Here are some of the areas in which we have worked over the years. We would be happy to give you greater detail if you have questions about any of the assignments.

Business Planning

• Developed strategic business plan, solicited and negotiated financing with venture capitalists for the holder of a nationwide paging license.
• Initiated market studies and created business plan with pro forma statements for start-up foodservice provider.
• Developed plans for a regional trucking firm to allow it to obtain growth capital.
• Developed long range strategic plans for business diversification and implemented plans to launch two new business segments for a craft products manufacturer.
• Formulated acquisition and diversification plans for a leading regional flour miller.
• Developed the initial business plans for a dot.com service business.

We work with management teams to understand their strategic strengths and opportunities and help formulate plans for accomplishing them. We also write plans for new business ventures to assist them in fund raising and recruitment.

Mergers and Acquisitions

• Initiated, negotiated and closed the acquisition of a manufacturer of commercial walk-in refrigerators by a larger company in the same industry.
• Initiated, negotiated and closed the acquisition of a manufacturer of audio and video accessory products for a larger consumer electronics company.
• Performed due diligence on the acquisition of one loudspeaker company by another.
• Team member for the acquisition of a small institutional foodservice appliance maker for a larger foodservice company.
• Acted as a principal in the acquisition of:
  • A manufacturer of ceramic glazes.
  • A manufacturer of metal tool boxes and other sheet metal products.
  • The largest retailer of mattresses on the West Coast.
• Initiated, performed due diligence and negotiated the acquisition of a $150 million furniture manufacturer.
• Acquired a division of a large manufacturer of craft and hobby paints.
• Completed due diligence on the manufacturer of two manufacturers of consumer electronics and did not close the acquisitions based on due diligence findings.

Published:   The Due Diligence Workbook -- A Tool for Minimizing Risk in Making Acquisitions.
We have been involved in all aspects of the merger and acquisition process and can take on stand-alone assignments or assist your team in analyzing acquisition prospects.

Turnarounds

• Managed the turnaround of a $70 million international electronics manufacturer and positioned it for much greater future growth.
• Served as a director of a firm using outside turnaround consultants. Successfully avoided bankruptcy and liquidated the firm.
• Managed the turnaround of a $60 million firm that has lost $11 million in the prior year to break even allowing the eventual sale of the business.

While not bankruptcy experts, we can work with management teams in crisis to focus on fundamental issues and return them to financial strength and a position where growth is again possible.

UNDER CONSTRUCTION...TO BE CONTINUED