Recent Accomplishments

Solvency Opinion

United Rentals, Inc. has acquired RSC Holdings Inc

Financial advisor to the board of directors of United Rentals, Inc.

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Transaction Advisory

The Jordan Company has acquired Sequa Automotive Group

Performed financial, tax, and IT due diligence. Provided tax structuring, purchase price allocation and stock purchase agreement negotiation assistance.

Restructuring Valuation

Pfleiderer AG has undergone a financial restructuring by way of insolvency plan as debtor in possession

Financial advisor to the management board of Pfleiderer AG

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Buy Side Advisor

Zumiez Inc. has acquired Blue Tomato

Exclusive financial advisor to Zumiez Inc.

More Consumer, Retail, Food and Restaurants

Transaction Advisory

Medley Capital Corporation has recapitalized Modern Videofilm, Inc.

Rendered financial and tax due diligence services for the transaction

Fairness Opinion

Pansoft Company Limited has been acquired by Timesway Group

Financial advisor to the special committee of the board of directors of Pansoft Company Limited

Transfer Pricing

Valued part of a software development company’s IP which was required in a transfer pricing dispute with the tax authorities

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Transfer pricing advisor to a software development company

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Tax Services

Property Tax Services

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Produced an innovative and highly supportable valuation model for a commercial airline to quantify physical, functional and economic obsolescence resulting in significant property tax savings of $4.7M

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Legal Management Consulting

Law Department Technology and Implementation

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Alternative Fee Arrangements Tracking Solution for Fortune 500 Pharmaceutical Company

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