I am looking to:
who need to address the challenges of growth
seeking financial and strategic guidance
who wish to enhance client relationships
seeking valuation and funding expertise
looking for proprietary opportunities
Multistack, LLC
Buy-side advisor / Strategic advisor
Acted as the exclusive financial advisor to this preeminent manufacturer of modular chillers and other heat exchange systems in sourcing, assessment, and acquiring Desert Aire, a manufacturer of refrigeration-based dehumidification and indoor air quality solutions
Steel Partners Holdings L.P.
Strategic Advisor
Acted as exclusive financial advisor to the Special Committee of the board in evaluating the merits of its acquisition of the remaining shares of Steel Excel (OTCPK: SXCL)
Flyte Tyme
Sell-side advisor / Capital raising
Acted as the exclusive financial advisor to the fourth largest corporate ground transportation provider in the United States on a recapitalization and then on its sale to Addison Lee, a portfolio company of The Carlyle Group
Lovett Silverman Construction Consultants
Sell-side advisor
Acted as advisor to this construction industry consulting firm focusing on surety claims, CPM scheduling, claims analysis and litigation support in its sale to J.S. Held, LLC
Camerican International
Buy-side advisor
Acted as buy-side advisor to this 100-year-old global food sourcing business in its acquisition of KH International, a recognized leader in the sourcing, transportation and sale of fruit and food products
Acrow Corporation of America
Recapitalization
Completed the recapitalization of this designer, manufacturer and supplier of modular prefabricated steel bridges, with a minority equity position acquired by a private investment group
Spring Lake Consulting, LLC
Sell-side advisor
Acted as the exclusive financial advisor to this information technology (IT) Consulting/Staffing firm in its sale to Mitchell Martin, Inc.
Flyte Tyme
Leadership Recruiting
Recruited an experienced CFO for the fourth largest corporate ground transportation provider in the United States
Investor Analytics LLC
Sell-side advisor
Served as exclusive advisor to this provider of portfolio and risk management software solutions to the investment management industry in its sale to StatPro Group plc, a global provider of portfolio analytics solutions
