Case studies

As a result of its executive management, banking and corporate advisory

experience, PHiQ has the skills and relationships to assist clients to identify
and access strategic alliances, commercial opportunities and financial
solutions that might not otherwise be available to them.
Case study 1: equipment manufacturer
An Australian road maintenance equipment manufacturer, with blue chip clients, had
not experienced desired growth for a number of years as a result of slow acceptance
of their technology as compounded by production capacity constraints.

contact details

PHiQ secured distribution agreements with 2 US manufacturers of premium road

maintenance products. This created an opportunity to increase sales via new product
lines that a) did not consume significant production capacity or overheads, and b)
generated cross-selling opportunities for the clients core product range.

Asia-Pacific

By establishing strategic relationships with a national service network and a leading

non-bank asset financier, PHiQ also secured an exclusive distribution agreement with
the worlds 3rd largest manufacturer of road and earthmoving equipment. This
should broaden client base across both 1st and 2nd tier contractors in the road,
mining and construction industries, while also increasing parts and service revenue.

Michael Vardavas
PHiQ Group
PO Box 2032
Taren Point NSW 2229
Australia

As a result of these initiatives, and various financial and operational measures, sales
growth of 82% was achieved over a 2 year period.

t +61 2 9522 2800

e m.vardavas@phiqgroup.com

PHiQ also identified and established outsource manufacturing capacity in China for
various componentry, which should reduce production lead times by 40%, while both
increasing quality and reducing cost of goods sold.
Reciprocal licensing and distribution arrangements are currently being entered into
with a major European manufacturer, with a view to them assuming a strategic
interest that provides global export market access and an exit strategy for the client.
Case study 2: furniture manufacturer
An Australian manufacturer of infant furniture had successfully established a market
leading brand and a deep national distribution network. However, profits stagnated
due to product class saturation and retail market volatility.
In addition to negotiating a license agreement with an international brand, that will
facilitate the distribution of complimentary textiles, PHiQ identified and secured
exclusive distribution rights over prestigious European brands that are market
leaders in car seats, strollers, high chairs, and ultra-luxury furniture. These new
product lines will be distributed utilising existing infrastructure in a manner that
increases both sales and EBITDA by several multiples.
PHiQ is currently in the process of developing/securing proprietary product lines, as
well as implementing low cost strategies to penetrate new export, online,
department store, retail, and commercial distribution channels.
Case study 3: Asian bank
A major Asian bank was seeking equity like returns from an investment in an OECD
bank that would be treated as senior debt for accounting and regulatory purposes.
Having received several aggressive proposals from major international banks, PHiQ
Capital was approached for a conservative alternative.
By leveraging PHiQs technical expertise and market reputation, the client made a
USD500m investment in a simple strategy that generated an exceptional yield in
respect of the desired asset profile, while providing low cost funding to the offshore
operations of a well rated OECD bank.

Americas
George McElroy
PHiQ Group LLC
205 N. Michigan Avenue
Suite 4310
Chicago IL 60601
USA
t +1 917 969 7357
e g.mcelroy@phiqgroup.com

phiqgroup.com