In today’s dynamic, fast-paced and challenging global economy, companies need exceptional talent, on demand, and from a firm they can trust. NextLevel provides these solutions through interim executives, fractional management, and project-based consulting.

We deliver a range of C-suite financial and operational management and Board expertise with team members who are each thoroughly vetted, highly respected, and deeply experienced in managing challenging, mission-critical situations. We align skill sets, experience and other intangibles to address your unique needs and culture, and structure engagements with flexible periods and terms to match the scope and complexity of each assignment.

Accelerate key initiatives. Improve competitive positioning. Reduce risk.

LEADERSHIP & GOVERNANCE

A leadership gap in any business is a risky situation, and resource constraints can hinder progress on critical initiatives. Rapid growth, resignations, reorganizations, acquisitions, and regulatory changes can create an immediate need for executive leadership to help ensure your business will continue to meet its strategic and financial goals. Our interim C-level leaders and Controllers have the cross-industry expertise and strategic experience to navigate the fiercest challenges.

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BUSINESS TRANSITION LEADERSHIP & EXECUTIVE SEARCH

Privately held or publicly traded. Change, evolution, or disruption. We offer a complete solution:

  • Our interim executive leaders focus on companies in transition across every market and industry. Leadership vacancy. Rapid growth and scalability challenges. Acquisitions and integration. JV restructuring and implementation. Domestic or international expansion. Preparation for sale or recapitalization. Equity or debt financings. Unacceptable business risks. Restructuring. Operational and margin inefficiencies. Divestiture management. Generational transitioning. Our solutions are transformative and scalable.
  • Most interim engagements are designed to culminate with a permanent hire.  One month into the engagement, our interim executive will share observations about the role with you and, with your approval, with our in-house Executive Search team for purposes of building the ideal candidate specification.  A search can then be launched to identify top candidates in the marketplace to fill the permanent position.  After the final candidate is selected, 2-4 weeks of overlap with the interim executive would be built into the plan to allow for a seamless transition.

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PERFORMANCE MANAGEMENT

NextLevel’s performance management services maximize your operational efficiencies to ensure your teams, procedures, and critical functions are operating completely optimized. We strategically assess your business to uncover more ways to increase profitability and scale your infrastructures. Looking for TECHNOLOGY SOLUTIONS? We can deliver. Looking for OPERATIONAL SUPPORT? We handle that, too.

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DESIRED STATE ROADMAPS

Our Desired State Roadmaps are focused on five common business challenges:

In a short, two-to-three week engagement we develop a high-level roadmap that provides clarity as to a practical, executable approach to meeting your company’s strategic, financial, and operational objectives.

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We needed an interim CFO who could hit the ground running and bring process and discipline with limited oversight to turn around one of our underperforming divisions. NextLevel delivered exactly what we needed, a seasoned CFO who brought focus, process and discipline, was a good fit with our culture and was instrumental in driving change and improving results.”

Adrian Downes, SVP and Chief Accounting Officer, The Greenbrier Companies

NextLevel provided us with highly skilled CFO-level project leadership during a time of exciting growth at Papa Murphy’s. This allowed us to advance key initiatives without missing a beat. The executive leadership and expertise of NextLevel was a great benefit to Papa Murphy’s. Highly recommended.

Ken Calwell, CEO, Papa Murphy’s

NextLevel was a tremendous resource for us at a period of critical need.  They hit the ground running with a very flexible approach to rapidly assess and address the challenges we were facing with proven financial executive leadership.  Their approach was truly as a “C-suite” partner to me in successfully leading the achievement of meaningful, time-sensitive

objectives and positioning us for a very positive future.  I would not hesitate to use Next Level again or to recommend them to others.

John Masterson, CEO, Behavioral Health Resources

NextLevel played a critical leadership role in addressing a significant strategic growth initiative for our company. Although working on a project basis, they integrated well at all levels of the company from the Board and executives to our team of employees. They demonstrated expertise in international corporate partnerships, strategic thinking, organizational development, financial management, operational excellence, critical thinking, risk analysis and competitive analysis. NextLevel was a huge asset to our organization.

Joe Morelli, President and CEO, American Legend Cooperative

After a start-up period of very rapid growth, Tepa turned to NextLevel for input on operational efficiencies, margin enhancement and general strategic direction. NextLevel brought in great talent and worked closely with our board and executive team to identify strategies to strengthen performance. Their insights allowed us to quickly determine a path forward to better align and improve operational effectiveness and enhance our bottom line. I highly recommend NextLevel.

Chuck Galford, Board Member, Tepa, LLC

Seattle Repertory Theatre strives to center theatre at the heart of public life. In order to achieve this ambition, we needed a strategic plan to provide a clear, executable path forward that aligned with, and respected, our mission, vision, and values. NextLevel supported our senior team in developing this plan by providing critical leadership, guidance, and financial modeling expertise. It was a huge investment of time and energy for our entire organization and NextLevel stayed with us through every inevitable up and down during the process. We are thrilled to now have a framework for economic sustainability which fully supports our artistic vision. As a staff, we’ve also built an understanding and skill of this work through our engagement with NextLevel that we can take with us moving forward. Based on my experience, I would highly recommend NextLevel to other organizations preparing to embark on a similar strategy development journey.

Jeffrey Herrmann, Managing Director, Seattle Repertory Theatre
Success storiesDELIVERING VALUE ACROSS MARKETS
RESET
SERVICE
Acquisition Integration
Cyber Security
Enterprise Risk Management
High Growth Management
Interim Leadership
International Expansion & Operations
Investor Relations
IPO & Public Securities Offerings
M&A / Joint Ventures / Divestitures
Operational & Margin Enhancement
Private Equity & Venture Capital Portfolio Companies
Restructuring & Turnaround
Scalability Enablement
Strategic IT Architecture Development
Strategy Development and Execution
Supply Chain & Logistics
Technology Selection & Implementation
INDUSTRY
Aerospace
Agricultural & Natural Resources
Consumer Products
Distribution
Energy & Energy Services
Financial Services & Insurance
Food & Beverage
Government & Municipal
Healthcare
Hospitality
Life Sciences
Manufacturing
Real Estate & Construction
Retail & Wholesale
Services – Professional & Business
Technology – Hardware
Technology – Software & SaaS
Telecommunications & Media

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Fast-growing Home Services Enterprise Goes Public in Record Time

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Manufacturing Company Reduces Product Liability and Costs Resulting in Improved Brand Reputation and Profitability

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New Financial Leadership Improves Manufacturing Company Performance with Timely, Insightful Financial Reports

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Consumer Products Manufacturing Company Corrects Alignment Issues to Achieve Strategic Goals

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Manufacturing Company Rebuilds IT Group to Support Next Phase of Growth

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Logistics Company Successfully Sold by Bringing in Outside Project Leader

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Manufacturing Company Improves Safety Record through Active Intervention, Resulting in Lower Employee Turnover, and a Renewed Focus on Growth

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Environmental Waste Company Achieves Acquisition Goals with Stronger Financial Leadership

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Private Equity Owner of Homebuilding Industry Companies Achieves Accounting Readiness for Exit in 90 Days

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Manufacturing Company Provides Owner with Transparency in its Operations by Dramatically Reducing Time to Close Books

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Custom Manufacturing Company Improves Pricing Model for Better Performance

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Homebuilding Subcontractor Switches to Digital Processes to Handle Growth and Cut Costs

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Digital Media Company Develops Strategic Partnership with Two other Companies to Create a Significant New Business

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Consumer Packaged Goods Business Unit Accelerates Growth Despite Stiff Headwinds from the “Great Recession”

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Privately Owned Outdoor Recreation Consumer Products Company’s Digital Transformation Results in Topline Sales Growth, Improved Service Metrics and Increased Brand Engagement

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Power BI Implemented to Improve Processing and Provide New Insights for Efficiency and Cost Savings

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Oil Field Scheduling for Risk Mitigation

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Besieged ERP implementation is transformed into a template for global growth and profitability improvement

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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

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Distressed Medical Clinic avoids bankruptcy and achieves record-breaking growth by correcting operational deficiencies

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Food & Beverage Company Secures Credit Facility Allowing for Strategic Acquisitions

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Sports Apparel Group of Large Corporation Achieves Renewed Growth and Customer Satisfaction by Correcting Operational Deficiencies

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Re-build of a Major League Sports Franchise from Bankruptcy into a Valuable Business and Championship Contender

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Nationwide Transportation Company Transforms Recruitment, Retention, Performance Management, and Career Development Opportunities through Human Capital Strategic Roadmap

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Diversity & Inclusion Initiatives Increase Talent Retention, Brand Recognition, and Diverse Representation in Senior Management

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Family-Owned Human Resource Services Company Improves Sales Strategy and Readiness to Capitalize on Growth Opportunity

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Distressed Electric Supply Company Restored to Profitability and Increased Value

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NextLevel CFO Leads Music Publishing Company to Replace Banking Facilities and Emerge from Workout

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Wholesale Beer Distributor Seeks Restructuring Help to Avoid Bankruptcy

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$10 million in sales in less than 4 years

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Consumer Packaged Food Company Requests In-Depth Review of its Finance Organization and a Roadmap of Recommendations to Achieve Excellence

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Family-Owned Aquaculture Company Works through Ownership and Succession Issues to Succeed and Grow

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Acquisition Required Conversion to Parent Company ERP System

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Mentoring the Technology and Cyber Leader in a Public Company Pre-Acquisition

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Private Manufacturer Restores Lender and Supplier Relationships after Sudden EBITDA Drop

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Industrial Test and Measurement Company Needed New Capital Structure to Survive

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Executive Issues & Insights

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Desired State Roadmaps™

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Performance Management

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Business Transition Leadership

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Leadership & Governance

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Value Creation is Our Priority

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Software Development Tools Company Finds the Right Roles for its Founders and Achieves Value for a Successful Sale

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Family-owned Safety Equipment and Hospitality Apparel Company Turnaround

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Engineering Design Tools Company Achieves Objectives of Family Owners by Selling to Management

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Healthcare Insurance Company Reduces Risk and Saves Costs with Cyber Breach Readiness Plan

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Consumer packaged food company stabilizes in the face of high executive turnover

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Healthcare Services Company Adopts PMO Approach to Modernize Customer Processes

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Large Non-profit Healthcare Services Company Successfully Plans and Executes Headquarters and Data Center Move

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NextLevel Partner Assists Manufacturer to Restructure and Improve Debt Lines

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NextLevel Team Member Assists Dental Benefits Company to Achieve Inclusion of Dental Services Under the Affordable Care Act

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Dental Benefits Company Changes Venture Investment Strategy to Accelerate Growth

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Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales

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Specialty Retail Bakery Restructures to a Franchise Model and Achieves EBITDA and Valuation Improvements

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In-Depth Analyses of Manufacturing Process and Costs Leads to Improved Cash Flow and Growth Capability

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Professional Services Firm Strengthens its Finance Function to Scale for Future Growth

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Redesign of Inventory Control System Improves Customer Service Resulting in Revenue, Profitability, and Cash Flow Growth

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Bio Research Company Strengthens its Financial Function to Enable Rapid Growth

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Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements

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Improved Cash Flow Management Plan for Travel Agency Leads to Higher Growth

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Systems Improvements for Large Pacific Northwest Non-Profit

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Sports Apparel Group of Large Corporation Achieves Renewed Growth and Customer Satisfaction by Correcting Operational Deficiencies

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NextLevel Partner Leads Large Manufacturing Company’s Transition to Outsourced Logistics & Warehousing to Improve Customer Service and Cost

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Public Tech Company Turnaround Eliminated Cash Burn and Debt Crisis to Realize Major Revenue and Stock Price Growth

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Food processing company stabilizes operations, raises cash, and increases sales

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Manufacturing Company Engages NextLevel to Define Changes Needed to Keep Pace with Rapid Growth

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NextLevel Interim CFO Secures Debt Restructuring for Aerospace Company in Distress

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NextLevel Executives in Roles of Interim CEO and CFO Drive Turnaround Success for a Company in the Infrastructure Construction Industry

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Acquisition and Integration of U.S. Manufacturer Helps Consumer Products Company Achieve Major Revenue Growth and Cost Savings

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Fleet Management Telematics Service Provider Successfully Achieves Rapid Growth Scalability

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Specialty Pharmacy Company Achieves Major Cash Flow Turnaround

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Automotive Finance Company Improves Growth Potential and Profit Enhancement Through Updated Technologies

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Household Equipment Manufacturer Triples Revenues Prior to Sale of the Company

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SOX Compliance and Cyber-Risk Improvements for Public Holding Company during Acquisition

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Energy Company Gains Triple Digit EBITDA Improvements in Two Years

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International Manufacturing Companies Combine to Rapidly Grow Market Share

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Manufacturing company turns supply chain into a competitive weapon

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Privately held B2B Software Company Completes Transition to PE Ownership

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Development of Improved Executive Compensation Plan for Privately Held Company

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Strategic Positioning for Growth

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Utility Contractor Fully Integrates Large Direct Competitor

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Effective Risk Management pulls Utility Company out of Crisis

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Manufacturer Facing Global Competition Adopts Lean Processes to Improve Cash Flow and Margins

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Two National Wireless Carriers Achieve Successful Acquisition Integration

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Large Healthcare Organization Overcomes Migration Challenges for New Transaction Platform

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Large Insurance Company Data Center Realizes Major Savings by Migrating to a Hybrid Cloud Solution

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National Wireless Company Adds 500,000 Subscribers Due to New Media Strategy

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Major City Saves $330 Million in Municipal Office Space Costs

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Middle Market Manufacturer Reduces Reliance on Key Customer and Restores Core Customer Base

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Declining U.S. Operation of European Manufacturer Restores Profitability within Six Months

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Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth

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NextLevel Stabilizes Operations and Facilitates the Resolution of Ownership Conflict

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Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround

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NextLevel Keeps Large Retailer on Pace with Strategic Plan with Interim CIO Services

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NextLevel helps financial services firm improve performance to create leverage prior to sale

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NextLevel Assesses Erroneous Reporting Systems; Coaches Bewildered Staff

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Rapidly Growing Consumer Products Company Achieves Cash Flow Needed to Fuel Continued Growth

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Hotel Chain Acquires New Properties via Cost-Effective and Flexible Financing

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Tech Company Finances Significant Growth through Convertible Debt

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HIPAA-regulated Healthcare Company Significantly Reduces Cyber Security Exposure

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Leading Provider of Test and Measurement Solutions to the Flat Panel Display Industry Sells for $230 Million

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Retail Grocery Chain Brings On Interim Leadership to Navigate Staggering Growth

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Aerospace Tooling Manufacturer Seeks NextLevel’s Leadership for Operational Turnaround

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Aerospace Robotics Company Transitions from R&D Operation to Manufacturing Firm

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From Red to Black: Building Scale in the Service Bureau Business

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NextLevel Team Enhances Operational Structure for Footwear Company

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Leading Global Manufacturer Maintains Brand Strength during Key Executive Transition

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Global Internet Corporation Returns to Viability through Strategic Planning Process

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Strategic Process Brings B2B Equipment Company Back to Profitability

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Manufacturing and Distribution Company Restructures Debt Agreement

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Professional Services Consulting Firm Implements New Business Strategy

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Technology Services Business Grows 60 Percent Annually after Dot-Com Bust

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Medical Device Company Improves Financial Management to Ensure Continued Growth

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Consumer Appliance Company Increases Sales by 1400% in Three Years

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Consumer Appliance Company Stabilizes Cash Flow and Doubles Sales in One Year

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Consumer Products Company Launches European Sales & Operations

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National Culinary Magazine Restructures Business and Returns to Profitability

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International Investment Bank Explores Options as an Independent / Spinoff Company

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Bank Holding Company Under Pressure, Analyzes Competitors to Improve Position

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Mortgage Lending Division of Large Holding Company Doubled Production in One Year

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Real Estate Internet Startup Raises $47 Million in Venture Capital

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Professional Services Firm Avoids Bankruptcy, Becomes Profitable in 90 Days

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Mortgage Lender Establishes Solid Finance Function, Grows Eight-Fold

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Washington Homebuilder Makes a Real Estate Comeback Following 2008 Crash

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Coal Mining Company Sold at a Profit for Recent Acquirer

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US Subsidiary of European Supplier Goes from Stagnant Growth to Market Dominance

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Rapidly Growing Manufacturing Firm Alleviates Stress with Operational Improvements

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$40 Million Business Unit of Global Corporation Realizes Six Month Turnaround

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Transforming IT from a Necessary Evil to a Strategic Enabler

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Livestock Production Company Uses KPIs to Achieve Operational Excellence

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Manufacturer Gains Pricing Power and Operational Efficiencies Following Acquisition of UK-Owned Facility

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Acquisition of a Company to Expand Global Presence and Distribution Channel

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Transforming the Business Model of a Commodity Based Food & Beverage Manufacturer

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Construction Company with Government Contracts Fixes Security Vulnerability and Avoids Business Disruptions

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Internet Commerce Company Improves Marketing Cost and Retains Subscribers

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Packaging Company Adopts Lean Manufacturing Concepts

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Satellite Communications Company Establishes New Infrastructure; Sells Division for $1 Billion

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Biotechnology Company Restructures IT Organization; Reduces Cost by 50 Percent

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Absence Management Software and Services Business Undergoes Critical Performance Turnaround

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Channel Marketing Software and Service Solutions Company Achieves 30 Percent Annual Revenue Growth

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Supply Chain Management Solutions Provider Connects Hundreds of Suppliers and Providers

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Leading Manufacturer Saves $16 Million with Technology Leadership Solutions

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International Manufacturer Implements Leading Edge Business Intelligence Solutions

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International Business Equipment Manufacturer Improves Performance

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Healthcare Services Company Improved Business Position, Doubling in Value

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Industrial Equipment Manufacturer Acquires and Integrates Large Business Unit

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Troubled Acquisition Turnaround through Analytics and Teamwork

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Pharmaceutical Drug Research Company Required Growth Capital & Liquidity

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Japan-based Manufacturer Takes on Comprehensive Operations Improvement Project

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Franchised Restaurant Chain Required S-1 Filing and Public Company Readiness

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