Deal History

Assisted company in comprehensive restructuring following Department of Defense-induced financial crisis. Organized and sold SFE's Arizona Division to Vishay Technologies. Remained as financial advisor through bank loan restructuring and DoD re-qualification negotiations.

Financial advisor to Kasler Family stockholders in negotiations with Dennis Washington-led buyout. Served as Family's board representative and negotiated substantial improvements in dissenter share pricing.

Instrumental in formation of Intrepid Energy & Co. in 1996. Raised approximately $250 million from U.S. institutional investors for London-based oil and gas fund focused on UK North Sea. Fund made one of largest oil discoveries in 20 years (Buzzard Field). Generated 50%+ annualized returns. University endowments (Stanford, Yale, Dartmouth, Notre Dame, Michigan) among investors.

Assisted publicly-held cable television equipment manufacturer in sale of trap and filter manufacturing division to Thomas & Betts.

Assisted management team of optical filter manufacturer in exercising LBO investor exit option. Located prospective investor/partners and negotiated joint venture between Management and DuPont Displays Division.

Financial advisor to materials handling equipment manufacturer in comprehensive buyer search. Developed management succession plan, structured interim financing strategy, and negotiated company sale to Douglas and Lomason.

Exclusive financial advisor to Western Exterminator shareholders in the sale to Rentokil Initial. One of the largest pest control service transactions in that era.

Represented Kennedy-Wilson in sale of its investment in Realty Holdings of America. Analyzed partnership agreements, valued K-W's share, negotiated with buyer, structured and closed transaction.

Represented retail warehouse auto parts chain in three equity financings, raising over $25 million for growth and expansion.

Represented multi-store retail concept in equity financing for growth and expansion, raising $3 million.