Strategy & Corporate Finance

Context: We were hired to evaluate the assets of a special-purpose vehicle created in a transaction with a private investor and to measure the fair value of Class B equity retained by the company. Approach & Results: We used a combination of income and market-based approaches to estimate the … [Read more...] about NASDAQ-Listed Specialty Refining Company

Service Type: Valuation Context: The board retained us to provide an independent third-party valuation of the firm to help resolve a proxy fight over a proposed private buyout of the company. Approach & Results: We performed a valuation based on statistical analysis of market multiples for … [Read more...] about NYSE-Listed Software Company

Service Type: Valuation Project: Consolidation Context: Management hired us for valuation support in connection with the combination and intended IPO of two mid-market drilling tech companies. Approach & Results: We performed segment-level Goodwill Impairment testing for both firms and … [Read more...] about PE Portfolio Companies

Service Type: CFO Services Project: Working Capital Strategy Context: A profitable twenty-year-old business with $30M in annual revenue did not have the ability to provide monthly financial results to demonstrate its profitability. As a result, it could not qualify for a traditional working … [Read more...] about Privately-Held Manufacturing Business

Service Type: CFO Services Project: Enterprise Application Strategy Context: Our client had different business processes and systems across its primary business entities. The client found it difficult to measure holistic business profitability performance and associated drivers across different … [Read more...] about Agriculture Cooperative

Service Type: CFO Services Project: Outsourced CFO/Controller Context: Our client needed senior financial management support skilled at business operational finance. Approach & Results: We worked with the executive management team and staff personnel to implement critical financial … [Read more...] about Chemical Manufacturing Company