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Mission, Vision and Values

DeFonseka provides guidance in formulating and implementing initiatives designed to promote sustainable growth, profitability, and the development of new and adjacent verticals.

Based in Chicago with teams in London and Belgrade, DeFonseka can play a crucial role in disseminating best practices while carrying out your company's long-term strategic initiatives in a dynamic landscape. We collaborate with subject matter experts to ensure your vision aligns effectively with current market conditions. This data driven approach is key to managing the expectations of all stakeholders.

Research, Strategy and Execution are core values at DeFonseka. For more than two decades, these principles have helped, DeFonseka navigate the intricacies when working with High Net Worth Individuals (HNWI), Family Offices, and Private Equity. Our collaboration with Principals and Founders has endowed us with valuable experience and insights across diverse projects. Engaging our team enhances the capacity of your leadership team, enabling efficient monetization of opportunities, on time and within scope.

 

Practice Areas


IP Commercialization

IP commercialization

IP commercialization is the process of turning intellectual property (IP) into commercial products or services for financial gain.

Intellectual property

IP includes patents, trademarks, copyrights, and trade secrets. The goal of commercialization is to leverage these intellectual assets to generate revenue, create market value, and gain a competitive advantage.

The 5 Stages

IP Commercialization is Capital intensive and requires subject matter expertise to provide an innovation that is not obvious to the general public. This process can take anywhere from 18 to 36 months to develop a minimal viable product or MVP.

Stage 1: Brainstorming and ideation.

Stage 2: Research and idea screening.

Stage 3: Concept development.

Stage 4: Prototyping and evaluation.

Stage 5: Product rollout and iteration.



Private Placement

Private Placement (FEE)

Private placement invests in privately held companies or projects. Private placement services operate on a fee basis.

Private Investors

Private investors, such as high-net-worth individuals, family offices, or private equity, contribute capital for private placement. These sources adhere to traditional underwriting practices. However, unlike regulated institutions, Private Investors will accept a higher degree of risk, at a risk-adjusted rate.

Business Case

Successful placement requires a business case, adherence to time line and a data room

Finance strategy

Management team

Statutory & site approvals

Stakeholder management

Project budget & schedule

Procurement & contracting strategy

Risk identification & mitigation


Business Strategy

Advisory (Retained)

The nature of advisory work is not as project based. The overall objective for the advisor is to help the client achieve its long-term strategic goals through influencing day-to-day operations. Thus, an advisor develops deep relationships with clients.

Consultancy (MSA)

Consultancy is not involved in the long-term operations of the client and is engaged to solve a defined problem for 3-6 months and may be renewed.

Types of short-term projects:

Defining a path to greater profitability (EBITDA)

Creating a market entry strategy to introduce an existing product in a new geography

Determining the root cause for a sudden drop in revenue and developing a strategy to reverse it

Identifying process optimizations to cut costs