Services

Representative Transactions

Purchase of private business from founding family
Sale of minority interest in closely held business to a strategic investor
Merger of two privately held business
Sale of the merged business to a large, market cap public corporation
Purchase of subsidiary from a public corporation
Sale of this business to a private equity firm
Purchase of a business in a private UCC sale
Minority sale to incoming CEO for large family business
Sale of family business to a large cap public corporation
Minority sale to incoming CEO for large family business

Business Planning

Management review and consulting
Forecasting
Strategic business support
Balance sheet improvement
Facilitation of external financing