Symphony Financial Group
Our services
Symphony Financial Group provides consulting services for mergers and acquisitions, product development, strategic planning, project management, financial analysis, and litigation support. Symphony provides tailored solutions incorporating best business practices and the latest technology developments.
Capitalize on our industry experience... software, manufacturing, utilities, engineering, financial services, media, not for profit, government and telecommunications.
Our history
For more than 25 years, Symphony has provided finance, project management, and strategic planning expertise. Our projects include mergers/acquisition support for due diligence and integration, product/technology development, and temporary IT, finance, and accounting services.
Our network of highly qualified consultants and the ability to be flexible in service arrangements gives our customers tailored solutions that are unmatched. The quality of our work results in many long-term client relationships lasting across multiple engagements and years. Our customers will happily provide references.
Our philosophy
- We believe there is an abundant supply of success.
- We want our customers, partners and associates to share in life’s success by embracing their uniqueness and seeking growth.
- We value time and understand that it is truly the only limited resource. Our solutions focus on optimizing time.
- We are fortunate to have great people and resources around us. Because we have so much, it is important that we share in a way that empowers others.
- We want to be surrounded by change agents that are pushing us to excel.
- When we encounter busy work we seek opportunities to utilize technology and other resources so that we aren’t distracted.
What we do
Strategic Planning
Product Development
Strategic Planning
Optimize your mix of products, services, operations, and finances to achieve and sustain superior overall performance and returns. We can help you clarify your corporate vision and measure and manage your results.
Project Management
Product Development
Strategic Planning
Complete projects with measured success:
(Time + Cost + Scope)
x Results = WIN
Symphony uses a multi-dimensional project management model. It can be tailored to any project type including hardware rollouts, web and enterprise application development, and mergers/acquisitions due diligence and integration.
Product Development
Product Development
Product Development
Discover and implement the great ideas instead of getting distracted by noise. Our approach starts with markets, competition, and resources and ends with quantitative and qualitative results that fit into your overall plan.
Examples of our work
Mergers/Acquisitions: International hardware and software firm expansion.
Partnered for successful due diligence and integration of several international software acquisitions. Symphony consultants worked on overall management of the integrations and detailed workstreams including R&D, product development, industry solutions, finance, treasury, tax, and legal organizing teams of internal and external resources for the timely completion of the various phases of the project.
Project Management: Utility firm uses project lessons in customized PM curriculum.
After partnering for several project audits with a major utility company and gaining an understanding of the customers project management capabilities and business requirements, Symphony was selected to lead an internal project team in developing a customized project management program. This project encompassed tailored curriculum development that incorporated a variety of best of market programs to serve the electric and gas markets project management needs. Our consultants also oversaw train the trainer, project managers and team members training in the US and internationally. This curriculum continues to result in many successful project implementations.
Product Development: Media company expands online presence shoring up market position.
Technology had jumped well ahead of our customer’s print and online offerings with competitors edging ahead of them in the internet world.
After a significant capital investment in a web application, they were left with an online presence that was crippled by hardware and software inadequacies. In conjunction with the client staff, our consultants provided triage analysis, project planning and leadership that resulted in a quick shore up of the website and supporting applications. Following that Symphony worked to develop new online product enhancements, marketing and promotional plans, and redeployment of the web application to support other media companies. Today, this company is a leader both in print and online media.
Strategy: Financial services companies leverage scale and expand customer service.
Our customer was growing but needed additional services to maintain their market share. We assessed their operations and performed an independent analysis of market opportunities. This information served as a basis for their long-term planning. As a result of our collaboration, they have developed a group of specialty services leveraging their existing financial and organizational resources resulting long-term growth.
Financial Analysis: Manufacturing company financial practice reviews for improved cashflows.
An international manufacturing company needed to know more about their cash flows from their eight major business units. We helped them review their cash management, investments, risk management, insurance, financial reporting/accounting, sales tax, and accounts payable processes. In the context of historical performance, peer benchmarking and simulation modeling, new opportunities were uncovered for generating cash, improving operations, and reducing the cost of funds.
More Projects
- Telecomunications firm project management including software selections, vendor management, in-house application development projects.
- Engineering consulting firm IT project management and strategy including vendor management, technical reviews, and project management training.
- Media, utility, financial services and manufacturing merger and acquisition due diligence projects including financial, investment, and IT analysis.
- Not for profit financial operation reviews and policy development.