| Service |
Client |
| Exit Planning & Company Sale |
Healthcare ($20 million EBITDA), Southeast |
| Strategic Planning |
Credit Union ($1.3 billion in assets), Southwest |
| Exit Planning |
Specialty Chemical ($35 million in EBITDA), West Coast |
| Strategic Planning and Corporate Development M&A Process Design |
Equipment Manufacturer, ESOP Owned ($150 million in sales), Midwest |
| Strategic Planning and Sale/Exit Planning |
Healthcare ($35 million in sales), West Coast |
| Strategic Planning and M&A Plan |
Credit Union ($1.5 billion in sales), West Coast |
| Advisor on Sale/Management Buyout |
Healthcare ($200 million transaction), Southeast |
| Family Business Ownership Strategy |
1st Generation, Family-Owned Company ($300 million in sales), Southeast |
| M&A Strategy |
Private Equity Search Fund, Midwest |
| Financial Strategy & Risk Management Plan |
eCommerce Firm ($250 million in sales), International |
| Full Strategic Plan Including Detailed Prioritization of Growth Opportunities |
Construction Firm ($300 million in sales), Southeast |
| Full Strategic Plan Including Acquisition Targets |
Military Services Contractor ($1 billion in sales), Middle East |
| M&A Advisory Including Financial Modeling, Term Sheet & Negotiations |
Healthcare Services Firm ($30 million in sales), Midwest |
| New Business Strategy to Expand into New Customer Segments |
Community Bank ($600 million), Midwest |
| FDIC Management Studies |
Several Community Banks ($100-500 million), Midwest |
| 5 Year Strategic Plan |
Commercial Bank ($1.5 billion), West Coast |
| Investment Policy & Manager Selection |
Commercial Bank ($700 million), Midwest |
| Strategic Planning and CEO Search |
Community Bank (under $250 million), Midwest |
| Bank Acquisition Advisor Including Capital Plan and Regulatory Applications |
Community Bank ($900 million), Midwest |
| Developed Action Plans to Comply with All Elements of Consent Order; Developed Documentation System |
Community Bank ($150 million), Midwest |
| Bank Acquisition Due Diligence |
Family Office Investor, Midwest |
| Developed Bank Acquisition Process |
Family Office Investor, West Coast |
| Bank Sale Preparation |
Community Bank ($100 million) |
| Capital Raise Preparation and Planning |
Community Bank ($100 million) |
| General Advisor to Bank Boards |
Several Community Banks ($100-900 million), Midwest |
| Bank Turnaround Planning and Implementation |
Community Bank ($150 million), Midwest |
