Restructuring & Turnaround

Specialty Retail Bakery Restructures to a Franchise Model and Achieves EBITDA and Valuation Improvements

Specialty Retail Bakery Restructures to a Franchise Model and Achieves EBITDA and Valuation Improvements Client Situation This company owned and operated 300-plus retail specialty bakery locations throughout the United States, principally located in retail shopping malls. Mall and customer traffic were declining due to discount retailers and fear of terrorism. Store profitability was adversely impacted and the overhead burden to maintain area and regional management to oversee operations of [...]

Specialty Retail Bakery Restructures to a Franchise Model and Achieves EBITDA and Valuation Improvements2020-01-15T00:21:17+00:00

Public Tech Company Turnaround Eliminated Cash Burn and Debt Crisis to Realize Major Revenue and Stock Price Growth

Public Tech Company Turnaround Eliminated Cash Burn and Debt Crisis to Realize Major Revenue and Stock Price Growth Client Situation A $30M publicly held tech company had established a competitive advantage by producing next generation, leading edge devices through its patented technology. However, startup-type volumes, very low manufacturing yields, and increased product development overhead related to a new line of business had caused poor operating results and a massive [...]

Public Tech Company Turnaround Eliminated Cash Burn and Debt Crisis to Realize Major Revenue and Stock Price Growth2020-01-15T00:25:12+00:00

Food processing company stabilizes operations, raises cash, and increases sales

Food processing company stabilizes operations, raises cash, and increases sales Client Situation A food processing and consumer packaged-goods company was growing rapidly but experiencing negative cash flow and violating loan covenants. This triggered the company’s lender to place the company in its workout group. One obvious cause was significant delays in the buildout of a new manufacturing facility, needed because the company struggled to fulfill sales orders using existing [...]

Food processing company stabilizes operations, raises cash, and increases sales2020-01-15T00:25:25+00:00

NextLevel Interim CFO Secures Debt Restructuring for Aerospace Company in Distress

NextLevel Interim CFO Secures Debt Restructuring for Aerospace Company in Distress Client Situation A $75 million VC and strategically backed aerospace company had been using the cash flow from its services business to finance the growth of its data sales business without considering significant long-term payables coming due. The company needed to arrange new financing within 30 to 60 days or risk causing permanent damage to its business prospects. [...]

NextLevel Interim CFO Secures Debt Restructuring for Aerospace Company in Distress2020-01-15T00:25:50+00:00

NextLevel Executives in Roles of Interim CEO and CFO Drive Turnaround Success for a Company in the Infrastructure Construction Industry

NextLevel Executives in Roles of Interim CEO and CFO Drive Turnaround Success for a Company in the Infrastructure Construction Industry Client Situation The Client, a Private Equity firm with a long history of success, acquired a market leader in the Heavy Rigging, Machinery Moving and Millwrighting business. To meet competitive pressures the acquired company entered a related but capital-intensive business via a joint venture with a large international corporation. [...]

NextLevel Executives in Roles of Interim CEO and CFO Drive Turnaround Success for a Company in the Infrastructure Construction Industry2020-01-15T00:25:59+00:00

Specialty Pharmacy Company Achieves Major Cash Flow Turnaround

Specialty Pharmacy Company Achieves Major Cash Flow Turnaround Client Situation A healthcare focused private equity firm had purchased a specialty pharmacy company with operations in several states. It quickly became clear that the company had severe systemic operating issues that were not disclosed during due diligence. The private equity firm terminated their relationship with existing management and brought in their own Executive-in-Residence as CEO.   Solution An experienced executive, [...]

Specialty Pharmacy Company Achieves Major Cash Flow Turnaround2020-01-15T00:27:02+00:00

Household Equipment Manufacturer Triples Revenues Prior to Sale of the Company

Household Equipment Manufacturer Triples Revenues Prior to Sale of the Company Client Situation An outdoor home equipment manufacturer had a single owner who had acquired the company in 2007 and wished for the company to grow prior to sale. However, revenues and earnings had not grown appreciably by 2012. The company had outsourced its manufacturing to multiple factories in China, but lacked appropriate control processes. It also had not [...]

Household Equipment Manufacturer Triples Revenues Prior to Sale of the Company2020-01-15T00:27:25+00:00

Energy Company Gains Triple Digit EBITDA Improvements in Two Years

Energy Company Gains Triple Digit EBITDA Improvements in Two Years Client Situation A biofuel producer had mitigated unfavorable credit and market conditions by entering into long-term manufacturing contracts with global energy companies. While helpful in weathering the short-term downturn, once conditions normalized, the producer was left underutilized, underperforming financially and unable to seize more attractive business opportunities. Solution Based on financial guidance from an experienced executive, now a NextLevel [...]

Energy Company Gains Triple Digit EBITDA Improvements in Two Years2020-01-15T00:28:26+00:00

NextLevel Stabilizes Operations and Facilitates the Resolution of Ownership Conflict

NextLevel Stabilizes Operations and Facilitates the Resolution of Ownership Conflict Client Situation A privately- owned capital equipment manufacturing company was experiencing a period of extreme management instability, having brought on three different CEOs within a 12 month period. Exacerbating this instability was a high level of conflict between the two equal owners of the firm. Solution A NextLevel partner, acting as interim CEO, arrived within a week of the [...]

NextLevel Stabilizes Operations and Facilitates the Resolution of Ownership Conflict2020-01-15T00:34:12+00:00

Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround

Client Situation A leading company in a rapidly growing segment of the software-as-a-service (SaaS) industry acquired its primary competitor to gain market share and economies of scale. The chosen headquarters location for the combined company had left it without a CFO and only remnants of a finance and accounting staff to integrate and manage the financial functions of the combined business. The new ERP system implementation for the combined [...]

Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround2020-01-15T00:34:24+00:00
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