Following is a brief representative list of client assignments:
Business Resources, Inc. Business to business retailer of office products and furniture. Assisted in developing and implementing a turnaround business plan. Negotiated merger with McCauley's Office Products and advisor to BRI principals in the subsequent sale to Staples, Inc.
RWC, Inc. Manufacturer of custom automated machine tools and assembly equipment. Advisor in business strategy and plan development. Assisted in cost restructuring. Improved operating and financial controls. Negotiated private investment financing and bank refinancing.
CBS Boring and Machining. Low volume production CNC machining. Assisted in cost restructuring. Improved operating and financial controls. Negotiated bank refinancing. Financial advisor in the sale of a division to a Fortune 100 company.
U.S. Farathane. Automotive component supplier of injection molded parts. Advisor in business strategy and plan development. Assisted in management and cost restructuring. Negotiated refinancing of private placement debt and bank debt.
Legend Valve & Fitting, Inc. Residential Valve Manufacturer. Advisor in business strategy and plan development. Advising company on its market positioning and organizational development. Engaged as financial advisor.
Caratron Industries, Inc. Precision gear manufacturer. Assisted in the development of management reporting controls and strategy development. Financial advisor in Caratron's sale to a European company.
Hagopian and Sons. Retail Rug Sales and Cleaning Services. Engaged to develop a strategic plan and to secure improved bank financing.
Mantex, Inc. Engineered plastics manufacturing company. Board level advisor to the company. Engaged as financial advisor in a division divestiture.
Wright-K Technologies, Inc. Manufacturer of custom automated machine tools and assembly equipment. Advisor in business planning and management development. Assisted in cost restructuring and strategies for sustaining profitability in a cyclical industry. Engaged as financial advisor for a prospective acquisition.
R. L. Bondy, Inc. Commercial insulation contractor. . Advisor in business strategy and plan development. Assisted in cost restructuring. Improved operating and financial controls. Negotiated private investment restructuring and improved bank financing.