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Mergers and Acquisitions Experience

Windham, ME: Retained by start-up management team to reconstruct accounting records to raise initial funding. Successfully created models to obtain $2 million in working capital to develop product.
New York, NY: Retained by a $25 million service business to prepare the investment memorandum and advise on a sale of the business to a strategic buyer in the same industry.
New York, NY: Retained as advisor to a publicly traded international company in the energy credit and environmental sector as lead due diligence advisor in the acquisition of various wood product manufacturers.
Minneapolis, MN: Retained by a private fund for due diligence purposes in the acquisition of a paper mill in Northern Maine.
Seattle, WA: Retained by investor to analyze various target companies for investment purposes.  .
Portland, ME: Retained by a $40 million national services firm to assist in a management buy-out from a European based parent company. This engagement required preparation of plans and forecasts to obtain debt and equity to complete the acquisition and a subsequent quarterback role in the negotiation discussions.
New York, NY: Served as CFO in the successful completion of capital raise of $7.5 million rights offering and $25 million PIPE transaction.  Responsibilities included preparation of due diligence materials, investment memorandums, and presentations to prospective investors.
Pottsdam, NY: Retained as advisor to structure and assist in two acquisitions.  Created pro-forma to support purchase price.  Retained professionals and worked with management to close transactions.
South Portland, ME: Retained by a $10 million company in the perishable food industry in a shareholder disputed situation to assist in the acquisition of majority shares by the minority shareholder. This engagement included preparation of financial plans to obtain financing, support valuation, and structure the discussions between the shareholders.
Lewiston, ME: Led $140 million Company in the due diligence, negotiation, financing and documentation of six business acquisitions in a 24 month period representing over $25 million in revenue volume.
Kennebunk, ME: Retained by buyer in acquisition of an $8 million service and distribution business. Our role included due diligence and transaction documentation.
Poland, ME: Retained by buyer group to assist in one acquisition of $27 million manufacturer and distribution of landscaping and garden products. Our role included due diligence and financial modeling for the transaction.
Biddeford, ME: Retained as an advisor to a $20 million manufacturer for due diligence for various acquisition candidates.  Worked with the management team to understand target company infrastructure fit and estimated post acquisition financial performance.
Gorham, ME: Retained by debtor to provide strategic financial advice in support of bankruptcy filing and recapitalization.  Prepared investment memorandum for potential sale of equity by majority shareholder.
Portland, ME: Retained as restructuring professional for an $80 million construction products wholesaler and manufacturer to support negotiations with secured creditor; assisted with acquisition of $2 million in additional funding of working capital used for the restructuring period.
Bath, ME: Served as advisor to bankruptcy trustee in the sale of a fuel oil business with 11 convenience stores and annual revenues of over $150 million.  Work included online data room, interface with prospective buyers, and assistance with auction processes.
Gorham, NH: Served as Chief Restructuring Officer for $300 million fuel business with 11 convenience stores. Led company in Chapter 11 bankruptcy filing, sold assets to restructure debt, and successfully emerged from bankruptcy.
Falmouth, ME and Sydney, AUS: Retained as CFO for a company in the health science industry; served as the lead financial professional in creation of the company. Highlights of the engagement include a $10 million Series A Preferred Stock raise in funding, establishment of the internal control environment, and international licensing.
Lewiston, ME: Retained by principals of high technology manufacturing company to assist in the negotiation of sale with the buyer, including valuation support and the due diligence process.
Portland, ME: Retained by buyer of $4 million contractor to assist in financing for acquisition purposes.  Assisted with valuation issues around purchase price, including tax effects.  Prepared business plans in support of financing of transaction.
Portland, ME: Retained by buyer of large scale electrical contractor with revenues in excess of $10 million to model post acquisition business, obtain bank financing, and assist in deal structure.