Selected work
Complex situations.
Measurable outcomes.
A selection of debt financings, acquisitions, ownership transitions, financial models and operating challenges where disciplined preparation changed the available options.
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, grew sales approximately threefold and became a market leader.
Read the engagement →Restructuring an underwater balance sheet
An underwater balance sheet was restructured while the business recovered from a severe downturn.
Read the engagement →Restoring liquidity and control of an operating line
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 →Consolidating a cross-border group for its lender
Three entities and two currencies brought into a single model the bank could underwrite, then handed to the client’s finance team.
Read the engagement →Start a confidential conversation
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Every engagement is different. The first conversation is free and confidential.