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Lantern Strategies Group

Lighting the path for companies to navigate uncertain markets and manage volatile conditions.

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Why Lantern Strategies Group?

The COVID-19 virus and the resulting business shutdowns, shelter-in-place orders and government intervention has caused massive disruption in the U.S. and world economies.

 

Large, multinational companies have the management depth and financial resources to maneuver through these difficult and unprecedented times.

Some smaller to mid-sized companies are currently encountering pandemic related issues such as significantly reduced revenues, labor constraints, cash flow shortfalls and limited access to capital while other companies are reporting significant increases in revenues, earnings and cash flow as demand from wholesale and retail customers skyrockets.

Lantern Strategies Group (“Lantern”) was formed to help management teams of both of these types of companies - ones  facing survival and others managing record growth – compete and achieve management’s desired results with customers, vendors, employees, lenders and shareholders.

 

In both cases Lantern can facilitate an exit strategy for business owners considering a sale or recapitalization of their business, either as an advisor, a consultant or, in rare instances, a buyer.

Our Approach

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Lantern operates as management’s sounding board and partner in helping to reinforce or change strategy, operating principles, supply chain management and agreed upon goals financial goals and incentives to accommodate today’s volatile markets.

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Lantern is NOT necessarily looking to replace management; we are here to supplement management's experience such that the combined knowledge base is broader and deeper.  However, if management has decided that an exit from the business is necessary and appropriate, Lantern is willing and capable of working with management to pursue such a strategy.

3 Gears

Lantern’s approach is multidisciplinary – strategy/operations; supply chain evaluation/management and finance – from principals that collectively have more than 100 years of business experience.

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Partnering -  Guiding Principles

We will put our clients and customers first and foremost.

We will align our interests with our clients and will be vigilant stewards of their resources (human and financial).

We will bring a thorough understanding of the management’s strategic objectives and a commitment to provide effective solutions to all engagements.

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Business Optimization - Our Six Keys to Success

Action Planning

We will create an action plan outlining item responsibility, timeline and resource allocation - human and financial.

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Management and Execution

These plans will serve as the basis for key decisions by management and/or the board and will measure the business' performance during the short-term (30 days) and longer-term (90 days).

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Performance

Performance of our plan will be measured against key metrics such as cash flow generation, productivity gains, increased market share and predetermined industry and company benchmarks.

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Results

Our model is based on the idea that a company that is well positioned strategically, operationally and financially can survive, and even thrive, in turbulent times

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Opportunity Assessment

We will obtain or generate critical information to evaluate the company’s status and utilize our experiences and ideas to assess and prioritize the prospects, risks and opportunities for the company.

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Strategy Development

We will develop a preliminary strategic plan for the company to include key priorities, goals and action plans.

The Team
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John Ballis

Principal

John is a professional coach and Certified Lean Six Sigma Master Black Belt, Certified Project Management Professional and Certified Kaizen Facilitator.  During his career, he has completed more than 1,700 Kaizens and led 50 Super Kaizens. John is also a mentor in Lean-Six Sigma-Agile, Leadership Development, Change Management, Strategy, Deployment of Vision/Mission Planning, and Project Management.

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Jim Davis

Principal

Jim has been involved in investment banking for more than 35 years, during which he has raised more than $4 billion in capital for companies and advised on more than $3 billion in merger and acquisition transactions. His responsibilities include representing companies in merger, acquisition and divestiture transactions and aiding companies in raising public or private institutional capital for expansion purposes.

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Mike Tinsley

Principal

Mike is a highly committed, analytical, and performance-driven CEO with strong proficiency in turnaround management, strategy formulation, operational execution, merger integration and providing solutions for complex situations.  During his  30+ year business career, he has held senior roles in companies with a broad range of products, services and serving varied markets. and has led operations in more than 15 countries.

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Contact Us

100 Crescent Court, Suite 700

Dallas, Texas 75201

Phone: (214) 263-1000

info@lanternstrategiesgroup.com

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