Corporate advisory services cover those structures under which List & Company maintains a defined ongoing role with the client. These typically involve some combination of executive counseling/support and/or corporate governance functions.

Corporate Director

Mr. List first served as a cooperate director nearly thirty years ago. His director service includes eighteen service years spread across two public companies where he served a various times as chairman of both compensation and audit committees. He also has over fifteen years of service on the boards of privately held companies of all sizes. In that capacity he has assisted multiple private equity firms in driving the creation of shareholder value through active corporate governance. Mr. List has been a member of the National Association of Corporate Directors for over twenty years.

Advisory Director

In select situations, Mr. List has agreed to serve on the advisory board of a private corporation where the governance powers have been reserved to a smaller board representing the primary owners.

Special Advisor to the CEO

This role can be useful for division managers inside of large corporations (where there is no meaningful board), CEO’s of non-profits where the role of the board is more complex, and with privately held companies where an ongoing CEO advisor makes sense either in lieu of or in addition to an advisory board. The role is whatever the;...

Strategic reviews of specific business units or product offerings.

In this kind of project, we take a comprehensive look at the current performance of a business unit or product offering, and offer an assessment of its current conditions and the strategic options for moving forward. These reviews take advantage of our skills in developing a real understanding of the micro-economics of the situation together with how to connect this information to practical alternative courses of action. Outcomes from such projects cover the waterfront. In one recent project, our review of business unit fundamentals – which were indeed somewhat difficult to grasp intuitively – gave the owner the additional confidence needed to begin a major expansion program. In another case, our analysis revealed a fundamental flaw in the logic behind a roll-up strategy indicating that the business unit would never achieve the levels of profitability contained in its business plan. Yet another assessment indicated that weaknesses in the management team’s commercialization skills ensured that customer success was simply not likely under the current leadership model.

Business plan development and implementation.

This kind of project is similar to a strategic assessment except that it focuses from the start with helping the current management team formulate and then implement a strategically driven business plan. The plan may involve an existing business or a proposed new;...