Clients and Transactions

We Focus On The Most Complex Transactions In The Most Complex Circumstances. A Typical Assignment For Us Will Involve Many Simultaneous Transactions That Deliver Maximum Value To Shareholders And Our Clients. Simply Put, We Unlock, Drive And Maximize Shareholder Value. Examples of some of the transactions completed by our principals are attached.

Davis Holdings
Served as advisor to several Davis Holdings companies in consolidation transactions. Most recently served as advisor in connection with a consolidation in the data security industry. Identified 6 preliminary acquisition targets, assembled duediligence/execution team of accountants and attorneys and determined appropriate financing structure for acquisitions.Negotiated preliminary valuations and letters of intent with all 6 targets. Completed business due diligence on targets focusing on significant long term customer contracts, service/product differentiation, process quality and receivables quality.Ultimately negotiated definitive purchase and final financing agreements.

General Dynamics Subsidiary
Determined buyout and financing strategy. Advised board of directors on auction reviewing all transaction phases including valuation, sales memo preparation, buyer identification, auction strategy, data room, and definitive agreement negotiations.

Reed Elsevier Subsidiary
Determined key businesses for divestiture and specific targets for acquisition, steering business away from low growth cyclical businesses dependent on advertising revenues to high growth, high margin, recurring revenue, businesses.

Reichmann Family Investment Fund
Advised on a proposed equity line of credit for investment in a publicly traded developer of IP telephony products. Due diligence focused on IP ownership/value, impending contracts, receivables, stock trading volume, institutional investor ownership and stock trading price. Transaction was structured to afford maximum protection to Reichmann family.