Case Studies

Whatever your destination, BVI Venture Services can help you reach it. Our work spans industries and our customers range from early stage companies to mid-size to mature. Read these brief case studies of how we’ve helped companies meet their objectives, transform and grow through complex financial situations.

buildings-731232_1920

Public Software Company

Capital Raise & Capital Management

Consistently raised challenging capital. Managed all administrative support for company including Accounting, Investor Relations, Software Project Management and Legal.

Pre-IPO Health Tech Company

Interim CFO, Private Equity

Led Private Equity Owned Company through Tax, Revenue Reconciliation, System Installs, Budgeting, Audit, Staffing, Finance and Treasury issues until full-time CFO began.

Gas & Oil

Private Equity Investment

Supported Private Equity Group’s new $300M investment in an Oil & Gas company including Purchasing, Accounting, Valuation Management and entire Administrative set-up.

The BVI Ventures team was a great financial resource for us. They took on a difficult and time consuming project and patiently and effectively completed the work with fantastic results. Their professionalism and ability to assimilate into a corporate culture is what sets them apart and leads to great outcomes.

Jorge Gross Jr.

Partner, Trivest Private Equity

Warranty Company

CFO Services

Reviewed, tested and analyzed the actuary process to allow the company to recognize more revenue and secure more cash each year.

Cloud Computing E-Commerce Company

CFO

CFO duties including Series A fundraising, organize accounting department including audit and financials, debt restructure & forecasting duties.

Call Center Company

High Growth Company Debt Raise & Sale

Raised over $25 million in debt as the company grew its revenue from $24m to $100m in one year. Managed Accounting, Business Process Engineering, Facilities, Finance, IT, Payroll, Purchasing, Software Development & Strategic Planning. Helped prepare company for sale.

BVI is a top-notch business partner. Working together, we provided debt financing solutions and options to BVI clients, closing one deal in as little as three weeks.  If you’re looking for smooth, swift access to sourcing alternatives, we highly recommend BVI as your partner of choice.

Scott Winicour

Co-President, Gibraltar Business Capital

Advertising Company

Turnaround Situation

Provided Controller/CFO services developing cash planning in this turnaround situation.

Health Care Funding

Health Insurance, Medical CFO Servies

CFO services for Medical and Insurance funding group.

Public Pharmaceutical Company

Compliance

Led the initial Sarbanes Oxley compliance and COSO 2013 integration transition plan including processes, testing and auditor communication.

Manufacturing Company

Risk Analysis & Forecasting

Analyzed and communicated sensitivities to forecast for bankrupt manufacturer, leading to daily risk analysis, sales management and forecasting.

Engineering Services

Interim Leadership

Served as Acting President during sale of German-owned company subsidiary.

Telecom Company

Acting CFO & Controller

Acting CFO and Controller until Company was sold. Settled with telecommunications firm for $1M in savings. Coordinated sale to new ownership.