Newport partner Peter Duff continues his program of speaking engagements and articles around the subject of exit strategies and how companies fund growth. In doing so, Peter relates Newport’s key "No Man's Land" framework to what he sees his clients and other emerging middle market companies going through. Peter’s latest article emphasizes how a successful funding event requires preparation over a number of months and even years.
Helen Bulwik, Northern California Newport Board Group partner was recently quoted in San Francisco Chronicle regarding her retail knowledge and understanding of the consumer.
Newport Board Group Houston partner Kim Denney, will be a feature speaker at the MAPI Presidents Council meeting in Boston on November 7, 2013.
In her talk, “M&A: Converging Rather than Colliding with Strategy”, Denney will address different aspects of strategy including the importance of leadership and culture in driving successful post-transaction integration.
Irene Helsinger, Dallas Newport Partner, will be participating in the 2013 PEGapalooza conference sponsored by the Commercial Finance Association in Dallas at the end of the month. This will be the 4th Annual PEGapalooza conference to showcase Private Equity and bring “deal makers together with deals”.
On October 9th, Doug Tatum spoke to over 175 CEOs about No Man’s Land. In conjunction with introducing Laura Bingham and Bob Aquilino as Newport Board Group’s first partners in the Research Triangle area, Tatum spoke on the concept of No Man’s Land and what happens when your company is too big to be small, but too small to be big. Co-Sponsors of the event included Cherry Bekaert, Goodwin Executive Search, Insperity, Robert Half, Stearns Financial Group, Wells Fargo and Wyrick Robbins Law.
Laura Bingham, Newport Board Group Carolinas Practice Partner, presented remarks on the subject of integrity at the annual Triangle Business Journal’s Women In Business Awards.
Devesh Sharma, Dallas Partner, will be a panelist at the CEO Netweavers Technology Group Meeting next week. The Panel will explore who, what, when and how of IT involvement in the M&A process which has become the preferred growth strategy as the market rebounds and both strategic and financial buyers are searching for avenues to turn piles of cash into profitable growth. Information Technology is a critical element for the success of an M&A strategy as IT is an increasingly pervasive participant in today’s organizations.
Outsourced executives are increasingly common with regards to midsized companies, especially in the case of Jim Wilkinson. Wilkinson is an outsourced chief financial officer who is also the president and founder of The Strategic CFO. Wilkinson's changes to Houston's Steel Supply LP include setting up new financial reporting systems, creating a laid-back office environment through the implementation of casual dress and even creating financial projections that were highly detailed - despite the fact that he was only physically present in the office two to three days in a single week.
Mike Evans, Managing Director of our Northern California practice, has been asked to be a part of the All Business Experts Team by Forbes Magazine. As part of this elite group, Mike will be publishing articles every three weeks on Forbes’ AllBusiness.com website which provides small businesses expert advice on Sales & Marketing, Finance, Staffing & HR, Operations, Technology and more.
Doug Tatum, Chairman of Newport Board Group, has been named Entrepreneur in Residence at the Jim Moran Institute for Global Entrepreneurship at Florida State University. Created in 2000, the Institute’s mission is to cultivate, train and inspire entrepreneurial leaders through education, research and applied training, consulting and mentorship and public recognition. Its faculty and staff help students, faculty, entrepreneurs, and business owners to develop strategies that establish and sustain advantages for businesses and to creatively pursue new opportunities and innovations involving the startup of new business ventures.
© 2013 Newport Board Group, LLC