Financial Services Firm Success Story -

Challenge: Senior managers in a Connecticut investment banking firm were involved in a serious internal conflict about whether they should invest in a $10 million financing proposal that had been submitted them.

JCS Solution: We provided them with an independent market analysis to evaluate the proposed plan located in Arizona. While we confirmed there was a market potential for the project, we uncovered significant variances between the proposal and the market reality. We advised the firm to reject the financing request.

Results: The firm accepted our recommendation and declined to finance this deal.

Research Services:

• Comprehensive Secondary Research
• Demographic Analysis
• In-Depth Qualitative Interviews
• Competitor Intelligence
• Focus Groups
• Surveys

Analysis Services:

• Market Studies
• Company Evaluations
• Situation Analysis
• Market Opportunity Analysis
• Industry Trends Analysis
• Product or Service Concept Development
• Marketing Audits

Planning Services:

• Strategic Planning
• Business Planning
• Marketing Planning
• Business Start-up or Expansion
• Individual Business Coaching