Grow Your Business
INVESTMENT CONSULTING
CIG’s know-how and experience can be the springboard for advising and supporting our client’s needs. As an independent investment consultant, CIG works behind the scenes to share its professional investing knowledge advising clients to make informed decisions on key wealth issues.
WHAT AVAILABLE SERVICES
Investment Education
- Trustees
- Employees
Setting Investment Objectives
- Determine Cash Flow Needs & Time Horizons
- Determine Asset Classes To Be Used
- Set Asset Mix Parameters
- Determine Desired Investment Manager Characteristics
- Set Investment Manager Guidelines
Asset Allocation
- Quantify Risk Tolerance Level
- Develop Long Term Policy
- Recommend Periodic Adjustments
- Adjust Asset Classes
- Rebalancing Within Asset Classes
- Rebalancing Among Investment Managers
Investment Manager Search & Selection
- Search
- Screen Prospects for Desirable Risk/Return Features
- Recommend Qualified Investment Managers
- Selection
- Present Pertinent Data to Trustees
- Interview Investment Managers
- Recommend Investment Manager(s)
Performance Measurement & Evaluation
- Measurement
- Absolute Time Weighted Return
- Risk Analysis
- Asset Allocation Analysis
- Evaluation
- Relative to Investment Objective
- Relative to Established Indices
- Relative to Inflation
Cost Containment
- Monitor Commissions
- Negotiate Custodian Fees
- Negotiate Investment Management Fees
- Negotiate Commission
Expert Guidance
PROJECT MANAGEMENT
CIG provides construction project management services. Providing seamless integration between all stages of the construction process, our construction project management team works closely with owners, architects, and engineers. As your dedicated, project management partner, CIG works to complete your project on budget and on time.
Combine Your Resources
MERGERS & ACQUISITIONS SERVICES
CIG offers merger and acquisition services to privately-owned businesses. We provide transaction advice, assist in negotiations, devise appropriate exit strategies, and help manage the entire process. We’ll recommend the best way to structure a deal and assess the implications of each alternative.
Navigating through the complexities of an M&A transaction is much easier when you have an experienced financial professional on your side. CIG truly understands that not all deals are the same, and we are here to guide you through the many moving parts associated with M&A transactions.
WHAT AVAILABLE SERVICES
Target Identification and Screening
- Conduct detailed reviews and screens of relevant markets
- Identify potential targets for acquisition based on existing strategic objectives
Commercial Due Diligence
- Forecast opportunities using a variety of market scenarios to quantify how market changes could impact a deal's value
- Execute comprehensive risk/reward assessments for the added understanding of market variables
- Provide relevant research prior to completing any transaction
Alliances and Joint Ventures
- Initiate evaluation and selection research
- Provide ongoing strategic support to reach an agreement
- Identify poor alliance performance and establish new terms to remedy issues
- Create metrics and quantitative models to identify and evaluate new alliance opportunities continually
Merger Integration
- Prioritize short- and near-term opportunities
- Identify cost reduction areas
- Establish a clear timeline and action plan
- Implement short-term plan
- Oversee integration management processes
- Provide management with the analysis and tools to achieve short-term goals and establish a foundation for future success
Enhancement of Value
- Identify and prioritize long-term growth and business initiatives
- Research opportunities to expand sales margins
- Uncover areas for performance improvement by auditing management processes and operations
- Initiate cost reduction activities
Dispute Resolution and Litigation Support
- Market evaluation and assessment
- Financial and valuation analysis
- Expert report and testimony
Achieve Your Goals
START-UP VENTURE CONSULTING
During the development of young companies, various situations require professional consultation. This includes hurdling through the funding process, drafting or negotiating term sheets, designing tax-optimized holding structures, or preparing exit strategies.
CIG’s interdisciplinary professionals are committed to assessment, valuation, legal and financial aspects of a start-up venture to identify possible approaches to capitalize on the opportunity. Our advisory is tailored to those individuals seeking to find experts who can guide them through the many aspects of the legal, financial and operational steps that are the foundations to any successful start-up business.
WE ARE ACTIVELY ENGAGED IN PROVIDING THE FOLLOWING SERVICES TO OUR CLIENTS:
- Research and identify new technologies for investment and/or management services.
- Conceptualize the business model and prepare for funding presentations and road shows.
- Recruit management teams with proven track records.
Advise, draft and negotiate term sheets and investment agreements.
Design business structures and strategies to promote operational efficiencies.
Create financial forecasts and assess business model execution.
- Perform competitive analysis and collaboration strategies with existing market players.
Assist with financial statements and audits based on national and international financial reporting standards.
