Home || Contact Us || Site Map
 

Return to:
Case Studies


  Technology Plan & Revised Market Strategy Move Company into a Lucrative Market.
 
Industry:
Financial Products
 
Target Audience:
Financial Planning Companies
 
Beckett Services Employed:
Research, analysis, developed acquisition plan, and prototype packaging.
 
A $50MM risk management firm wanted to enter the financial marketplace with advanced technologies that it had used with success in the insurance market.
 
Beckett staff provided market research and analysis services. We assisted in intellectual property protection and a M&A strategy, identified and facilitated strategic partner relationships, secured foreign investment and designed an IPO prospectus.
 
Result:
As a result of our work together, the client accomplished their goal. Three years later, they are over 90% larger and have successfully penetrated the market for rated and certified insurance risk bonds. IPO has been delayed.
 

© 2016 Beckett Advisors || Site current as of: || 800.336.8797 || Site Map || Home || Legal || Our Sister Company