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Representative Experience: |
Recent Projects
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Business Valuation:
Distribution company owners desired to evaluate the company’s financial value
relative to the strategic value of its business segments
Valuation of consolidated operations and business segments
Determination that sale of business segments to strategic buyers could generate
over $100 million of incremental sale proceeds relative to the sale of consolidated
operations
Information technology company owners desired to explore strategic alternatives,
including a possible sale of the $70 million closely held company
Valuation of company and determination of value enhancement opportunities
Issuance of valuation report and presentation of conclusions to the company’s
board of directors
Printing company owner desired to purchase partner’s share of a $7 million
closely held company
Valuation of company to assist owners with the determination of the buy-sell price
Business owners accepted valuation as company’s value, resulting in completion
of the transaction
Regulatory requirement required valuation of a company’s intangible assets after
the company was acquired
Valuation of company’s trademarks, non-compete agreements, customer base
and technology
Report submitted to company auditors supporting $66 million intangible asset
valuation
Distribution company owners desired to evaluate the company’s financial value
relative to the strategic value of its business segments
Valuation of consolidated operations and business segments
Determination that sale of business segments to strategic buyers could generate
over $100 million of incremental sale proceeds relative to the sale of consolidated
operations
Information technology company owners desired to explore strategic alternatives,
including a possible sale of the $70 million closely held company
Valuation of company and determination of value enhancement opportunities
Issuance of valuation report and presentation of conclusions to the company’s
board of directors
Printing company owner desired to purchase partner’s share of a $7 million
closely held company
Valuation of company to assist owners with the determination of the buy-sell price
Business owners accepted valuation as company’s value, resulting in completion
of the transaction
Regulatory requirement required valuation of a company’s intangible assets after
the company was acquired
Valuation of company’s trademarks, non-compete agreements, customer base
and technology
Report submitted to company auditors supporting $66 million intangible asset
valuation
Litigation Support and Dispute Resolution:
Analysis of plaintiff’s diminished revenue due to alleged tort
Served as financial expert for plaintiff to quantify lost revenue and profit
Report submitted to the court documenting extent of lost revenue and profit
caused by the tort
$1 million business interruption claim filed by a wholesale food distributor
Served as financial expert for defendant to evaluate claimant’s insurance
submission
Report submitted to the mediator concluding the claim was incorrectly
calculated by the claimant
Analysis of plaintiff’s diminished revenue due to alleged tort
Served as financial expert for plaintiff to quantify lost revenue and profit
Report submitted to the court documenting extent of lost revenue and profit
caused by the tort
$1 million business interruption claim filed by a wholesale food distributor
Served as financial expert for defendant to evaluate claimant’s insurance
submission
Report submitted to the mediator concluding the claim was incorrectly
calculated by the claimant
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Corporate Finance:
Owners of a development stage alternative energy company desired to raise
$700 million of investment capital
Evaluation of business operations, preparation of a financial model and
presentation of the financial model to potential equity investors
Completion of transaction resulting in an integration of the development
stage company with another company’s existing operations
Company management desired to minimize financial risk caused by
fluctuations in interest rates
Review of company’s outstanding debt, evaluation of current interest rate
environment and presentation of available options
Execution of $215 million contract to convert outstanding debt from variable
to fixed
Company management desired to minimize exposure to foreign exchange
rate fluctuations
Evaluation of outstanding foreign exchange exposure, development and
presentation of recommended policy
Implementation of recommended policy resulting in a $21 million, or 33%,
reduction of outstanding exposure
Company owners desired to convert $14 million of subordinated to senior
debt
Quantification of revised credit facility costs and ability of company to meet
new debt covenants
Determination that conversion is viable resulting in the completion of the
transaction
Company management desired to improve the efficiency and effectiveness
of its finance department
Evaluation of finance department processes, organizational structure and
operating environment and presentation of recommendations
Implementation of recommendations to improve quality of work product and
reduce staff time by over 3,000 hours per year
Owners of a development stage alternative energy company desired to raise
$700 million of investment capital
Evaluation of business operations, preparation of a financial model and
presentation of the financial model to potential equity investors
Completion of transaction resulting in an integration of the development
stage company with another company’s existing operations
Company management desired to minimize financial risk caused by
fluctuations in interest rates
Review of company’s outstanding debt, evaluation of current interest rate
environment and presentation of available options
Execution of $215 million contract to convert outstanding debt from variable
to fixed
Company management desired to minimize exposure to foreign exchange
rate fluctuations
Evaluation of outstanding foreign exchange exposure, development and
presentation of recommended policy
Implementation of recommended policy resulting in a $21 million, or 33%,
reduction of outstanding exposure
Company owners desired to convert $14 million of subordinated to senior
debt
Quantification of revised credit facility costs and ability of company to meet
new debt covenants
Determination that conversion is viable resulting in the completion of the
transaction
Company management desired to improve the efficiency and effectiveness
of its finance department
Evaluation of finance department processes, organizational structure and
operating environment and presentation of recommendations
Implementation of recommendations to improve quality of work product and
reduce staff time by over 3,000 hours per year
Acquisition Due Diligence:
Pending acquisition of a $40 million public company required confirmation
of the target's value as represented by the company
Detailed due diligence of company records to confirm value
Discovery of unrecorded liabilities resulting in a $715,000 reduction of
purchase price
Pending acquisition of a $130 million private company required an
evaluation of the company’s earnings
Detailed due diligence of company’s financial records
Completion of diligence report and presentation of conclusions to acquiror,
resulting in completion of transaction
Completed acquisition required the integration of seller and purchaser
operations
Facilitated inventory and asset transfers, employee severance and
relocation, leasehold improvements and consolidation of financial records
Acquired company operations were transferred from San Diego to Kansas
City within 60 days of transaction close
Pending acquisition of a $40 million public company required confirmation
of the target's value as represented by the company
Detailed due diligence of company records to confirm value
Discovery of unrecorded liabilities resulting in a $715,000 reduction of
purchase price
Pending acquisition of a $130 million private company required an
evaluation of the company’s earnings
Detailed due diligence of company’s financial records
Completion of diligence report and presentation of conclusions to acquiror,
resulting in completion of transaction
Completed acquisition required the integration of seller and purchaser
operations
Facilitated inventory and asset transfers, employee severance and
relocation, leasehold improvements and consolidation of financial records
Acquired company operations were transferred from San Diego to Kansas
City within 60 days of transaction close
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