EWI’s focus is to help clients develop, refine, and execute start-up, growth, and project strategies.

Our team of advisors have a wealth of company building know-how, including strategy formation and roll-out, strategic alliance building, financial analysis, key account strategic sales, corporate finance, and venture capital funding. We have designed, structured, and closed complex, multi-step, multi-party financing transactions that require dynamic and creative solutions. EWI brings to our engagements dynamic management tools, industry know-how, experience, and techniques for growing successful companies. At EWI, we do more than advise, we also implement strategies.

By combining creative and disciplined advisory support with risk-based implementation, we help clients achieve operational results, financial growth, and success.

Corporate Strategy & Development

EWI brings an insiders, hands-on, point of view to our strategy services. EWI’s team has extensive operational start-up and growth strategy experience. Few advisory firms provide both strategy and operational implementation the way that EWI does.

SECTORS

• Software and technology • New media and internet • Green building development • Financial services • Cleantech

START UP & EXPANSION SERVICES

• Capital strategies for funding success • Business development strategies and execution* • Market segmentation and competitive analysis • Business and financial model creation, assessment, and adaptation • Business and project plan creation, adaptation and implementation • Growth and succession planning • Liquidity planning and deal structuring • Expansion through merger and acquisition

* EWI provides interim business development expertise. Business development, the process of building strategic partnerships and customer base, is essential for any emerging or high-growth company. It is a critical business process for proving traction with new lines of revenue, new product marketing programs, and new project launches. EWI's business development advisors have first hand experience with business models within many sectors, including software, internet, and financial services and we have a network of industry insider contacts. We are able to quickly assess a client's business and identify appropriate partner relationships. We then develop, negotiate, and help close strategic partnerships. A Business Development process improves the development and implementation of a sustainable sales strategy.

Corporate Finance

EWI employs simulative financial planning. This includes a bottoms-up, top-down financial assessment using dynamic Excel skills. The end product is a fully simulative tool, functioning as a piece of software. Learn more about our process.

EWI assists clients with all aspects of corporate finance, including capital investment and liquidity planning. We source, qualify, screen, summarize, and present clients with investment and financial partnering, and merger and acquisition opportunities that meet client objectives. After strategic decisions are made, we guide clients through investment transactions. EWI's proven simulative financial analytical tools help assess and inform financing decisions. Our private equity fund, New Luna Ventures offers seed and early stage capital. Learn more at: New Luna Ventures L.P.,

SECTORS

Technology
Green building
Cleantech
Energy
Real estate investment and development

CORPORATE FINANCE SERVICES

Buy, sell, hold analysis
Merger and acquisition evaluation
Equity and debt capital infusion
Joint-venture capital structuring
Liquidity strategy

Family Office

EWI’s founder has operational fiduciary experience establishing and running family offices for high net worth families. Our experience includes managing succession, operating legacy businesses and real estate, facilitated dispute resolution, and non-profit foundation formation. Our goal is to help clients build a sustainable family office and business structure while avoiding internal and external conflicts that drain resources. As an interim fiduciary, we help define and monitor financial operations, evaluate portfolios, and oversee and monitor securities and real estate portfolios. We seek to improve investment performance, increase opportunities for return on investment, and enhance liquidity.

FAMILY OFFICE SERVICES

Structure operating entities
Guide retention of advisors
Succession planning and dispute avoidance
Evaluation and mitigation of portfolio risks
Financial planning, budgeting and projections
Operating business and real estate transition

Real Estate

EWI brings to its clients and investors years of real estate industry knowledge, understanding, and experience. We serve high net worth families, institutional, private real estate investors, and commercial real estate developers.

SECTORS

Commercial Retail
Office
Mixed-use
Multi-family
Historic redevelopment

STRATEGIC FINANCIAL SERVICES

financial modeling
asset assessment - hold/buy/sell
property disposition strategies
equity and debt analysis
project concept creation
green building strategy and scoping
corporate finance and joint-venturing