HEFFX Consulting Miami, Dubai, Bangkok

HEFFX Consulting Miami, Dubai, Bangkok

Strategic Planning

The HEFFX Strategic Planning process, culminating in a one-page plan, will identify your firm’s strategic objectives and set the path for firm growth. We focus on commitment, accountability, talent management and acceleration through the use of technology.

All good firms understand the need to conduct a strategic examination of business plans, but many neglect to incorporate a strategy inclusive of technology that promotes optimum results. We provide partners and management with the tools to identify the firm’s dangers, opportunities and strengths while offering instruction on integrating strategic, technology and marketing plans.

Along with comparing the firm’s current investments and priorities with peers, we estimate potential costs relative to long-term value. We then offer direction as you shape a vision and strategy to maximize the return on your firm’s technology investments utilizing a robust yet simple one-page, strategic plan.

The Strategic Plan offers direction for your firm’s most vital growth initiatives. Don’t move ahead without it!

Revenue Improvement

Revenue improvement is the difference between watching your company grow and starting to consider cutbacks and layoffs. In tough economic times, forward thinking and planning for Revenue improvement will lead to greater overall success for a company at a time when the competition may be considering scaling back their business.

Revenue improvement is based on a method of increasing the number of customers that come into a given business. In traditional supply chain cost cutting efforts, a company might work to take 10% of distribution costs. The gain they will see on their balance sheet rarely will exceed 10 or 15% if the efforts are successful. A study by Mercer Management consulting revealed that companies who engage in cost cutting to increase shareholder value rarely regain market dominance over the five years following expense control initiatives. On the other hand, Revenue improvement allows companies to focus on growing the top line, or demand chain, rather than cutting bottom line expenses. The number of customers that Revenue improvement efforts can attract into a business is free from caps or ceilings. And who would turn down more customers at their door?

The type of forward thinking that results in Revenue improvement is unfortunately the exception rather than the rule. CEO’s may talk a good game, however few senior management teams stick to the Revenue improvement method of investing the company’s assets into a long term model of customer attraction over a short term model of expense reduction and cost control. However, so strong is the desire to satisfy shareholders and a Board of Directors that Revenue improvement falls by the wayside, even if cost cutting, or “fire fighting” efforts erode the company’s overall strategy.

Mergers & Acquisitions

Drawing on the core principles of our investment banking practice to provide a top rate, conflict-free and unique perspective to our clients, our M&A practice is active across a broad range of investment banking services:

• Sell-side advisory
• Buy-side advisory
• Spin-offs
• M&A defense
• M&A due diligence
• Expert and fairness opinions
• Subsidiary revitalization and sale
• Due diligence/synergy analysis
• Valuation
• Merger structuring and negotiation
• Business planning
• Interim management
• Reorganization strategies

Structured Finance

HEFFX has extensive experience in structuring, sourcing, negotiating and executing all funding sources:

• Secured mortgage and unsecured debt
• Export credit financing
• Sale-leaseback or outright sale
• Operating, cross-border and tax leases
• Securitizations
• PDPs and backstop financing
• Debt, lease and leveraged lease restructurings

The HEFFX team offers:

• Independent unbiased advice in structuring, soliciting, analyzing, negotiating and closing the most competitive financings
• Access to lease, debt and alternative financing sources worldwide
• Daily presence in the global markets and real-time knowledge of market terms and conditions
• Hands-on, daily involvement backed by a team of experienced, airline-focused investment bankers and financial analysts in the U.S., Europe and Asia

Corporate Advisory Turnaround

HEFFX’s investment banking and corporate advisory team has corporate restructuring and insolvency experience representing companies on distressed M&A transactions, refinancing, recapitalizations, and debt renegotiations.

HEFFX’s corporate advisory team has extensive industry experience in turning a distressed company around via a complete financial and operational restructuring. Our preferred methodology is to perform an all-encompassing assessment of the current situation, implement a stringent cash conservation program, develop a detailed plan of action including appropriate mile stones, and assist management in the implementation of the turnaround plan to ensure a successful restructuring and continued viability. All of us on the team have worked in some capacity and are fluent in:

• Restructuring aircraft debt and leases
• Acquisition and financing
• Crisis and cash management
• Interim management
• Maintenance programs and expense reduction
• MRO operations
• Airline operations
• General contract evaluation and renegotiations
• Overall cost management and reductions
• Revenue enhancement
• Commercial and distribution
• Staffing levels
• Fuel and currency hedging
• Financial analysis, accounting and reporting
• Treasury operations

Business Planning

HEFFX’s Business Planning Group develops comprehensive financial projections and related business plans for airlines.

HEFFX draws upon the unique experience of its expert team to evaluate strategic direction and produce business plans to allow airline clients to achieve their full potential. HEFFX’s Business Planning Group synthesizes the unparalleled network optimization and revenue forecasting expertise of HEFFX with inputs from a broad range of subject-matter experts to address cost and capital structure enhancements. Together, these pieces form the foundation of robust business plans that enable CEO’s to dramatically improve returns.

HEFFX has successfully completed strategy review and business plan development/evaluation assignments for a wide range of clients, in a variety of challenging situations.

Due Diligence

HEFFX’s focus on the sectors that we serve makes us uniquely qualified to assist in executing commercial due diligence in support of M&A activities. Our multi-disciplined team members work seamlessly with legal and accounting due diligence professionals to provide a comprehensive review of target markets and companies. Through the due diligence process, we not only characterize the target market and company’s position, but also develop key deal points for use in the acquisition negotiation process and outline key steps to be taken immediately post-acquisition to maximize value. Our general process investigates key commercial aspects of the target company, including the following:

Strategic drivers, including:

• Market analysis
• Competitive positioning, including threats and challenges to the company’s products and services
• Key differentiators and structural barriers to market share erosion
• Assessment of key management, including management contracts

Revenue drivers, including:

• Assess market dynamics
• Identify key growth drivers
• Estimate growth rates
• Identify and estimate revenue improvement potential; formation of post-M&A improvement plan
• Review key revenue drivers and forecast assumptions (e.g., for airlines yields, load factors and fair shares are validated)
• Analyze customer concentration
• Review largest customer contracts and agreements
• Analysis of partnership or JV relationships, if any

Cost drivers, including:

• Review of cost structure and profitability
• Identification and estimation of cost saving potential; formation of post-M&A improvement plan
• Review of 3rd party purchased capacity (e.g., Interline agreements)
• Assessment of maintenance cost exposure
• Review of lease structures
• Personnel and employee cost assessment including deferred compensation
• Review of outside contractors and supplier arrangements
• Detailed review of SG&A
• Review of schedule of taxes
• Assessment of intercompany agreements

Balance sheet drivers, including:

• Assessment of asset (e.g., Aircraft, spares, facilities) condition and maintenance cycles
• Review of debt instruments / bank lines with key terms and conditions
• Review of off-balance sheet liabilities
• Asset liquidity testing / receivable aging schedule
• Assessment of options, warrants and rights
• Review of financing history for equity and debt and implied valuations
• Assessment of capital expenditures, depreciation and working capital arrangements
• Review of external financing arrangements

Financial forecast assessment, including:

• Testing financial projections and economic assumptions underlying those projections
• Cost structure and profitability
• Backlog and capacity assumptions
• Analyzing major growth drivers
• Predictability and risks of business operations
• Industry and company pricing policies
• Taxes including net operating loss carry forwards
• Analyzing and stress-testing company-provided income statement, balance sheet and cash flow projections

Captial Raising and Placement

HEFFX’s industry expertise facilitates rapid, targeted, customized capital raise transactions.

Our services span over a wide variety of options, some of which are:

• Private equity
• PIPEs
• Preferred stock
• Secured debt
• Mezzanine debt
• Unsecured debt
• Manufacturer financing
• Off-balance sheet loan financing
• Pre-delivery deposit financing

Alternative Investments & Asset Management

HEFFX provides financial solutions with a goal to lay out in a clear manner the asset risks to lenders and investors, protecting investors’ principal while providing outstanding risk-adjusted returns.

Our group’s activities include originating and structuring new financing for life insurance, property and casualty insurance, finance, and financial technology. We bring institutional investor capital to these areas and in most cases manage operating businesses that source and service the assets. By controlling both the origination and capital sides, in addition to administering, securing and servicing the assets, we are able to deliver consistently outstanding investment performance while managing and mitigating risk. We seek to add value to our portfolio companies through strategic, operational and financial guidance.

The team develops structured financial products and alternative investment strategies that meet the needs of insurance companies, pension funds, banks, corporations and institutional investors. The group packages opportunities to make it more like a fixed income instrument, more understandable. It has focused on premium finance insurance-linked securities, and asset-based debt on a variety of structured financial products including:

• Life Settlements
• Vehicle Service Contracts
• Trade Receivables
• Insurance Based Assets
• Finance companies
• Factors and asset-based lenders
• Healthcare lenders
• Merchant advance companies
• Software Solution platforms
• Equipment leasing
• Alternative Energy

Our strength lies in understanding clients and their most valuable assets, and the unique dynamics of their industries. Based on that experience and knowledge, we structure solutions and financial products to match clients investment criteria.

Receivables Securitization

Accounts receivable based financing can be a cost-effective source of incremental capital for many companies, providing liquidity, alternative funding sources and competitive cost.

Financial Solutions

HEFFX has served leading corporations, hedge funds and other investors, banks and governments. HEFFX was launched to provide institutional buy-side and sell-side clients with a market leading Liquidity Management Platform for FX and other OTC instruments.

Our platform (also referred to as “HEFFXone”) delivers a front-to-back, fully hosted solution for the aggregation of liquidity from any number of bank and non-bank market makers to create a consolidated order book for distribution of customized pricing to internal dealing desks and external clients. Clients can both make prices and receive order flow, and can create customized lit or dark liquidity pools that support many-to-one matching against streaming executable quote driven markets or utilize the matching engine for a many-to-many central limit order book execution. Dealing desk functionality supports passing the book across different time-zones for seamless management of orders and positions on 24 hour global market.

Trade execution is handled using Smart Order Routing algorithms as well as proprietary execution algorithms that provide best execution while normalizing child orders across disparate electronic execution venues to provide a seamless execution experience, including emulating order types that are not supported natively. HEFFX supports the full trade lifecycle including post-trade messaging directly to a Prime Broker or into vendor solutions used by leading Prime Brokers such as Traiana.

Designed for both GUI and API trading equally, HEFFX has the industry’s most advanced and most customizable user interface, with embedded high-performance spreadsheets supporting custom dashboard creation and fully automated trading. HEFFX offers a standard FIX protocol API and a specialized high-performance and more full-featured TCP based API that can be used to build virtually any custom application or reporting with real-time events. A web based administrative portal supports user creation and liquidity management with on-the-fly parameterization of real-time pre-trade credit and risk checks for Net Open Position and other risk metrics, as well as liquidity pricing controls that can be set down to the per-user, per-symbol level. HEFFX solutions are available fully hosted on the most advanced machines and network infrastructure available at the leading data centers globally, with high-speed, low-latency physical cross connections to each exaction venue. The entire solution is available as a white label, full branded for each client.

Our trading solutions represent a collection of best-in-class technologies embodied in a market leading Liquidity Management Platform. Our team has many decades of experience delivering large scale automated trading solutions to major hedge funds, global banks and energy companies as well as designing, implementing and managing the entire technology stack for some of the largest and most successful exchanges in the world. Our technologies and our team differentiate us from any other solution provider. For more information, contact us.

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