678-340-3330
ENGAGEMENTS
INTERIM MANAGEMENT ENGAGEMENTS:
$240 million food packager (Diamond Crystal Brands Inc.) – Chief Financial Officer
$600 million real estate development (Lakepoint LLC) – Chief Restructuring Officer
$30 million ice cream company (Dippin’ Dots LLC) – Chapter 11 Chief Restructuring Officer/Chief Executive Officer
$65 million backup power supply service company (JT Packard LLC) – Chief Restructuring Officer / Chief Executive Officer/Board of Directors
$220 million compressor manufacturer (Bristol Compressor Inc.) – Chief Restructuring Officer
Carpet Manufacturer Liquidating Trust (Thomas Industries LLC) – Liquidating Trustee
​
TURNAROUND ENGAGEMENTS:
Manufacturing
$200 million - Commercial sign and store fixture manufacturer - Advisor to lender
$50 million commercial door manufacturer - Advisor to parent company
$500 million upstream and downstream aluminum manufacturer (Noranda Aluminum) – Chapter 11 financial advisor to senior lender
$70 million manufacturer of large equipment and factory automation systems – financial advisor to Company
$1 billion auto parts supplier (Plastech) – financial advisor to company
$150 million transformer manufacturer – financial advisor to company
$50 million tubing manufacturer – restructuring advisor to company
$1.5 billion auto parts supplier (Tower Automotive) – due diligence (Korean operations)
$300 million auto die caster (Contech) – Chapter 11 adviser to senior lender
$20 million playground equipment manufacturer – financial advisor to lender
$75 million kitchen cabinet manufacturer/installer – financial advisor to company
$50 million electronic supplier - financial advisor to company
$500 million plastic injection molding company serving the automotive market - liquidation,
$40 million auto parts stamper – viability assessment for asset based lender
$50 million railcar manufacturer – restructuring advisor to company
$60 million auto supplier – restructuring advisor to company
$40 million hospitality rail company - viability assessment for lender
$600 million heavy truck parts supplier – restructuring advisor to company
$150 million contract manufacturer of electronic circuit boards – viability assessment
$40 million floor mat supplier to auto industry – financial advisor to company
$80 million manufacturer of specialty vehicles (limousines and hearses) – restructuring advisor to company
$50 million automotive electronics supplier - financial advisor to company
$80 million manufacturer of specialty vehicles (delivery step vans) – restructuring advisor to company
Construction and Engineering
$150 million pipeline contractor – financial advisor to company
$100 million prison contractor – financial advisor to company
$500 million homebuilder – viability assessment/liquidation advisor to senior lender
$50 million mechanical contractor – financial advisor to company
Transportation
$250 million transportation services company – financial advisor to senior lender
$90 million dirt hauler – financial advisor to company
$75 million LTL freight carrier – viability assessment
$50 million air charter company – restructuring advisor to company
Consumer Products
$1.2 billion consumer electronics distributor (WYNIT Distribution, LLC) – Chapter 11 financial advisor to company
$200 million distributor of video and music – due diligence for junior lender
$100 million consumer products company (health supplements) – financial advisor to company
$5 million group of community newspapers – distressed sale
$70 million RV dealer – restructuring/refinance advisor to company
$50 million consumer products label maker – viability assessment
​
Service
$200 million vegetation management company - advisor to lending group
$30 million tech service provider – adviser to company
$800 million modular space leasing company (Modular Space Corporation) – Chapter 11 financial advisor to senior lender
$50 million technology service company – financial adviser to company
$300 million electricity demand response service provider – integration management adviser to private equity firm
$150 million scrap metal dealer – financial advisor to company
$40 million hospitality rail company - viability assessment for lender
Aerospace and Aviation
$300 million aircraft maintenance company – financial advisor to company
$80 million airline – financial advisor to company
$50 million air charter company – restructuring advisor to company
$150 million aircraft maintenance company – financial advisor to company
$80 million aircraft maintenance company – financial advisor to company
Healthcare
$50 million pathology lab – financial advisor to lender
$400 million health care medical linen service provider (Angelica Corporation) – Chapter 11 financial advisor to senior lender
$40 million toxicology lab – financial advisor to company
$200 million home health care company – financial advisor to company
$7 billion merger of two health care systems (Beaumont Health System and Henry Ford Health System) – due diligence advisor
$20 million diagnostic imaging center – financial advisor to company
$20 million clinical research center - financial advisor to lender
​
Government and Not-For-Profit
Nondenominational Midwestern Christian Church – financial advisor to church
Nondenominational Central State Christian Church – financial advisor to church
$100 million defense contractor – financial advisor to lender
$600 million municipality (Jefferson County Alabama) – financial advisor to bond insurer
Private Christian university – financial advisor to university
Restaurant
$30 million Taco Bell franchisee – business valuation and store evaluation
$25 million Pizza Hut franchisee – restructuring and business valuation
​
Real Estate
$1 billion downtown New York Commercial Office Building - Advisor to lenders
$600 million real estate development (Lakepoint LLC) – Chief Restructuring Officer
$30 million Taco Bell franchisee – business valuation and store evaluation
$25 million Pizza Hut franchisee – restructuring and business valuation
TESTIMONY/EXPERT WITNESS EXPERIENCE
Feldman v. Katy Industries, et al. - named expert for defendants - settled before trial
Wynit, LLC Chapter 11 Testimony – Testified and proffered several times regarding debtor in possession financing, use of cash collateral, asset sales, 503(b) 9 claims, potential recoveries and other subjects
Lamport v. Facility Group – named expert for defendants - Report regarding business judgement and fiduciary duties – case settled before trial
Bauer Agency, Inc. Valuation Expert – Tamara Miles Ogier, Trustee for Bauer Agency, Inc. . v. First Bank, et. al. – settled in mediation
Dippin’ Dots, Inc. Chapter 11 Testimony – 363 sales process
TI Liquidating Trust Chapter 11 Testimony – Conversion to liquidating Chapter 11
Teed v. JT Packard, Inc. Testimony – Deposition regarding Fair Labor Standards Act litigation