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Partnering with Clients to Drive
Sustainable, Profitable Growth
CXOAdvisory Group
The CXO Advisory Group
— 1 —
Who We Are
The CXO Advisory Group is a strategic
operations, advisory and management firm
comprised of proven C-level executives, each
with over 20 years of leadership experience.
CXO Advisory Group’s professionals have
achieved success across a broad array of
industries, and positions ranging from:
President/CEO to COO, CFO, and VPs of
Sales, Marketing, Corporate Development and
Human Resources. Their experience includes
leading efforts to solve a broad spectrum of
Operational, Financial, Marketing, Sales and
Organizational issues, critical to both early-
stage and under-performing companies:
Operational Expertise­
Includes but is not limited to:­­
 Strategic assessment
 Strategic planning
 Operational improvement/reengineering­
 Organizational design & rightsizing­
 Working capital improvement­
 Market Assessment­
 Marketing and sales management­
 Customer care operations
 IT product/services architecture
 Geographic expansion­
 Strategic alliances & partnerships­
 Mergers, acquisitions and divestitures­
CXO Advisory Group, working in partnership
with our clients and business stakeholders,
creates and drives dramatic, measurable
improvements in the performance and value of
businesses. Our clients include:
	Investment funds looking for specialized
industry/operations knowledge or interim
management for their portfolio companies
	Boards of directors looking to diagnose
under-performing businesses and
implement a plan for improvement
	Corporate CEOs, COOs, CFOs or Divisional
GMs requiring assistance to improve
operational performance and marketing/
sales effectiveness.
CXO Advisory Group’s team of professionals
brings significant operational and financial
capabilities from direct experience in senior
management roles. Our services include:
	Review and assessment of Financial
Performance, Strategy, Operations,
Products/Technology and Marketing/Sales.
	Development and implementation of
short and long-term strategic plans that
drive sustainable, profitable growth
and measurable improvement in the
performance of the business, while
increasing stakeholder value.
	Development and execution of “fix and/or
divest” plans for non-core businesses of
medium to large enterprises.
	Assisting emerging companies in enterprise
scale-up, new market entry or business
launch as well as mentoring managers who
may lack stage-specific experience.
Profile
The CXO Advisory Group
— 2 —
What Sets Us Apart
Being staffed with experienced business
leaders, who possess in-depth knowledge in a
broad spectrum of industries and situations,
CXO Advisory Group professionals are focused
on providing results. To us, an assignment
is not over when we provide a client with
recommended solutions to their problems,
or approaches to be followed to achieve the
desired growth.
We work with the client to assure that our
suggestions are understood, that they are being
implemented properly and most important,
that the projected results are achieved, or
preferably, surpassed. In those few instances
where the desired results are not produced, we
work with the client to determine the cause,
and then realign the strategy or approach to
correct the problem. For our professionals,
the results are far more important, than the
recommendations.
Industry Expertise 	
The professionals of the CXO Advisory Group
have in depth experience in a broad spectrum
of industries, including:
	Manufacturing
	Industrial and automotive products­
	Consumer electronics­
	Consumer packaged goods­
	Professional and financial services­
	Publishing and media­
	Computer hardware and software­
	Internet and e-Commerce
	Information technology/data services
	Telecom equipment & services­
	Wireless­­
Team Roles 	
CXO Advisory Group professionals typically
work for a firm’s board, top management or
investors to create and implement a growth
strategy or operational initiative; that includes
the following:
Business Assessment
	Financial, Operational, Organizational and
Market
Venture Advisory Services
	Enhance financeability
	Fine tune operations, business strategy and
market entry
	Assist with preparation of investor
presentation
	Contact and present to potential capital
sources
Short-Term Development
	Business stabilization, if required
	Create or realign plans, establishing
timetables, milestones and financial
projections
	Implement Operational improvements
	Creation of a customer centric environment
	Organizational development and
management mentoring	
	Drive incremental revenue and profits
Long-term Growth
	Market and customer segmentation
	Product and market planning
	Geographic expansion
	Strategic alliances/partnerships
	Acquisitions and Divestitures
CXO Advisory Group personnel are also
available to assume interim management roles
as part of the revitalization or growth initiative.
The CXO Advisory Group
— 3 —
Members of the CXO Advisory Group have served as advisors, corporate officers, consultants,
interim executives and change agents for a broad variety of organizations spanning multiple
industries. Below is a partial list of companies that have benefited from the expertise of our
managing directors.
Partial Client List
	InterGame­­
	Kubota­­
	Liberty Optical­­
	Lotus Development ­­
	OPCODE, Inc.­­
	OPUS Systems, Inc.­­
	Opthamology Interactive­­
	OTC Corp.­­
	Message Secure­­
	Midas Vision Systems­­
	NuLogic Inc.­­
	The Penn Companies­­
	Phoenix Technologies, Inc.­­
	Qualogy, Inc.
	Scottish Development International
	Silicon Valley Bus Company­­
	StrateCision, Inc.­­
	Strawberry Tree Incorporated­­
	Symantec­
	Wales Trade International
	1COM, Inc.­­
	Adams Media Corp.
	ACOA - Atlantic Canada Opportunities
Agency
	Accu-Time Systems­­
	Apple Computer­
	Ask Me Multimedia­­
	AT&T­­
	BBN Planet (GTE Interactive)­­
	Bertelsmann A.G.
	British Consulate-General, Boston
	Canadian Consulate-General, Boston
	Canadian Government­­
	Coral Graphic Services, Inc­­
	Culpeper Inc.­­
	Crossroads Business Venture Development­­
	Dynamic Graphics Inc.­­
	eSTORIT.com­­
	Edsun Laboratories, Inc.­­
	Hitachi Data Systems­­
	Ironics, Inc.­­
The CXO Advisory Group
— 4 —
Contact Us
Office Locations:
Massachusetts
Stephen N. Davis
The CXO Advisory Group
430 Franklin Village Drive, Suite 103
Franklin, MA 0203
Phone: (508) 528-7571
Fax: (413) 674-9134
email: sdavis@cxoadvisorygroup.com

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CXO Advisory Group company brochure

  • 1. Partnering with Clients to Drive Sustainable, Profitable Growth CXOAdvisory Group
  • 2. The CXO Advisory Group — 1 — Who We Are The CXO Advisory Group is a strategic operations, advisory and management firm comprised of proven C-level executives, each with over 20 years of leadership experience. CXO Advisory Group’s professionals have achieved success across a broad array of industries, and positions ranging from: President/CEO to COO, CFO, and VPs of Sales, Marketing, Corporate Development and Human Resources. Their experience includes leading efforts to solve a broad spectrum of Operational, Financial, Marketing, Sales and Organizational issues, critical to both early- stage and under-performing companies: Operational Expertise­ Includes but is not limited to:­­  Strategic assessment  Strategic planning  Operational improvement/reengineering­  Organizational design & rightsizing­  Working capital improvement­  Market Assessment­  Marketing and sales management­  Customer care operations  IT product/services architecture  Geographic expansion­  Strategic alliances & partnerships­  Mergers, acquisitions and divestitures­ CXO Advisory Group, working in partnership with our clients and business stakeholders, creates and drives dramatic, measurable improvements in the performance and value of businesses. Our clients include:  Investment funds looking for specialized industry/operations knowledge or interim management for their portfolio companies  Boards of directors looking to diagnose under-performing businesses and implement a plan for improvement  Corporate CEOs, COOs, CFOs or Divisional GMs requiring assistance to improve operational performance and marketing/ sales effectiveness. CXO Advisory Group’s team of professionals brings significant operational and financial capabilities from direct experience in senior management roles. Our services include:  Review and assessment of Financial Performance, Strategy, Operations, Products/Technology and Marketing/Sales.  Development and implementation of short and long-term strategic plans that drive sustainable, profitable growth and measurable improvement in the performance of the business, while increasing stakeholder value.  Development and execution of “fix and/or divest” plans for non-core businesses of medium to large enterprises.  Assisting emerging companies in enterprise scale-up, new market entry or business launch as well as mentoring managers who may lack stage-specific experience. Profile
  • 3. The CXO Advisory Group — 2 — What Sets Us Apart Being staffed with experienced business leaders, who possess in-depth knowledge in a broad spectrum of industries and situations, CXO Advisory Group professionals are focused on providing results. To us, an assignment is not over when we provide a client with recommended solutions to their problems, or approaches to be followed to achieve the desired growth. We work with the client to assure that our suggestions are understood, that they are being implemented properly and most important, that the projected results are achieved, or preferably, surpassed. In those few instances where the desired results are not produced, we work with the client to determine the cause, and then realign the strategy or approach to correct the problem. For our professionals, the results are far more important, than the recommendations. Industry Expertise The professionals of the CXO Advisory Group have in depth experience in a broad spectrum of industries, including:  Manufacturing  Industrial and automotive products­  Consumer electronics­  Consumer packaged goods­  Professional and financial services­  Publishing and media­  Computer hardware and software­  Internet and e-Commerce  Information technology/data services  Telecom equipment & services­  Wireless­­ Team Roles CXO Advisory Group professionals typically work for a firm’s board, top management or investors to create and implement a growth strategy or operational initiative; that includes the following: Business Assessment  Financial, Operational, Organizational and Market Venture Advisory Services  Enhance financeability  Fine tune operations, business strategy and market entry  Assist with preparation of investor presentation  Contact and present to potential capital sources Short-Term Development  Business stabilization, if required  Create or realign plans, establishing timetables, milestones and financial projections  Implement Operational improvements  Creation of a customer centric environment  Organizational development and management mentoring  Drive incremental revenue and profits Long-term Growth  Market and customer segmentation  Product and market planning  Geographic expansion  Strategic alliances/partnerships  Acquisitions and Divestitures CXO Advisory Group personnel are also available to assume interim management roles as part of the revitalization or growth initiative.
  • 4. The CXO Advisory Group — 3 — Members of the CXO Advisory Group have served as advisors, corporate officers, consultants, interim executives and change agents for a broad variety of organizations spanning multiple industries. Below is a partial list of companies that have benefited from the expertise of our managing directors. Partial Client List  InterGame­­  Kubota­­  Liberty Optical­­  Lotus Development ­­  OPCODE, Inc.­­  OPUS Systems, Inc.­­  Opthamology Interactive­­  OTC Corp.­­  Message Secure­­  Midas Vision Systems­­  NuLogic Inc.­­  The Penn Companies­­  Phoenix Technologies, Inc.­­  Qualogy, Inc.  Scottish Development International  Silicon Valley Bus Company­­  StrateCision, Inc.­­  Strawberry Tree Incorporated­­  Symantec­  Wales Trade International  1COM, Inc.­­  Adams Media Corp.  ACOA - Atlantic Canada Opportunities Agency  Accu-Time Systems­­  Apple Computer­  Ask Me Multimedia­­  AT&T­­  BBN Planet (GTE Interactive)­­  Bertelsmann A.G.  British Consulate-General, Boston  Canadian Consulate-General, Boston  Canadian Government­­  Coral Graphic Services, Inc­­  Culpeper Inc.­­  Crossroads Business Venture Development­­  Dynamic Graphics Inc.­­  eSTORIT.com­­  Edsun Laboratories, Inc.­­  Hitachi Data Systems­­  Ironics, Inc.­­
  • 5. The CXO Advisory Group — 4 — Contact Us Office Locations: Massachusetts Stephen N. Davis The CXO Advisory Group 430 Franklin Village Drive, Suite 103 Franklin, MA 0203 Phone: (508) 528-7571 Fax: (413) 674-9134 email: sdavis@cxoadvisorygroup.com