The VX Global team has years of experience in the financial markets and general corporate consulting. Due to the high profile nature of our team and to ensure the integrity of our process we do not display full contact information below. To request full contact information please click on the link below. Please put the nature of the request into the body of the email. FULL CONTACT INFO     

 

Team Management 

Our Team Leader (JP) is an established financial expert who has worked on a wide range of capital markets efforts. He has seasoned relationships with financial institutions, acquisition funding, debt, banking, syndication, Finra BD’s, and equity sources. He has also had his commentary published by the World Bank and has worked with the Small Business Administration Advocates Office and acted as a direct consultant to the SBA’s Office of Entrepreneur in Chief and the SEC’s Small Business Issuers Advisory Committee. He has personally authored or edited more than 300 offering documents including PPM’s, business plans, industry analytical research reports, valuation overviews, due diligence packages and grant proposals and capital placement. 

Our M&A and Valuation (LC) expert is a corporate finance professional with extensive experience spanning industrial manufacturing, telecommunications, aerospace, and most recently CPG. He is currently serving as Vice President of Finance for a significant household name brand entity. His background includes managing through economic downturns, turnaround opportunities, and managing through explosive growth. Additionally, he has international experience focused in Central and South America and formulating effective strategies for first-time entrants. Lastly, he is well versed in sell-side advisory services, business valuations, divestitures, development of M & A strategies, and debt restructuring. He has worked with CR Laurence and Kings Hawaiian Bread.

Our Relationship Manager (CL) managed an organization of over 14,000 members in Los Angeles County and has over 30 years of experience, including management positions with TRW, EY, and BDO Seidman. He performed financial, forensic and management audits. For six years, he was a partner in charge of the Los Angeles office of The Marketing Institute, product management, and marketing firm. He served as an interim marketing executive for companies, for which he established marketing programs, and secured major contracts. Concurrently, he served as Principal Consultant to the Chairman and CEO of The Wickes Companies, Inc., the largest commercial turnaround in U.S. history at the time ($4 billion in revenue, $2 billion in debt). He supported the CEO in 250 presentations for internal management, courts, creditors’ committees, business and trade groups, commercial and investment bankers, and the SEC.

Closely Held Associate (KH)  Advised over 1,200 CEOs on accelerating their fundraising process and overall corporate governance. He developed a fundraising system that incorporates investor perspectives, messaging simplification, and pitch best practices. (www.yourpitchpro.com), integrates the how-to-navigate the pitfalls during the pitch, and what investors want from the pitch. In addition, he sits on the board of directors for multiple technology and consumer product companies including streaming video (www.wale.rocks) and medical devices (www.freedomheart.com).  He is the Founder/CEO of a portal that streamlines matching all types of capital for all types of companies, which launched in March 2017. He developed a game show for collegiate startups, The RAISE while investing and supporting industry-leading companies – Meridian AR (Augmented Reality), SpeedBrackets (sports tech), and WytCote (IoT). He has built an Angel Investor network with over 700 active investors producing the highest investment.

Closely Held Associate (EH)  Extensive general and financial management experience. Strengths are in the analysis of problems and implementation of solutions. Organizing resources and developing systems for business or business unit growth has brought value to both growth stage and established companies.  Industry experience has encompassed technology/software development, forensic analysis, general business consulting, construction, newspaper publishing, and analytical laboratories. Prepared cost records from incomplete books, cost summaries, project value estimations, lost revenue, calculations, delay analysis; Developed opinions on payments/overpayments to contractors, and costs to the developer. Companies disclosed upon NDA. 

Closely Held Associate  (FH)  He has been a member of top management consultant for over 35 years. He has led these activities from starting three-man high-tech startups to the expansion of multi-billion dollar well known global companies. Even in Universities Frederick has turned around their potential bankruptcies as a member of the Board of Regents and Adjunct Engineering Professor. He led Danone Waters of the North American executive team to develop an operating plan post-merger with Suntory Waters forming the largest water processing and delivery business in the world. This was a billion-dollar merger. At IBM's Global Services located in Santa Monica he created and ran the first set of e-Commerce top management strategy sessions in the company. During his time there he conducted 60 sessions attended by such companies as Mazda, Warner Brothers, USAA, Nestle USA, and more than 50 more.

Closely Held Associate (GS) He has worked across several different industries and sectors including FMCG, Manufacturing, Supply Chain, Mining, Healthcare, and Digital online organizations. His experience includes setting up infrastructure, culture, sales for start-ups, turn around, and large corporations.

  • Implemented performance appraisal systems rewarding and celebrating success.

  • Developed strategic sales partnerships realizing $60m of new sales.

  • Significantly balanced business costs and implemented new internal systems and structures.

  • Increased DIFOT and CSI indexes from 26% to 95% by restructuring supply chains.

  • Successfully negotiated business financing for new projects and notably a business turnaround ($8m)

  • Launched global business strategy and new Vision Mission and Values

INTERNATIONAL CFO REACH – STRATEGIC PARTNER CC       

 

This partner has over 600 principals internationally. They specialize in problem-solving, CEO coaching, and offering strategic advice in England, Australia, South Africa, Canada, Singapore, Belgium, The Netherlands, The United States, Ireland, India, Hong Kong, New Zealand, Panama, East Africa, Italy, and China. Their team includes part-time or interim chief financial officers, who are seasoned and come with a variety of industry and country experience.  Most are certified public accountants, chartered accountants and have MBA’s.  Some come from internal C-level positions, others as partners or managers from Big four or large, regional accounting firms.

CONSOLIDATION, MARKET REACH AND CONTRACT OPTIMIZATION - STRATEGIC PARTNER IH

 

Clients have included PepsiCo and Delta Airlines. A registered, decorated veteran-owned business focused on on-site operational efficiencies, generating savings and procurement process outsourcing including negotiations, deal structuring/contracting, commercial contract review, supplier management, organizational structure, business continuity planning, risk mitigation, conflict resolution, and payments/invoicing.  We offer a customized approach with tangible financial benefits well in excess of 7-10x savings vs. engagement costs based on your goals and targets predicated on our deep industry knowledge, prior successes, best in class practices, lessons learned, and clearly measurable ROI. In addition, our firm’s Veteran status may provide additional tax benefits to your firm/clients.

STRATEGIC PARTNER HA – ONBOARDING AND OFFBOARDING AND RISK MITIGATION

 

The HRA Organizational Development plan will include the following elements:

 

  • Clearly written, state-compliant legal job descriptions.

  • Job Descriptions are a summary of the most important features of a job, including the general nature of the work performed, specific responsibility and employee characteristics and skills required to perform the job successfully.

  • Review of organizational design and alignment.

  • The starting point of any organizational plan is to understand the fundamentals of each position, how they support the overall company mission, and how they are functionally aligned.

  • Review of core competencies for each existing position.

  • In matching people to positions you look at a person’s information processing capability, their skilled knowledge, whether they value doing that work, and any other required behaviors.  It is important to utilize the fundamental accountability of each manager in this review. 

  • Overall Gap Analysis of Competencies and Deficits in the Organization.

  • Getting the positions right creates the “spine” for the organization.  If the “spine” is not aligned properly, then everything else is going to be suboptimal.  This includes clarity of accountabilities and authorities, matching people to positions, team working, etc.

 

HANDS-ON ACCOUNTING SERVICES  - STRATEGIC PARTNER SS 

 

SS has been in business since 2004. They are a national team of experienced accounting professionals that have a minimum of 15 years of relevant work experience. Most have college degrees in accounting or a related discipline. Many team members are MBA’s and CPA’s. The company uses secure, best-of-breed technology and proven processes to deliver a full suite of accounting services. These include GAAP-compliant accrual-based revenue and expense recognition, payroll and benefits administration, financial reporting and controls, operational support, and more.

 

Their clients receive the technical and fiduciary support they need, when they need it, at a price they can afford, allowing them to focus on their core business. All contracts are relationship-based and “hands-on” with virtual meetings and full support from the company’s existing team.

 

The following table provides an overview of the most common services Supporting Strategies offer. However, our capabilities are not strictly limited to this list. They customize their scope of work for every client to address all of their specific needs. Here are just a few of their services.

 

  • Financial & Management Reporting Monthly financial statements

  • Customized reporting and analysis to meet specific business needs

  • Cash flow management & cash flow forecasting

  • Budget vs. Actual performance analysis 

  • Accounts Payable/Process incoming bills and vendor payments/Issue and track purchase orders

  • Manage contractor paperwork and 1099′s

  • Track credit card expenses & receipts

  • Administer employee expense reports

  • Billing & Accounts Receivable and more…

Legal Disclaimers

VX Global provides this website to relay information on our services. VX Global is not responsible for, and expressly disclaims all liability for damages of any kind arising out of use, a reference to, or reliance on any information contained within the site. While the information contained within the site is periodically updated, no guarantee is given that the information provided within this website is correct, complete, and up-to-date. ​Although the VX Global Web site may include links providing direct access to other Internet resources, including Web sites, VX Global is not responsible for the accuracy or content of information contained in this site. ​Links from VX Global to third-party sites do not constitute an endorsement by VX Global. VX Global has not investigated the claims made by any displayed information. Information is based solely on material displayed on alternate sites. We urge you to use caution and discretion when working in the capital markets. Regulations vary from State to State and Country to Country. The use of this site does not constitute an endorsement by our firm, waiver of compliance processes or other filings that may be required in order to raise capital.    

  • Facebook - Black Circle
  • Twitter - Black Circle
  • LinkedIn - Black Circle