www.SamWaltz.com ~ SamWaltz@SamWaltz.com ~ 302 777 7774 Founded 1 Oct 1993 by Sam Waltz, Strategic Counselor, Trusted Adviser & Advocate™, Sam Waltz & Associates Strategic Capital & Business Counsel (SW&A) is a global Professional Services consultancy in Greenville, DE, near Philadelphia, less than 2 hours from Washington, DC, and New York City, providing world-class Professional Services in… (1) STRATEGIC BUSINESS COUNSEL, MANAGEMENT, MARKETING & ORGANIZATIONAL COUNSEL, helping Senior Leadership accelerate faster-than-norm business growth to achieve their goals, whether proactively or in the face of difficult business problems, with "deliverables", including research and writing of Business Plans; Business Development & Marketing Plans; Business Exit Plans; TurnAround Business Plans; and Strategic Advisory Counsel to Leaders; (2) STRATEGIC CAPITAL SERVICES, including Capital-Finding – both Debt and Equity; Merger & Acquisition (M&A) including Sell-Side and Buy-Side; Recapitalizations, and Internal Business Succession Planning, helping Entrepreneurs and Venture Capitalists develop concepts and bring new business entities to market in the early-stage and closely-held often family-owned Middle Market niche (<$100mil revenues), and (3) C-LEVEL EXECUTIVE COUNSEL, including Public Affairs / Reputation Management; Issues & Crisis Management (navigating C-level execs through heartburn issues that threaten organizations, careers, and reputations); with "deliverables", including Strategic Facilitation; White Papers & SpeechWriting; Regulatory & Litigation PR; Human Capital Development, Coaching and CEO Counsel. SW&A quickly grew to a staff of 10 working as a Business Development, Marketing, Management and Public Affairs consultancy. Upon the university graduation of the last of the Principal’s three young adults in 2007, SW&A downsized between 2007-10 to better accommodate the Principal’s interests in one-on-one professional services counsel directly with his clients.