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Recent Engagements

Distressed Consumer Electronics Company in the Point of View/Wearable Technology Marketplace

Initial focus was to source capital. Engaged by client and bankruptcy counsel to provide valuation support services for Chapter 11. Client successfully exited bankruptcy. $10-$20 million transaction value.

Nationwide provider of Digital Content for Hospitality and Healthcare

Engaged by PE sponsor to develop business plan to address under-utilized field service organization; $30 million cost center. Initial focus was identification of tangent markets/applications to sell excess labor capacity. Quickly realized that client was outsourcing third party labor requirements in excess of perceived underutilization. Best practices guidelines for service delivery provided.

Private Family Client

Advised client and then implemented debt restructuring, re-financing, and sale of real estate assets. Client was able to successfully convert negative shareholder deficit to equity surplus.

Hyperscale Commercial Hydroponic/Organic Start-up

Introduced client to capital sources for debt and private equity. Subsequently engaged by Private Equity source to identify acquisition candidates in the “protein/things good for you” space.

On Demand Business to Consumer Beauty and Wellness

Advisory role to leadership for early stage technology and marketplace provider.