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Highlight Case Studies
Highlight Case Studies
Data Processing Enterprise
Data Processing Enterprise
Represented established business as it transitioned from time-and-materials-based consulting to volume-based data processing, increasing annual revenue by 9X, until the founders sold the business to a private-equity based roll-up.
Milestone events included:
· Assisted in development of business plan; and revisions of plan over time
· Structured transition from single-owner Subchapter S Corporation to Partnership structure with “Profits Interest” for key contributor
· Assisted in selection of new banking relationship and negotiation of line of credit agreement
· Assisted in selection of new CPA relationship
· Assisted in development, documentation, and certification of ISO 27001 data security program
· Assisted with the opening of new offices in additional states and administration of multistate employment and registration compliance
· Assisted in the development and implementation of multistate tax compliance program
· Assisted in the development of hiring and employment protocols, incentive programs, and discipline programs
· Assisted in registration of trademarks and protection of intellectual property
· Assisted in negotiation, administration, and enforcement of multiple contracts simultaneously and administration of multiple projects and events simultaneously
· Assisted in negotiation and documentation of sale of business
Pipeline Services Enterprise
Pipeline Services Enterprise
Represented newly-established acquisition company in the simultaneous acquisition of 100% of the equity of four independent businesses in a transaction valued at $400 Million.
Milestone events included:
· Assisted in the negotiation, financing, and acquisition of multiple smaller businesses into a single vertically integrated enterprise
· Assisted in the integration of acquired businesses: assignment and assumption of contracts, transition of acquired accounts, registration of acquired assets
· Assisted with the opening of new offices in additional states and administration of multistate employment and registration compliance
· Assisted in the development and implementation of multistate tax compliance program
· Assisted in the development of hiring and employment protocols, incentive programs, and discipline programs
· Assisted in registration of trademarks and protection of intellectual property
· Assisted in negotiation, administration, and enforcement of multiple contracts simultaneously and administration of multiple projects and events simultaneously
Below is a list of current and former engagements I've had the pleasure to be involved in. The engagements are made up of businesses in many phases. From businesses that are just getting started, to businesses closing nine figure deals, We are more than capable of providing for your business.
Current Engagements
Current Engagements
Automotive Dealership Services Enterprise
Automotive Dealership Services Enterprise
Represent private enterprise providing outsourced administrative services and financial products to automobile dealerships.
Entertainment And Fan Experience Enterprise
Entertainment And Fan Experience Enterprise
Represent privately owned provider of online and in-person specialized fan experiences with well-known entertainers and personalities.
Staffing Enterprises
Staffing Enterprises
Represent multiple established temporary staffing business and placement businesses as they grow organically and through acquisition until the founders sold the business to a foreign enterprise.
Film Production Services Enterprise
Film Production Services Enterprise
Represent private enterprise providing production services and equipment rental for film and television projects.
Internet Of Things Platform Enterprise
Internet Of Things Platform Enterprise
Represent Internet-of-Things platform development and implementation enterprise.
Commercial General Contracting Enterprise
Commercial General Contracting Enterprise
Represent privately owned multistate large-contract commercial and civil general contracting company.
Commercial Interiors And Office Furniture Enterprise
Commercial Interiors And Office Furniture Enterprise
Represent privately owned distributor and installer of commercial interiors and office furniture.
Specialty Publication And Industry Consulting Enterprise
Specialty Publication And Industry Consulting Enterprise
Represent private enterprise that publishes specialized industry standard information and provides consulting and expert services on an international basis.
Commercial Roofing Enterprise
Commercial Roofing Enterprise
Represent private enterprise providing commercial roofing services.
Past Engagements
Past Engagements
Affinity Travel Enterprise
Affinity Travel Enterprise
Represented an entrepreneurial themed-cruise and events business for more than a decade from inception until the founders sold the business to a major multinational corporation.
Data Processing Enterprise
Data Processing Enterprise
Represented established business as it transitioned from time-and-materials-based consulting to volume-based data processing, increasing annual revenue by 9X, until the founders sold the business to a private-equity based roll-up.
Staffing Enterprise
Staffing Enterprise
Represented established temporary staffing business as it grew through acquisition until the founders sold the business to a foreign enterprise.
Pipeline Services Enterprise
Pipeline Services Enterprise
Represented newly-established acquisition company in the simultaneous acquisition of 100% of the equity of four independent businesses in a transaction valued at $400 Million.
Multifamily Development And Construction Enterprises
Multifamily Development And Construction Enterprises
Represented several multifamily development and construction businesses with both individual projects and corporate operations and compliance.
Single Family Development And Construction Enterprises
Single Family Development And Construction Enterprises
Represented several multifamily development and construction businesses with both individual projects and corporate operations and compliance.
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