PROJECTS

We work with companies to design practical solutions that can be successfully implemented.

Our projects illustrate the breadth of our experience in our core industries, and highlight types of opportunities and challenges we help clients address.

PROJECTS

FINANCIAL SERVICES

Private Banking Launch

Private Banking Launch

We led the design and development of a new Private Banking program for a regional bank, to expand relationships with their core business account customers.

Investment Product Innovation

Investment Product Innovation

Silver Ridge Advisors drove the development of a new personal investment product for a top 3 online securities brokerage, combining equity index exposure with fixed income liquidity.

Securities Brokerage Performance Improvement

Securities Brokerage Performance Improvement

Our team led a company-wide organic growth and performance improvement program for a top 5 U.S. securities brokerage, resulting in overall higher profitability and growth driven by expanded offerings.

HEALTHCARE

Hospital Services NewCo

Hospital Services NewCo

We led the business design and commercial validation of a hospital antimicrobial stewardship business, built on the intellectual property of a top 5 pharma company.

Clinical Diagnostics Development

Clinical Diagnostics Development

A multinational health diagnostics company engaged us to drive product innovation and access new markets, clinical applications, and business opportunities built around their core diagnostic technologies.

Pharma Innovation Strategy

Pharma Innovation Strategy

We drove the development of a business strategy for the innovation division of a top 5 pharma company, focused on launching new integrated care delivery and technology-enabled health service offerings.

MEDIA & TECHNOLOGY

Online Financial Innovation

Online Financial Innovation

We worked with a top 3 online securities brokerage to develop a personal financial site, focused on user experience, business model development and creation of an underlying analytics engine.

Digital Advertising Sales

Digital Advertising Sales

A top 5 search and content company engaged us to restructure the national ad sales organization to align with market growth in video, mobile and enterprise tech.

Digital Content Redesign

Digital Content Redesign

Silver Ridge Advisors was engaged to overhaul the business and content models of the largest online local news site, increasing traffic and revenue with lower expenses.

CONSUMER PRODUCTS & RETAIL

Specialty Beverage Launch

Specialty Beverage Launch

Silver Ridge Advisors assisted a specialty beverage company with the launch of a new beverage line by validating the market opportunity, building an operations and distribution plan, and developing the long-term growth strategy.

Home Furnishings NewCo

Home Furnishings NewCo

We built a high growth de novo business by leading the business strategy, product development and website implementation activities, and are continuing to drive ongoing performance improvement.

Retail Chain Optimization

Retail Chain Optimization

We performed a performance improvement analysis for a national apparel retailer focused on store segmentation, pricing, merchandising, and omni-channel strategies.

INDUSTRIALS

Waste Oil Recycling

Waste Oil Recycling

We helped a waste oil recycling company develop a staged growth plan to become a national player, including a sales and marketing strategy, five year financial model and capital structure alternatives.

Track & Trace Technologies

Track & Trace Technologies

We were engaged by a multinational chemicals conglomerate to develop and implement an expansion plan into supply chain security and track and trace technologies, with a focus on governmental applications.

Food and Vending Logistics

Food and Vending Logistics

We worked with a regional food and vending company to develop a growth plan that capitalized on efficient logistics, smart vending machines and remote inventory control.

PRIVATE EQUITY & CORPORATE M&A

Healthcare Venture Fund

Healthcare Venture Fund

We were engaged as an investment and operating partner to a top 5 pharma company VC fund, focused on diagnostics, devices, health IT and analytics.

Bank Merger Integration

Bank Merger Integration

We were integral to the merger integration of two regional banks, focused on product alignment, elimination of redundancies, performance forecasting and organizational design.

Strategic Acquisitions

Strategic Acquisitions

Silver Ridge Advisors developed and implemented a strategic acquisitions program for a multinational printing and security conglomerate to expand into new industrial technologies.