Served as interim CFO for a multi-state auto auction company, leading refinancing efforts, implementing a deleveraging strategy, and negotiating new debt terms with lenders.
Facilitated the sale and relocation of a Double-A baseball franchise, managing negotiations and establishing sales terms.
Secured refinancing for a multi-state dining and entertainment company, including lender identification and negotiation of loan terms.
Worked with the management of a repackaging company to identify and obtain private equity financing to provide capital for the management buyout of company owners.
Guided veteran insurance executives through the obtaining of private equity for the creation of new property and casualty insurance company.
Advised a cabinet import company on the buyout of a retiring owner, introducing a private equity partner and negotiating an investment offer.
Assisted a local home health services provider with refinancing and securing an increased line of credit to support growth, including lender identification and negotiation of terms.
Supported a national self-storage developer in securing financing for developed properties, successfully managing over fifteen properties with average loans of $9 million each. Identified local lenders and negotiated favorable loan terms, structures, and pricing.
Advised a global aviation asset management firm on the financing of purchased aircraft engines and landing gears for their lease and sales inventory portfolio. Additionally, advised client on establishing a banking relationship and the sourcing of $25 million of private equity investment.
Guided a Florida-based self-storage developer in obtaining financing for two properties. Sourced lenders and negotiated loan terms, structures, and pricing to optimize financial outcomes.
Advised a regional self-storage developer in the refinancing of an existing stabilized property, securing improved pricing and loan terms. Also, identified a lender to finance the expansion of an existing facility, covering both construction and debt refinancing.
Assisted a consumer finance client to identify a lender to refinance existing debt plus additional debt for the buyout of partner and the acquisition of a competitor resulting in the doubling of the loan volume.
Negotiated the acquisition of janitorial supply company for a client limiting cash outlay for the purchase. Acted as an interim CEO/CFO during the transition.
Assisted a client in the establishment of a regional trucking company to haul, among other things, packages for a major express shipping company. Negotiated the purchase of rolling stock, establishment of an operating and accounting system, set-up of a human resource department and the hiring of administrative staff and drivers. Acted as interim CFO.
Provide industry-specific financial advice to regional bank officers, leveraging expertise to support client-related activities.
