Typical Engagements and Completed Projects

Board of Directors

Advised the principal owners of an $85 million manufacturer of specialty chemical and plumbing components on developing a growth plan and planning process, acquisitions, financing, and management incentives.
Convinced the owner of a highly profitable testing laboratory to postpone a premature sale of his company and developed a growth plan for the business which has generated substantial wealth for him.
Led owners and management of a Midwest banking company through a profit improvement and reorganization planning process. Subsequently retained by board to monitor plan implementation and advise on strategic alternatives.
Developed detailed growth and financing plans for a large entertainment enterprise, a fast-growing family-owned distribution company, a fast-growing instrumentation company, and two manufacturing subsidiaries of a New York Stock Exchange company.

Preserved founder control of a health care information company through a five-year period of planned growth, financed by corporate strategic partners, prepaid licensees and individuals.
Advised the founders of a graphics software company through early-stage financing, and in the later sale of their business, to a publicly traded acquirer that left them financially independent.
Guided the founders of a real estate information company through their first external financing, which included participation by a leading commercial bank, and in a subsequent round by a leading Internet investment fund.
Assessed strategic alternatives and developed operating plan for a rapidly growing speech technology company, and then managed interim and large institutional financings. Subsequently retained by board to advise on operating and financing matters.

Enabled the owners of a fast-growing communications software company to achieve financial independence by resolving differences among the principals, developing the company's first business plan, and offering memorandum; and executing an equity fundraising process which led to sale of the business.
Managed the sale of a $70 million, southern-U.S. engineering and manufacturing subsidiary of a New York Stock Exchange company.
Advised the CEO of a Midwest, publicly traded, largely family-owned bank holding company which had become an acquisition target, and which was subsequently acquired with highly favorable results for shareholders.
Wrote offering memoranda, coached management, solicited acquirers, and advised a UK corporation in divesting two technology subsidiaries.
Advised the developers of intellectual property protection software in a merger of their company with a west coast Internet security company, which subsequently became a successful IPO.

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