Lundgren Associates focuses it services on Dirt Road companies. The definitions of
the different phases of an early-stage company are:
Jungle- early product development ending with a product, some
customers and some revenue; plus the first round of institutional venture capital.
Dirt Road - post Jungle and before the Highway. You clearly know
where you are going, but it is a bit bumpy.
Highway – becoming public and being public
We will work for Jungle companies when it makes sense for
the client and us. We will also assist companies going public and the early
stage of being public.
Lundgren Associates offers three Services: Business Case
Services, Financial Services and Hybrid Services.
Hybrid Services
Combined Interim CFO and Business Case Services
Company Assessment & Action Plan Services
Assessment & action plan to turn the company around
Position it for an IPO
Position it for an Acquisition
Assessment & action plan to sell the company
Assessment & Company Shut Down
Acquisition Services
Analysis of the Acquisition Strategy & Tactics
Analysis of potential acquisition targets
Due Diligence on Target companies
Negotiation of the Acquisition
Integration of the acquired company
Merger Services
Analysis of the Merger Strategy & Tactics
Analysis of potential merger targets
Due Diligence on Target companies
Negotiation of the Merger
Integration of the company into the acquiring company
Hybrid Services
Examples
An example of Combined Interim CFO Service and Business Case Service is a small early Dirt Road company who needs:
- Assistance in improving its position in the Business Case Magic Quadrant.
Today they are in the middle of Quadrant I and want to get to Quadrant IV.
- A senior CFO type person one day/week for a couple of months to provide the
CEO with help on their Strategic Plan and their Budget for the next year
An example of Company Assessment
& Action Plan Services is a medium sized Dirt Road Company:
- Current Situation
o Has
raised a lot of money and has very little of it left
o Has
not gotten Sales Traction in the current economy
o Has
not been able to articulate a Compelling Value Proposition
o Still
has the original Founder as CEO
- Assessment Areas
o Market
Need/Solution
§
Market – is there a viable market for their product
§
Product
·
Does their product meet the market needs
·
Is it comparable to their competition
§
Compelling Value Proposition
o Functional
Excellence: Sales, Installation & Support, Marketing
o People Assessment: Right
Culture for current/future
situation & right people for current/future situation
