Selected work
Complex situations.
Measurable outcomes.
Disciplined financial strategy and planning can change the outcome of a financing, transaction or operating challenge.
Engagements
The proof behind the advice.
Client identities and certain transaction details have been withheld. Results reflect the circumstances of each engagement and are not a promise of future outcomes.
From special loans to a successful private-equity exit
A lender relationship stabilized, a balance sheet refinanced and a company positioned for sale.
Read the engagement →Financing and integrating a transformational acquisition
A buyer acquired its largest competitor, tripled sales and became a market leader.
Read the engagement →Restructuring through an industry downturn
An underwater balance sheet was restructured while the business recovered from a severe downturn.
Read the engagement →Improving working capital and liquidity
A practical cash-management program improved liquidity and restored control of the operating line.
Read the engagement →Unlocking a constrained operating line
A competitive refinancing increased operating-line capacity, expanded the borrowing base and eliminated personal guarantees.
Read the engagement →Start a confidential conversation
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Every engagement is different. The first conversation is free and confidential.