1
Completed due diligence Prepared for the financial audit by MGO and MNP Finalized all public filings Went public by 5-month deadline Identified $2M in savings due to reconciliation & cleanup Focused Energy quickly deployed its team of finance and accounting experts to clean up and streamline accounting. Our fractional team integrated with the business’ existing team to help direct efforts for the public listing. After raising the capital needed from the public offering, Focused Energy’s experts created a sustainable plan for future growth. Results achieved: The Solution After local success, a CPG company that produces premium infused beverages quickly expanded operations into multiple states. However, they found themselves managing growth without the right resources. The company needed to go public to ensure development and funds, but they had a strict deadline that was five months away and quickly approaching. In just five months, Focused Energy helped implement the financial infrastructure needed for a Reverse Take Over (RTO), raise $25M in funds and fuel their growth by going public. The Challenge This consumer packaged goods (CPG) company was founded in 2010 and provides one of the nation's leading, premium infused beverages. They are passionate about their product and business, and their dedication was earning explosive growth. The fast growth, however, left their current team unprepared for the large increase in the number and complexity of transactions. Their CEO was frustrated by the inaccuracy and timeliness of reporting that he was getting which was limiting his ability to manage his company’s success. They were also concerned that without clean accounting and the right experts to make their dream of going public a reality, they couldn’t move forward. CPG Case Study: Financial Infrastructure for IPO FocusedEnergy.work

CPG CaseStudy: FinancialInfrastructure forIPO · Title /Users/kat/Desktop/FE Design Work/Case Study/FE case study_Dixie_ForReview.pdf Created Date: 9/25/2019 10:21:12 AM

  • Upload
    others

  • View
    3

  • Download
    0

Embed Size (px)

Citation preview

Page 1: CPG CaseStudy: FinancialInfrastructure forIPO · Title /Users/kat/Desktop/FE Design Work/Case Study/FE case study_Dixie_ForReview.pdf Created Date: 9/25/2019 10:21:12 AM

Completed due diligence

Prepared for the financial audit byMGO and MNP

Finalized all public filings

Went public by 5-month deadline

Identified $2M in savings due toreconciliation & cleanup

Focused Energy quickly deployed its team offinance and accounting experts to clean up andstreamline accounting.

Our fractional team integrated with the business’existing team to help direct efforts for the publiclisting. After raising the capital needed from thepublic offering, Focused Energy’s experts created asustainable plan for future growth.

Results achieved:

The SolutionAfter local success, a CPG company thatproduces premium infused beverages quicklyexpanded operations into multiple states.

However, they found themselves managinggrowth without the right resources.

The company needed to go public to ensuredevelopment and funds, but they had a strictdeadline that was five months away andquickly approaching.

In just five months, Focused Energy helpedimplement the financial infrastructure neededfor a Reverse Take Over (RTO), raise $25M infunds and fuel their growth by going public.

The Challenge

This consumer packaged goods (CPG) company was founded in 2010 and provides one of the

nation's leading, premium infused beverages. They are passionate about their product and

business, and their dedication was earning explosive growth. The fast growth, however, left their

current team unprepared for the large increase in the number and complexity of transactions.

Their CEO was frustrated by the inaccuracy and timeliness of reporting that he was getting

which was limiting his ability to manage his company’s success. They were also concerned that

without clean accounting and the right experts to make their dream of going public areality, they couldn’t move forward.

CPG Case Study:Financial Infrastructurefor IPO

FocusedEnergy.work