MBA 8496 S19 Strategic Management II and Capstone

MBA 8496 S19 Strategic Management II and Capstone

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MBA 8496 S19 Strategic Management II and Capstone

MBA 8496 S19

Strategic Management II and Capstone

Fall 2020

 

Business Partner:              Ehlers Public Financial Advisors

https://www.ehlers-inc.com/                                       

                                                      nb: https://www.ehlers-inc.com/our-services/

 

Executive Team:                 Jeff Eaton, President

                                                      Sam Mahn, CFO

                                                      TBD

MBA 8496 S19

Strategic Management II and Capstone

                                                     

Background

Ehlers Public Financial Advisors (Ehlers) is an Upper Midwest leader in the municipal bond space. For 65 years the Roseville, MN based firm has provided financial consultation for public entities, issued bonds, and provided ancillary administration and reporting services for their clients.

MBA 8496 S19 Strategic Management II and Capstone

In 2018 Jeff Eaton became President and initiated several initiatives to prepare Ehlers for growth. In the past 12 months the firm has embarked on disciplined and strategic transformation to improve organizational efficiency and growth through integrating their service platform. Ehlers has historically enjoyed growth through new client relationships and are now turning their attention to considering how they might accelerate organic growth within their existing clients through expanded service offerings.

 

The company has a strong values-based culture and as an ESOP relies on employee engagement and ingenuity to develop and support the pathway(s) forward.

 

Snapshot

• Annual revenue is approximately $22M, representing approximately 16% growth the past year and a 10- year average growth rate over 6%.
• Fiscal year end is 6/30 – currently in middle of FY21
• Last year Ehlers completed over 400 debt transactions with a par value of over $3.5B and currently have over 1,000 active clients.
• Ehlers currently operates in Minnesota, Wisconsin, and Colorado, and estimate they own over 50% of the market share in their debt issuance and consulting service within the MN City, WI City and MN Education teams. Within that client base they have about 60% penetration in their paying agent and continuing disclosure service lines and 15% penetration their investment advisory service line.
• 80 employees with average annual compensation of $168,000.

MBA 8496 S19 Strategic Management II and Capstone

 

Strategic Challenges per Leadership Team (in no particular order)

• Accessing appropriate competitive intelligence to support decision making
• Identifying effective mix of consulting and administrative services to maximize profitability
• Forecasting/developing necessary employee skills & competencies to create a profitable future for clients and ourselves
• Committing time & resources to strategic planning while meeting current customer demand
• Investigating options for growth in geographies or other verticals such as higher education or healthcare both organically and/or through M&A.

 

MBA 8496 S19 Strategic Management II and Capstone

 

Capstone Challenge for S19

The Ehlers Leadership Team have examined and debated these challenges from multiple perspectives annually, however keeping up with current client demand consumes a majority of resource focus. Their next Strategic Planning session with company leadership will be in January of 2021 and they are seeking your help as emerging MBA’s to provide a fresh perspective that will enhance their upcoming planning sessions. Given this background and the information and resources provided by the Ehlers team, you are challenged to propose recommendations to answer the question:

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What is the best pathway forward for Ehlers to be a high performing company and position themselves for a sustainable growth trajectory over the next 5 years?

 

Your proposal will be evaluated on the following criteria:

 

Articulate Ehlers current industry positioning clearly and succinctly     10%

Recommend a strategic direction                                                                                   15%

Identify ethical and cultural considerations                                                             15%

Provide qualitative and quantitative support for proposal                            20%

Financial plan to support proposal                                                                                  20%

Operational plan(s)/feasibility analysis to support proposal                       20%                         

TOTAL                                   100%

MBA 8496 S19 Strategic Management II and Capstone

 

Background Info & Resources Provided in Google Drive

1. 06/2020 Financial Review
2. “Our Services” Handout
3. 2021 Strategic Plan Initiatives
4. Organization Chart

 

https://drive.google.com/drive/folders/1fAk1qc31gsdggg-ncFUYZTD0jAT5K48W?usp=sharing

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