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Case Studies

Women’s Sportswear Manufacturer

Oct 2007:  Software/accounting systems full analysis and recommendations

 

Bikewear Manufacturer

June 2007:  Investment banking services to accomplish management buyout, commercial bank funding, and preparation for strategic exit

 

Publisher

2006- 2007:  Finance department scope; presentation; recruiting and hiring; $250k embezzlement proven; forensic accounting; new written processes, controls; acting interim CFO; 21 locations and 17 cash accounts

 

Investment Banking

Oct '08:  Due diligence support for mid-sized transaction; advisory services

www.headwatersmb.com

 

Private Equity Firm

June 2007:  Financial model template for analyzing target acquisitions, complete with full pro forma and IRR analysis for multiple classes of equity and sub debt investors

 

Biodiesel

Aug 06:  Full financial model for biodiesel plant project; interfacing with taxing authorities

 

Global Geo Supplies has acquired SmartMouse® 3D from Immersion Corporation (NASDAQ:IMMR)

February 24, 2009

CFO Services provided pre- and post-transaction advisory services

 

Concrete Company - Management Buyouts

2009:  Bank workout budget and acctg. consulting, banking line negotiation and monthly representation through workout.

Advised two managers on buyout of company, from negotiations with bank workout group to final documentation and closing.

 

 

Wind Power

July 2006:  Full financial model, first commercial bank line, controller training and on-call services for wind power company