Through employee education and hands-on work experience, multiple client engagements, industry and trade participation, industry research, and targeted methodology development, Gates and Company has developed domain expertise in four primary vertical markets. We have also leveraged our capabilities to help businesses in other industries.


Gates and Company is unique in the significant operating experience of our team and the value derived from the unique combination of management consulting and investment banking services.

Management Consulting

Market Analysis and Strategy Formulation - To maximize success, a business needs to identify opportunities, understand the competition, and objectively assess its own strengths and weaknesses.  Establishing a sense of direction that is simple, agreed-to, and forward-looking enhances chances for success.  We help in areas such as segmentation analysis, technology assessment, competitive analysis, differentiation strategy, pricing models, product launch, new venture planning, and strategic alliances, as examples.

Plan Development and Implementation - Marketing plans, sales plans, and business plans are tools all top-caliber companies use to provide coherence and direction to the various decisions they make.  Gates and Company develops plans appropriate to support management's initiatives, such as launching products, attracting investment, allocating resources, and building brand strength.  Gates and Company can also provide support to implement portions of these plans, as well as interim management for major initiatives.

Investment Banking

Capital Strategy - When pursuing new initiatives, understanding the funding requirements and projecting financial impact is a necessary first step.  Deciding which projects will provide the best return on investment and selecting the proper blend of capital has significant impact on growth and corporate control.  Gates and Company can provide assistance in areas such as cash flow analysis, business and technology valuation, capital formation, debt restructuring, budgeting, and forecasting. 

Transaction Support - Companies seeking expansion, liquidity, or competitive barriers have a number of transaction options available to them.  Gates and Company has experience assisting clients in mergers and acquisitions, buy-outs, and spin-outs.  Services include: valuations, offering memorandum development, target identification and assessment, due diligence, sales representation, and negotiation assistance.


Gates and Company Corporate Overview

 

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Software, IT and Tech Services