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Construction Company
Advised a public construction company on how to grow through acquisitions. Company grew from a market cap of $20,000,000 to $750,000,000 in five years.

Motor Carrier
Sold motor carrier to a large food distributor. Seller was 75 years old. Negotiated a transaction in which the owner had an ongoing role in the acquiring company and was able to retain a portion of the business for his own account.

Process Automation
Advised a Japanese company in the acquisition of a high technology company in the process automation industry.

Physical Therapy
Sold a large chain of physical therapy clinics located in one of the top five metropolitan markets. The acquirer was the Seller's major competitor that was owned by a major private equity company.

Government Contractor
Advised a prominent defense contractor acquire a staff augmentation company with over 150 employees and that held contracts with Los Alamos National Laboratory, Stanford Linear Accelerator Center and Oakridge National Laboratory.

Natural Gas Distributer
Sold natural gas distribution company with over 7,500 customers.

Oil Field Parts Distributor
Advised buyer acquire and finance the purchase of a leading oil field parts company.

Real Estate Company
Sold minority interest in a real estate corporation. Negotiated a premium price without discounts for lack of control or liquidity.

Distribution Company
Advised owner on sale of company to an employee. Required negotiating an employment agreement that also served as an employment agreement.

Defense Contractor
Sold corporate shells of three wholly owned subsidiaries of a defense contractor in order to comply with the SBA's "Small Business" regulations, after having advised contractor on how to integrate the operating assets into the parent company.

Medical Industry Company
Sold a Durable Medical equipment Company (DME) or "oxygen" company that had been implicated in Medicaid fraud. Required "cleaning up the assets" so that the sale would be free from the legal encumbrances caused by the Seller's fraudulent activities. Sale was made to a strategic buyer and was completed within 75 days.

Unmanned Aerial Vehicle Components Manufacturer
Advised owner in the acquisition of a high technology R&D and manufacturer of high tech products to be flown on UAVs.

Broadcast Equipment Distributer
Sold largest broadcast equipment distributor in the southwest after the unexpected death of the owner. Required taking over day-to-day operations on behalf of the widow and arranging financing so that the widow would not have to hold a note from the buyer.

High Technology R&D and Custom Manufacturer
Prepared "Business Plans" for a high technology research and development company with proprietary products in order to pursue a strategic alliance with a British firm. Eventually, the company was acquired by the British company.

Construction Products Company
Sold minority interest in an established construction products company that wholesaled its product nationally and retailed them throughout New Mexico. The sale resolved disputes that had been unresolved for several years.

Cellular Directory Assistance Company
Advised owner in the sale of a directory assistance company to Comcast. Structured merger and provided fairness opinion for the combination of three telecommunications companies and high technology firm with more than twenty-five owners and partners. Merger was completed successfully without lawsuits.

Historic Landmark Hotel
Sold the second hotel owned by Conrad Hilton on behalf of the Bankruptcy Court.

Foreign Military Equipment Company
Advised a large foreign defense company in its attempts to acquire USA high technology and defense manufacturers. Was responsible for identifying, investigating and negotiating on behalf of the firm. Before a deal could be consummated, corporate priorities changed due to shifting political realities in the company's nation of origin.

Chain of Apparel Stores
Sold seven apparel stores located in tourist destinations. As a result, the owner avoided personal bankruptcy. Received the authorization to sell the company, after the Seller had signed, though not filed, a Chapter 7 petition.

Chain of Restaurants
Advised buyer in the acquisition and financing of a chain of Mexican food restaurants. Eventually the venture failed and had to negotiate a forfeiture of assets in lieu of foreclosure.

Architectural Firm
Sold long-time established Santa Fe architecture firm. Required recruiting an aspiring young president and structuring the eventual sale of the company.

International High Technology
Advised an INC 500 company in an attempt to acquire a Mexican high technology manufacturing firm.

Agribusiness
Advised buyer of a troubled multi-million dollar ethanol company. Completed transaction in less than 30 days.

Broadcast Company
Sold a chain of radio stations on behalf of the Bankruptcy Court.

Electrical Sign Company
Sold assets of electrical sign company for three times the bank thought possible.

Natural Gas Distribution
Sold assets of a natural gas distribution company on behalf of the Bankruptcy Court.

Wholesale of Sports Equipment and Soft Goods
Sold the assets of the large wholesale sports equipment company on behalf of the Bankruptcy Court.

Home Furnishings Company
Sold my own company at age 32 to an industry buyer. In the course of this effort, I learned the importance of having a skilled Intermediary shield an owner from the emotional ups and downs of the deal process and solve negotiating problems as they arise. All because I attempted to represent myself in the sale of my company to the Coca Cola Company and the opportunity to be involved in opening trade with "Red" China.
(For more on this story, please read the Sale-side Personal Note.)