Structured a second and third round preferred equity financing for a pharmaceutical development company.
Completed competitive analysis for a video management solutions company.
Structured independent funding operation for fuel distribution expansion.
Provided document support, research, and analysis for valuation and fairness mediation.
Developed independent finance strategy for parent/subsidiary business plan.
Provided administrative support for fuel re-seller.
Provided credit support for lease obligations at U.S. international airport.
Provided financial record and reporting support for service company affiliate.
Developed capital funding program for medical device manufacturer.
Initiated development of Caribbean, Central and South American jet fuel support and marketing strategy.
Incubated financial records support service company.
Structured a spin-off of a cargo service logistics subsidiary.
Advised a seller in the structure of a sales transaction of a U.S. based cargo general sales agent operation to a buyer based in France, with continuing seller management services agreement.
Assisted in due diligence of quantum physics based investments for an international investment fund.
Assisted in the negotiation and establishment of $53,000,000 of working capital and lease financing a facility for an aviation services company operating at over fifty locations across five continents.
Provided $3,000,000 of equity capital and target market research for the start-up telecommunications solution provider.
Developed the business plan and committing necessary initial equity capital to form and initiate business accelerator company for technology start-ups.
Developed a strategy for increasing the growth of global aviation fuel reseller.
Identified investment opportunities to evaluate for venture capital fund focusing on early-stage technology investments.
Funded $20,000,000 of capital, negotiated, and arranged the divestiture of approximately $80,000,000 in assets in connection with an ongoing private transaction.
Invested seed capital and arranged $15,000,000 of additional equity through a registered broker-dealer for a web communications company.
Developed capital funding and strategy plan for a start-up company, which designed and developed the first high-performance carrier-class cable modem termination system for advanced IP services.
Originated, negotiated, closed and successfully terminated several bridge loan facilities on behalf of a private investment fund.
Provided expert valuation testimony in connection with a mediation dispute involving a privately-held internet technology based company focused on the streaming of audio and video content.
Assessed diversification strategy of an aviation services company.
Assessed the business plan of a company developing a 3D printer and scanner platform.
Developed and accessed a fixed-based operation roll-up strategy.
Assisted in negotiating, assessing, and finalizing the settlement of a complex litigation, with regards to contested merger transactions involving a company that designed and engineered the best-in-class high-speed data and telephony systems.
Assisted in the start-up of specialty pharmaceutical company.