Distressed Electric Supply Company Restored to Profitability and Increased Value

Distressed Electric Supply Company Restored to Profitability and Increased Value Client Situation An established company that manufactured and sold specialized electric power systems to industrial customers had been a leader in its market segment but had experienced recent losses of $2.8 million and $5.2 million on $20 million in sales during the prior two years.  Some of the issues involved a cost and pricing structure that was no longer [...]

Distressed Electric Supply Company Restored to Profitability and Increased Value2020-06-23T19:14:45+00:00

Bio Research Company Strengthens its Financial Function to Enable Rapid Growth

Bio Research Company Strengthens its Financial Function to Enable Rapid Growth Client Situation A company that facilitates bio research had grown in revenues at an annual rate of 35 percent over the previous seven years, but its finance organization had not kept pace with its growth. The finance organization consisted of a CFO and four staff with no controller. With large pharmaceutical companies as customers, it had become a [...]

Bio Research Company Strengthens its Financial Function to Enable Rapid Growth2020-01-15T00:22:11+00:00

Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements

Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements Client Situation A heavy truck dealership with a multistate footprint was preparing for a sale when the CFO left for another opportunity. The company had recently turned profitable after the 2008-09 recession, had been in the PE firm’s portfolio for several years, and was the last investment remaining in the fund. This created a sense [...]

Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements2020-01-15T00:22:31+00:00

International Manufacturing Companies Combine to Rapidly Grow Market Share

International Manufacturing Companies Combine to Rapidly Grow Market Share Client Situation A private equity group spun off a non-core subsidiary of one of its holdings. The subsidiary is a U.S. manufacturer, marketer and distributor of outdoor recreational products. Shortly after the spinoff, the private equity group acquired a complementary Canada-based company and combined the two entities. The intent was to grow market share and lower operating costs as a [...]

International Manufacturing Companies Combine to Rapidly Grow Market Share2020-01-15T00:28:43+00:00

Privately held B2B Software Company Completes Transition to PE Ownership

Privately held B2B Software Company Completes Transition to PE Ownership Client Situation A well-established, privately-held B2B software company completed the sale of majority interest in the company to a private equity firm. Having never been required to operate in a GAAP-compliant environment or subjected to a formal audit, the company needed assistance in completing various transitions of financial processes required by, and satisfactory to, a PE investor. This included [...]

Privately held B2B Software Company Completes Transition to PE Ownership2020-01-15T00:29:29+00:00

Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth

Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth Client Situation A luxury personal services provider with $70 million in revenues held a dominant market position with 10 salons/spas and two training academies, but lacked the capital and finance leadership to take full advantage of these strengths in a fast growing economy. Private equity ownership needed CFO leadership to restructure debt, finalize prior year reporting with [...]

Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth2020-01-15T00:33:59+00:00

Leading Provider of Test and Measurement Solutions to the Flat Panel Display Industry Sells for $230 Million

Leading Provider of Test and Measurement Solutions to the Flat Panel Display Industry Sells for $230 Million Client Situation A private equity-owned leading provider of test and measurement solutions to the flat panel display industry was initially working to carve out and sell one of its two major operating divisions in order to focus on its core business. Subsequent to that sale the company was sold in its entirety [...]

Leading Provider of Test and Measurement Solutions to the Flat Panel Display Industry Sells for $230 Million2020-01-15T00:36:42+00:00

Real Estate Internet Startup Raises $47 Million in Venture Capital

Real Estate Internet Startup Raises $47 Million in Venture Capital Client Situation A venture-backed startup firm purchased two non-Internet companies. The startup required leadership to combine the two companies’ operations, develop a website and convert the business to Internet-only operations. Solution A NextLevel executive, as Division GM, assisted the owners (Board) and CEO in building the business. The NextLevel executive expanded division operations staffing up to 170, obtained warehousing [...]

Real Estate Internet Startup Raises $47 Million in Venture Capital2020-01-15T21:40:24+00:00
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