With the launch of the BrandTransact 50 index (BTW50) it will be difficult for companies, fiduciaries and investors to continue to ignore the value of brands and intangible assets that represent the massive spread between a company's Book Value and Market Cap. Read More >
“It's perplexing how everyone seems to ignore this elephant in the boardroom. It makes little sense that such a huge chunk of market cap value is not considered a factor in the traditional ways that stocks are analyzed or how companies operate. With the launch of our BTW50 index, it's now time to pay attention.”
—Bill Zabit, Founder and CEO of BrandTransact Worldwide..
The Elephant in the Boardroom
In today's economy, brands and intangible assets represent 84% of the value of the S&P 500.* Yet strangely enough, intangible assets are too often invisible assets that have not been given the strategic, financial or fiduciary attention they deserve.
Until now, that is.
The BrandTransact 50 index is the first on Wall Street to prove in a very compelling way that the soft stuff has a hard impact on the current and future unrealized value of US publicly traded companies. And BrandTransact Worldwide exclusively holds the keys to unlocking this unrealized value.
*Source: Ocean Tomo LLC
“It's perplexing how everyone seems to ignore this elephant in the boardroom. It makes little sense that such a huge chunk of market cap value is not considered a factor in the traditional ways that stocks are analyzed or how companies operate. With the launch of our BTW50 index, we have shown that the correlation between brand metrics and stock price provide the keys to unlock unrealized value on Wall Street. It's now time to pay attention.”
—Bill Zabit, Founder and CEO of BrandTransact Worldwide.
Who We Are
BrandTransact is a Wall Street-based advisory firm that exclusively addresses the issues and opportunities related to key intangible assets and how they impact the current and future value of US companies.
We advise corporate boards, the C-Suite, private equity firms, investment banks, and other trusted advisors on how brands and intangible assets impact the pre-deal, due diligence and post-deal integration stages of M&As and IPOs as well as company transformation events, funding opportunities and everyday business operations.
We focus on how the interrelationship of brands, intellectual property, reputation of brand and leadership, leadership and management talent and employee engagement act as key drivers in influencing a company's value.
We are not an accounting firm. We are not a law firm. We are not a management consulting firm or a branding agency. But we work side by side with all of them.
We don’t look at different things than they do.
We look at the same things very differently.
“I congratulate BrandTransact for their business focus on brands and intangible assets. And I am pleased to participate in their important mission.”
Dr. Robert Shapiro, former US Undersecretary of Commerce for Economic Affairs, renowned adviser to world leaders and top corporate executives, and Chief Strategist for BrandTransact.
What We Do
Simply put, you can't manage what you don't measure. Executives and fiduciaries cannot optimize the value of their company or portfolio of companies if they do not have a plan to identify, measure, manage and build on the value of brands, intellectual property, reputation, leadership talent and the workforce.
And we help them do just that by providing a full spectrum of critical advisory, due diligence, valuation and implementation services.
Beyond the financial business reasons why, it's the law. According to Sarbanes Oxley and SEC regulations, public companies and some private companies are required to properly manage their intangible assets at the risk of facing criminal charges and potential shareholder lawsuits against the company, its officers and other fiduciaries.
BrandTransact Worldwide Services
- Due Diligence
BrandTransact at a Glance
BrandTransact Worldwide is an advisory and solutions management firm that specializes in preparing companies to be brand-ready, inside and out for a transaction. We are not a brand agency and we are not selling branding services. We are uniquely positioned to be impartial.
Read More >
Our Quick Start Solution
There are times when our clients want us to help them go through the process of identifying, evaluating, qualifying and selecting agency and service providers from scratch to deliver on the internal and external brand roadmap we helped them create. And then again, some clients choose to shortcut that process for the sake of time, money or a little of both.
That’s why we offer our Quick Start solution, which is delivered by a prequalified complement of agency and service providers that have the reputation of being the best at what they do.
Events That Drive a
Need for Our Services
- Mergers and acquisitions
- Divestitures, spin offs, roll ups
- IPOs and secondary public offerings
- Companies preparing to be acquired
- Upsizing, downsizing, restructuring
- Internal and external brand integration
- Re-branding, renaming, brand refresh
- Product or company launches
- Managing brands through crisis
Our leadership team is made up of world-class authorities who are global thought leaders, a Statesman, professors, renowned book authors, and brand agency founders and executives. They represent every aspect of internal and external brand strategy and execution, global economics and finance, brand and IP valuation, communication strategy, brand reputation, leadership and culture assessment and more.
Yes, we have a host of PhDs on our team, but they don’t just preach about it from the lectern. They are actually hands-on, get-to-work, get-it-done kind of folks.
We have worked with a long list of household-name clients. From startups that turned into Fortune favorites to the biggest companies on the planet. And from the Republic of China all the way to the White House.
Click name to view biography
At BrandTransact Worldwide™, we have a full complement of advisory and management services that allows us to design a tailored approach to suit your specific needs. Some services will apply, some may not. Nonetheless, we represent every aspect of internal and external brand strategy, execution and transformation you can think of, and even some you may not have. Read More >
- Brand Strategy and Brand Management
- Qualitative/Quantitative Research and Analysis
- Global Client Solutions Management
- Internal Branding and Employee Engagement
- Brand-Focused Valuations
- Corporate and Internal Communication Strategy
- Brand Implementation and Management
- Due Diligence of Intangible Assets and IP
- Leadership and Culture Integration
- Brand Strategy and
- Internal Branding and
- Brand Implementation
Research and Analysis
- Due Diligence of
Intangible Assets and IP
- Global Client
- Corporate and Internal
- Leadership and
BrandTransact Worldwide™, along with our strategic partners, brings over 700 expert resources in 50 countries around the world to provide our end-to-end transaction solution.
We have an unparalleled ability to deliver the highest level of strategic advisory services, internal and external branding services, transaction communications, intangible due diligence services and branded business valuations.
And we can handle the logistics to manage multiple agencies and service providers, across multiple projects, across the globe.
consultancies and professional services firms.
Throughout their careers, the BrandTransact team has had the opportunity to work with many of the world’s most recognized brands. Here is a partial list of our client credentials.
- Abercrombie & Fitch
- Air Canada
- American Airlines
- Ameriprise Financial
- Bain & Company
- Banif Bank
- Banyan Tree Hotels
- Bell Canada
- British Gas
- Burger King
- Cingular Wireless
(now AT&T Wireless)
- Club Med
- Dean Foods
- Esso Imperial Oil
- Fidelity Investments
- General Mills
- Gerson Lehrman Group
- Harvard Business School
- Hinshaw & Culbertson
- International Paper Company
- Johnson & Johnson
- JP Morgan Chase
- Kilpatrick Townsend & Stockton
- Leggett & Platt
- Major League Baseball
- Mastercard Europe
- Monster Beverage
- Morrison & Foerster
- NEC Electronics
- Pitney Bowes
- Republic of China
- RR Donnelley
- Scott Paper
- Shell Texaco
- The White House
- USI Insurance Services
- Verizon Wireless
- Zain Group
We have a lot of war stories to share on how we help companies mitigate transaction risk and optimize transaction value for M&As, IPOs, divestitures, pre-acquisition/funding, and rollups. But for now, here are a few examples of the BrandTransact approach and how our team helps clients through the delicate stages of pre-transaction, brand transition and post implementation.
Click picture to view case study
Simply put, we mitigate transaction risk and optimize transaction value.
And that’s because what we do impacts market cap, enterprise valuation, shareholder value, investor confidence, employee productivity, recruitment and retention, market reach and product sales.
48 Wall Street, Suite 1100
New York, New York 10005