Examples of Our Projects

• Performed analysis and recommendation reports for various business owners.

• Represented sellers or middle market companies in M&A and Corporate Finance activities.

• Developed a turnaround plan and acted as advisor to the board of a $40 million publicly traded manufacturing company.

• Developed a turnaround plan for a computer manufacturer and distributor, acted as interim CFO.

• Developed exit and succession plans for privately held middle-market companies, resulting in a successful exit for the owners.

• Negotiated a $20 million credit facility for a manufacturer with multiple retail locations.

• Packaged and sold portfolios of distressed mortgages for lenders.

• Developed a restructuring and sale plan for a manufacturing company in Chapter 11.

• Directed turnaround and restructuring efforts for a manufacturing company, acted as CEO.

• Developed and implemented a turnaround plan for a medical services company.

• Advised companies in methods for enhancing shareholder value, including merger and acquisitions, and public offerings.

Examples of Our Clients

As investment bankers hired to maximize shareholder value, we were given responsibility for developing and implementing a strategic plan for the company.  One of our principals was named Interim CEO of this retailer with sales of $150 million and 1300 employees.

During the term of our assignment our professionals recruited a new senior level management team, reduced payroll and operating expenses, reduced inventory and increased cash flow, developed new management controls and cash management procedures.  We helped to create new store and merchandising concepts, and developed new marketing and advertising programs. 

We renegotiated credit lines and maintained relationhips with multiple lending institutions. After leading the company to its most successful years after 5 years of losses we advised in the sale of the company.