| Client |
Role |
Location |
Engagement Description |
| Aerospace PMA Manufacturer |
Financial Advisor to Company |
Phoenix, AZ |
Retained to manage, negotiate and execute a business sale transaction. Successfully complete sale of this company. |
| Recycling Company |
Business Valuation |
Maricopa County, AZ |
Retained to perform a business valuation for private sale of company stock. |
| National Franchisor |
Business Valuation |
Scottsdale, AZ |
Retained to manage, negotiate and execute a business sale transaction. Successfully complete sale of this company. |
| Texas Grocery Store Operator |
Financial Advisor to Company |
Texas |
Retained to manage, negotiate and execute a business sale transaction for this $160 million a year grocer. Successfully complete sale of this company. |
MicroAge, Inc.
|
Financial Advisor to CEO and senior management team on management lead buy-out process |
Tempe, AZ |
Advisor to management led buy-out group for certain business assets including MicroAge Technology Services, Inc., a $400 million technology services subsidiary of MircoAge, Inc. from the bankruptcy estate. Assisted in acquisition strategy, capital formation and negotiation process. |
| Manufacturer of Cleaning Solvents and Lubrication Fluids |
Financial Advisor to Board of Directors / CEO |
Phoenix, AZ |
Financial advisor to company on corporate finance and capital structure matters. Assisted in the development of a three year financial model and assisting in capital formation. |
| International Aircraft Parts Manufacturer and Distributor |
Financial Advisor to Board of Directors / Owners |
Phoenix, AZ |
Advisor to Board / Owners of this privately held company on corporate finance matters, acquisition strategy, and strategic planning. |
| Southwest Private Equity Fund |
Financial Advisor to Portfolio Company |
Tempe, AZ |
Provide financial consulting services to this start-up call center operation. |
| Centerstance, Inc. |
Business Advisor |
Portland, OR & Phoenix, AZ |
Assisted client in the acquisition of Emerald Solution, Inc., an $80 million revenue national IT services firm out of a Chapter 11 case. |
| MycroSensor Technologies, Inc. |
Advisor to Company |
Phoenix, AZ |
Advised management in distressed asset sale process. Managed relationship with lenders. |
| NASDAQ Listed Company |
M&A Advisor |
Arizona |
Assisted management in the identification of acquisition targets. Performed diligence for transactions. |
| Private Investor |
M&A Advisor |
Mesa, AZ |
Assisted private investor in conducting due diligence and purchase investigation of several franchise operations. Advised on purchase price. |
| Regional Printer and Publisher |
Financial Advisor on Sale Process |
Denver, CO |
Retained by owners to manage the sale of two operating business in the printing and publishing business. Responsible for all aspects of the sale process. |