Recent Cases
Healthcare ASP Solution for Regulatory Compliance
Andy is currently working as a team member with IRBNet, the leading provider of ASP solutions to enable online collaboration between Institutional Review Boards and Medical Researcher Investigators engaged in the design, management, review and oversight of research involving human subjects.
Debt / Equity Financing for Leading Biomass Energy Distribution business
Andy is an Advisor to American Biomass Distribution Holdings, LLC, the leading online biomass fuel distribution business in the United States. Specific responsibilities have included partnering to develop debt and equity instruments, identifying sources of capital, and collaborating on financing discussions.
Technology Search to Support New Blockbuster Consumer Product Concept Development
Pinnacle Road was hired by a leading business innovation consulting firm engaged in identifying new, major market potential consumer product concepts on behalf of a global leader in consumer products. We supported the Technology Search component of this project, leveraging the resources of IPVision, Inc. to research patented and emerging seed technologies for potential new products. In addition, we held responsibility for product concept development in one of the major product categories.
Business Case for Joint Development of a Next Generation VOIP Router
We worked for a privately held telecommunications networking company that held valuable intellectual property in the enterprise VOIP communications space. Our team developed the business case to form a joint development partnership with a large telecommunications firm to develop key products for enterprise applications.
Growing an Early Stage Film Company: Content Creation and Distribution Offline and Online
Upland Productions, Inc. produces custom films for select schools for admissions and development purposes, and also produces original science documentaries. The films are primarily viewed via DVD and the Web.
For over two years Andy led strategy and business development at Upland. He identified key verticals (higher education, select Independent Schools), shaped business propositions, developed relationships and alliances (such as with Brightcove and MIT's Technology Review magazine), and closed deals with lead customers.
In 2007 Technology Review and Upland shared the award as runner up for best online video series, as awarded by the prestigous Magazine Pulishers of America. The “Best Online Video or Video Series” category recognizes creativity and content in online video. During his tenure revenues grew dramatically. Visit Technology Review's homepage to see some of Upland's latest microdocumentary films.
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Commercialization of Nano-Scale Security Technology
Prime Technologies, LLC., a National Cash Register (NCR) company, created a revolutionary taggant technology, called LumID, that provides a highly secure, covert deterrent to counterfeiting. The sub-micron sized LumID taggants are custom manufactured to create a client-specific signature and are well suited for deployment in inks, paints, polymers and paper.
They provide unique nano-scale track and trace and anti-counterfeit solutions to meet the challenges faced by the electronics, pharmaceutical and government sectors. Counterfeiting represents a worldwide problem that has shown exponential growth over the past twenty years, and Interpol estimates current global economy losses to be in the range of $450-500 billion annually, with volumes rising sharply.
Andy led development of the original business model and plan which resulted in seed financing. After seed financing, Prime Technologies retained us to for pilot customer traction and series A fund raising support.
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Development of Novel Credit Card Business
Our client, a six billion dollar leader in secure financial transactions, is the global leader in kiosks, ATMs, and telephony-based transactions and data warehousing. We were engaged by the Vice President of Intellectual Property to explore the launch of a new credit card entry based upon several patents in the company's intellectual property portfolio.
Together with Acceleration-Partners, we conducted market research and developed multiple business scenarios to create value from the intellectual property portfolio. We then worked with the client to develop a business model, executive summary and make improvements to the existing patents. This work has become the basis of internal and external fundraising, executive management recruitment and project planning.
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Medical Device Company Acquisition Support
Our client is a Fortune 500 designer, manufacturer, and integrator of precision control components and systems. Their high-performance systems control military and commercial aircraft, satellites and space vehicles, launch vehicles, missiles,automated industrial machinery, marine applications, and medical equipment.
The client sought to acquire emerging technology companies to expand its presence in medical devices.
The project team followed a structured process, consisting of: Opportunity Identification, Technology Search, Concept Creation, Acquisition Scanning, Targeting and Portfolio Selection. We worked in partnership with Arthur D. Little, Inc., leading the Technology Search component and actively participating throughout the project on an advisory basis.
The project resulted in acquisition of both a company and a technology platform to create a $100 million medical device business.
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Intellectual Property Portfolio Analysis
Our client is a Tier 1, world leader in mobile electronics and transportation components and systems technology.
We worked to negotiate an exclusive relationship to review their intellectual property portfolio for investment and spinout opportunities. Over the course of three months we reviewed hundreds of technology and business opportunities.