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DAF Greenwood
Working with its strategic partner Capital Research Partners, we were the exclusive financial advisors to this manufacturer and distributor of low cost 100% recycled plastic-fiber wood alternatives and a new unique bio-synthetic Resin. We were successful in negotiating a new senior debt facility as well as advising the company on adding a new capital partner. |
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Patriot National Bank
Working with its strategic partner Capital Research Partners and Thomas G. Rudkin, we were retained by the Executive Committee of this $1 Billion in assets public community bank to advise them on strategic financial alternatives to bolster their Tier 1 capital. We conducted financial and operating due diligence and advised the bank on discussions with suitable accredited institutional capital providers. |
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Summit Global Logistics
Working with its strategic partner Capital Research Partners, we were the exclusive financial advisor to this $275 million in revenue global supply chain “3PL” Logistics & Distribution Company in the restructuring of their capital structure. We solicited a new senior lender who offered an attractively structured and committed new senior debt facility. We also advised Summit in the structuring discussions with potential minority equity investors. A large public foreign strategic buyer, Toll, Ltd. who had been in discussions with Summit, then offered a very aggressive purchase price which management accepted. Management felt that the restructuring alternative was accretive to their negotiations with Toll, Ltd. and properly compensated CRP/Heide for their successful negotiations. |
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Lighthouse
Global Technologies
Exclusive
Strategic & Financial Advisor to this Email
Archiving Technology Company. LGT was acquired
by Atempo.
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Capital
Research Partners & Co
Formed a Strategic Alliance
with this 20 year old Corporate Finance Boutique
that advises middle market companies on the development
and implementation of financial strategies.
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Jeffrey
B. Freis Associates, Inc.
Exclusive
strategic advisory services for this New York-based
investment banking firm in select industries;
Entertainment Media, Distressed Real Estate,
Life Settlement.
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AmeriVault
Strategic
business partnership and growth advisory services
in e-mail archiving and online electronic storage. |
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Capital
Restaurant Group, LLC
Strategic
and Financial Advisor to this
Northeast Franchisee Developer.
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Fearless
Entertainment, Inc
Strategic Advisor
to this Multi-Media Production and
Entertainment company. |
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Jun
Group, Inc
Operations Advisor
to the President in developing Growth
Strategy for this Internet File-Sharing
company. |
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Medical
Laboratory Associates, Inc
Exclusive Financial
Advisor in a private Sell-Side engagement
for this Healthcare Services company. |
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Viant
Group, LLC
Exclusive Financial
and Operations Advisor in the launch
of New York investment-banking offices. |
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Outfox
Solutions, Inc
Exclusive Financial
and Operations Advisor in Early-Stage
Capital Formation for this Food Service
IT company. |
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Singularity
Solutions
Exclusive
Strategic and Financial Advisor in Early-Stage
Capital Formation for this Information Technology "middleware" company.
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Iron
Mountain Group - Acquired
SAFE, Inc.
President/CEO,
Majority Owner. Successfully developed
Sell-Side exit strategy for this
regional Media Storage/IT Services
company. |
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Hershey
Foods Corp - Acquired Henry Heide, Inc
Chaired
Exclusive Financial Advisory Committee as a Director. |
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