"We needed to enhance our client service and marketing/asset gathering capabilities. Spencer Partners analyzed our marketing strategies and client communications with great thoroughness. Armed with their results and recommendations, we strengthened both."

Ed Brown
Founder, CEO and CIO
Brown Capital Management, Inc.

Brown Capital Management, Inc.

Challenge: Spencer Partners and a strategic advisor were engaged as consultants by Founder and CEO Ed Brown to analyze Brown Capital Management, Inc.'s internal and external communications. The venerable institutional investment management firm wished to improve its responsiveness to client needs and the volatile Wall Street marketplace.

Result: Spencer Partners, with its extensive experience in the financial services industry, probed the firm's marketing leaders and portfolio managers to identify attributes that would enhance teamwork, information flow, client service and overall prospecting. Spencer Partners' recommendations enhanced the firm's governance structure and improved client retention.

The Caballero Television Network

Challenge: Caballero Television, one of the country's largest Hispanic-owned television broadcast companies, wanted to increase its geographic footprint. Spencer Partners was hired to review the company's capital structure and to identify capital resources that would finance a viable restructuring plan.

Result: Spencer Partners provided strategic advice and industry insights over the course of several months to help Caballero successfully attain its financial goals. The higher-profile company was subsequently acquired by Viacom.

SpaceVest, LP

Challenge: John Higginbotham, a visionary and business executive, wanted to identify companies to invest in advanced technologies for space exploration and commercialization. He founded SpaceVest and hired Spencer Partners as a strategic advisor to help develop a marketing strategy and to assist with the formation of the management team.

Result: Spencer Partners, in its role as strategic advisor, introduced this opportunity to its broad network, many of whom had long-term relationships in the pension fund industry. This assistance helped SpaceVest position itself as an early enabler in the commercialization of space.

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