Cases
Serving individual, corporate and non-profit clients in various domains and geographies:
Business
Projects conducted, based on vast experience in business, as both executive-in and consultant-to:
- Companies – Seed-stage, venture-backed and established companies in the domains of technology, consumer products, aerospace, medical devices, biotechnology and software.
- Investors – Individual Angel investors, Venture Capital and investment firms, primarily top-tier VC’s from Israel, Boston and New York, conducting due-diligence and managing portfolio investments
- Individuals – Assisting founders, small business owners and business leaders in resolving current issues and planning for the future. Conducting personal hands-on work and one-on-one value-add support
Non Profit, Education and Culture
Values-driven leadership, followership, and trusteeship, for organizational effectiveness and growth
- Non Profit Start Up – provides “roll up our sleeves” executive horsepower and strategic direction based on years of non-profit entrepreneurship, culture building and team leadership
- Education – University teaching, Waldorf education, teaching school children, and the use of arts and drama in education pedagogy.
- Arts & Sports – Organizations responsible for promoting the participation in artisitic and aports activities. Driven by our passion and personal experiences as amateur and semi-professional athlete, youth instructor, and participant and producer of performances and workshops
Examples: CogniTens automotive imaging, GalayOr optical communications, SELA semiconductors, Adjungo wireless, Traiana financial trade, N-Trig computer technology, Protalix biotherapeutics biopharmaceutical development and manufacturing, LTG education software, Litle&Co micropayments
Experience with industry, government and non-profit organizations serving customers in various settings, in a wide variety of industries, and across various cultures:
- Private and Public Companies, Venture Capital Investors, Angels, Board members, Executives, Founders, CEOs and CFOs
- Non-Profits, Schools, Sport Associations, Community Groups. Focus areas such as Transparency, Governance, Inclusive Processes, Consensus Building and Consensus Based Decision Making
- Government Agencies: Research & Development Contracts, Procurement Deals, Funded Collaborative Research with Universities. Bidding Competitive RFPs, Assembling Coalitions and Writing Winning Proposals, Managing Programs as Prime Contractor and as sub-contractor.
- Technology, Manufacturing, Aerospace, Consumer Products, Software, Hi-Tech, Telecommunications, Homeland Security, Medical Devices, Life Sciences, Financial Services.
- Cross Cultural & Cross-Continental – Asia, Europe, England, America, Israel
- Decision Making Cultures: from real-time such as military, to long-term consensus decisions and organizational transformation processes. From hierarchical to matrix functional structures, in areas such as new product features, funding, project planning, prioritization, risk mitigation, budget issues, pricing, channels, promotions, incentives, organizational design, integration, matrix tensions, turnarounds, HR hiring, personal improvement plans, force reductions, salary changes
“I’ve served with Mooly as a Trustee for the past several years. Our school’s governance structure is consensus-based, with teachers, parents, trustees, and administration involved in decisions where stakeholders feel passionately and there are often conflicting interests. Mooly is skillful at aligning goals, negotiating compromise, and stepping back to view the school holistically and in the context of its core purpose–doing what’s best for the school’s students. Tough financial choices and interpersonal interactions are involved. In guiding resolution Mooly instills trust in those around him.”
Keith Hartt, Director of Bogle Investment Management
Sample Consulting Successes 
- Investor to Company – Start-up turnaround and sale:
Serving a well-known serial entrepreneur and US-based angel investor on assesing portfolio investment, and negotiating strategy with the CEO and other investor. A short initial phase resulted in facilitating the acceptance of a series of recommendations. The follow-on phase included an aggressive cash-flow reduction program while revamping the marketing plan, packaging the company for acquisition and aligning the expectations of all the stakeholders. The project called on engaging with the different individuals in the company, board members and potential acquirers. Several months later, after two negotiations attempts with strategic buyers, the company was successfully acquired by an industry leader resulting in an exit for the investors - Venture Capital Firm – Start Up Company Due Diligence and Investment Terms:
- A Leading US based VC firm requested our services at travelling overseas to perform due diligence and assist in relationship building with existing shareholders. Resulted in a positive decision to invest and in achieving consensus around investment terms
- Investor to Investor – Separation Agreement:
When a public ethics crisis tainted the reputation of a private company, a conflict emerged between the investors. Representing one of the main investors, we successfully distanced our client from the crisis, and negotiated on his behalf a separation agreement that resulted in valuable assets being retained by the client - Acquisition of Family Owned Business:
As representative of acquiring company, successfully engaged the owner, built a trusting relationship and negotiated terms that addressed his concerns about valuation, terms and the treatment of his family members and employees - Non Profit Strategic Relationship – Renegotiation of Agreement:
Strategic mapping and guidance to non-profit efforts. Established relationship to achieve favorable amended terms with the partner organization leadership, without risking excessive delays and public opposition. Resulted in a very positive long-term outcome
Sample Executive Role Successes
- Interim VP Sales and Marketing
Entered responsibility of VP Sales and Marketing on short notice, to manage sales teams of strategic OEM accounts and large channel distribution. Led pricing strategy and sales incentive plan, in parallel to a multi-channel marketing campaign of various media channels. Responsible for international Joint Ventures, for trade show presentations, and for winning large new contracts - President of Subsidiary
Assumed oversight role following a large strategic acquisition. Orchestrated successful integration including product line repositioning, , streamlining operations, organizational restructuring, and dealing fairly with transitioning key executives - Entrepreneur of seed stage start-up
Explored emerging market and technology. Developed business plan together with angel investor. Conducted feasibility study and technology assessment - Executive Program Manager – turnaround
Key contributor to the innovative high growth start-up turning into a worldwide technology leader in aerospace. In charge of program that was responsible for the great majority of the company’s revenues. Led turnaround of over $40M program with more than 50 employees to a 40% cost reduction, resulting in a very successful completion and follow-on orders
Sample Training Engagements
- University Advanced Negotiation Course
Faculty teacher, instructor, program manager, case writer, coordinating collaborative continued development with leading faculty members. Facilitated the transition to a new course format since 2012, initiated, developed and taught a new advanced course since 2015, and another advanced blended-learning global course in 2016 - Roundtable Training
As senior negotiation instructor and mediator, developed training strategy and course composition and taught experienced negotiators and dispute professionals workshops on topics such as difficult conversation and the risks and opportunities in negotiations - Executive Intensive Training
Adapted training material to suit customers and trained experienced executives to use negotiation concepts, skills and tools in their everyday work - Conference Workshop
Presented a workshop for practicing professionals on the best practices of negotiation and dispute resolution using simple methods as well as state-of-the-art technology tools
Sample Dispute Resolution Engagements
- Supplier to Procurement – Contract Dispute:
After cancellation of several non-cancelable orders, facilitated the renegotiated terms which settled the resulting legal disputes to the satisfaction of both parties, avoiding trial. - Company to Company – Strategic Partner Separation Agreement:
After years of mutual accusations the relationship soured to a point of professional and personal distrust, yet unilateral termination would be very risky for both sides. An intensive multi-week effort successfully facilitated a series of dependent steps to enable building just enough trust to enable the parties to reach an implementable mediated solution. - Investor to Investor – Separation Agreement:
When a public ethics crisis tainted the reputation of a private company, a conflict emerged between the investors. Representing one of the main investors, we successfully distanced our client from the crisis, and negotiated on his behalf a separation agreement that resulted in valuable assets being retained by the client - Non Profit Strategic Relationship – Renegotiation of Agreement:
Strategic mapping and guidance to non-profit efforts. Established relationship to achieve favorable amended terms with the partner organization leadership, without risking excessive delays and public opposition. Resulted in a very positive long-term outcome - Founder to Investors – Investment Agreement:
When differences between the investors and the founder about valuation, control and future roadmap materialized, there was doubt whether the company would get funded at all, or have to shut down. We helped the parties improve communications, explore solutions and eventually develop and agreement that enabled them to move forward together
"I've served with Mooly as a Trustee for the past several years. Our school's governance structure is consensus-based, with teachers, parents, trustees, and administration involved in decisions where stakeholders feel passionately and there are often conflicting interests. Mooly is skillful at aligning goals, negotiating compromise, and stepping back to view the school holistically and in the context of its core purpose--doing what's best for the school's students. Tough financial choices and interpersonal interactions are involved. In guiding resolution Mooly instills trust in those around him."
Keith Hartt, Director of Bogle Investment Management
Keith Hartt, Director of Bogle Investment Management
