Illustrative Transactions and Projects

• Buy Side Advisory Services for Private Family Office
• Buy Side Advisory Services for an Agricultural Commodities and feed manufacturer seeking global growth
• Growth, Strategy and Sell Side advisor for Niche Packaging company
• Sell Side Advisor for Niche Machining and Manufacturing company
• Mentor for Start-up companies out of regional incubators
• Strategic Planning and Innovation Advisor for a niche Medical Equipment Manufacturer
• Growth and Innovation Advisory Services for Niche Aerospace and Medical device Component Manufacturer
• $36M Capital raise for a Public Company, doing a private capital raise for strategic acquisitions (Energy Sector)
• $25MM Capital Raise for an Emerging Managers Private Equity Fund
• Consultant to a Private family owned manufacturing business to restructure debt, obtain institutional equity partners, establish family Trust, and transition management.
• Strategic Planning for a Statewide Public / Private Biomass Sourcing entity for biomass electrical power projects - Private Equity Fund
• Strategic Planning, Project Management, Debt and Equity ($45MM) structures for a 25 MW CHP biomass conversion project
• Debt and Equity Financing for Private Companies and National Real Estate Development Projects ($.5 - 45MM)Sample Project Financing Strategies
• Agricultural Processing Company (Buy Side Advisor)
• Agricultural Commodity Company (Buy Side Advisor)
• Private Adirondack Lodge and Retail Entity (Buy/Sell/Finance/1031 exchange)
• Consultant to Privately Held Companies, Family Offices, and Venture Backed Companies