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Representative Engagements
Since 1982, we have assisted owners of medium-sized
businesses with realizing important objectives, which has time and time
again resulted in more valuable companies, successfully completed
transactions and wealth-creating results for our clients in the
many industries and markets we serve.
The following is a list of representative client engagements
that we have successfully completed. Many thriving businesses and
their controlling owners have relied upon us for expert business
value growth advice and, as importantly, our proven experience in
the capital markets and reputation for successfully completing client
engagements. We have helped our clients better position their companies
for the future, obtain adequate capital to fuel their companies'
ongoing internal expansion or acquisition plans, improve the effectiveness
of their operations, and accomplish the business value-building,
preservation, harvesting or transfer objectives of the principal
owners.
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| Auto Parts Import & Distribution |
| Auto Parts Manufacturer |
| Auto Parts Manufacturer |
| Auto Parts Manufacturer |
| Aviation Services |
| Bank Holding Company |
| Banking |
| Banking |
| Broadcasting |
| CATV |
| CATV & Radio |
| Chemicals |
| Chemicals; Pvt. Trading Networks |
| Chemicals; Specialty Mft. |
| Contractor |
| Dairy Products |
| Dairy Products |
| Dairy Products |
| Defense Contractor |
| Defense Contractor |
| Electric Motors Manufacturer |
| Electric Motors & Controls Mft. |
| Electrical Products Manufacturer |
| Electronic Components Assembler |
| Electronic Components Assembler |
| Electronic Parts Manufacturer |
| Energy Services |
| Energy Services |
| Financial Services |
| Financial Services |
| Financial Services |
| Food Processor |
| Food Processor |
| Frozen Food Distributor |
| Frozen Food Distributor |
| Frozen Food Distributor |
| Frozen Food Distributor |
| Health and Beauty Aid Mft. |
| Industrial Materials Processor |
| Industrial Product Distributor |
| Industrial Products Dist. Mgmt. |
| Information Publishing |
| Information Publishing |
| Information Technology |
| Information Technology |
| Information Technology |
| Information Technology |
| Institutional Cleaning Services |
| Institutional Cleaning Services |
| Institutional Food Services |
| International Product Distribution |
| Interstate Transportation |
| Logistics Services |
| Logistics Services |
| Logistics Services |
| Logistics Services |
| Meat/Poultry Processor |
| Metal Products Contract Mft. |
| Metal Products Contract Mft. |
| Metal Products Manufacturer |
| Metal Products Manufacturer |
| Metals Reclamation and Trading |
| Ordnance Manufacturing |
| Paper Products Manufacturer |
| Paper Products Manufacturer |
| Poultry Processor |
| Printed Forms Manufacturer |
| Printed Forms Manufacturer |
| Printed Forms Manufacturer |
| Printing Services |
| Printing Services |
| Publishing |
| Publishing |
| Publishing |
| Security Systems & Services |
| Security Systems Provider |
| Stamping Company-Auto Parts |
| Steel Service Center |
| Steel Service Center |
| Telecom Parts Manufacturer |
| Television Broadcasting |
| Television Broadcasting |
| Television Broadcasting |
| Textile Products Manufacturer |
| Textile Products Manufacturer |
| Textile Products Manufacturer |
| Transportation |
| Transportation |
| Transportation |
| Transportation |
| Transportation |
| Utility |
| Utility |
| Video Production & Streaming |
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| Equity Capitalization |
| Working Capital & Fixed Asset Financing |
| Debt Refinancing to Support Growth Plan |
| Operational Effectiveness Assessment
& Lean Manufacturing Initiative |
| Debt Refinancing & Equity Recapitalization |
| Growth Capital |
| Private Equity Recapitalization to
Support Branch Expansion & Acq. |
| Asset Repositioning Through BOLI to Enhance
Earings |
| Debt Refinancing |
| Equity Private Placement for Acquisitions |
| Stockholder Buyout & Estate Freeze |
| Leveraged Generation Skip Wealth Transfer |
| Equity Capitalization Advice |
| Acquisition Finance Advice |
| Management Buyout & Estate Plan |
| Strategic Acquisition & Acquisition Funding |
| Inter-Generational Recapitalization & Share
Restructuring |
| Estate Freeze & Inter-Family Management
Succession |
| Acquisition Strategy, Target Identification
& Negotiations |
| Funding for Acquisitions |
| Reorganization to Facilitate Sale of Business |
| Management Leveraged Buyout Advice & Financing |
| Business Acquisition Advice & Acquisition
Funding |
| External Growth Strategy, Recapitalization
& Acquisition Targets |
| Acquisition Strategy |
| Management Buyout & Buyout Financing |
| Buyout of Joint-Venture Partner |
| Private Equity Recapitalization from Strategic
Investors |
| Expansion Planning & Private Equity Recapitalization |
| Advice on Buyout of Co-Founder & Buyout
Financing |
| Strategic Alliance for Marketing & Distribution |
| Debt Restructuring |
| Divestiture of Wholesale Distribution Division |
| Working Capital & Fixed Asset Financing |
| Special Use Fixed Asset Financing |
| Inter-Generational Recapitalization & Share
Restructuring |
| Expansion Strategy & Related Financing |
| Debt Refinance |
| Subordinated & Senior Debt for Growth Capital |
| Subordinated & Senior Debt Expansion
for Acquisition & Growth Capital |
| Senior & Subordinated Debt Refinancing |
| Updated Marketing Plan & Sales Strategy |
| Sale of Business |
| Strategic Acquisition Plan & Refinancing
for Acquisition Capital |
| Growth & Acquisition Working Capital |
| Subordinated Debt for Growth Capital |
| Sale of Business |
| Growth & Acquisition Working Capital |
| Subsidiary Divestiture |
| Acquisition Strategy & Refinancing |
| Offshore Distribution Company, Cash
Management & Credit Facilities |
| Asset-Based Refinancing |
| Private Equity Capitalization |
| Strategy Evaluation & Private Equity Raising
Advice |
| Capital Structure Advice & Refinancing |
| Longterm Debt Capital for Business
Expansion & Operating Asset Acq. |
| Funding for Special Use Fixed Assets |
| Acquisition Finance & Advice |
| Value Growth Strategy |
| Recapitalization & Estate Freeze |
| Business Acquisition Advice & Acquisition
Funding |
| Acquisition Strategy & Finance |
| Refinance to Enable Dividends to
Support Holding Co. Growth Strategy |
| Sale of Business & Estate Plan |
| Sale of Business |
| Shareholder Buyout, Refinancing &
Inter-Generational Estate Freeze |
| Merger of Equals With Competitor |
| Plant Consolidation & Refinance |
| Growth Strategy & Recapitalization |
| Business Acquisition via a Leveraged ESOP |
| Strategic Acquisition Advice & Acquisition
Funding |
| Valuation & Estate Freeze Strategy |
| Estate Freeze & Inter-Generational Transfer |
| Wealth Transfer Plan to Facilitate Divestiture |
| Refinance to Provide Balance Sheet Liquidity
for Acquisitions |
| Acquisition Search, Due Diligence
& Negotiations, and Growth Capital |
| Identify & Structure Acquisition |
| Acquisition Advice & Acquisition Funding |
| Family-Led Leverage Buyout of Founder |
| Operational Improvements, Accelerated
Dev. of New Product Line |
| Minority Shareholder Buyout & Debt Refinancing |
| Inter-Generational Recap., Estate
Freeze & Wealth Transfer Planning |
| Corporate Reorganization & Refinancing |
| Asset Refinance for Shareholder Liquidity |
| Sale of Business |
| Family Shareholder Buyout |
| Inter-Family Shareholder Agreement |
| Estate Freeze & Inter-Generational Succession
Management |
| Vehicle Leasing Facility & Fixed Asset Financing |
| Senior Debt Expansion & Refinance |
| Syndicated Senior Debt for Shareholder
Buyout and Working Capital |
| Partner Buyout & Related Refinance |
| Private Equity Recapitalization |
| Strategic Investor Private Equity Recapitalization |
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| 25,000,000 |
| 8,000,000 |
| 18,000,000 |
| 20,000,000 |
| 22,000,000 |
| 17,000,000 |
| 17,000,000 |
| 35,000,000 |
| 27,000,000 |
| 12,000,000 |
| 68,000,000 |
| 46,000,000 |
| 12,500,000 |
| 35,000,000 |
| 22,000,000 |
| 6,100,000 |
| 9,000,000 |
| 6,000,000 |
| 28,000,000 |
| 67,500,000 |
| 26,000,000 |
| 43,000,000 |
| 8,000,000 |
| 28,000,000 |
| 3,000,000 |
| 16,000,000 |
| 4,000,000 |
| 4,500,000 |
| 4,000,000 |
| 35,000,000 |
| 18,000,000 |
| 26,000,000 |
| 16,000,000 |
| 38,000,000 |
| 10,500,000 |
| 18,000,000 |
| 24,000,000 |
| 4,500,000 |
| 41,500,000 |
| 11,500,000 |
| 8,500,000 |
| 12,000,000 |
| 70,000,000 |
| 35,000,000 |
| 70,000,000 |
| 15,000,000 |
| 27,000,000 |
| 25,000,000 |
| 6,000,000 |
| 34,000,000 |
| 22,000,000 |
| 18,000,000 |
| 5,000,000 |
| 12,000,000 |
| 8,000,000 |
| 52,000,000 |
| 12,000,000 |
| 35,000,000 |
| 10,000,000 |
| 6,000,000 |
| 14,000,000 |
| 8,000,000 |
| 45,000,000 |
| 17,500,000 |
| 15,500,000 |
| 95,000,000 |
| 12,000,000 |
| 5,000,000 |
| 12,000,000 |
| 8,000,000 |
| 4,500,000 |
| 120,000,000 |
| 9,500,000 |
| 65,000,000 |
| 15,000,000 |
| 13,500,000 |
| 10,250,000 |
| 20,000,000 |
| 15,000,000 |
| 10,000,000 |
| 32,500,000 |
| 45,000,000 |
| 28,000,000 |
| 16,750,000 |
| 18,500,000 |
| 4,000,000 |
| 18,000,000 |
| 24,000,000 |
| 14,000,000 |
| 30,000,000 |
| 125,000,000 |
| 24,000,000 |
| 30,000,000 |
| 8,500,000 |
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NOTE: The transaction values are rounded for
presentation purposes.
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