Business Plan Development

Strategic direction analysis and risk management


Cost identification and forecasting


Firm positioning analysis and strategic development


Business line analysis and development


New product market analysis


Capital investment analysis
Tailored Strategies

Board presentation preparation


Governance oversight evaluation


Ability to serve both mid-size and multi-national companies
Broad Network of Contacts

From the shop floor to the C-Suite


From the largest producers to the smallest independent raw material provider


From most of the steel producing companies around the world
Market Forecasting

Supply/demand trend forecasting and pricing analysis


Metallics balance identification by raw material segment
Market intelligence gathering

Financial database development and analysis


Data collection system validation and governance
Negotiation Support

Trade relations


Freight & logistics


Take-or-pay contracts


Conference programming


Executive placement


Expert testimony
Capital markets advisory

Capital structure analysis and planning


Cash flow generation analysis


Asset valuation


Chinese Wall due diligence trips


Project finance management


Greenfield/brownfield business model development


Roadshow materials production


Venture capital identification and solicitation


Evaluation & enrichment of investor relations program
Product Deliverables

In-depth reports


Summary reports


Power Point presentations


Excel databases


Supporting graphs and tables


E-mail and web-based products
Project History

In-depth executive report on the electrical steel market to support a capital investment decision.

DSO iron ore project development in Central America in preparation for potential capital investment.

Debriefing and training session with international steel producer’s sales department.

Strategic advisory work with market segment data providers.

Developed, programmed and launched WSD’s Steel Success Strategies (SSS) Turkey conference, 2013.

Conference programming for SSS London 2009 to 2011.

NABE webinar presentation on the impact to the steel industry from the shale gas discoveries.

Expert witness, Singapore tribunal 2011, regarding Philippine mill start-up failure due to lack of proper capitalization.

Expert witness report preparation Egyptian court for a senior executive jailed for corruption 2012, Singapore tribunal over capitalization dispute 2011, USA arbitration for a major mill in a breach of contract dispute 2010.

Co-ordinated with WSD’s Director of Chinese Research to produce the Chinese Core Report from 2009 to 2011.

In-depth market based reports on the global slab market, the USA pipe market, and the MENA bar market.

Development of WSD’s Cyclone integrated and EAF mill cost models and report.

Development of WSD’s Steel Thermometer chart series and report.

Banking studies for SeverCorr, Columbus, MS, an EAF-based electrical steel mill, a next generation micro-rebar mill and a silicon metal company (report never completed), USA.

Facility review and analysis for capital investment at Zaporizhstal, Ukraine.

Acting CFO and pre-bank financing business planning for Nusantara, Malaysia.

Pre-banking business planning through feasibility study including preliminary equipment engineering for Minnesota Iron & Steel, Eveleth, MN, USA.

Prepared Boston Market profile for acquisition financing, resurrecting a dead over-shopped deal and ultimately was outbid by McDonald’s, Denver, CO, USA.

Privatization of Huta Katowice, Poland.

On the M&A team for the sale of 3 apparel companies and a dialysis company, USA.

On the deal team for 12 IPOS, 7 Secondary Offerings & 2 Private Placements, USA.