Arranged for two of three Market Makers to accomplish initial NASDAQ Listing for client


Recruited two Directors for NASDAQ listed client including Chairmen of the Audit and Governance Committees


Recruited two CFO's for NASDAQ listed client


Recruited VP of Human Resources and COO for NASDAQ client


Mentored CEO in making presentations to Institutional Investors and to investor groups


Mentored VP-Investor Relations and Marketing


Wrote and edited numerous Press Releases


Identified acquisition candidates for client


Identified manufacturing experts to resolve client problems


Attended major Trade Shows with client to help promote client's products


Recommended sources of capital for clients and arranged meetings with those sources


Reviewed all documents necessary to achieve NASDAQ listing and worked in conjunction with lawyers and CPA's


Recommended sources of manufacturing supplies


Visited, evaluated and wrote reports on potential suppliers to client


Reviewed and edited annual reports, 10Q's, 10K's and various other SEC documents before filing


Ran a campaign to secure major customers for client


Negotiated major supply and other agreements with customers for clients


Introduced clients to appropriate lawyers and CPAs that matched client's pocketbooks and personalties


Introduced clients to Executive Recruiters for specialized assignments and negotiated favorable fees for clients










Introduced clients to analysts who initiated initial coverage of company


Reviewed and made recommendations on institutional investor targets


Introduced clients to key potential partners and customers


Reviewed and vetted client's public relations firm choices


Developed key messaging for investor relations and public relations


Developed integrated social media strategy


Developed marketing programs for various clients


Reviewed and vetted Advertising Agencies for Nasdaq client


Assisted several clients in achieving Nasdaq listings from OTCBB and Pinksheet status


Raised in excess of $200 million for clients


Developed event marketing plan


Developed cross-promotion plans with partner introductions


Helped relocate client from overseas to US including physical facility and achieving dual listing


Recommended Compensation Consultants to clients


Participated in Capital raising meetings for clients


Introduced clients to appropriate Investment Bankers




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