“We should not let our fears hold us back from pursuing our hopes.”

John F. Kennedy

Some of our past engagements: 

• Served as advisor to a $2 Billion Food Company in the acquisition of a  strategic target.
• Assisted a start-up retailer of Liquid Natural Gas in a $3 Million "angel" capital raise. 
• Advised a $10 Million Bio Mass producer in a capital raise. 
• Served as advisors to the owners of a $50 Million personal storage business in a sale to a strategic buyer and in a restructuring of debt.  
• Served as advisor to a $15 Million Housewares firm in the acquisition of THREE strategic targets.
• Advised numerous independent owners of Pepsi-Cola, Seven-Up and Dr Pepper franchises in the sale or merger of their business. 
• Advised an early stage healthy beverage company in a capital raise. 
• Consulted for one of America's most prominent families in the sale of their $65 Million Logistics business to a NYSE company.
• Initiated the recapitalization of the nation's premiere frozen hamburger manufacturer in a $3 Million placement of private equity.
• Initiated  a $6 Million private equity raise for a rapidly growing medical device company.
• Advised an early stage cardiac device/telemedical service company in a $20 Million sale to a public company.
• Advised the shareholder of a $20 Million precision tool manufacturer in a sale to a Private Equity Fund.
• Advised a $70 Million dealer of logging equipment in a sale to a Private Equity Group.
• Advised an Orthopedic Surgeon in a sale of his practice.
• Advised a Specialty Dermatology practice in a sale.
• Advised a major NYSE US Food manufacturer in an acquisition of a Caribbean beverage Company.
• Advised a $500 Million Community bank in a recapitalization.
• Initiated the recapitalization of a $50 Million logistics company with a Private Equity Fund. 
• Assisted an early stage food and beverage equipment service company in a "angel" capital raise. 
• Advised an architectural firm in a sale to a strategic acquirer.
• Advised a $10 Million importer of stainless products used in the marine industry.
• Advised a $15 Million specialty retailer of high end sporting goods. 
• Advised a $20 Million software firm in the sale to a strategic buyer.
• Assisted a $50 Million family owned construction company in a intra-family transfer of ownership