Engagements
This is a sampling of projects
that Socius Partners, LLC has conducted for more than 100 clients since its
formation in October 2002.
Established
Businesses
Socius was engaged by a
$5B hospital system to analyze the customer experience in one of their
flagship hospitals and to create a plan for transforming the customer
experience consistent with world-class hospitals.
Socius was engaged by a
large, multinational pharmaceutical company. Our assignment was to
help identify and procure appropriate technologies to provide secure,
encrypted voice conferencing for their executive team members located around
the world.
Socius was engaged by a
restaurant franchise holding company. Our assignment was to perform
financial due diligence on an offer to be acquired by a larger holding
company pursuing a roll-up strategy. Since the offer was in the form of
stock in the acquiring company, a valuation of both companies was required.
Socius was engaged by a
medical device manufacturer building custom-made devices for the world’s
leading research institutions as well as marketing a line of diagnostic
devices to clinicians. Our assignment was to conduct market research for
potential applications of new technologies developed by the company and
provide advice on product development and go-to-market strategies. Socius
was subsequently engaged to conduct an assessment of the patent landscape
for these newly-developed technologies and their application to medical
diagnoses.
Socius was engaged by a
company providing services and products to the hydroelectric industry. Our
assignment was to advise on their strategies for raising venture capital for
development of hydroelectric generation facilities in small damns throughout
North America.
New
Ventures and Entrepreneurs
Socius was engaged by a
consulting company providing services based on their proprietary
methodologies and formulas. Our assignment was to assess their business
model, conduct market analysis and advise on whether to transition to a
software company or remain a service provider. Socius was subsequently
engaged to fill the CEO position on an interim basis.
Socius was engaged by a
company providing tools designing and maintaining enterprise wireless
networks based on proprietary technology. Our assignment was to identify,
vet and introduce qualified strategic partnering candidates to help the
company expand their distribution channels and product development efforts.
Socius was engaged by
company developing and commercializing fluorescent markers for use in
biological research and testing. Our assignment was to conduct assessment of
the patent landscape for the company’s technologies and provided advice on
strategy for new patent filings and on negotiations for licensing
intellectual properties from universities.
Socius was engaged by a
group of manufacturing and engineering professionals forming a custom
motorcycle company. Our assignment was to fill the role of CFO from
inception of the company through the close of a $5 million seed funding
round.
Socius was engaged by a
group of doctors starting a company to open day surgery centers in the U.K.
Our assignment was to assist in development of the initial business plan and
determine capital requirements. In addition, Socius created and delivered
the presentation to potential investors as the company closed a $2 million
seed funding round. After the company was awarded three large contracts by
the U.K. government, Socius assisted with a $10 million follow-on round of
funding.
Investors
and Creditors
Socius was engaged by the
majority investors in an early-stage company that was badly off plan. Our
assignment was to serve as interim management to do triage, realign the
strategic plan, determine capital requirements, conduct business
development, and hire and turn over control to new management.
Socius was engaged by a
private equity firm. Our assignment was to provide technical due diligence
on potential life science and healthcare portfolio companies.
Socius serves as a Resource
Partner for an organized angel investor group that has invested
approximately $3 million since its formation in 2004. Our role is to help
vet potential investment candidates.
See also:
Socius Web
Marketing Clients.
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rights reserved.
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