schweiger & associates - overview

©2010 Schweiger & Associates www.SCAAS.com 17 Sweetspire Dr. Elgin, SC 29045 803.622.2659

Helping executives and managers build sustainable

profitable organizations.

Ideation Validation Execution

Strategy

Development

Solutions

Market

Research

Solutions

Strategy

Execution

Solutions

Life-Cycle Services

2

Brainstorm new ideas and

markets for achieving

profitable growth. Help define

a vision and a mission aligned

with strategic, financial, and

other goals.

Strategy

Development

Solutions

Market

Research

Solutions

Analyze industries, markets, and

internal organizational

capabilities to ascertain growth

opportunities. Perform strategic

gap analysis; identify winning

strategies; and perform financial

valuation and modeling.

Develop strategy execution

plans; consult on M&As from

target identification through

integration; transform sales

processes; build new

organizations; and coach

leadership teams.

Strategy

Execution

Solutions

Ideation Strategy Development Solutions

3

Engage clients to identify specific strategic issues and subsequently develop solutions

using customized proven tools, processes, frameworks, and coaching. For example:

Identify organic and external

means to realize profitable growth

Identify adjacent industries,

markets, and new customers

Identify and prepare for major

external changes

Identify creative ways to

differentiate from competitors

Strategy Development Process Develop internal strategic expertise and ownership of strategic decisions

Facilitate informed brainstorming by linking external environment understanding

Create internally replicable process

Develop teams, managers and executives

Create enterprise wide engagement

Reduce long-term dependence on strategic consultants

Market / industry analysis

Competitor/ Customer analysis

VOC/ Branding studies

Business plan creation

Financial modeling and

scenario analysis

Market entry strategies

Internal capability analysis

M&A, JV, Alliance

identification / valuation

Validation Primary and Secondary Market Research Solutions

4

Market Research

Market / industry analysis

Competitor/ Customer analysis

VOC/ Branding studies

Business plan creation

Financial modeling and

scenario analysis

Market entry strategies

Internal capability analysis

M&A, JV, Alliance

identification/ valuation

Execution Strategy Execution Solutions

Mergers & Acquisitions Services to support the transaction, transition and

integration phases

Develop and execute due diligence,

valuation and negotiation strategies

Guide transition/ integration planning and

execution

Support ongoing integration and adaptation

Leadership Development

Methodologies for developing leaders and managers

who can drive strategic change and deliver results

Conduct leadership and management

competencies analysis

Design and execute leadership development

strategies and coaching

Sales Transformation

Solution Selling® sales method to build and maintain

high performance sales organizations

Build management commitment

Develop sales processes

Provide tactical & strategic training

Support implementation

Develop implementation strategies, methodologies and action plans to drive

strategic direction

5

Organizational Change Approaches for aligning organization with strategy

Communicating with and engaging

managers and employees

Aligning people and work units with strategic

direction

Creating a supportive culture throughout the

organization

Managing key stakeholders

Example Projects

6

Strategy Development & Execution

Industrial and Consumer Packaging Company

Worked with the CEO and divisional executives to develop strategic growth

plans that led to 50% profitable growth for the company over a 5 year period

International Equipment Manufacturing Company

Helped the senior management develop and execute a strategic planning and

organizational change process to turnaround the company’s US operations

Biotechnology Firm

Worked with the senior team of the US subsidiary of a French company to

better align its strategic direction and organization with the parent company.

Industrial Markets: Packaging, Material Handling, Welding & Cutting

Equipment, Appliance Manufacturing, Mining, Construction

Government Markets: Department of Energy, Nuclear Decommissioning

Authority-UK, Department of Defense, Department of Transportation

Industry & Market Research

Example Projects

7

M&A, Leadership & Sales Transformation

Major Oil Company Merger

Worked with the senior management of two major oil companies to integrate

the merging upstream business units.

Fertilizer Company

Assisted the owners of a non-US company acquire a division of a major US

corporation. Provided valuations of the division and conducted negotiations

with the target company executives.

International Bank

Developed senior managers of a major international bank using action

learning process. Teams of top managers from various business lines

tackled serious strategic problems facing the bank with the help of facilitators

and subject matter experts.

Telecommunications Manufacturer

Worked to change the culture of a worldwide leading manufacturer of

telecommunications equipment by providing leadership development to high

potential international managers

Corporate Services Company

Unable to expand revenue and improve margins, worked with executive team

to develop sales tools that increased revenues by 75% and net profits by

100% in 18 months.

.

To read more about our

projects visit the

Example Projects and

Research & Insights

sections on our website

www.SCAAS.com

Core

Tea

m

DR. DAVID SCHWEIGER President

+1 (803) 622-2659

[email protected]

Dr. Schweiger is a Distinguished Professor Emeritus of Management at the

University of South Carolina where he teaches courses on strategic and

international management, and mergers and acquisitions. He is also actively

involved in executive development programs for Emory University, Irish

Management Institute, and Duke University Corporate Education. He was

recently named by the Journal of Management as among the top scholars who

have had the greatest impact on the field of management during the last quarter

century. His research has been widely published in scientific and professional

journals and he has also published two books ,Strategic Management Skills

(Addison Wesley) and M&A Integration: A Framework for Executives and

Managers (McGraw-Hill). For 25 years he has helped executives and

managers of public and private U.S. and international companies in a variety of

industries create profitable organizations.

VISHAL KHUSHALANI Vice President

[email protected] +1 (803) 447-6383

ZINAL SHAH Consultant


EVAN SCHWEIGER Associate Consultant


www.SCAAS.com

9

Select Publications

So what’s your compliance strategy?

Klehm, H, Schweiger, D.M. and Schweiger, A.L Compliance and Ethics Magazine June 2008, 6-16

Creating value in M&As: The critical link between valuation, pricing, synergy and integration

Schweiger et al. D. Anguan (ed.) Mergers and Acquisitions. London: Blackwell 2007, 299-328

Managing culture and human resources in mergers and acquisitions Goulet. P. and Schweiger, D.M.

G.K. Stahl and I. Björkman (ed.) Handbook of Research in International Human Resource Management. London: Edward Elgar Ltd. 2006, 405-429

Integration: The Critical Link In M&A Value Creation Schweiger, D.M. and Lippert, R.L. Stahl, G.K., & Mendenhall, M.E. (eds.) Managing Culture and Human Resources in Mergers and Acquisitions. Palo Alto: Stanford Business Books/Stanford University Press 2005, 17-45.

HBR Case Study: Oil and Waser Schweiger, D.M. Commentary Harvard Business Review 2004

M&A integration: A framework for executives and managers Schweiger, D.M. New York: McGraw Hill 2002 (Translated into Chinese, 2004)