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Merchandising systems implementation, organization and re-training for $600 million Midwestern retailer.
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Start-up business planning for deep discount retail concept funded by angel investor - initial three units open and revenues exceeding plan.
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Development stage concept modification and business plan for specialty fitness club operator preparatory to next financing round.
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Early stage E-tailer turnaround – created short-term liquidity, assisted in bridge and permanent equity financing; reverse merger into public shell, merger into SEC reporting company to create $500 million market capitalization.
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Regional Telecom retailer –workout/crisis management involving partial liquidation followed by reverse merger, private funding and successful accelerated growth.
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Turnaround/crisis management through merger and integration of two Midwestern industrial equipment manufacturers in cooperation with ABL lender, outside of bankruptcy.
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Home Furnishings retailer – business/strategic planning and advice regarding cash management, trade and banking relations.
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Financial and marketing advisory services to two bottled water and other beverage businesses.
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Casual Apparel retailer – evaluation of merchandising, inventory management, operations strategy and execution for the Board of Directors.
• Catalog retailer –objective evaluation for owners of troubled, under-capitalized cataloger.
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700 Store Women’s Apparel retailer –advice and evaluation of new business development opportunities.
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Sporting Apparel and Footwear manufacturer and retailer – advice and counsel to field sales and retail development organization regarding trends in sporting goods retail segment.
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103 Store Casual Apparel Chain – advisory services to lead lender in a Chapter 11 case; subsequent advisory services to debtor.
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15 Store Upscale Resort Apparel Chain – advisory services to asset based lender of internal controls, systems, business/financial model and strategic direction; leading toward advisory services to debtor in cash management and liquidation.
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Major Lender to Retailers and Supply Chain Manufacturers – evaluation and recommendations regarding collateral.
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$650mm Midwest Department Store Retailer – strategic assessment/planning to enhance earnings and market capitalization.
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Multi-national Transportation Company – new business development project in a technology related application.
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Home décor E-tailer – evaluation and advisory services for management and assessment of venture capital funding potential.
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150 Store US subsidiary of multi-national retailer – analysis and recommendations regarding merchandise planning and allocation systems and operations.
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Life cycle stage analysis of $550 mm big box specialty chain to determine “lessons learned” for application to other business units of multi-national retail owner.
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Strategic analysis of in-house credit services unit of $4 bil. multi-national retailer to determine application of its services to non-captive, third party retailers and lenders.
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Merchandising and inventory management systems implementation and organization/user training for a large regional department store chain.
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Business, liquidity and strategic assessment of sleep-shop chains operating in west coast markets for large private equity firm; follow-on profit improvement/renewal consulting and interim management.
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Business, liquidity and strategic assessment of a national specialty toy chain for an asset based lender, follow-on restructuring and cash flow improvement consulting plus real estate advisory services for the debtor.
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Business assessment for asset based lender of $70mm catalog retailer and distributor; turnaround advisory services to the debtor.
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Business assessment of $1.1 billion specialty retailer for minority equity sponsor; advisory report to new Company management.
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Business analysis of troubled capital goods manufacturer for the Company’s bankruptcy counsel preparatory to the Company’s decisions regarding implementation of restructuring actions.
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Evaluation and planning of growth scenarios for the Board of Directors of a $700mm Midwest retailer aimed at enhancing market capitalization.
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Business and Strategic Plan assessment of a troubled manufacturer and retailer of specialty apparel and accessories for an asset based lender.
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Product evaluation and marketing plan direction for logistics software developer seeking entrée into the retail industry and its supply chain and transportation partners.
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Merchandising management and organizational restructuring services to a middle-market department store chain.
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Financial advisor to the unsecured creditor’s committee in a Chapter 11 bankruptcy proceeding of a national specialty chain of home and commercial fitness equipment and accessories.
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Restructuring advisors to equity sponsor group concerning investments in big-box specialty retailing and restaurant/entertainment chain.
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Merchandising, merchandising systems and inventory management advisors to large, regional department store chain.
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Restructuring advisor to national retailer of musical products financed by asset based lenders and venture capitalists.
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Due diligence assessment of prospective retail industry borrower for a leading national asset based lender.
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Restructuring and Financial advisor to debtor in Chapter 11 case involving a 100 store specialty footwear retailer (successfully restructured and emerged in eight months).
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Financial and strategic advisor to developer of Pennsylvania based “racino” concept, including financial planning and securing a committed $205mm equity and debt capitalization of the entity subject to issuance of gaming licenses.
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Financial advisor to private company in the asset acquisition and financing of a new retail concept in the southeastern US.
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Financial advisor to private company in the development of a new motorsports event concept.
• Strategic advisor to mid-south specialty retailer concerning store performance, real estate site selection criteria and financial modeling of future store sites.
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Strategic advisor to Midwestern retailer regarding partial liquidation scenarios to enhance cash flow.
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Restructuring advisor (CRO role) to retailer/wholesaler of imported home goods in Chapter 11 case.
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Restructuring advisor (CRO role) to hardware, home improvements and building supply chain in Chapter 11 case.
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Liquidating trustee following confirmation of Liquidating Plan of Reorganization to two retailers, producing full recovery to secured lenders and recovery to unsecured creditors that exceeded projection by over 70%.
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Restructuring advisor to leading wholesaler of electronics parts, involving profit improvement, cast reductions, inventory and accounts receivable analysis and action steps, and negotiations with the client’s secured lender.
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Financial advisor to regional sporting goods retailer and negotiations with the client’s lender.
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Restructuring advisor to regional upmarket furniture chain in Chapter 11 case.
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Liquidating trustee following confirmation of Liquidating Plan or Reorganization to two retailers, producing full recovery to secured lenders and recovery to unsecured creditors that exceeded projection by over 70%
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Restructuring advisor to wholesaler of electronics parts focusing on cash flow improvement, cost reductions, inventory and accounts receivable analysis and actions and negotiations with the client’s secured lender
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Financial advisor to regional sporting goods retailer and negotiations with client’s secured lender
• Inventory appraisals – specialty retail chains in sporting goods and auto parts
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Strategic and financial evaluation of leading retailer of golf equipment, accessories and services
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Structuring and transaction evaluation of asset acquisition of specialty furniture retailer, e-tailer and wholesale supplier operating in bankruptcy
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Financial advisor to specialty furniture retailer operating in Chapter 11 and liquidating trustee following Court approval of Liquidating Plan of Reorganization
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Advisor to on-line higher education institution in development of specialized curriculum directed to the retail industry
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Strategic and Business Plan development for an international franchisee of skin care products
• Business unit disposition planning, analysis and advisory services for profitable company operating in troubled retail sector
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Acquisition planning, analysis, financial modeling and advisory services to retail and consumer products company
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Acquisition analysis, valuation and due diligence of vertically structured apparel and accessories company
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Restructuring of jewelry manufacturing retailer in Chapter 11 bankruptcy with successful emergence in summary 2008
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Liquidation and wind-down of troubled distributor and importer of specialty fasteners serving the construction industry outside of bankruptcy
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Expert witness services to shopping center developer regarding viability of tenant, sporting goods retailer operating in bankruptcy
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Advisory services to nationwide department store retailer regarding its advertising systems functionality
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Expert witness services to private equity firm regarding viability of portfolio company that failed due to breakdown of financing facility negotiations
