Transactions
Past successes are the best predictor of future performance. Our competence and expertise in a range of
industries and situations has resulted in the associated sample of mandates found here listed in chronological order.
2008
Industry/Client Type
Independent Entrepreneur
Description of Mandate
Advisory services in regards to the identification of potential acquisition targets,
business valuation of such targets, preliminary financial due diligence, negotiation strategy,
development of pro forma financial projections and aid in financial procurement to complete
the acquisition transaction (debt and equity)
Industry/Client Type
Electronic Gaming Manufacturer
Description of Mandate
Advisory services in regards to the development of proposal documentation in relation to the
financial projections of the client's Asian operations.
Industry/Client Type
Vending Machine Franchisee
Description of Mandate
Advisory services in regards to the financial restructuring and wind-up of the clients operations,
negotiations with the Client's financial institutions in regards to terms.
Industry/Client Type
Web 2.0 / Educational Software
Description of Mandate
Advisory services in regards to corporate strategy, development of pro forma financial projections
model, pre-money valuation, capital structure requirements and financial procurement (equity financing)
Industry/Client Type
Steam Cleaning Technologies Company (Joint-Venture)
Description of Mandate
Advisory services in regards to business plan development, pro forma financial projections, business
pre-money valuation, negotiation strategy with joint venture partners, structure of shareholders
agreement, structuring the licensing agreement, capital structure requirements and financial
procurement (debt and equity raise).
Industry/Client Type
3-D Mapping Software (for aviation industry-Airports)
Description of Mandate
Advisory services in regards to corporate strategy, capital structure requirements,
and financial procurement (equity financing).
Industry/Client Type
IT Products and Services Provider (Hardware and Software reseller)
Description of Mandate
Advisory services in regards to pro forma financial projections, cash flow management, capital
structure requirements, and financial procurement (debt- factoring facility)
Industry/Client Type
Customized Training Software
Description of Mandate
Advisory services in regards to raising capital
Industry/Client Type
Micro-Brewery
Description of Mandate
Advisory services in regards to corporate strategy, corporate finance matters, business valuation,
identification of potential merger and acquisition candidates or strategic alliance partners,
negotiation strategy, and deal structure consultation.
Industry/Client Type
Active Wear Apparel Company
Description of Mandate
Advisory services in regards to corporate strategy, distribution strategy, pro forma financial
projections development, capital structure requirements, pre money valuation, identification of
strategic investors and financial procurement (equity) for the client's active gear line of products
(which integrate electronics into their apparel and clothing).
Industry/Client Type
Chef Apparel Company
Description of Mandate
Advisory services in regards to pro forma financial projections development, capital structure
requirements, pre money valuation, identification of strategic investors, corporate strategy, and
financial procurement (equity and debt) for the client's environmentally friendly chef apron and
apparel line of products.
Industry/Cliet Type
Online Telephone Directory Business
Description of Mandate
Advisory services in regards to business valuation, identification of strategic investors/and or acquirers
(merger candidates), and negotiation strategy for the client's online phone directory business.
2007
Industry /Client Type
Controls, Monitoring and Automation Technologies Distributor.
Description of Mandate
Advisory services in regards to business plan development, pro forma financial projections development, and capital structure requirements
Industry/Client Type
Chemical Manufacturer and Distributor
Description of Mandate
Advisory services in regards to strategy valuation; comparative valuations of existing
strategy and the integration of a new innovative technology into the core business.
Industry/Client Type
Video Delivery System Company (providing movies via the Internet)
Description of Mandate
Advisory in regards to financial procurement (Equity)
Industry/Client Type
Web 2.0- Social Networking Website
Description of Mandate
Advisory services in regards to corporate strategy and financial procurement (equity)
Industry/Client Type
Roll Off Truck Components Company
Description of Mandate
Advisory services in regards to business valuation for the companies
components division and aid in the divestment of that division.
Industry/Client Type
Chemical Manufacturer and Distributor
Description of Mandate
Advisory services in regards to business valuation of the institutional division
of the client, negotiation strategy, and aid in the divestment of the division.
Industry/Client Type
Gaming Center
Description of Mandate
Advisory services in regards to business plan development, pro forma financial
projections development, and corporate structure for phase one of the clients
electronic gaming facility and resort.
Industry/Client Type
Restaurant and Real Estate project
Description of Mandate
Advisory services in regards to negotiation strategy between stakeholders
and corporate structure for the real-estate project
Industry/Client Type
Steam Cleaning Technologies Distributor
Description of Mandate
Advisory services in regards to corporate financial elements within the
structuring of the distribution agreement.
Industry/Client Type
Ice Machine Manufacturer and Distributor
Description of Mandate
Aid in the divestment of the client's ice machine manufacturing and distribution division.
2006
Industry/Client Type
Graphic Design
Description of Mandate
Advisory services in regards to pro forma financial projections, cash flow management,
corporate strategy, human resource requirements, as well as pricing strategy
Industry/Client Type
Retail Clothing and Apparel Store
Description of Mandate
Advisory services in regards to financial procurement (debt and equity) and capital structure
Industry/Client Type
Snow Removal Services Company
Description of Mandate
Advisory services in regards to acquisition strategy, negotiation strategy, deal
structure (in regards to consideration and earnout) as well as raising financing (debt- 5 year term loan)
Industry/Client Type
Consumer Sports Product Manufacturer
Description of Mandate
Advisory services in regards to corporate strategy and financial procurement for the companies skate board blade project
Industry/Client Type
Piano Services and Repair
Description of Mandate
Advisory services in regards to pro forma financial projections and financial procurement (Debt)
Industry/Client Type
Furniture Restoration Company
Description of Mandate
Advisory services in regards to Business plan development, pro forma financial projections
development, cash flow planning, corporate strategy, brand strategy, as well as financial
procurement (debt- 5 year working capital loan, line of credit and equity financing)
Industry/Client Type
Restaurant & Hotel Janitorial Supplies Distributor
Description of Mandate
Advisory services in regards to business plan development, pro forma financial projections development,
corporate finance as well as financial procurement (debt financing- 5 year Working Capital Loan)
Industry/Client Type
Educational Publisher
Description of Mandate
Advisory services in regards to corporate strategy and commercialization of the client's accountancy publication and online tutoring service
Industry/Client Type
Chemical Manufacturer and Distributor
Description of Mandate
Advisory services in regards to business valuation and identification of potential acquirers for the business
2005
Industry/Business Type
Entertainment/Sport Complex
Description of Mandate
Advisory services in regards to pro forma financial projections and corporate strategy for the client's indoor surfing project
Industry/Client Type
Piano Services and Repair
Description of Mandate
Advisory services in regards to corporate strategy
Industry/Client Type
Software for Cosmetics Industry
Description of Mandate
Advisory services in regards to pro forma financial projections and financial procurement (debt financing- short-term bridge loan)
and advisory in regards to divestment
Industry/Client Type
Retail Clothing and Apparel Store
Description of Mandate
Advisory services in regards to business plan development and pro forma financial projections development
2004
Industry/Business Type
Upscale Restaurant Project
Description of Mandate
Advisory services in regards to business plan development, pro forma financial projections
development, and Capital Structure for the Clients expansion plan for their upscale restaurant franchise
