Advisory Services

Making things happen in business today is easy. But making the right things happen in a way that builds value and drives profit –
that’s a little trickier. Especially when the market place is hard to read and the line between opportunity and risk can move in the
blink of an eye.
Established in 2001, Foxwood Associates is a Green Bay, WI based management advisory firm that combines broad, cross-functional
business knowledge with specialized expertise to help privately owned businesses build value and drive profit.

WHY CHOOSE FOXWOOD?

We help our clients in their efforts to take advantage of big opportunities every day. With deep industry knowledge, broad
capabilities, solid strategic alliances, and decades of hands-on business experience we have what it takes to help them look at
challenges from every angle and create solutions that are practical and executable.
Our focus is on helping our clients build value and drive profit through:
Planning & Execution Organizational Development Senior Executive Services
 Strategic Planning  Team Building  Interim Management Services
 Operational Planning  Coaching  Senior Executive Coaching
 Business Restructuring  Training Human Capital
 Product / Market Planning  Talent Management  Foundational HR Services
 Business Transition Planning  Change Management  Policies, Procedures, Handbook,
 Business Succession Planning Financial Services Performance Appraisal, etc.
Leadership Development  Financial Management Services  Strategic HR Services
 Basic Leadership Training  New and Emerging Business Services  Compensation Systems, Wage
 Advanced Leadership Training  Strategic Growth and Management Services Surveys, Benefits Administration
 Total Business Boot Camp™  M&A, Sale and Due Diligence Services Lean Enterprise
Structured Assessment Tools  QuickBooks Consulting  Training & Facilitation
 4S Total Business Check-Up™ Turnaround & Crisis Management  Lean Implementation
 Senior Leadership Assessment™  Lean Transformation

Building Value & Driving Profit….It’s what our clients expect.

WHO DO WE SERVE?
Family Owned Businesses.
In addition to the issues facing all businesses, multi-generation businesses face special challenges.
Foxwood advisors can help families navigate these issues with transitional planning, foundational coaching, training, and skills
development designed to prepare the next generation to lead the business. With guidance and preparation, succeeding
generations can lead with strategies that reflect their unique vision, and insure growth and sustainability of the company.
Transitioning Businesses.
Every business is for sale…eventually.
Foxwood advisors can help owners increase the value of their companies by bringing an objective outside perspective of the
condition of the business and addressing specific business issues that influence value.
Businesses with Performance Issues.
Sometimes a company, despite its best efforts, can find itself underperforming its potential in any aspect of business
operations. When this happens, an objective, outside perspective can be helpful.
Foxwood advisors work with company leadership to assess the current situation and develop the appropriate structure,
systems, skills and strategies necessary to achieve the desired results.

1950 Paint Horse Trail

De Pere WI 54115
P: 920.246.2724
F: 920.339.0762
info@foxwoodassociates.com Management Advisors
foxwoodassociates.com
Rev. 0912
Operational Investing
Foxwood Equity Partners, LLC is a private equity holding firm founded by the senior advisors of Foxwood Associates. Operational
investing means putting our money where our advice is. By taking an equity position in a client’s business we are able to create
value and transform lives, families, companies, and communities in northeast Wisconsin. Whether our participation is a small in-
vestment or a complete purchase, our goal is to help business owners realize the potential in their company and to ensure it’s con-
tinued growth and prosperity after the transaction.

WHY CHOOSE FOXWOOD?

 We understand an owners perspective and have the ability and desire to address his/her financial and non-financial issues.

 Our advisors have the qualifications and experience to mine the true, hidden value in an investment opportunity.

 Our breadth and depth of experience enables us to partner with existing management teams to bridge team gaps and supple-
ment team strengths.

 During periods of tight credit, we have access to capital from high net worth individuals and a willingness to take on opera-
tional risk that other lenders may shy away from.

 Our preferred exit strategy is to sell the business back to the management team and/or employees, thereby creating more
ownership opportunities in northeast Wisconsin.

WHAT DO WE LOOK FOR IN AN INVESTMENT OPPORTUNITY?

 Annual revenue of $5 -$25 million.

 Financial performance below expectations.

 Unrealized product and/or market opportunities with growth potential.

 Transitioning or incomplete management.

 The ability to develop a sustainable competitive advantage.

 Headquartered in eastern Wisconsin.

 Regional or national distribution.

WHAT ARE OUR PREFERRED INDUSTRIES?

 Manufacturing
 Processing and Packaging
 High-Volume Assembly
 Technology
 Distribution

FOXWOOD
Foxwood Equity Contacts:
Mike Fabich 920.246.2724 mrfabich@foxwoodassociates.com
Greg Gauthier
Bob Pfeil
920.676.5910
920.737.5848
gjgauthier@foxwoodassociates.com
rjpfeil@foxwoodassociates.com
Equity Partners, LLC
Operational Investors