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. 

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.

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. 

Lighthouse Global Technologies
Exclusive Strategic & Financial Advisor to this Email Archiving Technology Company. LGT was acquired by Atempo.

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.

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.

Strategic business partnership and growth advisory services in e-mail archiving and online electronic storage.

Capital Restaurant Group, LLC
Strategic and Financial Advisor to this Northeast Franchisee Developer.

Fearless Entertainment, Inc
Strategic Advisor to this Multi-Media Production and Entertainment company.

Jun Group, Inc
Operations Advisor to the President in developing Growth Strategy for this Internet File-Sharing company.

Medical Laboratory Associates, Inc
Exclusive Financial Advisor in a private Sell-Side engagement for this Healthcare Services company.

Viant Group, LLC
Exclusive Financial and Operations Advisor in the launch of New York investment-banking offices.

Outfox Solutions, Inc
Exclusive Financial and Operations Advisor in Early-Stage Capital Formation for this Food Service IT company.

Singularity Solutions
Exclusive Strategic and Financial Advisor in Early-Stage Capital Formation for this Information Technology "middleware" company.

Iron Mountain Group - Acquired SAFE, Inc.
President/CEO, Majority Owner. Successfully developed Sell-Side exit strategy for this regional Media Storage/IT Services company.

Hershey Foods Corp - Acquired Henry Heide, Inc
Chaired Exclusive Financial Advisory Committee as a Director.