Advanced Tissue Sciences, Inc.
Advised on its Restructuring pursuant to Chapter 11.
Restructuring
Alpine Group
Executed exchange offer and recapitalization.
Restructuring
American Shared Hospital Services
Advised on its Chapter 11 financial Restructuring.
Restructuring
Bond Corporation Holdings
Advised on the Restructuring of all of Alan Bond's brewing and media operations.
Restructuring
Burtronics Business Systems, Inc.
Advised in Restructuring an existing senior credit facility with the senior lender.
Restructuring
Crystal Brands, Inc.
Advised on its sale to Phillips - Van-Heusen Corp. for approximately $115 million through a 363 sale process.
Restructuring & M&A
Crystal Brands, Inc.
Advised on the sale of its Jewelry Group through a 363 process.
Restructuring & M&A
Delphi
Provided valuation analysis and expert testimony supporting Appaloosa Management's successful bid to form an equity committee in the bankruptcy reorganization of Delphi Corporation.
Restructuring
Financial Trustco
Advised on its Restructuring of $140 million of debt.
Restructuring
Fitzgerald's Gaming Corporation
Advised the management team on its $220 million debt Restructuring program.
Restructuring
G. Heileman Brewing Company
Advised on US$ 770 million debt Restructuring.
Restructuring
Grupo TACA
Advised on its financial Restructuring.
Restructuring
Integrated Health Services, Inc.
Advised on its Chapter 11 financial Restructuring.
Restructuring
Resorts International, Inc.
Advised on its Chapter 11 financial Restructuring valued at approximately $480 million.
Restructuring
Sega Corporation
Advised on the Restructuring of the Company's gaming/casual dining subsidiary.
Restructuring
Sunrise IV Senior Living Holdings, LLC (The Fountains)
Advised the senior bank group on an out-of-court restructuring.
Restructuring
Technolen WF
Advised on its financial Restructuring valued at approx. DM 20 million.
Restructuring
Tronox
Advised equity committee on plan of reorganization in connection with its Chapter 11 financial restructuring.
Restructuring
Usinor-Sacilor
Advised on the acquisition of LTV Steel out of Chapter 11.
Restructuring & M&A
Autoweb
Issued a fairness opinion to the Board in connection with its sale to Autobytel.
Valuation & Fairness
Baja Fresh / La Salsa
Valuation of business and purchase price allocation in connection with a recapitalization.
Valuation & Fairness
Baylor College of Medicine
Provided expert valuation testimony in support of an insurance recovery claim during litigation.
Valuation & Fairness
Bison Capital
Portfolio Valuation.
Valuation & Fairness
Ceridian
Valuation of business and purchase price allocation.
Valuation & Fairness
DISC d/b/a Entertainment Partners
Issued a fairness opinion and a solvency opinion to the Board in connection with the sale of the Company to the ESOP.
Valuation & Fairness
Dragon Sunglasses
Valuation of business and purchase price allocation.
Valuation & Fairness
Excelline Food Products
Valuation of business and purchase price allocation in connection with a private equity investment.
Valuation & Fairness
Fidelity National Financial, Inc.
Goodwill impairment testing.
Valuation & Fairness
Foley Family Wines
Valuation of the Firestone Winery brand in connection with an acquisition.
Valuation & Fairness
Foster Dairy Farms
Provided valuation of multiple equity interests for internal planning purposes.
Valuation & Fairness
FRS Energy Drinks
Valuation of business for 409A.
Valuation & Fairness
Genetech, Inc.
Provided expert testimony during litigation to assist in defending claims concerning Genetech's blockbuster treatment for vision loss.
Valuation & Fairness
Gen-Probe, Inc.
Provided expert damage testimony in support of patent infringement litigation against Bayer Healthcare.
Valuation & Fairness
Glacier Restaurant Group
Goodwill impairment testing.
Valuation & Fairness
Hackney Ladish, Inc.
Issued a solvency opinion to the Board in connection with an equity recapitalization involving a private equity sponsor.
Valuation & Fairness
Inhouse IT
Advised ESOP Trustee and issued a fairness opinion in connection with the redemption of shares held by the Company’s ESOP.
Valuation & Fairness
Inland Concrete Enterprises, Inc.
Advised ESOP Trustee and issued a fairness opinion in connection with the sale of the Company to a foreign public buyer.
Valuation & Fairness
Interaction Associates, Inc.
Issued a solvency opinion to the Board in connection with an equity recapitalization.
Valuation & Fairness
Invitrogen
Valuation of business for IRC 338 Allocation.
Valuation & Fairness
Kinney Drugs, Inc.
Advised ESOP Trustee and issued a fairness opinion in connection with the acquisition of the Company’s remaining equity, resulting in a 100% ESOP-owned company.
Valuation & Fairness
Korn Ferry International
Valuation of business and purchase price allocation.
Valuation & Fairness
Marino / Ware, Inc.
Advised Board of Directors and issued a fairness opinion in connection with the sale of a minority interest to an ESOP.
Valuation & Fairness
McCann's Engineering
Advised Board and issued a fairness opinion in connection with the sale of stock to an ESOP.
Valuation & Fairness
McCann's Engineering
Advised and issued a fairness opinion to Board in connection with the a sale of the company to a public strategic buyer.
Valuation & Fairness
National Holdings Corporation
Provided fairness opinion to the Board of National Holdings Corporation in connection with its acquisition of vFinance, Inc.
Valuation & Fairness
National Technical Systems, Inc.
Provided a fairness opinion to the board of directors.
Valuation & Fairness
Nitta Corporation
Provided valuation of U.S. sausage casings business.
Valuation & Fairness
Novar plc
Provided valuation of U.S. building products company.
Valuation & Fairness
Olan Mills Inc.
Performed a valuation and strategic review for the minority shareholders.
Valuation & Fairness
Pacific Exteriors, Inc.
Advised shareholders and issued a fairness opinion in connection with the sale of the Company to an ESOP.
Valuation & Fairness
Pavement Recycling Systems, Inc.
Advised ESOP Trustee and issued a fairness opinion in connection with the acquisition of Company’s remaining equity, resulting in a 100% ESOP-owned company.
Valuation & Fairness
Phillips Petroleum
Valued its U.S. polypropylene manufacturing business.
Valuation & Fairness
Pro Reps West
Advised ESOP Trustee and issued a fairness opinion in connection with the sale of the company to an ESOP.
Valuation & Fairness
Quiksilver
Goodwill impairment testing.
Valuation & Fairness
Sambazon
Valuation of business for 123R and 409A.
Valuation & Fairness
Sedwick CMS
Valuation of business for issuance of employee stock options.
Valuation & Fairness
Undisclosed Building Products Co.
Advised ESOP Trustee and issued a fairness opinion in connection with the dissolution of the Company's ESOP.
Valuation & Fairness
Undisclosed Building Products Co.
Provided valuation and financial advisory services in connection with a potential acquisition.
Valuation & Fairness
Undisclosed Chemicals Company
Advised ESOP Trustee and issued a fairness opinion in connection with a legal settlement involving the ESOP.
Valuation & Fairness
Undisclosed Industrial Products Co.
Provided valuation and expert witness testimony in defense of patent infringement claim.
Valuation & Fairness
Undisclosed Long-Term Care Company
Provided valuation services.
Valuation & Fairness
Undisclosed Private Company
Advised Board and issued a fairness opinion in connection with the sale of the company to the insiders.
Valuation & Fairness
Ventana Medical Systems, Inc.
Provided a fairness opinion to the board of directors on its acquisition of Biotech Solutions, Inc.
Valuation & Fairness
Zacky Farms
Provided valuation of multiple equity interests for internal planning purposes.
Valuation & Fairness
Chisso America, Inc.
Provided financial advisory services.
Consulting
Gateway Terminal
Provided financial advisory services.
Consulting
IHS Liquidating, LLC
As liquidating managers for successor to Integrated Health Services, Inc., have returned over $75 million to unsecured creditors through sales of retained assets, collection of collateral and pursuit of litigation claims against various constituencies.
Consulting
International Trading Company
Provided financial advisory services in metal recycling, steel services and chemicals.
Consulting
The Management Association, Inc.
Advised on a discounted payoff of senior debt.
Consulting
Nisso America, Inc.
Provided financial advisory services.
Consulting
Pala Group, Inc.
Advised on a restructuring of subordinated debt with shareholders.
Consulting
Pioneer Hi-Bred International, Inc.
Provided expert testimony during litigation.
Consulting
Q4 Logistics, Inc.
Structured and implemented a phantom stock and stock appreciation rights plan and performed valuation work for issuance of units under these plans.
Consulting
Rincon Technology
Structured and implemented a stock appreciation rights plan and performed valuation work for issuance of units under this plan.
Consulting
The Schebler Company
Advised on a discounted payoff of senior debt.
Consulting
S.P.E.P Acquisition Co.
Structured and implemented a stock appreciation rights plan and performed valuation work for issuance of units under this plan.
Consulting
TEC, Inc.
Advised on restructuring subordinated debt with shareholders.
Consulting
Trace 3, Inc.
Structured and implemented a stock appreciation rights plan and performed valuation work for issuance of units under this plan.
Consulting
Undisclosed Industrial Products Co.
Advised minority shareholders on liquidity alternatives.
Consulting
Undisclosed Pharmaceutical Co.
Advised on a proposed joint venture with a Japanese pharmaceutical company.
Consulting
Undisclosed Pharmaceutical Co.
Advised on global licensing alternatives for a promising drug candidate in clinical development.
Consulting
National Home Health Care Corp.
Initiated and partnered with Angelo, Gordon & Co. on going-private acquisition (NASDAQ: NHHC).
Merchant Banking & M&A