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- VentureWise | management consulting
Boutique Corporate Strategy Consultancy Firm Unlocking Potential and Making Change Happen See Our Services Get to Know Us VentureWise management consultants assist companies in reimagining their strategies and enhancing value creation in a dynamic environment. We illuminate insights by questioning conventional approaches and introducing innovative perspectives to address the most challenging issues. Learn More
- 03 - About | Venturewise
About. Since inception, VentureWise has been committed to delivering strategic consulting services, empowering businesses to achieve sustainable success. VentureWise specializes in guiding organizations through strategic cross-functional transformations to fully realize their potential. Additionally, we offer expert advisory services to maximize value in mergers and acquisitions. Our collaborative approach empowers businesses to achieve growth and build sustainable competitive advantages by facilitating transformative change and delivering integrated solutions. Our team of experts brings profound industry and functional expertise, along with diverse perspectives that challenge the status quo and inspire transformation. By exclusively utilizing senior resources, we offer a customized, precise, and comprehensive approach, eliminating the overhead associated with less experienced new graduates. Mike Mata CEO & Founder As a seasoned executive and management consultant, I bring a wealth of experience from leading global technology companies to consulting entrepreneurs. My roles have spanned from Interim CEO at a web development firm to VP positions at Hewlett Packard, Gateway Computers, and Compaq. Over the last 11 years, I counseled a start-up founder in achieving rapid and profitable growth without external capital, culminating in a nine-figure sale to private equity. I excel in corporate strategy, financial planning, profit improvement, and business continuity. Committed to giving back, I have advised future business leaders through U.C. Irvine's boards and volunteer with SCORE Orange County, fostering entrepreneurship and business success. More Info Coming Soon Principal Coming soon more about our other consulting principals..
- 05- Contact | Venturewise
Contact. 32471 Caribbean Drive, Dana Point, CA 92629 Contact@VentureWise.com Tel: 949-220-2555 Submit Thanks for submitting!
- 02 - Services | Venturewise
Services. Business Transformation We collaborate with clients to drive comprehensive transformations by leveraging all available actions. Our approach begins with re-evaluating strategic opportunities, enhancing top-line growth, implementing cost management to improve performance and margins, optimizing debt management and cash flow, and addressing operational inefficiencies. Additionally, we work with clients to design a technology architecture that enables a market-leading customer experience and operational efficiency. This often involves leveraging cloud-based data platforms for rapid integration and scalable capabilities by integrating modular, best-of-breed platforms and services. This approach results in flexible, extensible systems with instant cloud-based scalability. Commercial Due Diligence For corporate buyers our process evaluates a target company's commercial viability and potential joint value creation before any business transaction, such as acquisition, investment, or merger. We provide a tailored comprehensive review of a company's financial, operational, and market perspectives which provides a detailed, objective review of its strategic risks and opportunities. Strong due diligence establishes a foundation for any potential deal and subsequently helps buyers realize greater synergies and paves the way for smoother transaction and integration processes. Financial analysis: Evaluates a company's revenue trends, profitability, cash flow, and financial risks Market assessment: Evaluates the market size, growth potential, competitors, and market trends Operational review: Gains insights into operational inefficiencies or bottlenecks that may impact the target's ability to deliver products or services Mergers & Acquisitions / Post-Merger Integration Creating value from M&A and post-merger integration requires maximizing potential at every stage of a deal, from making strategic decisions to proactively managing the transaction and integration processes. Given the complexity and infrequency of these deals for most companies, as much as half of all M&A transactions end up destroying value. Our highly tailored approach transcends a simple business divestiture checklist. We support businesses with end-to-end transaction excellence, including: Strategic decision-making, Crafting the business’s market positioning to maximize value, Executing near-term business transformation opportunities, Identifying opportunities to upgrade processes and systems to increase valuation, Selecting investment bankers to enhance the probability of a successful exit, Preparing and executing sales, divestitures, JV, or spinoffs, Developing winning strategies for post-merger integration, Anticipating, mitigating, and managing IT issues, which can extend longer than any other process. Sales and Marketing Transformation Today's business owners and senior management face constant change, uncertainty, and innovation, which also bring new opportunities. We assist in rethinking their business strategies to drive sustainable growth. The advent of new digital channels and e-commerce has dramatically altered consumer behaviors and expectations. Through the digital transformation of marketing functions and capabilities, we enable businesses to anticipate and better respond to consumer needs. As customers rapidly change how they learn about and purchase products, we help companies transform their go-to-market (GTM) approach. By integrating advanced tools, data, and analytics into their marketing and sales strategies, we ensure that sales activities are effectively directed and aligned with business objectives. Pricing and Revenue Management Pricing and revenue management has no textbook solution. Different companies require different pricing methods, strategies, and operating models. They need to continually measure, assess, and improve. B2B pricing and terms are all about communicating and monetizing the value of your offerings. We help companies use the right data to set the best price and prepare the sales force. For B2C it is crucial to know and segment the end consumer market. What matters to your target submarket, and what influences them to purchase. We help companies understand purchasing behavior and use that insight to inform pricing. Profitable growth considers pricing and mix rather than solely volume. Net revenue management requires a cross-functional, analytics approach. Across new and traditional industries, pricing strategies and models are evolving such as subscription-based services for almost everything. We help companies apply new lenses and frameworks to create pricing innovation and align sales incentives, leverage partners, and optimize packaging, to capture long term and profit growth.
- Mike's Bio | Venturewise
About Mike. Executive with over 40 years of experience leading major market development, channel, and sales transformation initiatives within multi-billion dollar technology brands. Track record of transforming go-to-market strategies and creating new organizations while managing risk and driving sustained performance. Over the last 11 years, counseled a start-up founder, growing the business without external capital to a nine-figure sale to private equity. Download CV Experience 2013-Present VentureWise, LLC CEO & Founder I bring extensive leadership experience from multi-billion-dollar technology brands to advising entrepreneurs. Throughout my career, I have led transformations in corporate strategy, go-to-market approaches, and organizational development, consistently driving profit optimization and long-term performance. Most recently, I provided strategic guidance and spearheaded business development efforts for a startup, culminating in a nine-figure sale to private equity. Over four years, the company achieved outstanding results, including a 22% revenue CAGR, 35% EBITA, and growth across all segments, with a modest 2% increase in headcount. 2009-2013 Web Advanced, Inc. Interim CEO Initially, I provided mentorship and guidance to the startup's founders before being appointed as Interim CEO to offer strategic leadership and strengthen their business and decision-making skills. Under my leadership, the company achieved rapid, profitable growth by focusing on delivering exceptional online customer experiences through a cost-effective, in-house, integrated CMS and e-commerce platform. 2003-2009 CEO Effectiveness Group Chair & CEO As Chair of the CEO Effectiveness Group, I built a network of seasoned small and midsize business leaders dedicated to growth. Drawing from my executive roles at Hewlett Packard, Compaq Computers, and BMC Software - where I played a key role in its IPO - I applied my expertise to guide and mentor emerging business leaders. I also partnered with the local SBA SCORE chapter to create a program for strategic business support. Through monthly meetings, workshops, and one-on-one mentoring, I provided personalized guidance and fostered innovation within the group. 2002-2003 Hewlett-Packard VP, Global Accts & Operations After the HP-Compaq merger, I created an organization to strengthen HP's position as a leader in the industry for the top 200 global customers. This resulted in $15 billion in annual revenue by fostering a seamless and accountable worldwide customer relationship. I was responsible for leading sales teams, managing global pricing and contracts, coordinating product offerings, and overseeing warranties and fulfillment. I also consolidated and supervised the corporate executive briefing centers and worldwide customer executive programs. 2001-2002 Hewlett-Packard VP & GM, Worldwide Market Development and Partnerships Directed strategic initiatives across all geographic sales organizations, including SMB sales, global distribution channels, strategic alliances, consultants, systems integrators, internet service providers, and global sales groups. Spearheaded the launch of an industry-leading 'compute on demand' offering, which provided cloud-based computing resources on an as-needed basis as well as significantly enhancing Compaq's capabilities and driving success in selling and supporting customers through the internet. 2000-2001 Gateway Computer VP, E-comm & Business Dev. Established a new organization focused on generating 'beyond the box' revenue streams and achieving operational efficiencies through the strategic use of internet technologies and investments. Launched a suite of branded services, including internet access, web hosting, website development, e-commerce, security, and industry-leading subscription computing offerings, specifically targeting the SMB market. The team successfully drove a five-fold increase in internet revenues, created over 7,500 private extranets, and facilitated fifty percent of new sales calls into the telemarketing centers. 1999-2000 Gateway Computer VP, Marketing Built and led a new marketing organization focused on product marketing and demand generation for the government, education, and commercial sectors. Key achievements included driving a 22% annual increase in unit sales, generating $3.2 billion in revenue, while simultaneously cutting demand generation costs by 33% 1998-1999 Compaq Computer VP, Enterprise Solutions Division Led engineering, marketing, and partner development efforts for server-based solutions, encompassing internet, security, database, business intelligence, ERP, CRM, messaging, enterprise management, and emerging technologies. The business units delivered innovative solutions, tools, and resources to empower IT managers, systems integrators, and consultants in planning, deploying, and operating enterprise systems. These initiatives were instrumental in securing Compaq's global leadership in the application server market. 1997-1998 Compaq Computer VP, Enterprise Management Directed product development and marketing for cross-divisional technologies and partnerships focused on managing distributed IT infrastructures and applications. Led a team that developed systems management strategies, created core management software and hardware products, coordinated platform instrumentation, and forged partnerships with key management ISVs. Additionally, provided business development support to sales and service teams, driving growth and innovation in IT systems management achieving leading share of systems management market 1996-1997 Compaq Computer Director, Internet Solutions Formed a new business unit charted with extending Compaq’s leadership in providing internet, messaging, groupware, e-commerce and security solutions to the enterprise and ISP markets. Results included the development of multi-vendor solutions and integration frameworks, and the delivery of a wide range of engineering, marketing and sales support tools which contributed to over 50% of Compaq’s application server sales. 1995-1996 Compaq Computer Dir, Enterprise & Business Dev. Launched a new organization responsible for leading N. American efforts to expand into the midrange computing market. Implemented integrated marketing campaigns, enhancements to the field sales structure, launch of a new consulting organization, introduction of a channel program which resulted in hundreds of dedicated system engineers, and new support offerings. Additional responsibilities included business planning, and participation on corporate teams addressing market outlook, corporate goals, investments, and company structure. 1994-1995 Compaq Computer Director, Commercial Marketing Establish an organization to lead the marketing, communications, distribution and customer support plans targeting the SMB market. Achievements included market share leadership and creation of Compaq’s field sales business development and telemarketing organizations. Also, responsible for the service marketing group which introduced spare parts distributors / regional centers, customer satisfaction index, expanded service providers, retail “service on location” and a warranty verification system. 1993-1994 Compaq Computer Dir., Distr. Strat. & Bus.Planning Built the team responsible for driving market expansion and overall business planning in N. America. Results included the formation of government and education business units, increased channel capacity through the addition of innovative distribution and reseller product sourcing programs, implementation of a private electronic portal for customers and partners and, the development of an integrated market model. 1992-1993 Compaq Computer Mgr, Major Account Marketing Led a restructuring of the N. America field sales organization from a channel “push” approach to a major account “pull” structure. Results included a 40% reduction in total field resources while doubling revenues. Spent six months on special assignment with McKinsey & Co. to develop the strategies and plans to attain the corporate objective of industry leadership. Championed implementation of North America’s go-to-market imperatives which led to market share leadership years ahead of plan. 1988-1992 Compaq Computer Chan. Dev. & Corp. Mktg. Drove the strategic development and execution of programs to transition from an exclusively indirect distribution and service model to a hybrid approach, essential for supporting the launch of industry-first PC-based servers. 1986-1988 BMC Software Joined early-stage firm responsible for driving revenue and joint development projects with BMC’s largest customers. Rapid growth of sales and profits during this period contributed to BMC’s initial public offering. 1978-1986 IBM Corporation Advanced through general management accelerated path (Systems Engineering, Major Account Marketing, Product Marketing, Sales Management). Education 1976-1978 Indiana University - Bloomington Master of Business Administration, Product Marketing & Finance 1972-1976 Texas Christian University M.J. Neeley School of Business Bachelor of Business Administration Volunteering U.C. Irvine Paul Merage School of Business Dean’s Advisory Board Member U.C. Irvine UCI Beall Center for Innovation and Entrepreneurship Chairman Advisory Board SCORE (sponsored by SBA) Orange County, CA Vice Chairman City of Dana Point, CA Park & Library Committees Member Pet Project Foundation Orange County, CA Founding Member, Board of Directors Call 949-220-2555 Email Mike@VentureWise.com Follow
- 04 - Tools & Tips | Venturewise
Tools & Tips. Use this area to upload files you wish to share with your users. You can manage who has access to your files and what they can do, such as view & download, upload items and more.
- Search Results | Venturewise
Search Results 7 items found for "" VentureWise | management consulting Boutique Corporate Strategy Consultancy Firm Unlocking Potential and Making Change Happen See Our Services Get to Know Us VentureWise management consultants assist companies in reimagining their strategies and enhancing value creation in a dynamic environment. We illuminate insights by questioning conventional approaches and introducing innovative perspectives to address the most challenging issues. Learn More Mike's Bio | Venturewise About Mike. Executive with over 40 years of experience leading major market development, channel, and sales transformation initiatives within multi-billion dollar technology brands. Track record of transforming go-to-market strategies and creating new organizations while managing risk and driving sustained performance. Over the last 11 years, counseled a start-up founder, growing the business without external capital to a nine-figure sale to private equity. Download CV Experience 2013-Present VentureWise, LLC CEO & Founder As an accomplished executive and management consultant, I bring a wealth of experience from leadership positions at top global technology companies to guiding entrepreneurs. My career highlights include serving as Interim CEO at a web development firm and holding Vice President roles at Hewlett Packard, Compaq, and Gateway Computers. My expertise spans corporate strategy, financial planning, profit optimization, and business continuity. Over the past 11 years, I successfully guided a startup founder to achieve rapid and profitable growth without external capital, resulting in a nine-figure sale to private equity. I played a pivotal role in the client firm’s pre- and post-M&A activities, overseeing the enhancement of financial and IT systems, developing corporate presentations, selecting an investment banker, evaluating potential acquirers, and negotiating the final sale. 2009-2013 Web Advanced, Inc. Interim CEO I provided guidance and mentorship to the founders of a startup. They were recent software engineering graduates exploring various business models from professional services to the development of a dedicated internet appliance. As a result of convincing the team to focus on their core competencies, the firm grew profitably and rapidly by concentrating on building remarkable online customer experiences quickly and cost-effectively. These were developed with an in-house, integrated CMS and ecommerce platform. Subsequently, the company's board of directors appointed me as Interim CEO to provide strategic guidance, make critical decisions, and develop the founders' business and decision-making skills. The firm has continued to grow and thrive following the CEO transition to one of the founders. 2003-2009 CEO Effectiveness Group Chair & CEO As the Chair of the CEO Effectiveness Group, I established a community of experienced small and midsize business leaders committed to continuous growth. With a strong background in executive leadership and management consulting, I drew on my experience from key roles at Hewlett Packard and Compaq Computers, where I shaped corporate strategy and drove business development. At BMC Software, my contributions were instrumental in its growth from an early-stage startup to a successful IPO on the Nasdaq and the NYSE. My dedication to mentoring future business leaders is reflected in my strategic mindset and commitment to fostering innovation. I extended this commitment by establishing a program with the local chapter of the Small Business Administration SCORE. Members of the CEO Effectiveness Group convened monthly to address strategic business challenges, working together to evaluate ideas and troubleshoot strategies. In my capacity as executive mentor and Chair, I facilitated constructive discussions, arranged workshops with subject matter experts, and held one-on-one mentoring sessions at members' businesses, offering personalized guidance and support. 2002-2003 Hewlett-Packard VP, Global Accts & Operations After the merger of HP with Compaq, I established a new organization dedicated to ensuring HP's position as an industry leader by fostering a seamless and accountable global customer relationship. My responsibilities included leading integrated sales teams, managing global pricing, overseeing bids and contracts, coordinating product offerings, and managing worldwide warranties and fulfillment operations. Additionally, I consolidated and oversaw the corporate executive briefing centers and worldwide customer executive programs. Our clients included HP's top 200 corporate accounts, representing $15 billion in annual revenues. 2001-2002 Hewlett-Packard VP & GM, Worldwide Market Development and Partnerships Directed strategic initiatives across all geographic sales organizations, including SMB sales, global distribution channels, strategic alliances, consultants, systems integrators, internet service providers, and global sales groups. Spearheaded the launch of an industry-leading 'compute on demand' offering, which provided cloud-based computing resources on an as-needed basis as well as significantly enhancing Compaq's capabilities and driving success in selling and supporting customers through the internet. 2000-2001 Gateway Computer VP, E-comm & Business Dev. Established a new organization focused on generating 'beyond the box' revenue streams and achieving operational efficiencies through the strategic use of internet technologies and investments. Launched a suite of branded services, including internet access, web hosting, website development, e-commerce, security, and industry-leading subscription computing offerings, specifically targeting the SMB market. The team successfully drove a five-fold increase in internet revenues, created over 7,500 private extranets, and facilitated fifty percent of new sales calls into the telemarketing centers. 1999-2000 Gateway Computer VP, Marketing Developed and led a new marketing organization responsible for product marketing and demand generation across government, education, and commercial sectors. Key accomplishments included a 22% annual increase in unit sales, resulting in $3.2 billion in revenue, and a one-third reduction in demand generation costs. 1998-1999 Compaq Computer VP, Enterprise Solutions Division Responsible for the engineering, marketing and partner development activities for server-based solutions including internet, security, database, business intelligence, enterprise resource planning, customer relationship management, messaging, enterprise management and emerging technologies. Business Units developed and supported an innovative set of solutions, tools, and information to assist IT managers, systems integrators and consultants plan, deploy and operate enterprise solutions which facilitated Compaq’s worldwide application server market leadership. 1997-1998 Compaq Computer VP, Enterprise Management Responsible for product development and marketing of cross-divisional technologies and partnerships for the management of distributed IT infrastructures and applications. Team provided systems management strategy, developed core management applications and hardware products, coordinated base platform instrumentation, partnered with key management ISV’s and provided business development support to sales and service. Achieved leading share of the systems management market, drove the development of open standards, web-based enterprise management, and integrated the technologies and resources from the DEC and Tandem acquisitions. 1996-1997 Compaq Computer Director, Internet Solutions Formed a new business unit charted with extending Compaq’s leadership in providing internet, messaging, groupware, e-commerce and security solutions to the enterprise and ISP markets. Results included the development of multi-vendor solutions and integration frameworks, and the delivery of a wide range of engineering, marketing and sales support tools which contributed to over 50% of Compaq’s application server sales. 1995-1996 Compaq Computer Dir, Enterprise & Business Dev. Launched a new organization responsible for leading N. American efforts to expand into the midrange computing market. Implemented integrated marketing campaigns, enhancements to the field sales structure, launch of a new consulting organization, introduction of a channel program which resulted in hundreds of dedicated system engineers, and new support offerings. Additional responsibilities included business planning, and participation on corporate teams addressing market outlook, corporate goals, investments, and company structure. 1994-1995 Compaq Computer Director, Commercial Marketing Establish an organization to lead the marketing, communications, distribution and customer support plans targeting the SMB market. Achievements included market share leadership and creation of Compaq’s field sales business development and telemarketing organizations. Also, responsible for the service marketing group which introduced spare parts distributors / regional centers, customer satisfaction index, expanded service providers, retail “service on location” and a warranty verification system. 1993-1994 Compaq Computer Dir., Distr. Strat. & Bus.Planning Built the team responsible for driving market expansion and overall business planning in N. America. Results included the formation of government and education business units, increased channel capacity through the addition of innovative distribution and reseller product sourcing programs, implementation of a private electronic portal for customers and partners and, the development of an integrated market model. 1992-1993 Compaq Computer Mgr, Major Account Marketing Led a restructuring of the N. America field sales organization from a channel “push” approach to a major account “pull” structure. Results included a 40% reduction in total field resources while doubling revenues. Spent six months on special assignment with McKinsey & Co. to develop the strategies and plans to attain the corporate objective of industry leadership. Championed implementation of North America’s go-to-market imperatives which led to market share leadership years ahead of plan. 1988-1992 Compaq Computer Chan. Dev. & Corp. Mktg. Drove the strategic development and execution of programs to transition from an exclusively indirect distribution and service model to a hybrid approach, essential for supporting the launch of industry-first PC-based servers. 1986-1988 BMC Software Joined early-stage firm responsible for driving revenue and joint development projects with BMC’s largest customers. Rapid growth of sales and profits during this period contributed to BMC’s initial public offering. 1978-1986 IBM Corporation Advanced through general management accelerated path (Systems Engineering, Major Account Marketing, Product Marketing, Sales Management). Education 1976-1978 Indiana University - Bloomington Master of Business Administration, Product Marketing & Finance 1972-1976 Texas Christian University M.J. Neeley School of Business Bachelor of Business Administration Volunteering U.C. Irvine Paul Merage School of Business Dean’s Advisory Board Member U.C. Irvine UCI Beall Center for Innovation and Entrepreneurship Chairman Advisory Board SCORE (sponsored by SBA) Orange County, CA Vice Chairman City of Dana Point, CA Park & Library Committees Member Pet Project Foundation Orange County, CA Founding Member, Board of Directors Call 949-220-2555 Email Mike @VentureWise.com Follow Search Results | Venturewise Search Results 7 items found for "" Search Results | Venturewise Search Results 6 items found for "" VentureWise | management consulting Boutique Corporate Strategy Consultancy Firm Unlocking Potential and Making Change Happen See Our Services Get to Know Us VentureWise management consultants assist companies in reimagining their strategies and enhancing value creation in a dynamic environment. We illuminate insights by questioning conventional approaches and introducing innovative perspectives to address the most challenging issues. Learn More Mike's Bio | Venturewise About Mike. Executive with over 40 years of experience leading major market development, channel, and sales transformation initiatives within multi-billion dollar technology brands. Track record of transforming go-to-market strategies and creating new organizations while managing risk and driving sustained performance. Over the last 11 years, counseled a start-up founder, growing the business to a nine-figure sale to private equity without external capital. Download CV Experience 2013-Present VentureWise, LLC Founder & Principal As a seasoned executive and management consultant, I bring a wealth of experience from leadership roles at leading global technology companies to guiding entrepreneurs. My career includes serving as Interim CEO at a web development firm and holding VP roles at Hewlett Packard, Compaq, and Gateway Computers. My expertise encompasses corporate strategy, financial planning, profit improvement, and business continuity. Over the past 11 years, I successfully advised a start-up founder, leading to a nine-figure sale to private equity without external capital. I also led the client firm’s M&A activities, which included upgrading financial and IT systems, crafting corporate presentations, selecting an investment banker, evaluating acquiring private equity firms, and negotiating the final sale. 2009-2013 Web Advanced, Inc. Interim CEO Mentored the founders of a start-up, both recent software engineering graduates, as they explored future directions, including pursuing a professional services business model or competing against industry leaders with an easy-to-use dedicated internet appliance. Subsequently, the company's board of directors appointed me as Interim CEO to provide strategic guidance, make critical decisions, and develop the founders' business and decision-making skills. The firm has continued to grow and thrive following the CEO transition to one of the founders. 2003-2009 CEO Effectiveness Group Chair & CEO I cultivated a community of seasoned small and midsize business leaders committed to ongoing growth and excellence. Drawing on a strong foundation in executive leadership and management consulting, I leveraged my experience from pivotal roles at HP and Compaq, where I played a key role in shaping North America strategy and driving business development. At BMC Software, my contributions were crucial to its evolution from an early-stage startup to a successful IPO on both Nasdaq and the NYSE. My passion for mentoring the next generation of business leaders is reflected in my strategic approach and dedication to fostering innovation. This commitment extended to a program I developed with the local chapter of the SBA's SCORE. As executive mentor of the CEO Effectiveness Group, I led monthly sessions focused on addressing strategic business challenges. I facilitated productive discussions, invited subject matter experts for workshops, and provided personalized guidance through one-on-one mentoring sessions at members' businesses, ensuring they received tailored support and insights. 2002-2003 Hewlett-Packard VP, Global Accts & Operations After the merger of HP with Compaq, I established a new organization dedicated to ensuring HP's position as an industry leader by fostering a seamless and accountable global customer relationship. My responsibilities included leading integrated sales teams, overseeing global pricing, managing bids, contracts, and common product offerings, and coordinating warranties and fulfillment operations. I also consolidated and managed the corporate executive briefing centers and executive programs. Our clients included HP's top 200 corporate accounts, representing $15 billion in annual revenues. 2001-2002 Hewlett-Packard VP & GM, Worldwide Market Development and Partnerships Directed strategic initiatives across all geographic sales organizations, including SMB sales, global distribution channels, strategic alliances, consultants, systems integrators, internet service providers, and global sales groups. Spearheaded the launch of an industry-leading 'compute on demand' offering, which provided cloud-based computing resources on an as-needed basis as well as significantly enhancing Compaq's capabilities and driving success in selling and supporting customers through the internet. 2000-2001 Gateway Computer VP, E-comm & Business Dev. Established a new organization focused on generating 'beyond the box' revenue streams and achieving operational efficiencies through the strategic use of internet technologies and investments. Launched a suite of branded services, including internet access, web hosting, website development, e-commerce, security, and industry-leading subscription computing offerings, specifically targeting the SMB market. The team successfully drove a five-fold increase in internet revenues, created over 7,500 private extranets, and facilitated fifty percent of new sales calls into the telemarketing centers. 1999-2000 Gateway Computer VP, Marketing Developed and led a new marketing organization responsible for product marketing and demand generation across government, education, and commercial sectors. Key accomplishments included a 22% annual increase in unit sales, resulting in $3.2 billion in revenue, and a one-third reduction in demand generation costs. 1999-2000 Gateway Computer VP, Marketing Developed and led a new marketing organization responsible for product marketing and demand generation across government, education, and commercial sectors. Key accomplishments included a 22% annual increase in unit sales, resulting in $3.2 billion in revenue, and a one-third reduction in demand generation costs. 1998-1999 Compaq Computer VP, Enterprise Solutions Division Responsible for the engineering, marketing and partner development activities for server-based solutions including internet, security, database, business intelligence, enterprise resource planning, customer relationship management, messaging, enterprise management and emerging technologies. Business Units developed and supported an innovative set of solutions, tools, and information to assist IT managers, systems integrators and consultants plan, deploy and operate enterprise solutions which facilitated Compaq’s worldwide application server market leadership. 1997-1998 Compaq Computer VP, Enterprise Management Responsible for product development and marketing of cross-divisional technologies and partnerships for the management of distributed IT infrastructures and applications. Team provided systems management strategy, developed core management applications and hardware products, coordinated base platform instrumentation, partnered with key management ISV’s and provided business development support to sales and service. Achieved leading share of the systems management market, drove the development of open standards, web-based enterprise management, and integrated the technologies and resources from the DEC and Tandem acquisitions. 1996-1997 Compaq Computer Director, Internet Solutions Formed a new business unit charted with extending Compaq’s leadership in providing internet, messaging, groupware, e-commerce and security solutions to the enterprise and ISP markets. Results included the development of multi-vendor solutions and integration frameworks, and the delivery of a wide range of engineering, marketing and sales support tools which contributed to over 50% of Compaq’s application server sales. 1995-1996 Compaq Computer Dir, Enterprise & Business Dev. Launched a new organization responsible for leading N. American efforts to expand into the midrange computing market. Implemented integrated marketing campaigns, enhancements to the field sales structure, launch of a new consulting organization, introduction of a channel program which resulted in hundreds of dedicated system engineers, and new support offerings. Additional responsibilities included business planning, and participation on corporate teams addressing market outlook, corporate goals, investments, and company structure. 1994-1995 Compaq Computer Director, Commercial Marketing Establish an organization to lead the marketing, communications, distribution and customer support plans targeting the SMB market. Achievements included market share leadership and creation of Compaq’s field sales business development and telemarketing organizations. Also, responsible for the service marketing group which introduced spare parts distributors / regional centers, customer satisfaction index, expanded service providers, retail “service on location” and a warranty verification system. 1993-1994 Compaq Computer Dir., Distr. Strat. & Bus.Planning Built the team responsible for driving market expansion and overall business planning in N. America. Results included the formation of government and education business units, increased channel capacity through the addition of innovative distribution and reseller product sourcing programs, implementation of a private electronic portal for customers and partners and, the development of an integrated market model. 1992-1993 Compaq Computer Mgr, Major Account Marketing Led a restructuring of the N. America field sales organization from a channel “push” approach to a major account “pull” structure. Results included a 40% reduction in total field resources while doubling revenues. Spent six months on special assignment with McKinsey & Co. to develop the strategies and plans to attain the corporate objective of industry leadership. Championed implementation of North America’s go-to-market imperatives which led to market share leadership years ahead of plan. 1988-1992 Compaq Computer Chan. Dev. & Corp. Mktg. Drove the strategic development and execution of programs to transition from an exclusively indirect distribution and service model to a hybrid approach, essential for supporting the launch of industry-first PC-based servers. 1986-1988 BMC Software Joined early-stage firm responsible for driving revenue and joint development projects with BMC’s largest customers. Rapid growth of sales and profits during this period contributed to BMC’s initial public offering. 1978-1986 IBM Corporation Advanced through general management accelerated path (Systems Engineering, Major Account Marketing, Product Marketing, Sales Management). Education 1976-1978 Indiana University - Bloomington Master of Business Administration, Product Marketing & Finance 1972-1976 Texas Christian University M.J. Neeley School of Business Bachelor of Business Administration Volunteering U.C. Irvine Paul Merage School of Business Dean’s Advisory Board Member U.C. Irvine UCI Beall Center for Innovation and Entrepreneurship Chairman Advisory Board SCORE (sponsored by SBA) Orange County, CA Vice Chairman City of Dana Point, CA Park & Library Committees Member Pet Project Foundation Orange County, CA Founding Member, Board of Directors Call 949-220-2555 Email Mike @VentureWise.com Follow 05- Contact | Venturewise Contact. 32471 Caribbean Drive, Dana Point, CA 92629 Contact@VentureWise.com Tel: 949-220-2555 Submit Thanks for submitting! 03 - About | Venturewise About. Since inception, VentureWise has been committed to delivering strategic consulting services, empowering businesses to achieve sustainable success. VentureWise specializes in guiding organizations through strategic cross-functional transformations to fully realize their potential. Additionally, we offer expert advisory services to maximize value in mergers and acquisitions. Our collaborative approach empowers businesses to achieve growth and build sustainable competitive advantages by facilitating transformative change and delivering integrated solutions. Our team of experts brings profound industry and functional expertise, along with diverse perspectives that challenge the status quo and inspire transformation. By exclusively utilizing senior resources, we offer a customized, precise, and comprehensive approach, eliminating the overhead associated with less experienced new graduates. Mike Mata Founder & Principal As a seasoned executive and management consultant, I bring a wealth of experience from leading global technology companies to consulting entrepreneurs. My roles have spanned from Interim CEO at a web development firm to VP positions at Hewlett Packard, Gateway Computers, and Compaq. Over the last 11 years, I counseled a start-up founder, growing the business to a nine-figure sale to private equity without external capital. I excel in corporate strategy, financial planning, profit improvement, and business continuity. Committed to giving back, I have advised future business leaders through U.C. Irvine's boards and volunteer with SCORE Orange County, fostering entrepreneurship and business success. Coming Soon Principal Coming soon more about our other consulting principals.. 04 - Tools & Tips | Venturewise Tools & Tips. Use this area to upload files you wish to share with your users. You can manage who has access to your files and what they can do, such as view & download, upload items and more. 02 - Services | Venturewise Services. Business Transformation We collaborate with clients to drive comprehensive transformations by leveraging all available actions. Our approach begins with re-evaluating strategic opportunities, enhancing top-line growth, implementing cost management to improve performance and margins, optimizing debt management and cash flow, and addressing operational inefficiencies. Additionally, we work with clients to design a technology architecture that enables a market-leading customer experience and operational efficiency. This often involves leveraging cloud-based data platforms for rapid integration and scalable capabilities by integrating modular, best-of-breed platforms and services. This approach results in flexible, extensible systems with instant cloud-based scalability. Commercial Due Diligence For corporate buyers our process evaluates a target company's commercial viability and potential joint value creation before any business transaction, such as acquisition, investment, or merger. We provide a tailored comprehensive review of a company's financial, operational, and market perspectives which provides a detailed, objective review of its strategic risks and opportunities. Strong due diligence establishes a foundation for any potential deal and subsequently helps buyers realize greater synergies and paves the way for smoother transaction and integration processes. Financial analysis: Evaluates a company's revenue trends, profitability, cash flow, and financial risks Market assessment: Evaluates the market size, growth potential, competitors, and market trends Operational review: Gains insights into operational inefficiencies or bottlenecks that may impact the target's ability to deliver products or services Mergers & Acquisitions / Post-Merger Integration Creating value from M&A and post-merger integration requires maximizing potential at every stage of a deal, from making strategic decisions to proactively managing the transaction and integration processes. Given the complexity and infrequency of these deals for most companies, as much as half of all M&A transactions end up destroying value. Our highly tailored approach transcends a simple business divestiture checklist. We support businesses with end-to-end transaction excellence, including: Strategic decision-making, Crafting the business’s market positioning to maximize value, Executing near-term business transformation opportunities, Identifying opportunities to upgrade processes and systems to increase valuation, Selecting investment bankers to enhance the probability of a successful exit, Preparing and executing sales, divestitures, JV, or spinoffs, Developing winning strategies for post-merger integration, Anticipating, mitigating, and managing IT issues, which can extend longer than any other process. Sales and Marketing Transformation Today's business owners and senior management face constant change, uncertainty, and innovation, which also bring new opportunities. We assist in rethinking their business strategies to drive sustainable growth. The advent of new digital channels and e-commerce has dramatically altered consumer behaviors and expectations. Through the digital transformation of marketing functions and capabilities, we enable businesses to anticipate and better respond to consumer needs. As customers rapidly change how they learn about and purchase products, we help companies transform their go-to-market (GTM) approach. By integrating advanced tools, data, and analytics into their marketing and sales strategies, we ensure that sales activities are effectively directed and aligned with business objectives. Pricing and Revenue Management Pricing and revenue management has no textbook solution. Different companies require different pricing methods, strategies, and operating models. They need to continually measure, assess, and improve. B2B pricing and terms are all about communicating and monetizing the value of your offerings. We help companies use the right data to set the best price and prepare the sales force. For B2C it is crucial to know and segment the end consumer market. What matters to your target submarket, and what influences them to purchase. We help companies understand purchasing behavior and use that insight to inform pricing. Profitable growth considers pricing and mix rather than solely volume. Net revenue management requires a cross-functional, analytics approach. Across new and traditional industries, pricing strategies and models are evolving such as subscription-based services for almost everything. We help companies apply new lenses and frameworks to create pricing innovation and align sales incentives, leverage partners, and optimize packaging, to capture long term and profit growth. VentureWise | management consulting Boutique Corporate Strategy Consultancy Firm Unlocking Potential and Making Change Happen See Our Services Get to Know Us VentureWise management consultants assist companies in reimagining their strategies and enhancing value creation in a dynamic environment. We illuminate insights by questioning conventional approaches and introducing innovative perspectives to address the most challenging issues. Learn More Mike's Bio | Venturewise About Mike. Executive with over 40 years of experience leading major market development, channel, and sales transformation initiatives within multi-billion dollar technology brands. Track record of transforming go-to-market strategies and creating new organizations while managing risk and driving sustained performance. Over the last 11 years, counseled a start-up founder, growing the business to a nine-figure sale to private equity without external capital. Download CV Experience 2013-Present VentureWise, LLC Founder & Principal As a seasoned executive and management consultant, I bring a wealth of experience from leadership roles at leading global technology companies to guiding entrepreneurs. My career includes serving as Interim CEO at a web development firm and holding VP roles at Hewlett Packard, Compaq, and Gateway Computers. My expertise encompasses corporate strategy, financial planning, profit improvement, and business continuity. Over the past 11 years, I successfully advised a start-up founder, leading to a nine-figure sale to private equity without external capital. I also led the client firm’s M&A activities, which included upgrading financial and IT systems, crafting corporate presentations, selecting an investment banker, evaluating acquiring private equity firms, and negotiating the final sale. 2009-2013 Web Advanced, Inc. Interim CEO Mentored the founders of a start-up, both recent software engineering graduates, as they explored future directions, including pursuing a professional services business model or competing against industry leaders with an easy-to-use dedicated internet appliance. Subsequently, the company's board of directors appointed me as Interim CEO to provide strategic guidance, make critical decisions, and develop the founders' business and decision-making skills. The firm has continued to grow and thrive following the CEO transition to one of the founders. 2003-2009 CEO Effectiveness Group Chair & CEO I cultivated a community of seasoned small and midsize business leaders committed to ongoing growth and excellence. Drawing on a strong foundation in executive leadership and management consulting, I leveraged my experience from pivotal roles at HP and Compaq, where I played a key role in shaping North America strategy and driving business development. At BMC Software, my contributions were crucial to its evolution from an early-stage startup to a successful IPO on both Nasdaq and the NYSE. My passion for mentoring the next generation of business leaders is reflected in my strategic approach and dedication to fostering innovation. This commitment extended to a program I developed with the local chapter of the SBA's SCORE. As executive mentor of the CEO Effectiveness Group, I led monthly sessions focused on addressing strategic business challenges. I facilitated productive discussions, invited subject matter experts for workshops, and provided personalized guidance through one-on-one mentoring sessions at members' businesses, ensuring they received tailored support and insights. 2002-2003 Hewlett-Packard VP, Global Accts & Operations After the merger of HP with Compaq, I established a new organization dedicated to ensuring HP's position as an industry leader by fostering a seamless and accountable global customer relationship. My responsibilities included leading integrated sales teams, overseeing global pricing, managing bids, contracts, and common product offerings, and coordinating warranties and fulfillment operations. I also consolidated and managed the corporate executive briefing centers and executive programs. Our clients included HP's top 200 corporate accounts, representing $15 billion in annual revenues. 2001-2002 Hewlett-Packard VP & GM, Worldwide Market Development and Partnerships Directed strategic initiatives across all geographic sales organizations, including SMB sales, global distribution channels, strategic alliances, consultants, systems integrators, internet service providers, and global sales groups. Spearheaded the launch of an industry-leading 'compute on demand' offering, which provided cloud-based computing resources on an as-needed basis as well as significantly enhancing Compaq's capabilities and driving success in selling and supporting customers through the internet. 2000-2001 Gateway Computer VP, E-comm & Business Dev. Established a new organization focused on generating 'beyond the box' revenue streams and achieving operational efficiencies through the strategic use of internet technologies and investments. Launched a suite of branded services, including internet access, web hosting, website development, e-commerce, security, and industry-leading subscription computing offerings, specifically targeting the SMB market. The team successfully drove a five-fold increase in internet revenues, created over 7,500 private extranets, and facilitated fifty percent of new sales calls into the telemarketing centers. 1999-2000 Gateway Computer VP, Marketing Developed and led a new marketing organization responsible for product marketing and demand generation across government, education, and commercial sectors. Key accomplishments included a 22% annual increase in unit sales, resulting in $3.2 billion in revenue, and a one-third reduction in demand generation costs. 1999-2000 Gateway Computer VP, Marketing Developed and led a new marketing organization responsible for product marketing and demand generation across government, education, and commercial sectors. Key accomplishments included a 22% annual increase in unit sales, resulting in $3.2 billion in revenue, and a one-third reduction in demand generation costs. 1998-1999 Compaq Computer VP, Enterprise Solutions Division Responsible for the engineering, marketing and partner development activities for server-based solutions including internet, security, database, business intelligence, enterprise resource planning, customer relationship management, messaging, enterprise management and emerging technologies. Business Units developed and supported an innovative set of solutions, tools, and information to assist IT managers, systems integrators and consultants plan, deploy and operate enterprise solutions which facilitated Compaq’s worldwide application server market leadership. 1997-1998 Compaq Computer VP, Enterprise Management Responsible for product development and marketing of cross-divisional technologies and partnerships for the management of distributed IT infrastructures and applications. Team provided systems management strategy, developed core management applications and hardware products, coordinated base platform instrumentation, partnered with key management ISV’s and provided business development support to sales and service. Achieved leading share of the systems management market, drove the development of open standards, web-based enterprise management, and integrated the technologies and resources from the DEC and Tandem acquisitions. 1996-1997 Compaq Computer Director, Internet Solutions Formed a new business unit charted with extending Compaq’s leadership in providing internet, messaging, groupware, e-commerce and security solutions to the enterprise and ISP markets. Results included the development of multi-vendor solutions and integration frameworks, and the delivery of a wide range of engineering, marketing and sales support tools which contributed to over 50% of Compaq’s application server sales. 1995-1996 Compaq Computer Dir, Enterprise & Business Dev. Launched a new organization responsible for leading N. American efforts to expand into the midrange computing market. Implemented integrated marketing campaigns, enhancements to the field sales structure, launch of a new consulting organization, introduction of a channel program which resulted in hundreds of dedicated system engineers, and new support offerings. Additional responsibilities included business planning, and participation on corporate teams addressing market outlook, corporate goals, investments, and company structure. 1994-1995 Compaq Computer Director, Commercial Marketing Establish an organization to lead the marketing, communications, distribution and customer support plans targeting the SMB market. Achievements included market share leadership and creation of Compaq’s field sales business development and telemarketing organizations. Also, responsible for the service marketing group which introduced spare parts distributors / regional centers, customer satisfaction index, expanded service providers, retail “service on location” and a warranty verification system. 1993-1994 Compaq Computer Dir., Distr. Strat. & Bus.Planning Built the team responsible for driving market expansion and overall business planning in N. America. Results included the formation of government and education business units, increased channel capacity through the addition of innovative distribution and reseller product sourcing programs, implementation of a private electronic portal for customers and partners and, the development of an integrated market model. 1992-1993 Compaq Computer Mgr, Major Account Marketing Led a restructuring of the N. America field sales organization from a channel “push” approach to a major account “pull” structure. Results included a 40% reduction in total field resources while doubling revenues. Spent six months on special assignment with McKinsey & Co. to develop the strategies and plans to attain the corporate objective of industry leadership. Championed implementation of North America’s go-to-market imperatives which led to market share leadership years ahead of plan. 1988-1992 Compaq Computer Chan. Dev. & Corp. Mktg. Drove the strategic development and execution of programs to transition from an exclusively indirect distribution and service model to a hybrid approach, essential for supporting the launch of industry-first PC-based servers. 1986-1988 BMC Software Joined early-stage firm responsible for driving revenue and joint development projects with BMC’s largest customers. Rapid growth of sales and profits during this period contributed to BMC’s initial public offering. 1978-1986 IBM Corporation Advanced through general management accelerated path (Systems Engineering, Major Account Marketing, Product Marketing, Sales Management). Education 1976-1978 Indiana University - Bloomington Master of Business Administration, Product Marketing & Finance 1972-1976 Texas Christian University M.J. Neeley School of Business Bachelor of Business Administration Volunteering U.C. Irvine Paul Merage School of Business Dean’s Advisory Board Member U.C. Irvine UCI Beall Center for Innovation and Entrepreneurship Chairman Advisory Board SCORE (sponsored by SBA) Orange County, CA Vice Chairman City of Dana Point, CA Park & Library Committees Member Pet Project Foundation Orange County, CA Founding Member, Board of Directors Call 949-220-2555 Email Mike @VentureWise.com Follow 05- Contact | Venturewise Contact. 32471 Caribbean Drive, Dana Point, CA 92629 Contact@VentureWise.com Tel: 949-220-2555 Submit Thanks for submitting! 03 - About | Venturewise About. Since inception, VentureWise has been committed to delivering strategic consulting services, empowering businesses to achieve sustainable success. VentureWise specializes in guiding organizations through strategic cross-functional transformations to fully realize their potential. Additionally, we offer expert advisory services to maximize value in mergers and acquisitions. Our collaborative approach empowers businesses to achieve growth and build sustainable competitive advantages by facilitating transformative change and delivering integrated solutions. Our team of experts brings profound industry and functional expertise, along with diverse perspectives that challenge the status quo and inspire transformation. By exclusively utilizing senior resources, we offer a customized, precise, and comprehensive approach, eliminating the overhead associated with less experienced new graduates. Mike Mata Founder & Principal As a seasoned executive and management consultant, I bring a wealth of experience from leading global technology companies to consulting entrepreneurs. My roles have spanned from Interim CEO at a web development firm to VP positions at Hewlett Packard, Gateway Computers, and Compaq. Over the last 11 years, I counseled a start-up founder, growing the business to a nine-figure sale to private equity without external capital. I excel in corporate strategy, financial planning, profit improvement, and business continuity. Committed to giving back, I have advised future business leaders through U.C. Irvine's boards and volunteer with SCORE Orange County, fostering entrepreneurship and business success. Coming Soon Principal Coming soon more about our other consulting principals.. 04 - Tools & Tips | Venturewise Tools & Tips. Use this area to upload files you wish to share with your users. You can manage who has access to your files and what they can do, such as view & download, upload items and more. 02 - Services | Venturewise Services. Business Transformation We collaborate with clients to drive comprehensive transformations by leveraging all available actions. Our approach begins with re-evaluating strategic opportunities, enhancing top-line growth, implementing cost management to improve performance and margins, optimizing debt management and cash flow, and addressing operational inefficiencies. Additionally, we work with clients to design a technology architecture that enables a market-leading customer experience and operational efficiency. This often involves leveraging cloud-based data platforms for rapid integration and scalable capabilities by integrating modular, best-of-breed platforms and services. This approach results in flexible, extensible systems with instant cloud-based scalability. Commercial Due Diligence For corporate buyers our process evaluates a target company's commercial viability and potential joint value creation before any business transaction, such as acquisition, investment, or merger. We provide a tailored comprehensive review of a company's financial, operational, and market perspectives which provides a detailed, objective review of its strategic risks and opportunities. Strong due diligence establishes a foundation for any potential deal and subsequently helps buyers realize greater synergies and paves the way for smoother transaction and integration processes. Financial analysis: Evaluates a company's revenue trends, profitability, cash flow, and financial risks Market assessment: Evaluates the market size, growth potential, competitors, and market trends Operational review: Gains insights into operational inefficiencies or bottlenecks that may impact the target's ability to deliver products or services Mergers & Acquisitions / Post-Merger Integration Creating value from M&A and post-merger integration requires maximizing potential at every stage of a deal, from making strategic decisions to proactively managing the transaction and integration processes. Given the complexity and infrequency of these deals for most companies, as much as half of all M&A transactions end up destroying value. Our highly tailored approach transcends a simple business divestiture checklist. We support businesses with end-to-end transaction excellence, including: Strategic decision-making, Crafting the business’s market positioning to maximize value, Executing near-term business transformation opportunities, Identifying opportunities to upgrade processes and systems to increase valuation, Selecting investment bankers to enhance the probability of a successful exit, Preparing and executing sales, divestitures, JV, or spinoffs, Developing winning strategies for post-merger integration, Anticipating, mitigating, and managing IT issues, which can extend longer than any other process. Sales and Marketing Transformation Today's business owners and senior management face constant change, uncertainty, and innovation, which also bring new opportunities. We assist in rethinking their business strategies to drive sustainable growth. The advent of new digital channels and e-commerce has dramatically altered consumer behaviors and expectations. Through the digital transformation of marketing functions and capabilities, we enable businesses to anticipate and better respond to consumer needs. As customers rapidly change how they learn about and purchase products, we help companies transform their go-to-market (GTM) approach. By integrating advanced tools, data, and analytics into their marketing and sales strategies, we ensure that sales activities are effectively directed and aligned with business objectives. Pricing and Revenue Management Pricing and revenue management has no textbook solution. Different companies require different pricing methods, strategies, and operating models. They need to continually measure, assess, and improve. B2B pricing and terms are all about communicating and monetizing the value of your offerings. We help companies use the right data to set the best price and prepare the sales force. For B2C it is crucial to know and segment the end consumer market. What matters to your target submarket, and what influences them to purchase. We help companies understand purchasing behavior and use that insight to inform pricing. Profitable growth considers pricing and mix rather than solely volume. Net revenue management requires a cross-functional, analytics approach. Across new and traditional industries, pricing strategies and models are evolving such as subscription-based services for almost everything. We help companies apply new lenses and frameworks to create pricing innovation and align sales incentives, leverage partners, and optimize packaging, to capture long term and profit growth. 03 - About | Venturewise About. Since inception, VentureWise has been committed to delivering strategic consulting services, empowering businesses to achieve sustainable success. VentureWise specializes in guiding organizations through strategic cross-functional transformations to fully realize their potential. Additionally, we offer expert advisory services to maximize value in mergers and acquisitions. Our collaborative approach empowers businesses to achieve growth and build sustainable competitive advantages by facilitating transformative change and delivering integrated solutions. Our team of experts brings profound industry and functional expertise, along with diverse perspectives that challenge the status quo and inspire transformation. By exclusively utilizing senior resources, we offer a customized, precise, and comprehensive approach, eliminating the overhead associated with less experienced new graduates. Mike Mata Founder & Principal As a seasoned executive and management consultant, I bring a wealth of experience from leading global technology companies to consulting entrepreneurs. My roles have spanned from Interim CEO at a web development firm to VP positions at Hewlett Packard, Gateway Computers, and Compaq. Over the last 11 years, I counseled a start-up founder in achieving rapid and profitable growth without external capital, culminating in a nine-figure sale to private equity. I excel in corporate strategy, financial planning, profit improvement, and business continuity. Committed to giving back, I have advised future business leaders through U.C. Irvine's boards and volunteer with SCORE Orange County, fostering entrepreneurship and business success. Coming Soon Principal Coming soon more about our other consulting principals.. 05- Contact | Venturewise Contact. 32471 Caribbean Drive, Dana Point, CA 92629 Contact@VentureWise.com Tel: 949-220-2555 Submit Thanks for submitting! 04 - Tools & Tips | Venturewise Tools & Tips. Use this area to upload files you wish to share with your users. You can manage who has access to your files and what they can do, such as view & download, upload items and more. 02 - Services | Venturewise Services. Business Transformation We collaborate with clients to drive comprehensive transformations by leveraging all available actions. Our approach begins with re-evaluating strategic opportunities, enhancing top-line growth, implementing cost management to improve performance and margins, optimizing debt management and cash flow, and addressing operational inefficiencies. Additionally, we work with clients to design a technology architecture that enables a market-leading customer experience and operational efficiency. This often involves leveraging cloud-based data platforms for rapid integration and scalable capabilities by integrating modular, best-of-breed platforms and services. This approach results in flexible, extensible systems with instant cloud-based scalability. Commercial Due Diligence For corporate buyers our process evaluates a target company's commercial viability and potential joint value creation before any business transaction, such as acquisition, investment, or merger. We provide a tailored comprehensive review of a company's financial, operational, and market perspectives which provides a detailed, objective review of its strategic risks and opportunities. Strong due diligence establishes a foundation for any potential deal and subsequently helps buyers realize greater synergies and paves the way for smoother transaction and integration processes. Financial analysis: Evaluates a company's revenue trends, profitability, cash flow, and financial risks Market assessment: Evaluates the market size, growth potential, competitors, and market trends Operational review: Gains insights into operational inefficiencies or bottlenecks that may impact the target's ability to deliver products or services Mergers & Acquisitions / Post-Merger Integration Creating value from M&A and post-merger integration requires maximizing potential at every stage of a deal, from making strategic decisions to proactively managing the transaction and integration processes. Given the complexity and infrequency of these deals for most companies, as much as half of all M&A transactions end up destroying value. Our highly tailored approach transcends a simple business divestiture checklist. We support businesses with end-to-end transaction excellence, including: Strategic decision-making, Crafting the business’s market positioning to maximize value, Executing near-term business transformation opportunities, Identifying opportunities to upgrade processes and systems to increase valuation, Selecting investment bankers to enhance the probability of a successful exit, Preparing and executing sales, divestitures, JV, or spinoffs, Developing winning strategies for post-merger integration, Anticipating, mitigating, and managing IT issues, which can extend longer than any other process. Sales and Marketing Transformation Today's business owners and senior management face constant change, uncertainty, and innovation, which also bring new opportunities. We assist in rethinking their business strategies to drive sustainable growth. The advent of new digital channels and e-commerce has dramatically altered consumer behaviors and expectations. Through the digital transformation of marketing functions and capabilities, we enable businesses to anticipate and better respond to consumer needs. As customers rapidly change how they learn about and purchase products, we help companies transform their go-to-market (GTM) approach. By integrating advanced tools, data, and analytics into their marketing and sales strategies, we ensure that sales activities are effectively directed and aligned with business objectives. Pricing and Revenue Management Pricing and revenue management has no textbook solution. Different companies require different pricing methods, strategies, and operating models. They need to continually measure, assess, and improve. B2B pricing and terms are all about communicating and monetizing the value of your offerings. We help companies use the right data to set the best price and prepare the sales force. For B2C it is crucial to know and segment the end consumer market. What matters to your target submarket, and what influences them to purchase. We help companies understand purchasing behavior and use that insight to inform pricing. Profitable growth considers pricing and mix rather than solely volume. Net revenue management requires a cross-functional, analytics approach. Across new and traditional industries, pricing strategies and models are evolving such as subscription-based services for almost everything. We help companies apply new lenses and frameworks to create pricing innovation and align sales incentives, leverage partners, and optimize packaging, to capture long term and profit growth.