Case Study: ClientShop, Inc.
ClientShop, an established on-line leader in the Internet Marketing & Lead Generation business, provides high quality mortgage, real estate and debt consolidation leads to its vast network of financial and legal service providers. The company has developed a proprietary technology platform that increases productivity and efficiency for both external and internal use. In 2005, ClientShop was named the "Fastest Growing Company" in San Diego by the San Diego Business Journal.
Key Responsibilities
- Member of the executive management team of Client Shop, Inc.
- Develop short and long-term strategic plans including an exit strategy.
- Manage day-to-day financial operations to include management of finance and accounting staff.
Key Achievements
- Completed a thorough due diligence including preparation of due diligence book, accounting and legal audits.
- Successfully implemented an organizational re-restructuring, resulting in significant operational improvements.
- Engagement of Investment Banking Firm and Legal Counsel to assist with the company’s exit strategy.
- Secured interim bridge financing to support company’s operating requirements for fiscal 2005.
- Successful completed a sell-side acquisition transaction to Internet Brands in February 2006.
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