Finance
FINANCE
MLI principals have contributed their skills in a variety of areas including, but not limited to:
A. Lead Generation & Demand Creation Services for various solutions:
1. Commercial Cards & Merchant Services.
a. Corporate (B2B) ePayment Solutions
b. Business Travel Expense Management
c. Treasury Management Solutions
b. Business Travel Expense Management
c. Treasury Management Solutions
2. Financial Solutions to Specific Verticals.
a. Asset-backed credit facility for an array of corporate prospects
b. Commercial Banking for the Real Estate Industry
c. Consumer Financing, Franchise Financing for Retailers
b. Commercial Banking for the Real Estate Industry
c. Consumer Financing, Franchise Financing for Retailers
3. Portfolio Management, Investment Advice & Retirement Income Services to Participants in Employer–Sponsored Defined Contribution Plans (Commercialized to and thru Plan Providers, Sponsors and Participants)
4. Investment Banking
5. Insurance
a. Enterprise & Commercial Markets
b. Workers Compensation, General Liability, Group Disability, Fire and Surety, and Commercial Lines
c. Loss Control & Risk Management Solutions
d. Online Technologies
e. Advisory Services
f. Others
b. Workers Compensation, General Liability, Group Disability, Fire and Surety, and Commercial Lines
c. Loss Control & Risk Management Solutions
d. Online Technologies
e. Advisory Services
f. Others
6. Centralized Billing & Cost Control for an Array of Corporate Clients
7. Asset Management & High Net Worth Individuals
8. Others (examples abound)
B. Win/Loss Analyses
C. Market Research
1. Products & Solutions (Evaluation of, or Feedback on, Robustness, Quality, Support, Functionality, etc.)
2. Sales & Marketing efficiencies (Validation of Value Proposition, Messaging, Pitch, and Much More)
3. Market Positioning & Competitive Analyses
4. Pricing
5. Go-to-Market Tactics
6. From Tactical to Strategic Input
2. Sales & Marketing efficiencies (Validation of Value Proposition, Messaging, Pitch, and Much More)
3. Market Positioning & Competitive Analyses
4. Pricing
5. Go-to-Market Tactics
6. From Tactical to Strategic Input
D. Mergers & Acquisitions
1. Discovery of Lead Candidates
2. Evaluation of Synergies between Parties to get a Deal Done
3. Negotiations toward Agreement, Relationship Building, Corporate Diplomacy
4. Post-Merger Integration & Reorganizations
2. Evaluation of Synergies between Parties to get a Deal Done
3. Negotiations toward Agreement, Relationship Building, Corporate Diplomacy
4. Post-Merger Integration & Reorganizations
E. Corporate Mediation, Conflict Prevention & Dispute Resolution
1. Delineation of Potential for Disputes, Clarification of Interests and Objectives
2. Identification of Options and Solutions, Assessing Ramifications of Changes, Impact Analysis
3. Negotiation Building, Implementation of Processes & Policies to Circumvent or Overcome Obstacles, Facilitate Deals, Prevent Conflict or Deterioration
4. Transactional Adjustments & Relationship-Oriented Architecture Designed to Lubricate Interfaces, Facilitate Transitions & Mitigate/Neutralize Conflicts
5. Seeking, Embedding Value, Health, Growth, ROI, at all Steps of Interventions
6. Facilitation & Transition Management for Successful Ventures, Final Adjustments and Memorialization of Agreements
2. Identification of Options and Solutions, Assessing Ramifications of Changes, Impact Analysis
3. Negotiation Building, Implementation of Processes & Policies to Circumvent or Overcome Obstacles, Facilitate Deals, Prevent Conflict or Deterioration
4. Transactional Adjustments & Relationship-Oriented Architecture Designed to Lubricate Interfaces, Facilitate Transitions & Mitigate/Neutralize Conflicts
5. Seeking, Embedding Value, Health, Growth, ROI, at all Steps of Interventions
6. Facilitation & Transition Management for Successful Ventures, Final Adjustments and Memorialization of Agreements
