Strategic Advisory Services
Acted as the Transaction Advisor to NanoRust, a developer of a revolutionary anti-corrosion primer coating technology, in the negotiations of a joint venture agreement with Shandong Zibo First Line Group, an innovative Chinese industrial technology company.
Strategic Advisor to develop a co-packing, marketing and distribution agreement between Tommy Maloney’s, the leading importer and distributor of Irish meats, and Parmacotto, a premier Italian cured meats producer.
Strategic advisor for development of a bridal jewelry company to parallel their existing luxury, watch and lifestyle focus, and identifying high-potential licensing partner.
Exclusive financial advisor, representing subordinated creditor as member of the Committee of Unsecured Creditors in Chapter XI bankruptcy proceedings for Best Products Company, Inc., a catalogue showroom retailer with over $1.8 billion in sales.
Provided this leading chain of company-owned party supply, greeting card and gift wrap superstores with an employee stock option and warrant valuation at the initial public offering
Strategic advisory services regarding ecommerce expansion provided for this dynamic and diversified Dubai-based financial holdings company.
Strategic and transaction advisor for this mirrors and wall accessories manufacturer during its Chapter 11 process and arranged an asset sale to a strategic acquirer.
Strategic advisor to develop an acquisition and organic growth model for the number one rated franchiser of under-car repair facilities.
Acted as the transaction advisor for the acquisition of our client, Almost Famous, a $163 million designer and marketer of women’s apparel, by Steve Madden, Ltd. (Nasdaq: SHOO). The acquisition was completed for $52 million in cash, subject to a working capital adjustment, plus an earn-out provision based on future financial performance.
Advised the aircraft owner in the sale of thirteen DC9’s to Northwest Airlines.
Strategic advisor to a principal of a prominent New York apparel & accessories firm the establishment of a partnership with Shelby Mason, the creator of Bootights, and the acquisition of select assets of Leg Up LLC d/b/a Bootights.
Advised Global Aircraft Leasing in the extension of two aircraft leases to Virgin Airlines.
Assisted Kamov Helicopter Co. a 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.
Retained by The Spiegel Group, a 130-year old American direct marketing and catalog company, to value the minority ownership held by the management of Newport News, a moderately priced women's apparel catalogue business, controlled by Spiegel.
Appointed by the Supreme Court of the State of New York to value a minority equity interest in this developer and distributer of branded over-the-counter pediatric products, which included Little NosesTM, Little TummysTM, Little ColdsTM, Little Remedies New Parents Survival KitsTM.
Valued management stock options for senior executives after the initial public offering of this international branded consumer product company.
Served as an approved AAA arbitrator in a performance dispute for an aircraft parts distributor.
Strategic advisor for privately held food manufacturer to provide valuation services and guidance in the sale of a minority interest.
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.
Strategic advisor, assisting 600-employee producer of custom window blinds to restructure operations while gaining interim support from its asset-based lender.
Strategic advisory services for public optical retail chain (NYSE) in formulating bankruptcy plan, arranging debtor-in-possession financing and selling the assets during Chapter 11 bankruptcy.
Arranged $200MM of capital for a credit-focused investment management firm that focuses on bank loans, loan acquisition, loan origination, credit analysis, portfolio management, collateralized loan obligation investing and CLO deal structing
Advised an early investor in a recapitalization during a later institutional round of funding for this innovative specialty bottled water manufacturer.
Strategic advisor providing enterprise market positioning and marketability of the Joan & David shoe and accessory brand.
Strategic advisor to Thai diamond manufacturer to renegotiate defaulted debt and advise on disposition of non-core assets.
Rendering fairness opinion, as part of ChemConnect’s acquisition of EC Outlook, a B2B e-commerce leader in optimizing purchasing and sales processes for chemical, plastic and related products.
Financial advisor to a global aircraft-leasing company with $140 million invested in wide-body commercial aircraft leased to international airlines. Negotiated select aircraft lease termination agreements with Aer Lingus.
Strategic and financial advisor for the development of structured asset-based financial products for this U.S. insurance company with over $2.6 billion in revenues.
Strategic advisor in negotiating a manufacturing co-venture with an Asian sourcing company.