Albion Alliance

• Measured marketing/sales force optimization: Through data mining, sales force observation, and other methods, produced a system for measuring and realigning the sales force to enable selling at the highest levels of customer organizations.

Bain Capital Partners

• Market due diligence

Blue Sage

• Growth strategy: Market assessment, research and sales/pricing recommendation to evaluate organic growth vs acquisition vs partnering opportunities.

Brinson Partners

• Market due diligence: For several major holdings, constructed market size estimates and provided advice on a holding’s product line strategy during a period of significant industry change.

Cadent Partners

• Technical due diligence: Analyzed an oilfield manufacturer of surface and downhole equipment.

Citigroup

• Market assessment: Analyzed markets and products to direct company strategy toward a more solid long-term revenue stream.
• Sales force effectiveness: Produced a model for revenue growth through sales force improvement and restructuring of the service offering.

Dominus Capital

• Acquisition/market due diligence: Through primary research, evaluated a potential acquisition and its competitors in an oilfield services market.

Energy Ventures

• Pricing workshop: Staged “Pricing for Emerging Technologies” workshop for several portfolio company CEOs and CFOs.
• Pricing workshop: Staged “Pricing for Emerging Technologies” workshop for Caltec, an innovative jet pump for production boosting, and advised pricing approach for BP tender that doubled the price paid—a 6-figure upside that gave the workshop a 20X return on investment.
• Pricing workshop: Staged “Value Selling, Pricing and Product Launch for Emerging Technologies” workshop for Sense Intellifield and developed unique value propositions and a revised pricing model for a key product.
• Opportunity analysis: Technical and market assessment, value proposition, pricing and launch recommendations for a disruptive drilling technology.
• Pricing workshop: Staged “Value Selling, Pricing and Launch for Emerging Technologies” workshop for offshore geotechnical technology and developed unique value propositions, product naming and value segmentation framework for an emerging technology.
• Technical due diligence, market research and customer value capture: Technical evaluation of four new drilling technologies and customer research to establish likelihood of profitable launch and take-up and prioritize channels to market.

Fenway Partners

• Market due diligence: Provided strategic advice for holding and growing share in a commoditizing market.
• Market due diligence: Formulated short- and long-term growth strategies including aggressive sales force expansion.

FIG Partners

• Acquisition/market due diligence: Through primary research, evaluated a potential acquisition and its competitors in an oilfield services market.

Goldner Hawn

• Acquisition due diligence: Verified the status of a potential acquisition as market leader, and outlined the customer requirements for continued success.

Henderson Capital

• Acquisition/market due diligence: Through primary and secondary research, revealed little differentiation between a potential acquisition and its competitors in a supply-heavy market.

Investinor

• Market due diligence: Through interviews and due diligence determined an emerging oilfield services technology should be a good investment. Provided a 5-year market take-up model.

Lime Rock Partners

• Brand audit: Review and recommendations for improving LRP and portfolio company brand awareness.

Mitsubishi

• Acquisition/market due diligence: Through interviews and market analysis, determined that a potential acquisition’s strengths did not fit market needs as well as the client and acquisition target believed, which helped our client negotiate a substantially reduced acquisition price.
• Go-to-market strategy: Provided a comprehensive go-to-market strategy including market sizing, competitive assessment and pricing.

Navis Partners

• Market due diligence: Performed a market assessment within select metropolitan areas to determine the most lucrative growth prospects for a potential acquisition.

Quad-C Partners

• Acquisition/market due diligence: Through primary research, evaluated a potential acquisition and its competitors in a fast-growing market.

Quintana Energy Partners

• Market due diligence: Disruptive drilling technology assessed prior to early stage investment.
• Technical and market due diligence: Alternative, lower cost drilling technology assessed to gauge potential roadblocks to growth.

Statoil Innovation

• Pricing and launch strategy: Global market assessment, pricing model and launch development for five game-changing technology startup companies.
• Market research and customer value capture: Benchmarking study of disruptive exploration technology to establish economic value analysis and shift pricing model from day rate to value-based metrics.

Three Cities Research

• Growth strategy: Used customer value capture research to prioritize marketing and sales activities that drove significant market share gains of 15% to 40% share in 3 years while improving EBITDA by a factor of 2.
• Growth strategy: Used customer value capture research to develop a value-added offering that decommoditized the product offering and created new business development opportunities.

White Deer Energy

• Market due diligence