Industry Expertise That Drives Results

BANKING

Fortune 50 Financial Services Company

• As an officer: Designed and implemented an automated risk & reserve evaluation system for company’s $13.5 billion financial guarantee portfolio, resulting in $450 million of general reserves
• As a consultant: serviced and operated quarterly evaluation system and developed instructional procedures and manuals

California Based Savings & Loan

• Evaluated $4.5 billion of mortgage servicing portfolios
• Built and implemented computerized mortgage acquisition model

REAL ESTATE

Commercial Real Estate Taxation Consulting Company

• Reviewed and evaluated company business idea and business plan
• Analyzed and audited all financial projections
• Provided business development and networked with clients
• Designed alternative strategies for private and public funding
• Outlined department structure and clients for the San Francisco office

Commercial Real Estate Development Company

• Advised on realty finance acquisition and disposition simulation model
• Designed extensive reports for lot development plan of approx. 800 single-family residential properties on approx. 250 acres of land

Commercial Real Estate Management Company

• Evaluated 30 properties from a CF/expansion perspective expansion
• Advised on complex real estate deal structures and prepared for buyouts

Real Estate Land Owner

• Developed private placement memo for $12 million offering of land in CA
• Prepared comparative research, analysis and development of final sale

INSURANCE

National Insurance Carrier

• Supported a $500 million insurance company acquisition
• Developed comps regarding: assets, performance, risk levels and markets

Large National Insurance Company

• Managed $350 million IT outsourcing transaction
• Down selected outsource companies and selected servicer

HEALTHCARE / MEDICAL

Multi-state Veterinary Distribution Company

• Developed business plan with projections and financial models including operating plan for start-up software, medical and distribution entity
• Built organization for Internet based pet medication distribution company supplying veterinarian’s clients nationwide
• Negotiated with finance and business software company for terms
• Negotiated with major medical manufacturer for software purchase
• Made presentations to venture capital companies; potential investors and proposed both strategies and candidates for acquisition

Large Medical Manufacturing Company

• Planned and organized IT concepts for company to be split in half
• Evaluated IT solutions and candidates for $50 million outsourcing
• Down selected and outsourced IT processing

Start-up Medical Device Manufacturing Company

• Advised on business plan, business idea and financing alternatives
• Reviewed and analyzed financial forecasts

TECHNOLOGY / HIGH-TECH

Silicon Valley Computer Servicing Company

• Bought, owned operated and sold company over a seven year period
• In first 18 months, built new engineering team and quadrupled sales
• Created a successful Internet sales presence with strategic marketing
• Equipped a 55,000 sq. ft. technology center servicing 250,000 units/year
• Established ISO Certification
• Negotiated service agreements with all major multi-national companies
• Negotiated financing and collected $750,000 in problem accounts

Nation-wide Hardware Technology Services Company

• Defined a growth strategy for hardware sales including market strategies
• Developed company organizational structure and management strategy to align operations with business objectives

Tool and Die Company

• Identified Silicon Valley Computer Services Company for acquisition
• Negotiated terms including funding and ownership for buyer and seller
• Performed due diligence on all assets, partnerships and facilities

AUTOMOTIVE / FINANCING / LEASING

Auto Leasing Company

• Developed business plan including: business concept, leasing programs, projected financials, management/organization, markets and competition
• Obtained $10 million in financing at half the annual cost substituting existing financing while allowing for a 30% increase in company growth
• Built a simulation model including: price points, alternative deal structures, sales strategies, risk tolerance, economic activity and portfolio run-off
• Within a quarter year of model, business was up 80% over prior quarter
• Made follow-on bank financing for a $2–4 million dollar line of credit
• Built back office with systems and credit review allowing for sub prime leases and credit to be submitted via the Internet
• Acted as GM for the company for over six years

National Auto Finance Company

• Developed business plan and financial models for six finance programs
• Created subset business plan for integration of a dealership software that automated dealership submittals of requests 24/7
• Negotiated finance terms with business software evaluation group

Start-up Auto and Mining Software Company

• Negotiations with the finance group and software evaluation company
• Developed business plan with several financial model scenarios

MANUFACTURING

Polypropylene Product Manufacturer

• Established base-line for government reporting and refilled tax returns
• Financed company and negotiated permanent bank financing
• Restructured operations and relocated company to enlarged 75,000 sq. ft. facility with rail access, resulting in 200% boost in manufacturing capacity
• Completely redesigned accounting and planning systems
• Negotiated permanent L/T financing spurring significant company growth
• Provided ongoing financial management for two years