Transaction/
Industry
Experience
|
|
| Company |
Size |
Industry |
Role |
| LA Office Building | $20,000,000 | RE Class A Building | Workout and Sale |
| Entertainment Production Company | $20,000,000 | Entertainment | Senior Debt Underwriting |
| California Major Brand Hotel | $30,000,000 | Real Estate-Hotel | Workout and Sale |
| Woman's Clothing | $65,000,000 | Clothing Manufacturer | Banker in Buyout Transaction |
| National Manufacturer | $165,000,000 | Electronic Manufacturer | Banker in Acquisition Financing |
| Wholesale Auto/Truck Parts Services | $30,000,000 | School Bus Distributor | Buyout Sponsor, CFO, Board Member |
| Toy Manufacturer | $20,000,000 | Toy Manufacturer | Senior Debt Underwriting |
| NHL Hockey Team | $7,000,000 | Real Estate-Development | Distressed debt and equity |
| LA Based PEG | $10,000,000 | Asset Management | Equity Investment |
| LA Based Assisted Living Company | $20,000,000 | Long Term Care Services | Workout |
| Integrated Farming Company | $18,000,000 | Agriculture | Senior Debt Underwriting |
| AZ Software Company | $20,000,000 | Software Company | Turn Around CFO |
| Regional Parts Wholesaler | $32,000,000 | Auto Parts | Workout/Restructure/Chapter 11 |
| National Manufacturer Woman's Clothing | $15,000,000 | Clothing Manufacturer | Senior Debt Underwriting |
| Entertainment Production Company | $15,000,000 | Entertainment | Senior Debt Underwriting |
| Resource Transportation | $6,000,000 | Natural Gas Pipeline | Investor and Board Member |
| Bare Root Rose Grower/Wholesaler | $6,000,000 | Agriculture | Priming DIP Loan Underwriting/11 |
| Roll up Construction Services | $3,000,000 | Roofing Services | Distressed working capital |
| Entertainment Production Company | $24,000,000 | Entertainment | Negative Pickup Workout and Sale |
| Vegetable Grower | $10,000,000,000 | Food Manufacturer | Solvency Opinion |
| Real Estate Developer | $3,000,000 | Real Estate | Distressed Real Estate Control Equity |
| Fish Wholesale | $1,500,000 | Importer | Trade Finance |
| Marketing Company | $13,000,000 | Credit Card Marketer | Fairness Opinion |
| Security Services | $30,000,000 | Guard Services | Workout/Chapter 11 and Sale |
| Manufacturing Services | $10,000,000 | Heat Treat Services | 11/Investor and Advisor in MBO |
| Hardware Retail | $4,500,000 | Retail | Restructure |
| Conglomerated Industry | $75,000,000 | Manufacture/Services | Chapter 11/Workout |
| Technology Equipment | $40,000,000 | Machinery Manufacturer | Senior Debt Underwriting |
| Jewelry Retail Stores | $80,000,000 | Retailer | Senior Asset Based Underwriting |
| Manufacturer and Retailer | $32,000,000 | Mens Clothing | Workout/ Restructure/Senior Loans/Exchange Agreements |
| Shoes Stores | $5,000,000 | Retailer | Senior Asset Based Underwriting |
| Aircraft | $300,000,000 | Airline Manufacturer | Banker in Acquisition Financing |
| LA Based Hotel | $45,000,000 | Real Estate-Hotel | Workout and Sale |
| National Retailer | $30,000,000 | Department Store | Chapter 11/Workout |
| Regional Energy Company | $1,200,000 | Natural Gas Wells | General Partner for Three Gas Wells Limited Partnerships |
| Regional Energy Company | $10,000,000 | Natural Gas Wells | General Partner for Gas Well Limited Partnership |
| Regional Energy Company | $4,000,000 | Natural Gas Pipeline | General Partner for Pipeline Limited Partnership |
| Entertainment Production Company | $30,000,000 | Entertainment | Senior Debt Underwriting |
| Food Product | $20,000,000 | Food Manufacturer | Banker in Acquisition Financing |
| Shoe Retailer | $50,000,000 | Clothing Manufacturer | Fairness Opinion |
| On the Road Hotel Chain | $25,000,000 | Real Estate-Hotel | Workout and Sale |
| Manufacturer | $50,000,000 | Clothing Manufacturer | Fairness Opinion |
| NFL Franchise | $35,000,000 | Entertainment | Workout and Sale |
| Commodity market | $100,000,000 | Commodity Trader | Audit Opinion |
| Industrial Supplier | $300,000,000 | Conglomerate | Financial Advisor to Buyer |
| Woman's Clothing | $28,000,000 | Clothing Manufacturer | Senior Debt Underwriting |
| Logistics Management | $3,000,000 | Logistic Services | Investment for Control |
| Regional Energy Company | $30,000,000 | Oil Wells | Investor and Board Member |
| Industrial Equipment | $10,000,000 | Manufacturer | Senior Asset Based Underwriting |
| Construction Products | $4,000,000 | Aggregate/Real Estate | Distressed debt and control investment |
| Heavy Equipment Machinery | $32,000,000 | Retail | Contested Chapter 11 |
| Residential Service Provider | $400,000,000 | Ambulance/Fire | Banker in Refinancing |
| Woman's Clothing | $3,000,000 | Clothing Manufacturer | Senior Asset Based Underwriting |
| Regional Trucking | $3,000,000 | Trucking Services | Investment for control |
| Electronics | $15,000,000 | High Technology | ESOP Valuation |
| Transportation Services | $3,000,000 | Crew Boat Services | Workout/Restructure/Chapter 11 |
| Woman's Clothing | $2,500,000 | Apparel Manufacturer | Senior Debt Underwriting |
| Conglomerated Industry | $25,000,000 | Services/Manufacturer | Workout/Chapter 11 Bankruptcy/Sale |
| Consumer Electronics | $75,000,000 | Retailer | Senior Asset Based Underwriting |
| Men's Shoes | $9,200,000 | Retailer | Senior Debt Underwriting |
| Industrial Supplier | $200,000,000 | Manufacturer | Workout/Senior Debt Underwriting |
| Entertainment Services | $60,000,000 | Services | Senior Debt Underwriting |
| Motorcycle Products | $6,000,000 | Manufacturer | Senior Asset Based Underwriting |
| Conglomerated Industry | $25,000,000 | Finance/Real Estate | Senior Debt Workout |
| Deep Cycle Batteries | $5,000,000 | Manufacturer-Batteries | Senior Debt Underwriting |
| Trucking Services | $2,500,000 | Trucking Services | Distressed working capital and term debt |
| Fish Wholesale | $5,000,000 | Importer | Trade Finance |
| Fuel and C Store Chain | $15,000,000 | Real Estate/Services | Senior Debt Underwriting |
| Conglomerated Hardware Group | $45,000,000 | Manufacturer/Wholesale | Senior Debt Underwriting |
| Steel Service Center | $15,000,000 | Steel Services | Senior Debt Underwriting |
| Organic Foods | $20,000,000 | Retail-Grocery | Senior Debt Underwriting |
| National Furniture Company | $52,000,000 | Retailer | Senior Asset Based Underwriting |
| Electronics | $34,000,000 | Electronics | Senior Debt Underwriting |
|
