Olympic Advisors, Inc.

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Case Studies

Experience

Areas of Expertise

 

Selected Case Studies
Branded Consumer Products Clients
Providing Comprehensive Financial Advisory Services for this organic baking company:
  • Venture capital formation
  • Near- and Long-term Financial Planning budgets and projections
  • Liquidity planning and management
  • ABL lending procurement and management
  • Strategic partner negotiation and agreement
  • Financial reporting
  • Capitalization analysis

Providing Comprehensive Financial Advisory Services for this Air Care company:
  • Venture capital formation
  • Near- and Long-term Financial Planning budgets and projections
  • Liquidity planning and management
  • ABL lending procurement and management
  • Strategic partner negotiation and agreement
  • Financial reporting
  • Capitalization analysis

Provided Comprehensive Financial & Operational Advisory Services for this organic confectionery company:
  • Second & Third round Angel capital formation
  • Near- and Long-term Financial Planning including channel strategy, pricing, and profitability
  • Inventory planning and management
  • Supply Chain management including manufacturing and fulfillment
  • Operational and Accounting infrastructure
  • Company acquired by American Licorice company
FCP Euro, the leading online provider of European automotive replacement parts  

Since 2010, Provided / Providing Comprehensive CFO Services & Investment Banking services via Sword Rowe & Co., Including:
  • Strategic management of strong growth
  • Successful Non-bank and Bank borrowing transactions
  • Cash flow budgeting and forecasting
  • Warehouse expansion
  • Corporate financing alternatives
  • Business segment planning and analysis
  • Organizational structure
  • Audit process
Nano Pet Products, LLC (dba Dog Gone Smart), creator and marketer of innovative pet products

Providing Comprehensive CFO Services, Including:
  • Growth capital formation 
  • India & China Manufacturing partner relationships
  • Business Development with international distributors and retailers
  • Global sales strategy and execution
  • Working Capital needs / Lending transactions
  • Finance Department infrastructure development

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SAAS Software & Tech Clients
Providing Comprehensive CFO Services for this Music industry FinTech and event management software company:
  • Strategic business model development
  • Financial budging and forecasting
  • Liquidity management and planning
  • Growth capital formation
  • Go-to-market strategies and pricing for new product initiatives
  • Operations assistance

Provided Comprehensive CFO Services & Investment Banking services via Sword Rowe & Co. for this Marketing Analytics software company:
  • Successful sale of the company to SPINS, LLC
  • Evaluation of strategic business model development
  • Sales pipeline strategy and management
  • Cash flow budgeting and forecasting
  • Corporate financing alternatives
  • Organizational structure

Provided Comprehensive CFO Services & Investment Banking services via Viant Capital for this Marketing Analytics software company:
  • Successful sale of the company to Symphony Technology Group
  • Strategic business model development
  • Sales pipeline strategy and management
  • Cash flow budgeting and forecasting
  • Corporate financing alternatives
Aris Global, a leading software company providing Pharmacovigilence and Safety solutions to Pharma and Biotech 
Advised CEO throughout a 1.5-year Private Equity and Acquisition transaction process, culminating in the successful acquisition of a strategic investment in the Company by SAP

Tuesday October 17, 11:58 am ET

SAP NetWeaver(R) Fund Makes Strategic Investment in ArisGlobal
Companies to Co-Innovate Solutions for the Life Sciences Industry

AMSTERDAM, Netherlands, Oct. 17 /PRNewswire-FirstCall/ -- Delivering on its commitment to help customers and partners experience the business value of enterprise service-oriented architecture (enterprise SOA), SAP AG (NYSE: SAP - News) today announced it has made a minority investment in ArisGlobal Holdings LLC (ArisGlobal), a leading provider of pharmacovigilance and safety, registration information management, clinical trials management and medical communications software solutions to the pharmaceutical, biotechnology, medical device and clinical research organization (CRO) markets. Today's announcement marks the second investment for SAP's $125 million global SAP NetWeaverŽ Fund and underscores SAP's commitment to fuel the development of innovative solutions built on the SAP NetWeaverŽ platform. The announcement was made at the EMEA Enterprise Services Partner Summit, being held today in Amsterdam.
Digital ReLab, creator of Starchive, an innovative Digital Asset Management solution

As part of Sword Rowe & Co., providing CFO Advisory Services, Including
  • Assessment of Addressable markets
  • Business model strategy 
  • Sales and Go-To-Market strategy

LUMA Institute, LLC, an Innovation Accelerator for Global 1000 enterprises

Provided Comprehensive Advisory Services, Including
  • Growth trajectory consistent with Founder ambition and Ownership
  • Strategic Corporate Finance
  • Successful $2 million financing
Software & System Integration Company: Information Lifecycle Management

Provided Comprehensive CFO Advisory on:

  • Foundational investment and development partnership agreement with large ILM company
  • Go-To-Market strategy for current and future products
  • Monthly financial modeling of Sales, Expense, and Liquidity for two years
Software Company: Business Continuity
Provided Comprehensive CFO Advisory on:
  • Series B Venture Capital process
  • M&A Alternatives
  • New Foundational Partnership Agreement
  • Business Model, 3-Year Headcount Plan, and Sales Strategy




Contact Information
Telephone Direct: (203) 918 - 4077 
Address: 1127 High Ridge Road, No. 106
Stamford, CT 06905
Web Address: www.olympicadv.com
Email Direct: rvinchesi@olympicadv.com

All securities transactions are through Stock Securities LLC, member of FINRA/SIPC