Whether expanding your business, starting a new business, going for that next round of funding, restructuring your business, or planning for an M & A transaction, JMI will help you turn the "vision" into actionable events. Our founder, Jack Mott, CPA (inactive), MBA, started JMI in 1988, and has over 30 years of industry experience.
For "Troubled Companies" and "Troubled Assets", we specialize in assisting your legal team in bankruptcy Compliance, pre-Bankruptcy workouts, and development and execution of restructuring options. We work closely with your management team, legal team, trustees, and execute and coordinate the process. We also provide asset management and coordinate the disposition (sale, licensing, partnering) of assets, business operations, and intellectual property.
Our experience will assist your company in execution and in visualizing what happens when the "rubber meets the road". Our team includes CPAs, MBAs, entrepreneurs, operational and financial professionals who have "been-there-done-that".
Typical Client Situations:
| Consulting for growth and productivity improvement | |
| Corporate assessments for due diligence or internal strategic purposes | |
| Corporate restructuring for high growth and "troubled companies" | |
| Support your legal team with temporary in-house assistance to clients in Chapter 11 bankruptcy to meet compliance & filings requirements | |
| Asset management and disposition (sale, licensing, partnering) of assets, business operations, and intellectual property | |
| Series A, B, C, D financing (business plan update, due diligence, investor presentations) | |
| Build-out of start-up infrastructure, or productivity improvements to existing infrastructure | |
| Translation of "Strategic Visions" into Actionable Events | |
| Mergers & Acquisitions execution, due diligence and support (Buy-side and Sell-side) | |
| Business Development for identifying and closing strategic partnerships | |
| Infrastructure creation for e-commerce, operations and financial functions | |
| Identification of Merger & Acquisition prospects & partners | |
| Competitive Analyses | |
| Uncovering the Value Proposition | |
| Litigation Support Services |
Recent examples:
| Management consulting for an alternative fuels start-up | |
| Management, financial and operating consulting for an internet gaming start-up | |
| Management consulting for high growth manufacturing and distribution company | |
| Chapter 11 Bankruptcy compliance and restructuring for studio real estate property | |
| Chapter 11 Bankruptcy compliance and restructuring for a public entertainment corporation | |
| Chapter 11 Bankruptcy compliance and restructuring for a public technology corporation | |
| Chapter 11 Bankruptcy compliance and restructuring for a private entertainment post-production studio | |
| Chapter 7 Bankruptcy support for a public apparel company | |
| Consulting CFO, COO for urban apparel manufacturer | |
| Preparation of $3,000,000 Private Placement Memorandum | |
| Seller-side due diligence for multi-million dollar merger/acquisition | |
| CFO and VP of Operations for $20M Irvine semiconductor start-up | |
| VP Finance, VP Operations, VP Business Development for a Silicon Valley media and technology start-up (Sold for +$200M) | |
| VP Business Development and Marketing for an established Orange county workforce management software firm | |
| Creation of Operational and financial infrastructure for a successful Silicon Valley startup (e-commerce, manufacturing, distribution, accounting systems) | |
| Coordination and management of a client's year-end audit by a "final four" accounting firm | |
| Business development engagement to license technology to a strategic partner | |
| Development of financial models and business plan supporting a company valuation and negotiation for a successful Mergers & Acquisition in excess of $250M | |
| Acquisition of a Software company to complement a fab-less semiconductor company | |
| Support for a $13M Series B Financing, and a $6M Series C Financing | |
| Creation of a 5 year "Bottoms-up" business plan including headcount hiring, capital, and product development plans with pro-forma financial statements |
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