We believe that sustained success is achieved only by incorporating the four key objectives listed above. Our firm is founded on a belief that soundness of moral character is paramount to any other attribute. By combining integrity with passion, work ethic, and creativity, our firm is able to consistently deliver successful outcomes for our clients across a wide range of industries and degrees of complexity.
No two client engagements are the same, regardless of industry. Globalization and constantly evolving markets ensure that tomorrow’s business landscape will almost certainly look somewhat different than today’s, a reality that places a premium on the ability to think creatively to achieve success. Our firm is adept at handling the most complex situations, and has a proven track record of employing creative solutions to achieve successful outcomes for clients. We understand that big ideas and dreams do not come easy, but firmly believe that good companies and projects ultimately succeed given the right mix of strategy and teamwork, along with the tenacity to overcome obstacles and ultimately cross the finish line.
Few finance professionals are afforded the opportunity to assist clients in multiple industries on a routine basis. Spending one day collaborating with a Caribbean resort developer and the very next with the manufacturer of a next-generation homeland security technology yields a holistic and unique view on the world of business. Even fewer still are able to serve clients as both an advisor and key member of a company’s management team. This combination of industry-agnostic and advisory-based experience positions Stone Global Advisors as a leader in the ever-changing global business landscape, where creative solutions to tomorrow’s problems are the key to sustainable success.
We work with clients at all stages of the business life cycle and across a wide range of sectors. Our experience in a relatively industry-agnostic environment uniquely positions us to add value to companies and sponsors regardless of industry or level of complexity. This is underscored by past accomplishments that involved successfully crossing the finish line despite somewhat dire circumstances, including one such engagement where a client was days away from closing its doors due to a corporate loan default before a successful closing paved the way for a dramatic turnaround.
We are assisting a high-profile client with the strategy, capitalization, and development of a portfolio of hydroponic greenhouses in the United States, with a primary focus on growing, harvesting, and selling strawberry and lettuce crops. The initial phase of our work included the development of custom, dynamic financial and valuation models, together with a robust set of collateral materials to support marketing and third-party diligence processes. As both a shareholder of and a consultant to the client, our firm will continue to play an integral role as each new facility is constructed and commissioned in the months ahead.
We are assisting a prominent South American citrus and coconut grower/distributor to execute a rollup of existing farmland assets as part of the launch of a broader fund to acquire and operate farmland in South America. The initial phase of our work comprised the provision of strategic financial and structural advice and creation of proprietary financial and valuation models to simulate the risk and return profile of the proposed fund over a set investment horizon. Following the completion of those objectives, our focus shifted to assisting the client in fine-tuning the investment and marketing strategies to better position the opportunity for success over the near- and medium-term horizons.
We are assisting a global aviation company specializing in government, corporate, and private charter services to streamline operations, improve efficiency, and implement new financial controls and automation software. Our efforts to date have saved the company significant money by improving maintenance operations and billing, augmenting flight planning and schedule management, and implementing core accounting functions and other software enhancements that have improved efficiency across the entire business. These initiatives have positioned the company for strong growth in the years ahead as it seeks to expand its fleet and increase sales of charter flights.
We identified and completed due diligence on more than 10 new viable projects and secured a commitment representing $350k in top-line revenue within the first 30 days of engagement. Further, our efforts included the development of a dynamic financial model that enabled management to efficiently and effectively assess the feasibility and profitability of pipeline projects, reducing diligence timeframes by more than 70%. Additionally, we completed a corporate rebranding initiative to enhance the client’s online presence and underpin its ability to successfully secure new business.
We assisted the client to determine the company’s market positioning, finalize business plans, and develop proprietary financial and valuation models designed to extrapolate true risk and support third-party diligence and decision-making processes as part of launching a new venture.