Founded in 1982

Powering Business ResultsTM
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Representative Engagements

Since 1982, we have assisted Business Owning Families and Family Offices with preserving and growing that portion of their wealth invested in private businesses. We have done so by helping them realize important objectives, such as:

  • Growing business value
  • Enhancing acquisition results
  • Optimizing business investments and exits
  • Gaining better capital market access; including private family office capital
  • Lowering the cost of capital
  • Perfecting governance and control
  • Improving equity oversight
  • Balancing capital for the business and shareholder liquidity needs
  • Completing generational transitions & business transfers
  • Remaining locally owned and operated

Announcements and Case Examples from Recent Client Engagements

The following is a list of representative client engagements that we have successfully completed.

Industry Client Requirements $ Value
Auto Dealer Group
Auto Dealer Group
Auto Dealer Group
Auto Parts Import & Distribution
Auto Parts Manufacturer
Auto Parts Manufacturer
Auto Parts Manufacturer
Aviation Services
Bank Holding Company
Banking
Broadcasting
Broadcasting
Broadcasting
Broadcasting
Building Products Distributor
CATV
CATV & Radio
Chemicals
Chemicals: Private Trading Networks
Chemicals: Specialty Manufacturer
Coal Mine Operator
Coal Mine Services
Contractor
Dairy Products
Dairy Products
Dairy Products
Defense Contractor
Defense Contractor
Electrical Products Manufacturer
Electronic Components Assembler
Electronic Components Assembler
Electronic Motors & Controls Mfg
Electronic Motors Manufacturer
Electronic Parts Manufacturer
Energy Producer
Energy Producer
Energy Services
Energy Services
Energy Services
Equity Services
Financial Services
Financial Services
Financial Services
Food Distributor
Food Logistics
Food Processor
Food Processor
Frozen Food Distributor
Frozen Food Distributor
Frozen Food Distributor
Frozen Food Distributor
Frozen Food Logistics
HVAC Components Manufacturer
Industrial Materials Processor
Industrial Product Distributor
Industrial Products Distribution Mgmt
Information Publishing
Information Publishing
Information Technology
Information Technology
Information Technology
Information Technology
Institutional Cleaning Services
Institutional Food Services
International Product Distribution
Interstate Transportation
Logistics Services
Logistics Services
Logistics Services
Logistics Services
Logistics Services
LTL Transportation
Mechanical Systems Manufacturing
Metal Products Contract Mfg
Metal Products Contract Mfg
Metal Products Manufacturer
Metal Products Manufacturer
Metal Products Manufacturer
Metals Reclamation and Trading
Musical Instrument Manufacturer
News Media
News Media
News Media
Ordnance Manufacturing
Paper Products Manufacturer
Paper Products Manufacturer
Poultry Processor
Printing Services
Protein Processor
Publishing
Publishing
Raw Materials Processing
Security Systems & Services
Security Systems Provider
Specialty Manufacturer
Specialty Manufacturer
Specialty Steel Distributor
Specialty Steel Service Company
Sporting Goods Distributor
Stamping Company-Auto Parts
Steel Service Center
Steel Service Center
Steel Service Center
Supply Chain Services
Telecom Parts Manufacturer
Textile Parts Manufacturer
Textile Parts Manufacturer
Transportation
Transportation
Transportation
Transportation
Transportation
Utility
Utility (Private)
Video Production Company
Warehousing and Transportation
Growth Recapitalization
Inter-Generational Transfer
Strategic Acquisition
Equity Capitalization
Debt Refinancing to Support Growth Plan
Operational Effectiveness Assessment & Lean Manufacturing Initiative
Working Capital & Fixed Asset Financing
Debt Refinancing & Equity Recapitalization
Private Placement for Growth Capital
Private Equity Recapitalization to Support Branch Expansion & Acq.
Corporate Reorganization & Refinancing
Debt Refinancing
Inter-Generational Recap., Estate Freeze & Wealth Transfer Planning
Minority Shareholder Buyout & Debt Refinancing
Inter-Generational Transfer & Acquisition for External Growth
Equity Private Placement for Acquisitions
Stockholder Buyout & Estate Freeze
Leveraged Generation Skip Wealth Transfer
Equity Capitalization Advice
Acquisition Finance Advice
Expansion Strategy & Growth Capital
Recapitalization for Growth & Owner Liquidity
Management Buyout and Estate Plan
Estate Freeze & Inter-Family Management Succession
Inter-Generational Recapitalization & Share Restructuring
Strategic Acquisition & Acquisition Funding
Acquisition Strategy, Target Identification & Negotiations
Funding for Acquisitions
Business Acquisition Advice & Acquisition Funding
Acquisition Strategy
External Growth Strategy, Recapitalization & Acquisition Targets
Management Leveraged Buyout Advice & Financing
Reorganization and Recapitalization to Facilitate Owner Exit
Management Buyout & Buyout Financing
Inter-Generational Transfer
Merger of Interests
Buyout of Joint Venture Partner
Capital for Acquisition and Internal Growth
Growth Refinancing
Strategic Acquisition
Advice on Buyout of Co-Founder & Buyout Financing
Expansion Planning & Private Equity Recapitalization
Strategic Alliance for Marketing & Distribution
Shareholder Liquidity
Growth & Acquisition Capital
Debt Restructuring
Divestiture of Wholesale Distribution Division
Expansion Strategy & Related Financing
Inter-Generational Recapitalization & Share Restructuring
Special Use Fixed Asset Financing
Working Capital & Fixed Asset Financing
Growth Capital
Owner Exit - Monetization through Strategic Sale
Subordinated & Senior Debt for Growth Capital
Subordinated & Senior Debt Expansion for Acq. & Growth Capital
Senior & Subordinated Debt Refinancing
Sale of Business
Updated Marketing Plan & Sales Strategy
Growth & Acquisition Working Capital
Sale of Business
Strategic Acquisition Plan & Refinancing for Acquisition Capital
Subordinated Debt for Growth Capital
Growth & Acquisition Working Capital
Acquisition Strategy & Refinancing
Offshore Distribution Company, Cash Mgmt & Credit Facilities
Asset-Based Refinancing
Capital Structure Advice & Refinancing
Long-Term Debt Capital for Business Expansion & Acquisition
Merger and Recapitalization for Owner Exit and Growth
Private Equity Capitalization
Strategy Evaluation & Private Equity Recapitalization
Shareholder Liquidity and Capital for Business Growth
Owner Buyout and Growth Strategy
Acquisition Finance & Advice
Value Growth Strategy
Business Acquisition Advice & Acquisition Funding
Recapitalization & Estate Freeze
Shareholder Buyout & Recapitalization
Acquisition Strategy & Finance
Business Governance Improvements & Inter-Generational Transfer
Debt Restructuring
Inter-Generational Estate Freeze
Shareholder Liquidity - Private Capital
Refinance to Enable Dividends to Fund Holding Company Growth
Sale of Business
Sale of Business for Beneficiaries' Estate Plan
Shareholder Buyout, Refinancing & Inter-Generational Estate Freeze
Business Acquisition via a Leveraged ESOP
Funding for Special Use Fixed Assets
Valuation & Estate Freeze Strategy
Wealth Transfer Plan to Facilitate Divestiture
Growth Strategy, Partner Buyout and Acquisitions
Refinance to Provide Balance Sheet Liquidity for Acquisitions
Acquisition Search, Due Diligence & Negotiations, & Growth Capital
Growth Strategy & Recapitalization
Merger of Equals with Competitor
Growth Strategy and Acquisitions
Industry Consolidation & Acquisition Funding
Merger and Recapitalization for Owner Exit and Growth
Identify & Structure Acquisition
Acquisition Advice & Acquisition Funding
Debt Restructuring
Family-Led Leverage Buyout of Founder
Industry Consolidation Strategy & Funding
Operational Improvements, Accelerated Development of New Product Line
Asset Refinance for Shareholder Liquidity
Sale of Business
Estate Freeze & Inter-Generational Succession Management
Inter-Family Shareholder Agreement
Senior Debt Expansion & Refinance
Syndicated Senior Debt for Shareholder Buyout and Working Capital
Vehicle Leasing Facility & Fixed Asset Financing
Partner Buyout & Related Refinance
Private Equity Recapitalization
Strategic Investor Private Equity Recapitalization
Capital for Inter-Generational Transfer
40,000,000
32,000,000
120,000,000
25,000,000
18,000,000
20,000,000
8,000,000
22,000,000
27,000,000
17,000,000
28,000,000
27,000,000
45,000,000
32,500,000
36,000,000
12,000,000
68,000,000
46,000,000
12,500,000
35,000,000
80,000,000
35,000,000
22,000,000
6,000,000
9,000,000
16,000,000
28,000,000
67,500,000
8,000,000
3,000,000
28,000,000
43,000,000
26,000,000
16,000,000
120,000,000
70,000,000
4,000,000
130,000,000
185,000,000
30,000,000
35,000,000
14,000,000
18,000,000
38,000,000
165,000,000
26,000,000
16,000,000
24,000,000
18,000,000
10,500,000
38,000,000
100,000,000
115,000,000
41,500,000
11,500,000
8,500,000
70,000,000
12,000,000
70,000,000
27,000,000
35,000,000
15,000,000
25,000,000
34,000,000
22,000,000
38,000,000
18,000,000
52,000,000
75,000,000
5,000,000
12,000,000
215,000,000
64,000,000
35,000,000
20,000,000
14,000,000
6,000,000
40,000,000
8,000,000
80,000,000
58,000,000
95,000,000
75,000,000
45,000,000
15,500,000
17,500,000
95,000,000
8,000,000
12,000,000
120,000,000
65,000,000
125,000,000
15,000,000
13,500,000
12,000,000
32,000,000
165,000,000
75,000,000
110,000,000
10,000,000
20,000,000
195,000,000
15,000,000
146,000,000
10,000,000
16,750,000
18,500,000
24,000,000
18,000,000
30,000,000
125,000,000
14,000,000
24,000,000
30,000,000
8,500,000
35,000,000