jpbardwick.net jpbardwick.net

jpbardwick.net

J. Peter Bardwick

Providing straightforward expert advice to management, boards, investors, and entrepreneurs. Services focus on businesses experiencing rapid change: early-stage, high growth, and companies experiencing operating or financial difficulties. Strategic planning and implementation. Business plan review and construction. Turn-around management and consulting. M&A analysis and diligence. Audit Committee Financial Expert per Sarbanes-Oxley.

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J. Peter Bardwick | jpbardwick.net Reviews
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Providing straightforward expert advice to management, boards, investors, and entrepreneurs. Services focus on businesses experiencing rapid change: early-stage, high growth, and companies experiencing operating or financial difficulties. Strategic planning and implementation. Business plan review and construction. Turn-around management and consulting. M&A analysis and diligence. Audit Committee Financial Expert per Sarbanes-Oxley.
<META>
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1 services
2 references
3 approach
4 industry expertise
5 transactions
6 fees
7 blog
8 tips and links
9 what i do
10 capital raising
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services,references,approach,industry expertise,transactions,fees,blog,tips and links,what i do,capital raising,team building,interim management,investor relations
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J. Peter Bardwick | jpbardwick.net Reviews

https://jpbardwick.net

Providing straightforward expert advice to management, boards, investors, and entrepreneurs. Services focus on businesses experiencing rapid change: early-stage, high growth, and companies experiencing operating or financial difficulties. Strategic planning and implementation. Business plan review and construction. Turn-around management and consulting. M&A analysis and diligence. Audit Committee Financial Expert per Sarbanes-Oxley.

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jpbardwick.net jpbardwick.net
1

J. Peter Bardwick

http://www.jpbardwick.net/transactions.html

Capital raised for LBO’s, M&A and stock buybacks. Capital Raised for early-stage companies. Troubled debt restructured or refinanced. M&A Transactions completed as CFO. Zecco Holdings, Inc. Multiple Euro based financings provided by international investors. Reactrix Systems, Inc. Bridge loan and venture financing of $45M. Investors include DE Shaw, Menlo Ventures, Mobius Venture Capital, Thomas Weisel Venture Partners and Worldview Technology Partners. Healthcare Data Solutions, Inc. Westwood One, Inc.

2

J. Peter Bardwick

http://www.jpbardwick.net/fees.html

Engagement letters are executed for each assignment. Components of the engagement include:. As much detail as is reasonably possible regarding expectations and work to be completed. Fee structure. Total fees are a function of the type of work required and the expected term of the engagement. All engagements include a retainer which may be billed monthly or weekly. Fee structures may include success fees for specific undertakings as well as equity-based compensation.

3

J. Peter Bardwick

http://www.jpbardwick.net/services.html

Financings - Early Stage Ventures to Leveraged Buyouts. Identifying appropriate sources of capital including venture and institutional investors, investment bankers, senior, subordinated and mezzanine lenders and strategic partners. Preparation of offering materials. Creation of roadshow presentations. Negotiation of terms and legal documentation. Strategic Planning/Business Plan Review and Creation. Financial projections and assumptions. Competitive analysis and benchmarking. Operational and cost review.

4

J. Peter Bardwick

http://www.jpbardwick.net/ind_exp.html

Direct Markeing (traditional and online). Peter began his career working on Wall Street with Citicorp Investment Bank and Salomon Brothers. Since then, Peter has focused on bringing financial and operational expertise to companies in rapid transition-both fast growing technology companies and those requiring restructuring. He has held C level positions with companies including Zecco, Reactrix, Digital Path Networks, infoUSA.com, CBS MarketWatch, the Beasley Broadcast Group, and Westwood One. Mr Bardwick ...

5

J. Peter Bardwick

http://www.jpbardwick.net/approach.html

My approach is the result of more than two decades of experience successfully building, fixing and financing businesses. I have been fortunate to have had the opportunity to create successful businesses within larger organizations (Salomon Brothers), as stand-alone entities ( CBS.MarketWatch.com. And helped turn-around and/or sell both public and private companies ( Westwood One. The Forest and The Trees. Gaining an understanding of the forest; a company s place in its industry and competitive environmen...

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TOTAL PAGES IN THIS WEBSITE

7

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Providing straightforward expert advice to management, boards, investors, and entrepreneurs. Services focus on businesses experiencing rapid change: early-stage, high growth, and companies experiencing operating or financial difficulties. Strategic planning and implementation. Business plan review and construction. Turn-around management and consulting. M&A analysis and diligence. Audit Committee Financial Expert per Sarbanes-Oxley.

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