the McCallum Sweeney company brochure

McCallum Sweeney offers comprehensive location consulting and incentives negotiation services to
companies of all sizes and in a variety of industries. Specific services provided by McCallum Sweeney
include in-depth research on search regions and candidate communities, detailed property and community
evaluations, extensive labor market evaluations, location-specific financial analyses, and custom real estate
and incentives negotiations.
McCallum Sweeney has performed location consulting services for many of the world's largest and bestknown companies including: Northrop Grumman, Hertz, Dollar General, Boeing, Alstom, Harley-Davidson,
Michelin, Nissan, PACCAR, and Mitsubishi. Types of projects executed by McCallum Sweeney include:
manufacturing, warehousing and distribution, headquarters, back office/shared services, and contact centers.
We have experts with the credentials, reputation, and experience to provide your company with
uncompromised service. McCallum Sweeney conducts site selection and incentives negotiations with
the highest standards of integrity – a commitment that we will bring to your project.
the mccallum sweeney
difference
McCallum Sweeney differs from most firms that
offer site selection services. We have no other
services that we are trying to sell to our clients.
We exist only to help clients make the best, and
most informed, location decision.
At McCallum Sweeney, we do not answer to a
managing director, sector head, board of directors,
or any shareholders. In contrast, we answer to only
one entity – our client. And to state the importance
of this plainly and succinctly – there is a difference.
Because we are an independent firm, we are
positioned to work effectively with any other service
providers that may be part of your project team –
examples include: construction and engineering
firms, accounting service providers, logistics
consultants, real estate agencies, law firms, etc.
We are also committed to enhancing our clients’
reputations while we represent them during
competitive location decisions and intensive
incentives negotiations.
McCallum Sweeney has an uncompromised
focus on client service. We use a dynamic
and open process that has been refined
over many years, coupled with the latest
geographic information system (GIS)
technology, to assist our clients with
selecting the optimal location for their
facilities. Our proven process is designed
to give clients the utmost confidence in
their location decisions.
clients served
industries served
Alenia and L-3 Communications (joint venture)
Advanced materials
Alstom Power
Aerospace
Aquion Energy
Automotive
Atlantic Marine
Biotechnology/pharmaceutical
Austal
Chemicals
Berg Steel Pipe
Composites
BMC
Consumer products
Distribution
Boeing (multiple projects)
Boy Scouts of America
Food processing
Coeur Mining
Forest products
Comcast
Machinery manufacturing
Cytec Engineered Materials (multiple projects)
Marine manufacturing
Daiichi Sankyo
Metal fabrication
Dérivés Résiniques et Terpéniques
Plastics
Dollar General (multiple projects)
Renewable energy
Eastman Chemical
Rubber
Flowserve
Textile products
Global Aeronautica (Alenia/Vought joint venture)
Harley-Davidson Financial Services
and many more
Hertz
Hilti
Home Products
Innovene (INEOS)
International Shipholding Corporation
Kasle Steel
Lakeshore Learning
LM Windpower (multiple projects)
Michelin (multiple projects)
Mitsubishi Electric Power Products
Mitsubishi Motors Manufacturing Corporation
Nissan (multiple projects)
Nordex
Northrop Grumman (multiple projects)
Oreck (multiple projects)
PACCAR
PDM Bridge
Sallie Mae
SGL Automotive Carbon Fibers LLC (SGL and BMW joint venture)
SGL Group
Shaw Industries (multiple projects)
SunCoke Energy
Tower Automotive
Trex Company (multiple projects)
Tronox
Uniboard
Weil-McLain
Zarges
site selection
McCallum Sweeney will add considerable value to firms seeking locations for new facilities or relocating
operations, as well as those managing location decisions for competitive expansions or selective
consolidations. In addition, our services provide value to firms faced with the complex mix of location
decisions resulting from planned or executed mergers and acquisitions.
We bring a proven process that provides a solid framework for a defendable location decision, while at
the same time allowing for the customization necessary to adapt to unique company elements and/or
discoveries in the field.
McCallum Sweeney employs a four-phase process.
PHASE I
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Define the project and its key decision criteria
Identify and evaluate the search region
Determine Areas of Interest
Contact and request detailed proposals from those areas
Perform desktop evaluation of proposed properties
Conduct preliminary incentive program research
Identify the Candidate Locations
PHASE II
• McCallum Sweeney field visits to candidate locations to assess:
- Physical conditions (property, infrastructure, etc.)
- Operating conditions (labor, costs, etc.)
- Community conditions (leadership, education, etc.)
• Mid-phase adjustment to the number of locations being considered
• McCallum Sweeney/client team field visits
• Detailed property/community evaluations
• Initial incentives negotiations
• Identify the Finalist Locations
PHASE III
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Complete property investigations
Evaluate incentives proposals
Prepare financial model
Conclude real estate/incentives negotiations with finalist locations
Phase III concludes with the selection of the Preferred Location
PHASE IV
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Finalize development agreement or memorandum of understanding
Conclude the real estate transaction
Facilitate a public company announcement of the selected location
Provide post-announcement incentives support, as needed
It is important to note that there is extensive communication between McCallum Sweeney and our
clients throughout a project. Our clients know what we are doing and why. In addition, all of our
assignments are executed with maximum confidentiality.
incentives negotiation
McCallum Sweeney starts with the firm belief that while incentives influence a location decision, the
siting process must drive the incentives negotiations, not vice versa. Our experience is that successful
incentives negotiations result in a high-value and high-impact package for our clients, while establishing
a positive relationship with the communities in which they locate.
McCallum Sweeney recognizes the challenges associated with incentives negotiations. We pride
ourselves in being the best negotiators in the industry, while maintaining the highest standards of
excellence, ethics, and professionalism throughout the process. This professionalism, along with our
reputation for uncompromised integrity, allows us to succeed where others cannot.
We maximize the value of existing programs and then take a creative approach to custom incentives
to provide our clients with the most valuable incentives package possible. Examples where our
negotiating experience has been successful include:
Real estate purchase price
Real estate lease rate and terms
Purchase option agreements
Site preparation assistance
Temporary building space
Utility infrastructure improvements
Utility rate concessions
Transportation infrastructure enhancements
Tax abatements/credits/exemptions
Tax increment financing
Recruiting, screening, and training assistance
Accelerated in-state tuition
Fast-track permitting
Permit fee reductions/waivers
Employee relocation assistance
Interest rate subsidies
Special tax rating
Custom apportionment
In-kind services
Supplier incentives
Some incentives or benefits are available by right and only require knowledge of their existence (along
with an application). Others can be developed by enabling legislation that provides flexible guidelines
for incentives, used at the discretion of the respective development agency. In either case, McCallum
Sweeney facilitates and guides the capture of all incentives, whether discretionary or statutory.
McCallum Sweeney
15 South Main Street
Suite 950
Greenville, SC 29601
T 864 672 1600
F 864 672 1610
[email protected]