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Aerospace/Defense Services Company-Valuation/Sale
Develops software application tools to support risk analysis of government contracts. Initially met with the company to do a current valuation. Progressed to advising on areas to increase value, followed by executing negotiations for the sale of the company to an Industry Buyer.

Space Engineering Firm-Financing
Prototype Engineering Services for the Aerospace industry focused on communication between Satellite and Ground assets. Assisting in obtaining financing for the expansion of their facilities and introducing additional resources to accomplish the project.

R&D Engineering Firm making Tactical Sensors-Consulting
Full custom IC design services to a variety of high-tech firms seeking innovative, highly reliable solutions to their challenging design problems. Consulting the company on establishing manufacturing processes via in place to transition from R&D Contract vehicle to selling a proprietary product.

Commercial Construction

Commercial Construction/Development Company-Sale
Family-owned construction company with 52 acres of raw commercial land. Served in an advisory role to sell the Construction Company with First Right of Refusal for the land to an Industry Buyer.

Medical Device

Robotic Orthopedic Drill Company-Consulting/Valuation
Company manufactures a dual motor orthopedic drill that significantly reduces any protrusion of the drill bit beyond the bone into tendons or blood vessels. Served al the advisor to improve the management structure and channels to market.

Consumer Services

Auto Service & Repair Shop Expansion-Financing
Successful auto service & repair shop is expanding the business to multiple locations through acquisition. Helped sure the best capital structure and financing for the Company’s first two acquisitions through Bank Financing. Will continue working to execute this strategy until the owner’s exit in 3-5 years.


Metal Manufacturing Company-Financing/Sale
Family-owned metal manufacturer with proprietary products sold to government agencies. Served in an advisory role and obtained Alternative Financing in restoring company health. Later, executed the sale of the company to a Private Capital Group and successfully secured the owner’s retirement and maintained employment of remaining family members.

Metal Manufacturing Company-Financing
Family-owned metal manufacturer of large storage vessels/water technology/oil-gas well site components. Served as the financial advisor to obtain alternative financing and improve the Company management’s structure.

Electronic Manufacturing Services Company-Valuation
Company manufactures electronic components for Aerospace/Defense, Medical Devices and custom circuit boards. Serviced as the financial advisor to perform a current valuation plus formulate a proforma using Discounted Cash Flow analysis.


Oil Field Service Company-Consulting/Valuation
Company installs and maintains automation equipment to monitor well-sites while manufacturing many of the components of the system. Served as the advisor to improve the financial record keeping which improved efficiency resulting the company to expand to 120 people in two locations.


Intermodal Trucking Company-Valuation
Company transported automobile components to manufacturing sites. Served as the financial advisor to improve their financial reporting and show their current valuation.

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