Deal History

Represented coffee roaster and Paradise Teas company in sale to Sara Lee Corporation.

Arranged expansion financing for heritage producer and packager of juice concentrates and alcoholic mixers.

Advised on structure, raise of capital, and establishment of Bermuda domicile for new reinsurer.

Represented West Coast distributor of oil valves to petroleum exploration and processing industry in sale to Netherlands-based Van Lewen Industries.

Represented West Coast's largest chiropractic equipment distributor in sale to major East Coast competitor.

Managed acquisition and successful integration of $4 million regional medical records transcription service company for private venture capital-backed roll-up.

Provided M&A advisory services to manufacturer of concrete electrical casings and construction industry items.

Represented manufacturer of automotive after-market products in sale to TransPro, Inc.

Advised owner/management of merger with public company spin-off that included $17 million of private equity placement.

Advised on acquisition of new company and arranged working capital funding to support growth.

Advisory, negotiation, and financial structuring of management-led buyout of $325 million division of international telecommunications company.

Prepared, identified, and presented telecommunications metropolitan dark fiber company to mezzanine and equity capital market regarding $20 million additional financing infusion.