This summary of engagements highlights the variety of services provided, while respecting the confidentiality of our clients. Some work was performed in cooperation with affiliated companies and/or by predecessor entities.
- Identified acquisition targets for a European company and its private equity partner, who sought to roll-up mid-sized amusement, waterpark, and family entertainment centers throughout the United States. Through our efforts, four "off-market" transactions were originated and completed, with our client acquiring 40 U.S. facilities with over $625MM in enterprise value.
- Advised a $12B hedge fund with substantial holdings in the theme park sector.
- Advised bondholders led by $26B private equity fund that invested $400MM in bankrupt regional theme park.
- Consulted to CEO of publicly-traded $1B enterprise on transitional issues involved in new leadership.
- Guided European acquirer of $30MM U.S. manufacturer on integration, staffing, management, and marketing issues.
- Led regional leader in home mortgage and refinancing business on series of new direct-to-consumer marketing programs.
- Guided a variety of closely held businesses with $5-$75MM in sales on enhancing their profitability, including restructuring, cost cutting, and marketing programs.
- Stabilized a national industry leader in direct marketing after the Company faced a series of external threats and a planned sale was not consummated.
- Two companies merged, the partners did not see eye-to-eye, and their lender lost patience. Negotiated forbearance agreement with lender and guided separation of partnership.
- Municipality had an entertainment venue that was not maximizing its highest and best use. Developed strategic plan that led to a change in usage of the facility and turned a money losing enterprise into a profit center.
- New museum engaged us to develop marketing campaign to maximize their visitation.
- Led New York City Business Improvement District in its selection of a branding and graphic design firm, managed project, and developed consensus among diverse board.
These are just some of the many diverse engagements we have provided consultative services for. We welcome the opportunity to discuss your specific needs and how we may be of service.