Merger, acquisition, or major rounds of funding all provide unique opportunities to add value to a company. While the average manager or owner experiences few of these in a career, we have helped companies through scores of transactions. We assist management with the usual drafting of executive summaries, presentations and other materials. More importantly, we also help with the internal issues of confidentiality, maintaining optimal profit and sales, and generally helping management to understand the process. Our expertise spans many industries and listed below are some illustrated transactions. Internet & Technology Biotech Specialty Food & Consumer Products Other {Transportation, Architecture & Engineering, Real Estate, Construction} HRPath - ASP providing policies, procedures, handbooks, tools and tutorials for Human Resources. Acquired by Enwisen, another content provider in the Human Resources Space. Leep Technology Inc. (dba if...) Leading developed Leading developer of on-line database query tools. Sold to Amazon.com. Virtual Vineyards - Early B2C company that developed web-based merchandising and transaction system for Internet wine sales. Several rounds of VC funding, then merged with Wine.com. Stereographics - As former CFO, spearheaded several rounds of private placement funding. ForeCross Corporation - Developer of automated conversion software. With Ernst & Young, prepared and directed IPO. Knauer Consulting Group - Represented owner in sale of banking focused IT firm to Administaff. Operon Technology - Manufacturer of DNA. Prepared company for acquisition by Qiagen, a German Bio-technology company. Horizon Ag Products - Manufacturer of organic fertilizer. Represented investors in follow-on funding and reviewing possible acquisitions. BiosPacific - Developed format for joint venture to produce antibodies and diagnostic test kits. Nutricology - Developed and implemented a refinancing plan to promote substantial growth for this nutriceuticals manufacturer and distributor. Aidells Sausage Co. - Represented owner in the sale of this premium gourmet sausage company to the former owner of Gallo Salami. La Tempesta Bakery Confections - The leading manufacturer of Biscotti. Represented owner in the sale to Horizon Holdings Food Group. Emilia Romagna - Represented owner in the sale of this specialty pasta manufacturer to Armanino Foods, a public company. Sconza Candy Co. - After two failed divestitures, successfully found a buyer; and separated acrimonious partners. Sheoil Inc. - Oil exploration and development company. Numerous rounds of funding. C.L. Bryant Oil Company - Largest oil distributor in California central valley. Evaluated acquisition candidates and structured deal. Lawson Drayage - Specialty equipment transport. Evaluated acquisition candidates. Tri-Valley Transportation - Moving & storage company. Position for merger or acquisition. Engage Representative 0-30 days 30-60 days 60-90 days 90-120 days 120-150 days 150-180 days Develop Executive Summary and PowerPoint Presentation. Review Company's Financial Forcast Develop Strategy - Identify potential buyers/investors, help management refine their presentation Sales & Marketing - Contact Buyers with Executive Summary, then PowerPoint, then Demo Solicit Offers and Letters of Intent Negotiation & Due Diligence - Finalize and sign Letter of Intent, prepare and conduct mutual Due Diligence Close transaction
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