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www.cedarwoodadvisors.com
Cedarwood Advisors (“Cedarwood”) is a privately-held,
international advisory firm that provides strategic and
financial advice, and management consulting services to
governments, corporations, investment groups, and
institutions. We also advise investors in and owners /
executives of Small and Medium Enterprises (“SMEs”
revenues < $100 million), helping them achieve superior
company performance and investment returns.
Headquartered in New York City over the past 20+ years,
Cedarwood partners have successfully concluded over
$10 billion in engagements, transactions, and investments
throughout the United States, Canada, the Middle East,
Europe, Africa, and Asia. We have supported clients in
various industries including government, technology,
media, telecom, energy, healthcare, information
technology, real estate, retail, tourism, manufacturing, and
distribution.
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COMPANY PROFILE
CEDARWOOD’S
SERVICES INCLUDE
STRATEGIC AND FINANCIAL ADVISORY
• STRATEGIC AND FINANCIAL ADVICE TO OWNERS/CEOS/BOARDS OF COMPANIES
• VENTURE CAPITAL AND PRIVATE EQUITY TRANSACTIONS
• SELL-SIDE AND BUY-SIDE MERGERS AND ACQUISITIONS ADVICE
• PARTNERSHIPS, STRATEGIC ALLIANCES, AND JOINT VENTURES
• NEW VENTURE DEVELOPMENT AND EXPANSION
• SUPPORTING SERVICES SUCH AS VALUATIONS, PRESENTATIONS, AND PPMS
• INVESTMENT ADVICE FOR FUNDS, INSTITUTIONS, AND FAMILY OFFICES
• SME DEVELOPMENT ADVICE FOR GOVERNMENTS, NGOS, AND INSTITUTIONS
MANAGEMENT CONSULTING
• GOVERNMENTAL ENTITIES STRATEGY AND OPERATIONS
• CORPORATE AND BUSINESS STRATEGY AND IMPLEMENTATION
• CORPORATE TURNAROUNDS AND BUSINESS PROCESS RE-ENGINEERING
• INFORMATION TECHNOLOGY STRATEGY AND DIGITAL TRANSFORMATION STRATEGY
• ORGANIZATIONAL RESTRUCTURING STRATEGY AND IMPLEMENTATION
• SALES AND MARKETING STRATEGIES AND PLANS
• ECONOMIC/CLUSTER DEVELOPMENT FOR CITIES, REGIONS, AND COUNTRIES
• PERFORMANCE MANAGEMENT AND IMPROVEMENT
• PROJECT MANAGEMENT OFFICE (PMO) SETUP AND MANAGEMENT
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www.cedarwoodadvisors.com
The Cedarwood team of highly experienced professionals comes from
distinguished careers in venture capital, private equity, investment banking,
asset management, strategy and management consulting, international
trade, real estate, and Fortune 500 companies across a variety of
industries. Over the years, we have acquired wide functional expertise, and
established relationships with business leaders, government officials,
industrial groups, investors, bankers, consultants, economists, non-profits,
academic experts, and entrepreneurs worldwide.
We work side by side with our clients to help them achieve great results.
We welcome the chance to help you succeed.
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WHY CEDARWOOD?
• The interests of our clients always come first. We actively listen to them and
make sure that we address their unique situations and requirements.
• As an independent, privately-owned firm, we provide objective, unbiased advice.
• We have proven experience in helping our clients overcome their challenges
and achieve their goals.
• We are skilled critical thinkers and creative problem solvers who are
passionate about making a real and lasting impact.
• We are highly effective and very quick at diagnosing and solving the underlying
problems that our clients are facing.
• We keep up with global best practices and partner with leading industry experts.
• We recruit and work with exceptional people and provide them with opportunities
for personal and professional growth.
• We deliver great value and superior results for our clients. We count on repeat
business and referrals from satisfied clients.
• We respect our clients’ confidentiality and safeguard their identity and information.
COMPANY PROFILE
• We work easily across cultures and geographies, utilizing our international
expertise and awareness to better serve our clients.
SAMPLE ADVISORY
ENGAGEMENTS
VENTURE CAPITAL AND PRIVATE
EQUITY
Advised innovative companies raising $10 to $50
million in growth capital
- e.g. $15 million for software company
Advised doctors starting specialty hospitals and
secured a $100 million for a medical Public-
Private Partnership (PPP) in an emerging market
Advised a group of land owners raising capital for
$250 million real estate development project
Advised US technology giants on making venture
capital investments in software, new media,
networking, and other sectors
MERGERS AND ACQUISITIONS
Advised sell-side clients from A to Z on the sale of
their companies; deal size $25 to $200 million
- e.g. $110 million publishing company
Ran the entire process for buy-side clients to
acquire companies; deal size $10 to $150 million
- e.g. $50 million solar energy company
Advised investors on the buyout of a $300
million software company
Advised a private company on going public via a
reverse merger with a publicly traded company
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www.cedarwoodadvisors.com
PARTNERSHIPS AND VENTURE
DEVELOPMENT
Advised companies on partnerships and joint
ventures to combine resources or move into
new markets
Advised incubators and accelerators and their
portfolio companies on strategic, financial, and
corporate development matters
Advised entrepreneurs and investors on new
venture development in artificial intelligence,
energy, hospitality, healthcare, among others
Advised innovative companies to accelerate
growth in SAAS, ERP/CRM systems, telecom,
blockchain, A.I., and cryptocurrencies
INSTITUTIONS
Advised United States, United Nations, European
Commission, and other governments and
international institutions on SME development
and support programs including financing
Advised banks, funds, and family offices on
portfolio investments, risk management, and
diversification; portfolios ranged in size from $50
million to $3 billion
Advised governments on creating business
incubators in cooperation with private institutions
using the PPP model
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GOVERNMENT
Managed a major transformation for a GCC tax
authority; designed a new tax operating strategy
and guided client implementation
Produced a full business turnaround strategy for
a regional transportation provider
Coordinated implementation of an organization
restructuring strategy for GCC municipalities
Oversaw PMO setup for a GCC Ministry,
enhancing the procurement program and
reporting
Conducted a comprehensive cloud market
competitiveness assessment for GCC regulator
PRIVATE SECTOR
Articulated a data center strategy, operating
model, and deployment plan; oversaw RFP
development and evaluation of service providers
Turned around a production and distribution
company in record time, rationalizing the product
portfolio and target customers
Created a new sales strategy for an industrial
company that coordinated the sales efforts of
post-merger business units
Developed a full IT services catalog and a
comprehensive operating model for the provision
and management of shared IT services
SAMPLE CONSULTING
ENGAGEMENTS
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www.cedarwoodadvisors.com
