Startup in a new consumer goods industry secures funding for a scalable production facility, achieves financial viability and sets a growth roadmap for the future
Startup in a new consumer goods industry secures funding for a scalable production facility, achieves financial viability and sets a growth roadmap for the future Client Situation An experienced CEO, now a NextLevel team member, was approached by three founders of a cannabis production/processing startup and asked to supply management, operational, and growth planning expertise as a member of the leadership team. Additionally, they wanted him to help [...]
Distressed Medical Clinic avoids bankruptcy and achieves record-breaking growth by correcting operational deficiencies
Distressed Medical Clinic avoids bankruptcy and achieves record-breaking growth by correcting operational deficiencies Client Situation A medical clinic operating for over 12 years had reached the brink of insolvency when the company engaged an experienced CEO with deep understanding of the healthcare sector—including sales, marketing, and all aspects of management—to execute a complete turnaround to save the company from imminent bankruptcy. Solution The CEO, now a NextLevel team member, [...]
Large Non-profit Healthcare Services Company Successfully Plans and Executes Headquarters and Data Center Move
Large Non-profit Healthcare Services Company Successfully Plans and Executes Headquarters and Data Center Move Client Situation This leading not-for-profit healthcare services company had revenues of more than $1 billion and 2.5 million customers and was going through a staffing and cultural transition. As its competitive advantage and technology evolved from back-office transaction processes to digital customer engagement, the company culture also changed from largely administrative and clerical to technology-focused [...]
NextLevel Team Member Assists Dental Benefits Company to Achieve Inclusion of Dental Services Under the Affordable Care Act
NextLevel Team Member Assists Dental Benefits Company to Achieve Inclusion of Dental Services Under the Affordable Care Act Client Situation This dental benefits company was highly successful in the marketplace, competing as the only stand-alone carrier against much-larger consolidated health insurance and life insurance companies. National and state healthcare reform deliberations that began in 2009 created existential market, financial, compliance and operational risk; concerns about unintended consequences were very [...]
Dental Benefits Company Changes Venture Investment Strategy to Accelerate Growth
Dental Benefits Company Changes Venture Investment Strategy to Accelerate Growth Client Situation This leading not-for-profit health company was highly successful and looking for ways to improve positive impact on their mission. At the time, there was very little new startup capital or activity in the oral health industry, at a time when the broader healthcare market was launching more than a thousand venture-backed startups per year. Additionally, the company [...]
Energy Company Gains Triple Digit EBITDA Improvements in Two Years
Energy Company Gains Triple Digit EBITDA Improvements in Two Years Client Situation A biofuel producer had mitigated unfavorable credit and market conditions by entering into long-term manufacturing contracts with global energy companies. While helpful in weathering the short-term downturn, once conditions normalized, the producer was left underutilized, underperforming financially and unable to seize more attractive business opportunities. Solution Based on financial guidance from an experienced executive, now a NextLevel [...]