M&A Deal Expertise and Consulting

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Restructuring: Completed successful restructuring for a large company during a time of extremely high interest rates.

Sale: Assisted with the sale of CSI (gallium arsenide wafers manufacturer) to a large, NYSE company.

Sale: Assisted with the sale of CSI to a new company: Dutch chemicals giant.  

Sale: Managed sale of a CSI Instruments' product line to an existing customer. 

Wind Down: Managed the winding down of all operations of the Dutch Chemicals company, allowing them to focus on their materials division.

Joint Venture: Formed a joint venture with a Japanese company to off load some of the costs involved with the developing gallium arsenide materials from Dutch Chemicals deal.  

VC Funding: Ran a full process for Eyeonics, an electrochromic eyewear company. 

Private Placement of Equity: Completed investigation into 800 Support (small call center company) whether they would be a good investment for a potential client to make into and to help run. Investment completed successfully.

Equity Sale: Managed Equity Sale of a portion of 800 Support top help fund growth.

Sale: Assisted with the sale of 800 Support to CyberRep, a mid market outsourcer. An M&A firm was hired to find a buyer. The sale went through and the principals were able to monetize their investment.

Sale: Handled the sale of Bakery Café in Bandon, Oregon. Profitable and doing good volume with a great location and staff, the business was sold successfully.

Acquisition: Oversaw the purchase of WanTel to form ComSpan Communications with two other partners. WanTel was a CLEC that was early in the market after deregulation.

Acquisition: Oversaw the purchase of Acacia International, a small call center provider. This was an add on to the customer service part of Comspan, ComSpan Call Center Services, which later became FCR.

Acquisition: Managed the aquisition of Pacific Communications, a small answering service business, mostly serving the medical community. 

Equity Sale: Managed the sale of an equity stake in Comspan to a private investor. It also included ownership in the call center company which was spun out of Comspan.

Equity Sale: Managed a second equity sale in Comspan to a separate private investor. Sale also included ownership in the call center spin off.

Equity Swap: Managed an equity swap between owners in Comspan and Comspan Call Center. There was an agreement to swap respective ownership in a straight up trade of equity.

Sale: Assisted with the sale of ComSpan to a Canadian telecom company, which became more of a hostile takeover based on the financial strength of the company.

Equity Purchase: Managed an initial equity purchase of FCR (previously Comspan Call Center Services) by main shareholders. 

Equity Purchase: Managed another equity purchase of FCR Interest by main shareholders. One investor wanted to cash out. Acquisition was successfully completed.

Equity Purchase: Managed a third equity purchase of FCR interest by main shareholders. The remaining outside shareholder was approached about selling and the acquisition was successfully completed.

Debt Recapitalization: Monroe Capital was selected to help shareholder diversify their finances. A full due diligence process was completed resulting in substantial loan for the debt recap. 

Sale: Assisted with the sale of FCR to TTEC, a multibillion dollar global outsourcer. A process was run leveraging Deloitte as a partner. Strategic and financial partners were explored. TTEC was chosen as a strategic partner due to company fit as well as similar culture and values.