An Investment Bank and Advisory Firm

Atlanta, Georgia

Premium

$10,000.00 +

Silver

$500.00

Begin your Company's Valuation Now

Bronze

Complimentary

Platinum

$2,500.00

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Cost                                                     Value

I.  Execute Confidentiality Agreement with Togneri

    Capital Partners, LLC**
II. Meet with Client

  • Collect Quantitative and Qualitative Information
  • Identify Objectives of Clien

III.   Certified Valuation
IV.  Develop Work Product – State of Business Report

  • Priorities
  • Certified Valuation
  • Strategic Plan

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC.**  Client will provide Neri Capital their Profit and Lost Statements and Balance Sheets (financial information) for the previous 3 complete years, plus the actual/projected financial information for current year.  A Neri Capital advisor will review financial data, ask questions of owner, enter data into the valuation software, and provide Client with a 29-page report.  The report will contain the company's value  expressed as; ASSET VALUE, EQUITY VALUE, ENTERPRISE VALUE AND LIQUIDATION VALUE. Also, in the report... a 13-key-metrics from the client's business will be compared with key-metrics from businesses with the same NACIS Code. Each key metrics will be shown as; Overperforming, Underperforming, or Performing at sector averages as compared with like businesses.

Sample Valuation Report

Gold

$1,500.00

Neri Valuater    An innovative approach

Top Ten Reasons to Value your business

"We Deliver...Transparency, Independence, & Accountability... to our Clients

Exit Planning - Transitioning Client's Business to the next Generation of Ownership

  • Benchmarks
  • Operating Metrics
  • Recommendations

V.  Meet with Client

  • Present Work Product

VI   Other Key Advisors, as required

  • Tax and Legal Assessment
  • Estate Planning
  • Insurance Coverage Assessment
  • Wealth Manager

What is your business Worth?

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC.**.  Client will provide Neri Capital their Profit and Lost Statements and Balance Sheets (financial information) for the previous 3 complete years, plus actual/projected financial information for current year.  A Neri Capital advisor will review financial data, ask questions of Owner, enter data into the valuation software.  When the valuation is completed, a Neri Capital Advisor will meet with Client to review the 29-page report as describe in Silver level, and make verbal recommendation as to areas to improve the business.

Eric L. Togneri

 

10 Cloister Cove · Newnan, GA  30265

Home: (770) 463-9171 · Mobile: (678) 764-1732

erictogneri@gmail.com     www.linkedin.com/in/erictogneri    www.nericap.com/erictogneri.html

 

CPG Sales and Marketing Leader –

National Sales, Shopper Marketing, Trade Finance, Trade Promotion/Planning,

Category Development, Analytics/Insights

 
 

 

Professional Experience

 

The Neri Group, LLC (December 2012 to present)

As Founder/Managing Partner, provides 3rd Party Consulting and Training, CPG Thought Leadership, and CPG Trade Association Strategic Advisory Services

 
IBM Corporation www.ibm.com  via Zero Chaos (March 2014 – July 2014)
IBM BAO is the largest Analytics and Process Optimization organization in the world. Success with business analytics requires more than the data and algorithms. It requires a company culture committed to using information for breakthrough ideas and operations.
 
Sr. Consultant (Independent Contract) - Business Analytics and Optimization

Responsibility for Consumer Products solutions to the Scotts Miracle-Gro corporation
Serving customers in the Home Improvement (Home Depot, Lowes, Ace Hardware) and Mass (Wal-Mart, Target) channels
Crafted strategy for product expansion beyond core categories where dominant market share led to a need for brand extension

 
Neri Capital Partners www.nericap.com (December 2012 to present)

Investment banking firm focused on micro-cap healthcare, environmental, business services, aerospace, and construction industry transactions and valuations.  

 

President & Managing Partner (See Description Below)

 

sanofis-aventis; Chattem, Inc. www.chattem.com  (November 2010 to November 2012)

A $44 Billion/year global pharmaceutical manufacturer of Rx, Consumer, and Animal Healthcare products.  Chattem is a wholly owned consumer healthcare company serving the North American market with household brands including Allegra, ACT, Gold Bond, Cortizone-10, Unisom, Icy Hot, Bull Frog, and Selsun Blue.

 

Director, Sales Planning and Shopper Marketing

Designed and led a newly created planning department with primary responsibility for Trade Promotion, Trade Finance, Shopper Marketing, and Internal Planning covering all Chattem Brands and Retail Partners
Key responsibilities included spearheading Trade Finance process and integration across a billion dollar portfolio, shopper marketing programs and research, training and developing sales and marketing managers in conducting marketing mix investment analysis, developing trade promotion management best practices, monitoring 4Ps, and managing new and existing portfolio program development
Primary TPM/DP driver for Chattem coordinating internal/external stakeholders bridging C-Level sales, marketing, research, finance, legal, procurement and their respective teams
Initiated a Trade Investment oversight process that included forward projections, post-investment analysis and goal-setting to improve cost-to-serve efficiencies
Created the strategic plan and provided oversight of the trade execution for the Allegra Rx to OTC switch and the creation of the 2012 and 2013 Allegra Shopper Marketing plan
Developed and provided oversight for Go-to-Market strategies and channel plans covering all portfolio initiatives for 2012 and 2013

 

 

 

 

The Neri Group, LLC (May 2005 to October 2010)

As Founder/Managing Partner, provides 3rd Party Consulting and Training, CPG Thought Leadership, CPG Trade Association Strategic Advisory Services, and Boutique Investment Banking.

 

Neri Consulting

 
Sr. Consultant (Independent Contract) – Miscellaneous Projects (May 2005 to October 2010)

Pfizer Consumer (now J&J) – Out of Home: External project lead for creating On-the-Go solutions for brands such as Listerine, Benadryl, and Visine
Unilever – Category Management Training on perpetual planning process for entire North American team in conjunction with ROI
American Marketing Enterprises – Go-to-market strategy for Rubbermaid License in Trash Bag category

 

Category Management Association www.cpgcatnet.org (September 2005 to October 2010)

The exclusive trade association serving the disciplines of category management and shopper insights

 

Principal, Strategic Advisory Board

Thought leader and speaker for Category Management Association, IIR, and GMDC National Events
Member of the association advisory board providing strategic direction and industry expertise and perspective

 
Neri Capital Partners www.nericap.com (May 2005 to October 2010)

Investment banking firm focused on micro-cap healthcare, environmental, business services, aerospace, and construction industry transactions and valuations.  

 

President & Managing Partner

Established Exit Planning consulting practice; Certified Exit Planner by the Exit Planning Institute to serve as a trusted advisor to current and potential clients
Specialized in business development connecting private equity and high net worth individuals with private business owners to meet their mutual enterprise and property investment objectives

Engaged by top firms including Sorenson Capital (Spin-off of Bain Capital), MCM Capital (Leading micro-cap equity group in Mid-West) and ZP Enterprises (Fund established by CEO of Martin-Marietta)

 

Wyeth; Wyeth Consumer Healthcare (now Pfizer) www.pfizer.com (October 1999 - April 2005)

An international pharmaceutical manufacturer of Rx, Consumer, and Animal Healthcare products.  Experience spanned from Wal-Mart to Main Street….All channels for Wyeth Brands including Advil, Centrum, Caltrate, Robitussin, Dimetapp, Preparation H and ChapStick.

 

Director, Trade Planning and Promotion, January 2004 – April 2005

Chosen by the organization to lead a newly created Trade Planning department with oversight of a $150MM budget and $1.8B in domestic revenues and the foundation for Pfizer Shopper Marketing

Led a seven person directly managed team charged with the development of the shopper marketing strategies for brands such as Centrum, Caltrate, Advil, Robitussin and ChapStick
Personally devised the concept and process for the strategic Event P&L, a tool that merges syndicated data, market research and full event costing.  Successful application of ABC costing principles resulted in enterprise-wide roll out as the primary financial tool driving fiscally responsible promotional decisions.  Improved incremental contribution by $9.5MM
Developed an Incremental Funding Process that balanced strategic trade investment objectives with fair and equitable allocation of funding resulting in $8MM in efficiencies
Created a transition plan from a fixed historical-based funding process to a live accrual-based investment environment

 

Sr. Category Development Manager, June 2001 – December 2003

Category analytics responsibility for a $350 million US Drug revenue business unit

 

 

 

Led category leadership initiatives through major retailers combining loyalty marketing, demand indexing, and targeted consumer offerings

 

 

 

 

 

Created the Resource Allocation Process aimed at effectively optimizing human and financial capital supporting national accounts.  HR and financial architecture implemented to maximize incremental impact to revenue and

 

profit performance through a combination of process definition, vested-party interviews, coalition building and senior executive approval

Key team member of the OTC Shopper Study and NACDS Rx-to-OTC committees

 

Initiated the Strategic Information Dissemination project, a communication strategy that sets the standard for accessibility of value-added select OTC information.  Comprised of a knowledge repository covering category development, market research and sales intelligence

 

 
Provided the executive committee with concise and forward-thinking consumption reviews accompanied by strategy focused executive summaries

In recognition of these achievements, for the second time received the prestigious President’s Gold Cup recognizing outstanding personal performance and was promoted to lead Wyeth shopper marketing

 

 

 

 

 

Business Development Manager, October 1999 – May 2001

Headquarter responsibility for $70 million Rite Aid business unit
Immediately undertook an intensive review of our approach to the customer, creating a strategic plan to effectively manage all points of contact between Wyeth and the trade
Charged with generating short and long-term strategic account planning, providing the basis for a 22% increase in consumption during my tenure
Utilized an Account Specific Brand Sales Objective approach to increase market share across each of the major brands in portfolio, surpassing full year share achievement versus key benchmarks
Initiated an ABC costing study as the basis for securing the most profitable impulse-mix at retail registers, tripling annual ChapStick volume from $2.5MM to $7.5MM in year 1
Managed a collaborative team approach, coordinating a concerted effort across consumer marketing, trade marketing, customer service, sales support and category management

President’s Gold Cup recipient for outstanding personal performance

 

L’Oreal SA; L’Oreal Retail Division www.lorealusa.com (October 1991 – September 1999)

A $15 Billion/year international manufacturer of Consumer Beauty Products

 

National Account Manager, March 1997 – September 1999

Headquarter responsibility for all geographical areas under $34 million Rite Aid unit
Key figure in merchandising negotiations, leveraging total basket consumer profit contribution resulting in 36,012 increase in facings
Consumption focused effort resulted in an immediate impact on consumer sales, up 27% during my tenure, three times the division average
Received formal notoriety from the Senior Vice President of Sales, with my consumption strategy presented as the model for National Account management; In recognition of these achievements, was promoted to National Account Manager in January 1999

 

District Manager, Key Accounts, January 1994 – February 1997

Territory Manager, October 1991 – December 1993 

 

Educational Background

 

University of Pittsburgh, MBA

 

University of Iowa, B.B.A - Marketing

 

Recent Valuations

Since 2006

confidentiality agreement

Neri Valuator™, a cloud-based patented valuation software tool that utilizes impressive algorithmic engine that compares your business with a data base containing 13 million other private and public businesses. This sophisticated software values your businesses through its proprietary and patented algorithm, taking into count 143 data points that are continually updated, as well as over 200 million data elements pertaining to micro-cap and lower mid-market businesses. The current and accurate data in combination with a patented algorithm generates your valuation, “Market Accurate™”


Amazingly, 75% of the 28 million small businesses in the United States do not know the value of their business.  We believe knowing the market value of your business is critical in developing long-term business strategy, and if appropriate, exit planning.  To learn more and get your free valuation.......​

Office:  (800) 216-4819

Neri Capital Partners

Data Security is very important

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC**.  Client will provide Neri Capital their Profit and Lost Statements and Balance Sheets (financial information) for the previous three complete years, plus Actual/Projected financial information for current year.  A Neri Capital advisor will review financial data, ask questions of Owner, enter data into the valuation software.  In addition to the 29 page report,  a Neri Capital advisor will review with Client the document described in Silver level. Further, Neri Capital advisor will present Neri Capital's independent report containing written recommendations and strategies to improve business performance over the next 12-months. At the 1st anniversary date of the Client’s business valuation, Neri Capital will provide a complementary updated business valuation. 

PROVIDING TRANSACTIONAL EXPERTISE FOR

​MICRO-CAP AND LOWER MID-MARKET BUSINESSES


Neri Valuater.... Market Accurate  

Execute a Confidentiality Agreement with Togneri Capital Partners, LLC.** (Optional, but recommended.  Client is given access to Neri Capital's valuation software, and client keyboards their own financial data into software. The Client will received the value of their business expressed as EQUITY VALUE.   Neri Capital will answer your questions by email or telephone. 

To Begin Your Complimentary Valuation