
Clients
Clients
NewPlan has successfully worked with hundreds of technology industry clients worldwide. We’ve worked with companies at every stage of the business lifecycle. Typical client profiles include:
An entrepreneur who wants to create a new company from scratch to solve a complex technical problem.
A company is just entering the market and is looking for its first round of funding,
High-growth companies that need to scale rapidly.
A division of a large company that wants to launch a new business unit and needs to put the right strategy, financial plan, and team in place.
Venture capital and private equity firms that want to evaluate a potential investment and need access to the right market, product, and technical expertise.
Case Studies
NewPlan served as the outsourced Head of Strategy at iGov for three and a half years - helping the company make a successful transition from a product Value Added Reseller to a provider of advanced Engineering Services.
NewPlan served as the outsourced Head of Strategy for four and a half years - working with the company to formulate a compelling and durable strategy, acheive several fundraising events, recruitment of new management team members, and the eventual sale of the company to IBM in 2013.
NewPlan served as Acceller's outsourced head of strategy for seven years as the Company grew revenues by 10x, dramatically expanded its management ranks and employee base, and expanded its customer base to close to 100 percent of the addressable market. Acceller merged with its largest competitor, Bridgevine, in 2013.
Testimonials
“NewPlan worked with us to create a strategy that was right for the market and stood the test of time. Peter blended well with our culture and served as a critical advisor for me and my entire team and helped us work through a lot of high pressure situations successfully. And he provided important input that led us to our sale to IBM.”
“We worked with NewPlan for many years. They helped us to crystalize our strategy, set our operating priorities, and meet the right people in the marketplace to move the Company forward. As a result, we were able to execute a high value merger with Bridgevine that positions us for future growth.”
“We have used NewPlan to speed our transition from a product reseller to IT services business model. NewPlan has helped us greatly with our strategy, solution packaging, daily operations, and organization structure. Peter has been with us every step of the way, and, with their help, our transition is complete.”
“NewPlan was a great deal of help positioning NSI in the marketplace prior to going out for a capital raise. With NewPlan’s help, we developed an investor package that was clean, concise and conveyed the message we needed to get across. We successfully raised $5 million. We leveraged that capital to grow rapidly, and, a couple of years later, Nuance acquired us in a high value exit.”
Select Clients
Start-Ups
Growth Companies
Larger Companies, Private Equity, & Investment Banking