Management Consulting

You can improve your company’s performance through analysis of existing business problems and development of future plans. A consulting assignment may involve the identification and implementation of best practices, analytical techniques, change management and coaching skills, technology implementations, strategy development, and/or operational improvement.

We employ a rigorous analytical approach to the study of management and strategy and use a variety of tools and techniques to approach business problems. We often incorporate formal frameworks or methodologies to identify problems or suggest more effective or efficient ways of performing business tasks. Strategic planning is often done as a part of the management consulting assignment.

Our consultants are senior professionals with many years of experience in corporate business and management - as well as consulting. We place an emphasis on implementation and work with our clients to ensure that they are actually able to create the changes that are suggested.

An extensive network of outside experts and professionals with whom we work provides expert opinions and perspectives that yield unbiased recommendations to our clients.

Our widespread involvement in both the academic and business arenas makes our consultants a valuable source for innovation in the practice of management by forming a bridge between academia, firms, and thought leaders in different fields.

Strategic Planning

Defining the strategy - or direction - for your organization and then determining how to allocate capital and personnel resources to make it happen is crucial for any business. We help you drive that process with strategic advisory services that may include mergers, acquisitions, divestiture and other corporate strategies.

Various business analysis techniques are used in strategic planning, including such things as Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis and Political, Economic, Social, and Technological (PEST) analysis. The outcome of the strategic planning assignment is a strategic plan which is used to plan and implement a firm’s growth or other corporate strategies.

Strategic Planning is the formal consideration of an organization's future course and typically deals with questions such as: (1) what do we do? (2) for whom do we do it? (3) how do we excel and do it better than our competition? In many organizations, this is viewed as a process for determining where an organization is going over the next 1 to 5 years or longer. In order to accomplish this planning, the organization needs to know exactly where it stands now, then determines where it wants to go and how it will get there.

Investment Banking

We can help you raise the capital you need for growth by issuing and selling securities in the capital markets - both equity and debt. Our firm also advises on mergers, acquisitions, divestitures, and other corporate strategies.

The investment banking assignment is often done in conjunction with management consulting and strategic planning in order to enhance the value of the company in the securities offering.

Mergers and Aquisitions

Our mergers and acquisitions (M&A) practice advises companies on the corporate strategies of buying, selling and the combining of different companies that can aid, finance, or help a company grow rapidly without having to create a new business entity. We also help management plan their eventual exit strategies.

Mergers and acquisitions are planned and executed for a variety of reasons including:

Our consultants help you choose the strategy that is right for you.

Project Management

The Project Management Team at South Lake Avenue Securities Corporation assists client companies in organizing and managing company resources so that a particular project is completed within defined scope, quality, time and cost constraints. Projects are usually temporary, one-time endeavors undertaken by companies to create products, processes or services which create beneficial change or added value for the company. However, under the concept of management by project (MBP), many organizational endeavors can be pursued more efficiently and effectively on a project-oriented basis.

The challenges of project management are to ensure that projects are delivered within defined constraints (scope, quality, time, and cost) and that the organization’s resources (people, capital, materials, and other resources) are allocated and integrated in an efficient and effective manner. The Project Management Team provides the tools and techniques that enable the project team to organize their work in order to meet these constraints. Our project management team has the experience and ability to envision the entire project from beginning to end to ensure that the project is completed in the desired manner.

Business Appraisal

The business appraisal practice at South Lake Avenue Securities Corporation (SLASC) performs business valuations for companies of all types and sizes. Business valuation is a set of procedures and a process used to determine the economic value of an owner’s interest in a business. Our business appraisal practice performs valuations for assignments such as estimating the selling price of a business; appraising a business for estate and gift taxation; divorce litigation involving a business; allocating the business purchase price among business assets; and for other business and legal needs involving the appraisal of a business.

Due Diligence

Due diligence is the performance of an investigation of a business or person. South Lake Avenue Securities Corporation (SLASC) performs due diligence investigations for securities offerings, investments into private companies, and for other situations where a thorough background check is required. The principals of SLASC have many years of due diligence experience.

Managing Broker Dealer

We are often asked what a managing broker dealer (MBD) does. A great MBD can be many things to many sponsor companies, depending upon the level of service desired and the functions which are needed by the sponsor company in order to ensure that its offering is well received in the broker/dealer community. South Lake Avenue Securities Corporation is a full service, hands-on, designer of offerings and marketing campaigns. We can also be your sales campaign originator and implementer; and can be your company spokesperson. You may wish for us to give speeches or work at industry trade shows on your behalf. Your firm may wish to have South Lake Avenue Securities as an extra layer of due diligence, adding to the legitimization phase of your offering. Your firm may only desire to have us perform the accounting function of clearing commissions to the selling group of broker/dealers.

You may wish to take advantage of us as a consultant, leveraging our years of successful experience to help your firm build its offering from the ground up. It is 50% art and 50% technical knowledge that goes into building the offering into something that is very acceptable to the broker/dealer community and that gets funded. Your firm may wish to use our sales expertise, our many broker/dealer contacts, and/or our personnel to further assure that your offering gets sold. All of this is available to your firm in a menu of choices or as one comprehensive package.

South Lake Avenue Securities is at the top of the list of MBDs when it comes to experience, success, and reasonable pricing. The Principals at South Lake Avenue Securities have been handling the above listed functions for many years and have collectively worked on the raising of investment capital totaling in excess of $1 billion of successfully completed financial service industry products.