Client Engagements

Recent assignments include:

Capital Raising

• Interim CFO for a medical services company (SAAS) raising venture capital
• Valuation of a retail company in connection with a private equity raise
• Arranging $50 million in equity for a company in Latin America
• Preparation of SEC documents and filings

Strategic Consulting

• Evaluation of a telecommunications company in terms of the business and financial results from a change in strategy
• Arranging a joint venture in Central America in the business services industry
• Development of a strategy for a Florida-based business services company

Other

• Due diligence on a telcom acquisition in Latin America and the development of a roll up strategy
• Preparation of a feasibility study for a telecom triple play service
• A workout for a lender