NewPlan, LLC

Clients

Clients


Case Studies



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.
— James Schellhase, CEO, StoredIQ (Now 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.
— Steven McKean, CEO, Acceller, Inc. (Now Bridgevine)
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.
— Patrick Neven, CEO, iGov, Inc.
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.
— Mehdi Tehranchi, CEO, Notable Solutions, Inc. (Now Nuance)

Select Clients


Start-Ups

 

Strategic and business planning services to drive growth and improve market positioning.

Strategic and business planning services to drive growth and improve market positioning.

Strategic advisory services and business plan development. Raised over $1MM from angel investors.

Strategic advisory services and business plan development. Raised over $1MM from angel investors.

Business and Transaction Planning leading to a $3MM investment and product resale agreement from Quest Software.

Business and Transaction Planning leading to a $3MM investment and product resale agreement from Quest Software.

Strategic advisory and business planning services in support of the establishment of a think tank aimed at helping businesses connect with government leaders.

Strategic advisory and business planning services in support of the establishment of a think tank aimed at helping businesses connect with government leaders.

Strategic advisory and business planning services.

Strategic advisory and business planning services.

Business & Transaction Planning through two funding rounds.  Sold to Consellation.

Business & Transaction Planning through two funding rounds.  Sold to Consellation.

Strategic advisory and business planning services.

Strategic advisory and business planning services.

Business & Transaction Planning services. Raised $2MM.

Business & Transaction Planning services. Raised $2MM.

Business & Transaction Planning Services in support of fundraising efforts.

Business & Transaction Planning Services in support of fundraising efforts.

Strategic Advisory Services around corporate positioning and thought leadership.

Strategic Advisory Services around corporate positioning and thought leadership.

Business & Transaction Planning Services to support fundraising efforts.

Business & Transaction Planning Services to support fundraising efforts.

Strategic Advisory & Business Planning Services. Raised $11.5MM in two rounds.

Strategic Advisory & Business Planning Services. Raised $11.5MM in two rounds.

Strategic Advisory & Business Planning Services to support partnership development and growth.

Strategic Advisory & Business Planning Services to support partnership development and growth.

Strategic Advisory and Partner Development Services targeting the government IT market.  

Strategic Advisory and Partner Development Services targeting the government IT market.

 

Strategic Advisory and Business Planning Services for the spin-out of technology from George Mason University.

Strategic Advisory and Business Planning Services for the spin-out of technology from George Mason University.

Strategic Advisory and Business Planning Services for the spin-out of technology from Johns Hopkins University.

Strategic Advisory and Business Planning Services for the spin-out of technology from Johns Hopkins University.

Strategic Advisory and Business Planning Services for grant application to fund development of new drug.

Strategic Advisory and Business Planning Services for grant application to fund development of new drug.

Head of Strategy for 4.5 years through acquisition by IBM.  Strategic Advisory, Business & Transaction, and Operations Services focused on growth, scaling, fundraising, and positioning for an exit.

Head of Strategy for 4.5 years through acquisition by IBM.  Strategic Advisory, Business & Transaction, and Operations Services focused on growth, scaling, fundraising, and positioning for an exit.

Strategic Advisory and Business Planning Services in support of fundraising.

Strategic Advisory and Business Planning Services in support of fundraising.

Strategic Advisory and Business Planning Services in support of fundraising.  

Strategic Advisory and Business Planning Services in support of fundraising.

 

Business & Transaction Planning in support of fundraising.

Business & Transaction Planning in support of fundraising.

Business Planning and Product Due Diligence for spin-out of Assisted Living monitoring technology from UVA.

Business Planning and Product Due Diligence for spin-out of Assisted Living monitoring technology from UVA.


Growth Companies

 

Outsourced head of strategy for 7 years.  10x revenue growth.  Rapid scaling. Merged with Bridgevine to pursue larger market opportunity.

Outsourced head of strategy for 7 years.  10x revenue growth.  Rapid scaling. Merged with Bridgevine to pursue larger market opportunity.

Strategic Advisory and Business and Transaction Planning Services

Strategic Advisory and Business and Transaction Planning Services

Business and Transaction Planning Services.

Business and Transaction Planning Services.

Strategic Advisory and Partnership Development Services. Created breakthrough partnership with Dassault Systems. Merged with RAND Worldwide.

Strategic Advisory and Partnership Development Services. Created breakthrough partnership with Dassault Systems. Merged with RAND Worldwide.

Business and Transaction Planning, plus Partnership Development Services aimed at getting integrators to implement the Impressa product.

Business and Transaction Planning, plus Partnership Development Services aimed at getting integrators to implement the Impressa product.

Business and Transaction Planning Services in support of fundraising.

Business and Transaction Planning Services in support of fundraising.

Business and Transaction Planning Services in support of fundraising and company scaling.

Business and Transaction Planning Services in support of fundraising and company scaling.

Strategic Advisory and Business and Transaction Planning Services in support of operational scaling.

Strategic Advisory and Business and Transaction Planning Services in support of operational scaling.

Business and Transaction Planning Services.

Business and Transaction Planning Services.

Business and Transaction Planning Services in support of fundraising.

Business and Transaction Planning Services in support of fundraising.

Business and Transaction Planning Services in support of fundraising.

Business and Transaction Planning Services in support of fundraising.

Strategic Advisory and Business and Transaction Planning Services in support of operational scaling and fundraising.

Strategic Advisory and Business and Transaction Planning Services in support of operational scaling and fundraising.

Business and Transaction Planning Services in support of fundraising. Later sold to Cleo.

Business and Transaction Planning Services in support of fundraising. Later sold to Cleo.

Business and Transaction Planning Services

Business and Transaction Planning Services

Strategic Advisory and Business and Transaction Planning Services. Sold to Versign.

Strategic Advisory and Business and Transaction Planning Services. Sold to Versign.

Business and Transaction Planning Services. Sold to The Economist Group.

Business and Transaction Planning Services. Sold to The Economist Group.

Strategic Advisory and Business and Transaction Planning Services in support of fundraising.

Strategic Advisory and Business and Transaction Planning Services in support of fundraising.

Business and Transaction Planning Services. Sold to Institutional Shareholder Services.

Business and Transaction Planning Services. Sold to Institutional Shareholder Services.

Business and Transaction Planning Services. Sold to Checkpoint Systems.

Business and Transaction Planning Services. Sold to Checkpoint Systems.

Business and Transaction Planning Services. Sold to Nuance Communications.

Business and Transaction Planning Services. Sold to Nuance Communications.

Strategic Advisory and Business and Transaction Services. Sold to Pearson.

Strategic Advisory and Business and Transaction Services. Sold to Pearson.

Business and Transaction Planning Services in support of fundraising.

Business and Transaction Planning Services in support of fundraising.

Interim CEO for offshore software development company with programmers in Russia and Belarus.

Interim CEO for offshore software development company with programmers in Russia and Belarus.


Larger & Private Equity

 

Due diligence on investment in publicly traded software company.

Due diligence on investment in publicly traded software company.

Evaluation and redesign on corporate strategic planning process.

Evaluation and redesign on corporate strategic planning process.

Strategic Advisory Services related to expansion of the Venture Pipeline Group as well as support for key DLA Piper clients.

Strategic Advisory Services related to expansion of the Venture Pipeline Group as well as support for key DLA Piper clients.

Strategic Advisory Services for the Marketing & BD Group

Strategic Advisory Services for the Marketing & BD Group

Outsourced Head of Strategy for the transformation from Product VAR to Engineering Services company.

Outsourced Head of Strategy for the transformation from Product VAR to Engineering Services company.

Strategy and launch for major upgrade to Service Oriented Architecture software products.

Strategy and launch for major upgrade to Service Oriented Architecture software products.

Strategic Advisory and Business and Transaction Planning.

Strategic Advisory and Business and Transaction Planning.

Strategic Advisory and Investment Due Diligence Services for the Corporate Ventures Group.

Strategic Advisory and Investment Due Diligence Services for the Corporate Ventures Group.