Introduction to the CXO Advisory Group

CXOCXOAdvisory Group

Stephen N. Davis “Partnering With Clients to Drive Sustainable Profitable Growth”

July 2007

CXO Advisory GroupCompany Overview

2000 - 2009 © CXO Advisory Group


Mission StatementMission Statement

“To create and drive dramatic, measurable improvements in the

performance and value of businesses, utilizing experienced C-level executives”



Who We AreWho We Are

CXO Advisory Group is a strategic operations advisory and management firm comprised of proven C-level executives with both breadth and depth of experience.

CXO Advisory Group Team members have achieved success in positions ranging from: President/CEO to COO, CFO, and VPs of Sales, Marketing, Corporate Development and Human Resources.



Who We ServeWho We Serve

Companies ranging from the Fortune 500, to middle market and recent start-ups, as well as private equity firms, family offices, joint ventures, commercial lenders and professional service firms.

Industries include, but are not limited to:• Manufacturing• Financial Services • Life Sciences • Publishing • e-Commerce • Computer Hardware and Software • Industrial, Automotive and Consumer Products



What Sets Us ApartWhat Sets Us ApartWe bring operational experience in growing and revitalizing businesses to each assignment.

• Dramatically reduces the time to completion

• Significantly increases the probability of a successful outcome

We provide Results Rather than Recommendations, working with corporate officers and/or shareholders to:

• Assess the business • Implement needed changes & monitor their effectiveness • Serve as advisors on critical strategic and financial decisions • Mentor management to assure that their skills keep pace with

the changing needs of the company



What Sets Us Apart (cont.)What Sets Us Apart (cont.)We treat the overall needs and objectives of each assignment as being unique, rather than taking a “one size fits all” approach.

When needed, CXO Advisory Group Team members are available to assume “C-level” management roles on an interim basis to:

• Fill voids in, or upgrade a management team• Lead strategic initiatives • Provide critical leadership and experience during times of crisis• Revitalize company performance



Our Team Partners with Clients to Our Team Partners with Clients to Achieve Rapid Results Achieve Rapid Results

Business Assessment• An in-depth review of the business

• Identify problems - determine root cause• Quantify strengths, weaknesses, opportunities & threats• Highlight core competencies• Analyze the competitive situation• Customer views and needs

BusinessAssessment

Create &Execute Short

Term Plan

Develop &Implement Long

Term Plan

Monitor & Re-adjust



Our Team Partners with Clients to Our Team Partners with Clients to Achieve Rapid Results Achieve Rapid Results

Create & Execute Short-Term Plan• Stabilize the business, if needed• Establish a timetable & milestones• Realign the business & operations strategy to capitalize • Create financial projections• Implement operational improvements – best practices• Create a customer centric environment• Drive incremental revenue & profits

BusinessAssessment


Term Plan


Term Plan

Monitor & Re-adjust



We Partner with Clients to Achieve We Partner with Clients to Achieve Sustainable, LongSustainable, Long--Term GrowthTerm Growth

Develop & Execute Long-Term Plan• Market & customer segments – current & future• Determine product portfolio – current & future• Review channels of distribution• Target strategic alliances/partnerships

BusinessAssessment


Term Plan


Term Plan

Monitor & Re-adjust




Develop & Execute Long-Term Plan (cont.)• Analyze operational structure, improvements, capacity &

outsourcing• Identify global opportunities• Establish timetable & milestones• Create performance metrics• Prepare financial projections

BusinessAssessment


Term Plan


Term Plan

Monitor & Re-adjust




Monitor & Re-adjust• Assure that strategies are implemented as intended & the

desired results are achieved.• If needed, realign strategies to:

• Improve effectiveness • Match changing market dynamics• Capitalize on new market opportunities

BusinessAssessment


Term Plan


Term Plan

Monitor & Re-adjust




Monitor & Re-adjust (cont.)• Assist in making major strategic and financial decisions

affecting the future of the company

• Mentor management to assure that their skills keep pace with the changing needs of the company

BusinessAssessment


Term Plan


Term Plan

Monitor & Re-adjust



The Profit PlateauThe Profit Plateau

A company’s performance can plateau or decline at various points during its lifecycle due to:

Internal Factors• The need for stage-specific, operational experience • Misalignment with market opportunities and customer

demands• Financial Conditions

External Factors• Competitive dynamics • Technological disruptions• Economic conditions



We Work with Our Clients to We Work with Our Clients to Dramatically Increase ProfitabilityDramatically Increase Profitability

Stabilizing the business – resolving internal and external negative influencesPerformance improvement – financial, sales, productivity, supply chain Company, financial, operational, market or competitive assessmentsStrategy creation, review or realignment



Leadership of strategic initiativesOrganizational transformationCreation and implementation of alliance and channel strategiesManagement team mentoring, building and recruitment

We Work with Our Clients to Dramatically Increase Profitability (cont.)

We Work with Our Clients to We Work with Our Clients to Dramatically Increase Profitability Dramatically Increase Profitability (cont.)(cont.)



Divestiture planning, support and managementMerger and acquisition identification, due diligence, negotiation and integration Providing a complete interim management team or key membersCreating a corporate and market presence in the US

We Work with Our Clients to Dramatically Increase Profitability (cont.)

We Work with Our Clients to We Work with Our Clients to Dramatically Increase Profitability Dramatically Increase Profitability (cont.)(cont.)



QuestionsQuestions


Stephen DavisStephen Davis

Phone: (508) 528-7571Email: [email protected]: www.cxoadvisorygroup.comLinkedin: www.linkedin.com/in/stephendavisTwitter: twitter.com/stephendaviscxo

Interim COO/VP Sales & Marketing | Business Consultant | Sales Channel and Business Development Expert | Author & Speaker

Contact Information:

“Partnering With Clients to Drive Sustainable Profitable Growth”