Services

Representative transactions

Some of our recent transactions include:

East Coast-based private equity client

• Transaction support services
  

We provided transaction support services when an East Coast-based private equity client acquired the assets of an international distributor of products that support the construction, rebuild, upgrade and maintenance of cable television and broadband systems in a Section 363 bankruptcy sale. The target had significant international operations in North America, South America and Europe.

• Transaction support services

New York-based private equity client

• Transaction support services

We provided transaction support services for our New York-based private equity client in conjunction with its March 2004 acquisition of a Southeastern manufacturer of turbo combustors used for gas turbine jet engines in a carve-out transaction from a large public aerospace company.

Midwest-based private equity fund

• Due diligence
• Tax structuring
  

Our client, a Midwest-based private equity fund, retained us to perform global financial and tax due diligence as well as tax structuring in conjunction with their proposed acquisition of an approximately $100 million company which manufactured certain products sold primarily to the plastic injection molding markets. The report had to be delivered within two weeks of the outset of fieldwork. To accomplish this, our international office assembled a European team for both financial and tax due diligence. Domestic due diligence was performed by a team of transaction support professionals based in the Midwest. As a result of the coordinated global team effort, we successfully completed our assignment, delivered our report, and, with the leadership of our international tax group, were able to save our client significant dollars as a result of the structure of the deal we recommended.

East Coast-based private equity client

• Transaction support services

We provided transaction support services for our East Coast-based private equity client in conjunction with its October 2003 acquisition of a producer of kosher poultry products

Buyer of electronic components business

• Due diligence

The buyer of an electronic components business found a mezzanine lender to fund more than 50 percent of the acquisition price. The mezzanine lender sought due diligence assistance to support its decision to make the loan and equity investment. We visited the company, toured its operations, reviewed its records, and analyzed inventories, receivables, cash flows and sales margins, among other items. We found substantial excess inventories and prepared a summary report of our findings and observations. The buyer conducted additional analyses to minimize the acquisition risks.

Acquisition client

• Transaction support services

We provided transaction support services for our client related to its assessment of a potential acquisition of certain assets in a Section 363 bankruptcy sale of an international manufacturer and distributor based in the Southeast. The target had international operations in Europe and Asia/Pacific.

Transaction support references for investment entities with whom we have worked are available upon request.