Business & Distribution Services
Howard L. Zimmerman Architects & Engineers D.P.C. is the leading New York City firm specializing in façade inspection, interior and exterior restoration and preservation, and alteration of existing buildings and their systems. We proposed this transaction to Milrose and its PE sponsor, Southfield Capital, and initiated it on their behalf.
Transaction advisor for the sale of Sara's Homestay LLC, a leading arranger for student living in hosted homes, to Homestay Acquisition Holdings, LLC.
Exclusive transaction & financial advisor for asset sale and transfer to a 501(c)(3) of WCD, 8,500+ global women board members, to KPMG.
Strategic advisor, rendered fairness opinion for ICTS (NASDAQ:ICTS), a leading European and U.S. aviation and airport security firm which provides services based on profiling, smart card, image recognition and other leading-edge technology systems.
Transaction advisor for publicly-traded security guard firm which was sold to Greenleaf Partners.
Strategic advisor for a management buyout by the largest provider of independent readership surveys for business and trade magazines as the Company assessed acquisition opportunities.
Secured $25 million debt facility for this business services firm which supports contractors with payment processing, risk management and lien release services and factors invoices to provide working capital liquidity.
Transaction advisor to an investor group in its acquisition of a control interest in a helicopter fractional ownership and charter services company.
Transaction advisor for the sale of The West Coast Exclusive, a Las Vegas luxury menswear trade show, in its sale to Business Journal, Inc., since renamed MaRKET Show.
Exclusive financial advisor and placement agent in structuring debt and membership units for company that assists customers in buying and selling aircraft. It also provides charter aircraft services.
Assisted this major Russian manufacturer of rotary wing aircraft obtain a United States Trade and Development Agency Grant to allow it to investigate the use U.S. manufactured helicopter engines.
Arranged a $35MM working capital debt facility for a US Start-Up of an Asian Conglomerate. The funds will be leveraged to operate a new production facility which should create over one hundred new jobs and should reduce the supply gap for its products.
Advisor to this internet-delivered marketing application, allowing global companies to centrally control digital assets and advertising and marketing formats while permitting franchisees to customize promotional content for local markets on a 24 / 7 basis.
Arranged a $29MM Equipment Financing for Newly Formed Entity Bringing Jobs from Asia to the United States – Totaling $64MM in Debt Raised in 2023 for this Client.
Financial advisor on a convertible preferred placement for an on-line air charter locating system, aggregator of private aircraft providers and travel services directory