EWI’s advisory services add value to high-growth, entrepreneurial companies and innovate, cutting-edge real estate development projects. The focus is on helping clients develop, refine, implement, and execute their plans and strategies. EWI’s principals are available to clients as interim resources. These individuals have a wealth of transferable entrepreneurial knowledge and management skills to help young companies grow and projects blossom. EWI is driven to achieving operational results as well as financial growth.

EWI brings to our start-up engagements dynamic Silicon Valley management tools, industry know-how, experience, and techniques for growing successful companies. EWI’s team has industry experience with emerging technology companies both domestically and internationally, and the venture capital industry. EWI’s founder has extensive real estate finance, strategy, and partnering experience focused on urban in-fill, mixed-use, and the green building industry.

START UP COMPANY GROWTH STATEGIES

• Business and financial model assessment and adaptation
• Business plan enhancement and team building
• Venture capital strategies for funding success
• Business development strategies and execution
• Liquidity planning and deal structuring.

EWI’s principals all have extensive international and cross-cultural experience. In addition to it's headquarters in San Francisco, EWI has a network of associates throughout Europe who identify emerging opportunities, track industry developments, develop business alliances and partnerships, and facilitate global liquidity opportunities. EWI serves both domestic US and European clients, as well as clients from throughout the world.

Real Estate Strategic Services

EWI brings to its clients and investors – including private investors, institutional investors, and developers – years of real estate industry knowledge, understanding, and experience. We apply bottoms-up/top-down financial assessment and disciplined management tools. Our creative skills include structured finance and partnering used to move projects from concept to realization. EWI’s approach includes:

• Cross-functional team assessment approach – strategy, finance, market, design, green building
• Evaluation and assessment of real estate portfolios or individual assets – hold/buy/sell
• Due diligence assessment of architecture, entitlement, finance and legal structures
• Development of financial models using dynamic predictive approaches
• Structured finance and joint-venture partner formation
• Private equity fund formation and offering documentation.

Sample Engagements

Real Estate

Founder and creator of New Luna Ventures L.P. , a private equity fund for investment in high-performance building developments.

Trustee to diversified real estate portfolio located in Northern and Southern California - portfolio management, growth and diversification strategy, financial assessment and reporting, estate planning, administration, legal and accounting oversight.

Advised real estate developers on project conceptualization for highest and best use redevelopment and joint-venture co-development. Performed financial modeling, joint-venture structures, and workout strategy of distressed, in-process real estate development projects.

Created project vision for conversion of 140,000 sq. ft. mixed-use historic office building into boutique hotel or condo, financially modeled redevelopment options, developed pitch package, identified and secured co-developer partner.

Structured private equity fund for developer/investor from the Los Angeles film industry for investment in the Hawaii.

Attorney on behalf of bank real estate owned assets during the FSLIC/RTC era, including commercial real estate litigation, land-use, and construction defect litigation. (1988 – 1991)

Licensed California Real Estate Broker


Technology & Cleantech & Private Equity

Information Technology/Cleantech

Performed competitive survey of the energy monitoring and efficiency sector. Identified business model market voids.

Advised energy monitoring software/data capture start-up on business model adaptation, competitive differentiation, business plan strategy, and investor communications.

Founder, Chairman, of R4 Global Solutions, a RFID- technology provider. Built management team, guided product development, and instituted and grew sales into multiple sectors. Lead successful disposition to Verisign in 2005.

In depth M & A knowledge gained through acquisition of twelve companies within nine months as EVP of Appnet. Took the company through successful IPO with timely exit to Commerce One in 2000


 Energy

Advisor to Energy Solutions Group, an alternative energy advisory firm. Counseled investment firms on approaches to permitting for onshore and offshore energy resource development.

Advisor to consortium of international investors, including Australian Investment Bank on economic feasibility and regulatory hurdles in acquisition of US energy provider.

Performed economic analysis of alternative approaches to clean tech retrofit of historic building - recreational use.

Mentor through MIT alumni to new venture producing energy efficient upgrades to standard engine technologies.

Previous Projects (1990 – 2000)

Assisted more than 20 foreign and domestic, IT, venture-backed entrepreneurial companies with US market entry including:

• US venture finance strategy and venture placements
• Cross-border intellectual property transfer and set-up international corporate legal structure
• Mentored founders and helped build management team and key account strategie
• Assessed and adapted US market entry business plans, to market conditions and venture finance standards
• Performed interim business development - segmentation of markets, developed and secured new lines of revenue, and rollout to lead accounts
• Managed cross-functional implementation teams: finance, business development, and marketing
• Advised companies on disposition strategy and effectuated sales of companies through acquisition.

Advised private and quasi-government entities on international energy strategy with emphasis on alternative energy:

• Co-developer of disbursed generation project for rural Brazil
• Project design and economic analysis for co-generation project for Portuguese mining industry
• Advisor to UK utility on economic and regulatory aspects of acquisition of major US energy provider
• Assisted in preparation of energy companies in central and eastern Europe for privatization