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Welcome
Technology Due Diligence Corporate Consulting Financing, Market Strategy
Identify and Maximize Corporate Value Propositions for Institutional Investors
FOCUSED SECTORS
RENEWABLE ENERGY
- Bankable Project Feasibility Study and Assessment for solar, wind, hydrogen, energy storage projects.
- Project development strategy for stakeholders, selection of EPC and component manufacturers, and financing.
- Hydrogen economy for marine vessels converting from fossil fuels to hydrogen fuel cells.
- Assist private and public companies to verify product and technologies for Federal Acquisition Registry.
MERGER & ACQUISITION
- M&A deal sourcing through transaction closing, with analysis strategic rationale for and against the proposed M&A transaction.
- Valuation determination in the M&A process considering carve-out, post M&A integration, and extension of new market channels.
- Formation and selection of Board of Directors, identify change management, and implement post M&A strategy.
INVESTMENT & FINANCING NETWORK
- Global network of institutional investors, private-equity funds, and strategic corporate investors for pre IPO, merger and acquisition, and post IPO financing.
- Work seamlessly between all stakeholders, financiers, legal counsels to identify, establish, and implement equitable strategy for deal closure.
OUR CORE SERVICES
Technical Analysis & Technology Due Diligence
We provide our institutional investors and merger & acquisition clients a comprehensive assessment of the value proposition of the target of acquisition through due diligence on financial, legal, customers, human resources, and technology commercialization.
Manufacturing and Work-flow Process Improvement
We help our clients achieve optimal efficiency in their growth and investment objectives through analysis and improvement of operational processes, infrastructure, capital and personnel deployment.
Corporate Business Strategy & Financial Analysis
We provide our clients with an understanding of evolving markets and changing competitive environments related to their investment opportunity, so that time and capital investments are made in support of profitable and sustainable long-term growth.
Competitive Analysis & Market Research
We provide our clients with critical market & competitive due diligence incorporating objective independent financial forecast and valuation, supporting merger and acquisition opportunities and the sale of businesses.
Change Management and Business Transformation
We have experience in providing change management, Environmental, Social, and Governance due diligence, and business transformations in industrial sectors of Telecommunications, Energy & Utilities, Healthcare, Internet of Things, Evolving Technology, and Financial Services.
Investor Management, Fundraising, and Executive Presentations
We provide our corporate clients a comprehensive strategy to successfully complete corporate financing, including designing pitch decks, selection of candidates for the board of directors, and support roadshow presentations to our investors network.
MANAGING MEMBErS
William C. Tao , B.S., M.S., Ph.D.
PROFESSIONAL EXPERIENCE and EDUCATION
- Extensive project development and management experience with US Government Dept. of Energy (DOE, Lawrence Livermore National Lab), Dept. of Defense (DoD), Defense Advanced Research Projects Agency (DARPA), and National Security Agency (NSA).
- Technology assessment, valuation optimization, implementation planning, and commercialization strategy experience in alternative and renewable energy, hydrogen economy, healthcare, and telecommunication sectors.
- Experience with change management, business strategy optimization, and Environmental, Social, and Governance (ESG) implementation for public and private enterprises.
- Broad network of cross-border institutional investors in China, Hong Kong, Japan, Singapore, and Middle East.
- University of California, Berkeley –
- Chemical Engineering, B.S. 1980 – Summa Cum Laude
- Nuclear Engineering, B.S. 1980 - Summa Cum Laude
- First Engineering Double Major graduated from UC system
- Stanford University –
- Chemical Engineering, M.S. 1981
- Chemical Engineering / Chemical Physics, Ph.D. 1985
Randolph Conone, JD,MBA
PROFESSIONAL EXPERIENCE and EDUCATION
- Extensive corporate finance professional experience, consummated over $4B of public and private equity and lending transactions.
- Asset management experience as hedge fund portfolio manager and family office manager, overseeing public and private securities portfolios.
- Experience as corporate attorney on equity and debt underwritings, M&A transactions, tenures as Fortune 50 officer and other public and private companies.
- University of Chicago – Booth School of Business, MBA – Finance, Dean’s List
- University of Virginia – JD
- The Ohio State University, BSBA – Finance, Summa Cum Laude