infrastructure Solutions, differentiated by security and total cost of ownership. Comodo's web hosting automation and infrastructure solutions offer enterprise class, digital e-commerce products and services.

Project includes facilitating venture capital and institutional investor introductions on behalf of Chairman and CEO.

 

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LCN Technologies is indisputably the webcasting industry's most sought-after technology vendor. Yes, the company's live, interactive video broadcasting platform was first created to serve the adult entertainment industry, merely reminding the mainstreamers that the best in breed technology, including secure payment modules, has always emanated from that niche business sector. 

Project scope includes capital raising for business expansion, creating and executing a B2B corporate sales strategy targeting and facilitating technology licensing deals with talking heads, pundits and entrepreneurs seeking to leverage the power of live video casting



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First engaged to create and implement client-facing marketing messages, supporting collateral, and elevate the firm's presence with institutional investors, this project evolved to include implementing a B2B institutional sales campaign that successfully captured Fortune 50 and Fortune 500 treasurers, and positoned the firm's investment banking services in front of leading venture capital and private equity decision makers.

Along the way, we turned an unknown into a celebrity; courtesy of IR and PR outreaches, the firm's CEO has since become a frequent commentator on CNBC and Fox Business.  

 

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Santa Clarita, CA-based Helium Systems Inc. is a leading-edge, Wall-Street focused technology provider whose Trade PVR utility provides a unique solution for monitoring and measuring network latency. Profiled in Wall Street and Technology, the firm's installed base includes two of the world's foremost electronic exchanges and trading system vendors. The target audience for this product includes upwards of 1000 investment banks, trading system vendors, hedge funds and buyside trading firms.

Project scope includes get-to-the-next-level business and sales strategy planning, securing decision-maker meetings with senior Wall Street IT executives, development of existing marketing and sales campaigns, and advisory services re: expansion capital.

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