SOUTHBRIDGE ADVISORY GROUP C O M P L E T E D   E N G A G E M E N T S
COMPLETED ENGAGEMENTS

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MANAGEMENT ADVISORY

SAMPLING OF ADVISORY ENGAGEMENTS
    2010
  • Completion of public company formation, initial funding, management implementation and year one management assistance for a motorcycle and power train technology company completing it transition to mass production from a specialty shop
  • Advisory services for the launch of a proprietary medical device technology company
  • Management advisory and capital facilitation for an emerging growth publicly traded company
  • Restructuring of a retail / builder related service provider with retooling of; management, manufacturing and staffing, sales, and administrative processes - which resulted in costs savings of over 10% and the completion of a low-cost "franchise" type expansion model into multiple cities
  • Restructuring of a medical spa company reconfiguring; management efforts, sales and marketing, primary services focus, and physical lay-out of facilities - resulting in profitable operation that has been modeled for multiple expansions.
  • Restructuring or a 30 year-old specialty manufacturer that included; negotiation of debt and restructuring of remaining debt, management - operations - and administrative procedures and processes were reconfigured
  • Advisory services for a biotech firm seeking immediate revenues along strategic management plan
  • RECENT

  • Strategic management plan for a formation alternative energy company that is creating multiple alternative energy endeavors
  • Management implementation post merger and acquisition of three companies creating a publicly held environmental services company consolidating management, operations, and sales efforts
  • Restructure through bankruptcy of a $15,000,000 annual revenue Specialty Trailer Manufacturer
  • Strategic management strategy for a public company consolidating buying clubs creating additional stock value
  • Restructure advisory services for a publicly held emerging growth investment company and facilitation of taking private
  • Management implementation and turn-around process of a regional distributor or residential hardware, commercial hardware and doors and residential windows & doors
  • Management implementation to ready for the divestiture of RedHawk Industries by creating multiple industrial services offered nationally including ASME fabrication, machine shop, protective coatings and field service
  • Turn-around management for a regional overhead door manufacturer and distributor increasing revenue and profits while restructuring balance sheet through debt resolution
  • Turn-around management for a regional environmental services firm expanding their disciplines, creating 3-fold revenue, enhancing balance sheet through debt resolution and creating profitability
  • Turn-around management of a regional ready-mix firm doubling their sales and increasing their operational proficiencies to position for divestiture
  • Management implementation for an emerging medical services company assisting from launch stage to profitability with national sales program
  • Strategic management advisory services for the consolidation process of two regional hospice firms
  • Development planning for international expansion of a major hospitality group.
  • Planning and implementation of a multi-national development program utilizing both horizontal and vertical integration of acquisitions and internal expansions.

MAJOR CORPORATION ENGAGEMENTS
Boeing McDonald Douglas
Anheiser Busch Nike
Buch Brothers St. Paul Insurance
Metropolitan Life Insurance Koch Industries

MERGERS AND ACQUISITIONS

  • Advisory services and M & A assistance for a consumer services company yielding a transaction value to the seller 5 to 1 cash on cash return
  • Advisory services and M & A assistance for a biotech firm seeking immediate revenues along with management restructure
  • Merger & acquisition of three oil & gas operations for an energy company. Acquisitions brought forward $7,000,000 in annual revenue and over $30,000,000 in proven reserves
  • Facilitation of formation and initial funding of an alternative energy company that is creating multiple alternative energy endeavors on a strategically located 500 acre tract in a Southern California
  • Acquisition of three companies offering environmental services to government, oil & gas, and industry merging them into a formation company. Facilitation of funding, the reverse merger to become publicly traded, and the year one management implementation.
  • Acquisition and consolidation of four industrial services companies for Southwest Equity Partners with combined annual revenue of $24,000,000 and 28% EBITDA. We further assisted with acquisition of public company and reverse merger
  • Merger & Acquisition of four energy and aero space manufacturing and services companies into publicly held entity that was then merged into a larger publicly held enterprise.
  • Divestiture and merger of a $15,000,000 annual revenue Specialty Trailer Manufacturer
  • Divestiture of a regional Concrete Company and Concrete Contracting Company as well as include management consulting
  • Merger of two Specialty Engineering Firms creating multiple disciplines within four common markets doubling the combined revenues and assets
  • Divestiture of Corporate Division with $10,000,000 asset base focused in direct mail services
  • Completion of four initial acquisitions for a public company seeking multiple synergistic transactions for consolidation in buying clubs creating additional stock value and management implementation
  • Merger assistance for GLTK and Screen Media - two publicly held companies
  • Merger and Acquisition assistance for Harden Enterprises, Inc. in acquiring three companies.
  • Capital procurement of $2,500,000 for a public company in the computer technology disciplines
  • Seller representation for Corporate Visions, Inc. a publicly held development company with venture capital holdings in various companies
  • Sale of $20,000,000 annual sales steel manufacturer - Tulsa Steel, Co.
  • Capital procurement of $40,000,000 revenue specialty metals distributor
  • Merger of three privately held distribution disciplines - residential hardware, commercial hardware & door, and residential window & door distribution and management implementation.
  • Merger of two-pipeline equipment companies into Darby Equipment Company, Inc.
  • Venture Capital procurement of $2,000,000 for an environmental products company
  • Merger of a regional stock brokerage group into a national brokerage firm
  • Sale of Excalibur Steel a $10,000,000 annual revenue fabrication firm
  • Sale of Aero Weld Inc. a $15,000,000 annual revenue aerospace manufacturing entity
  • Sale of RedHawk Industries a multiple services industrial group including ASME fabrication, machine shop, protective coatings and field service disciplines nationally - also assisted with management implementations
  • Sale of Central Precision Machines a OEM parts manufacturer for coal-fired power plants
  • Sale of Economy Hearing, a regional Manufacturer, Distributor & Dispenser of Hearing Devices

CAPITAL ADVISORY ENGAGEMENTS
  • Debt / Equity funding structure for an emerging growth public company
  • Restructuring of debt with additional line of credit for manufacturing company
  • Working capital line of credit for wholesale distribution company
  • Interim funding for the formation and launch of a publicly held proprietary technology manufacturer
  • Debt / Equity funding of over $8,000,000 for the acquisition of six companies offering environmental services to government, oil & gas, and industry merging them into AMEREX. Procurement of a $4,000,000 working capital line of credit.
  • Debt and equity procurement of $6,000,000 for the acquisition and consolidation of four industrial services companies for Southwest Equity Partners. Procurement $2,800,000 working capital line of credit.
  • Asset based financing for the divestiture of a $15,000,000 annual revenue Specialty Trailer Manufacturer
  • Asset based financing for recapitalization of a regional Concrete Company and Concrete Contracting Company totaling $5,500,000
  • Hard money real estate bridge financing for a $6,000,000 industrial real estate transaction
  • Hard money real estate bridge financing for a $3,500,000 Texas development project
  • Sub-prime financing for a south Texas tree farm totaling $4,800,000
  • Sub-prime financing for acquisition of four apartment projects located in southern California
  • Sub-prime refinancing for a 60,000 square foot shopping center located in northern California
  • Sub-prime refinancing for a 200 store convenience store entity
  • Hard money bridge of $8,200,000 for an interstate truck stop chain
  • Asset based recapitalization financing of $4,000,000 for a regional steel manufacturer
  • Equity and debt procurement of $6,000,000 for $40,000,000 revenue specialty metals distributor
  • Sub-prime financing of 80 houses for acquisition and rehab
  • Real estate and asset financing of $12,000,000 for the acquisition and rehab two gas pipelines
  • Venture Capital procurement of $3,000,000 for an environmental products company
  • $750,000 mining equipment financing
  • Sub prime real estate and construction financing of $7,000,000 for a carbon steel fabrication facility
  • $1,600,000 sub-prime equipment financing for a construction company
  • $1,500,000 line of credit for a regional Manufacturer, Distributor & Dispenser of Hearing Devices