CEO Advisory

As the name implies, assists the CEO in his or her efforts to consolidate, rationalize, or expand his business by corporate finance activities (such as acquisitions), restructuring or reengineering to improve bottom-line results and shareholders' value. Essentially, senior Stewardship Associates will work side-by-side, in an advisory capacity, with the CEO and critical members of his staff to obtain results any good CEO would be proud to report to his Board.

Specific Service

  • Formulation and Implementation of Business Plan 
  • Competitive Intelligence 
  • Business Process Reengineering 
  • Project Evaluation 
  • Executive Search, Staff Appraisals & Performance Incentive Schemes 
  • Execution of E-commerce Plan 
  • Procurement or Restructuring of Funding Requirements via Bank Debt or the Capital Markets 
  • Mergers and Acquisition including Valuations 
  • Preparation for IPO and post-IPO investor relations & communications 

Startup Advisory

Assists technopreneurs strong in technical skills but lacking in business management experience and skills, to crystallize their conceptual plans, and to accelerate the commercialization process.

Specific Service

  • Formulation & Implementation of Business Plan
  • Procurement of Seed Monies and Venture Capital Finance 
  • Strengthening client's corporate services: HR, Admin, Finance, Business Development and Marketing Departments 
  •  Introduction of Board Members & Audit Committee Members 
  • In-residence interim CEO and or CFO 

Investment Management Consulting

Aimed at the "transference" of well-proven investment expertise and processes. The program will provide both the practical "hands-on" experience in securities valuation and asset management operations as well as a rigorous learning curriculum spread over an extended period of time. It has as a key objective to provide the means for designated members of the firm to replicate successful investment operations.

Specific Service

  • Evaluation of Existing Investment Process 
  • Risk Management: Measurement, Controls and Procedures 
  • Macroeconomic Analysis: Economic, Socio-Political, Funds Flow, Technical, Foreign Exchange and Interest Rates Analysis 
  • Asset Allocation 
  • Performance Benchmarking and Profit Attribution 
  • Training of Financial Analysts in Equities, Fixed Income Investments, and Financial Planning