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Here are some examples of our work with a broad range of companies and stakeholders across multiple industries.
M&A Advisory Special Situation Advisory Business Services
M&A Sale of a Leading Staffing Firm to PE-Owned Strategic Acquirer
M&A Sale of a Leading Staffing Firm to PE-Owned Strategic Acquirer

In a challenging phase marked by significant financial distress due to inadequate accounting and tax processes, this Indiana-based staffing company faced potential foreclosure with over $50 million in debt against…Read More

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Strategic Assessment Manufacturing & Distribution
Orchestrated sale of family-owned toy and craft distributor facing liquidity challenges through Assignment for the Benefit of Creditors (ABC) process.
Orchestrated sale of family-owned toy and craft distributor facing liquidity challenges through Assignment for the Benefit of Creditors (ABC) process.

This transaction involved a family-owned business specializing in arts and crafts supplies and non-electronic toys, which significantly impacted economic downturns and market shifts. The company, a prominent player with a…Read More

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M&A Advisory Special Situation Advisory Strategic Assessment Business Services
Led the strategic sale and operational turnaround of material recycling company facing financial distress.
Led the strategic sale and operational turnaround of material recycling company facing financial distress.

A notable player in the recycling industry was dealing with significant financial challenges because of major market disruptions and liquidity issues due in part to low petroleum prices and China’s…Read More

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M&A Advisory Special Situation Advisory Automotive & Industrials
Ensured the preservation of entities, maintained employment for majority of employees, and created significant potential for post-sale growth.
Ensured the preservation of entities, maintained employment for majority of employees, and created significant potential for post-sale growth.

A leading aftermarket manufacturer for the automotive industry faced a critical financial challenge due to the loss of a major contract with General Motors, which resulted in over 50% revenue…Read More

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M&A Advisory Manufacturing & Distribution
Facilitated the sale of a family-owned pet food ingredient manufacturer that had been operating for decades
Facilitated the sale of a family-owned pet food ingredient manufacturer that had been operating for decades

The owners of a premium pet food ingredient manufacturer sought to retire while maximizing the company’s value and securing its legacy. The business included operating and real estate assets, requiring…Read More

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M&A Advisory Strategic Assessment Engineering & Construction
Managed successful sale of family-owned electrical contractor to maximize value and secure the company’s future.
Managed successful sale of family-owned electrical contractor to maximize value and secure the company’s future.

An electrical and technology contractor based in a large city center with 50+ years of industry leadership sought a strategic partner for a generational exit. The owner, planning to retire,…Read More

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M&A Advisory Special Situation Advisory Strategic Assessment Retail & Consumer Products
Completed a complex tri-party refinancing for struggling sports retailer
Completed a complex tri-party refinancing for struggling sports retailer

The Company was a producer of non-apparel merchandise under license agreements with most professional sports leagues and a large number of colleges, theme parks, restaurant chains and cruise lines. They…Read More

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M&A Advisory Special Situation Advisory Strategic Assessment Business Services
Facilitated the strategic acquisition and operational enhancement for leading recycling company
Facilitated the strategic acquisition and operational enhancement for leading recycling company

A key player in the recycling and waste management sector engaged us to explore strategic acquisition opportunities, value the company’s assets, and perform a detailed strategic assessment. This multifaceted engagement…Read More

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Celis Brewery Completes Recapitalization Through Successful Chapter 11

Celis Brewery experienced rapid growth and an unsustainable debt burden that resulted in financial default in 2018. This was followed by a Chapter 11 filing in 2019 to prevent foreclosure…Read More

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Special Situation Advisory Manufacturing & Distribution
Harney instrumental in comprehensive sale and restructuring plan
Harney instrumental in comprehensive sale and restructuring plan

Arandell is a 100-year-old commercial catalog printer, the third largest in the U.S., with revenues exceeding $80MM and pre-petition loan and lease obligations of $50MM. They had setbacks related to…Read More

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Special Situation Advisory Strategic Assessment Retail & Consumer Products
Led comprehensive turnaround of premium hair and skin products business.
Led comprehensive turnaround of premium hair and skin products business.

A minority-owned CPG business that provides premium hair and skin care products to the multi-cultural consumer was facing multiple challenges. Launched in the founders’ garage in 2014, the company grew…Read More

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Special Situation Advisory Strategic Assessment Real Estate
Former 110-acre Motorola Site Sold in Chapter 11 Bankruptcy Auction During Pandemic
Former 110-acre Motorola Site Sold in Chapter 11 Bankruptcy Auction During Pandemic

Motorola’s 110-acre campus located six miles from downtown Austin and near Austin Bergstrom International Airport was largely abandoned and sat stagnant for more than a decade prior to purchase by…Read More

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Special Situation Advisory Strategic Assessment Real Estate Restaurants, Hospitality & Leisure
Financial Restructuring and Debt Advisory for Austin Airport Hilton Hotel
Financial Restructuring and Debt Advisory for Austin Airport Hilton Hotel

Austin Bergstrom Landhost Enterprises, Inc. (ABLE), a non-profit public facilities corporation acting as an instrumentality of the City of Austin to operate the Hilton Austin Airport Hotel, issued bonds to…Read More

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Special Situation Advisory Strategic Assessment Energy Real Estate
Guided Offshore E&P Company Through Successful Exit from Bankruptcy as Chief Restructuring Officer
Guided Offshore E&P Company Through Successful Exit from Bankruptcy as Chief Restructuring Officer

A catastrophic hurricane caused business interruption for Galveston Bay Properties, LLC, an E&P company with approximately 20,000 acres under lease from the State of Texas in the shallow waters of…Read More

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M&A Advisory Special Situation Advisory Automotive & Industrials
Automotive parts supplier avoids bankruptcy and lenders recover 100% of balances
Automotive parts supplier avoids bankruptcy and lenders recover 100% of balances

Engaged in a variety of advisory roles from 2007 to 2014 during a very tenuous time for this aluminum die casting company, helping them navigate the 2008 recession and the…Read More

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Capital Markets Special Situation Advisory Transportation
Successfully completed refinance of senior secured lender with a third-party finance company for transportation company
Successfully completed refinance of senior secured lender with a third-party finance company for transportation company

Courier business that was operating in the south and midwest U.S. was in forbearance with its primary senior secured lender following a covenant default from a decrease in profitability and a deterioration of its liquidity.

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M&A Advisory Special Situation Advisory Energy
Facilitated Successful Reorganization Through Chapter 11 and 363 Sale Process
Facilitated Successful Reorganization Through Chapter 11 and 363 Sale Process

The Debtor was an Exploration & Production (E&P) company with drilling activity and 100+ well production in New Mexico (Delaware Basin) and Oklahoma. The investor group terminated the management team…Read More

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M&A Advisory Special Situation Advisory Retail & Consumer Products
Successful Reorganization of Packaged Liquor Store Chain Through Chapter 11
Successful Reorganization of Packaged Liquor Store Chain Through Chapter 11

Gabriel Holdings is the largest packaged store in the San Antonio area. The Company filed for Chapter 11 Bankruptcy in the Western District of Texas.  Our team facilitated the restructuring…Read More

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Capital Markets Special Situation Advisory Manufacturing & Distribution
Custom packaging company reorganized and sold, including new financing enabling company to thrive
Custom packaging company reorganized and sold, including new financing enabling company to thrive

The company, a manufacturer of custom designed thermoformed plastic packaging products for the food, electronic, and retail industries, was having cash flow issues due to increased material costs, stagnant sales,…Read More

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Special Situation Advisory Strategic Assessment Energy
Managed the sell of intellectual property and assets to maximize value of stakeholders for an oilfield services company
Managed the sell of intellectual property and assets to maximize value of stakeholders for an oilfield services company

This oilfield services company designed and produced a nanotechnology ceramic proppant used in oil and gas “fracking” but the operations never achieved sufficient volume and economies of scale to reach…Read More

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Capital Markets Special Situation Advisory Strategic Assessment Energy Transportation
Debt refinance of oil field service company during forbearance period
Debt refinance of oil field service company during forbearance period

A supplier in the Permian basin (Texas) of chemical solvents and anti-corrosion products was in default with its senior secured lender. The default was a result of misreported operating results…Read More

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