Representative Case Studies

Liquidity & Exit

  • Phoenix International - Sale of the largest independent international freight forwarder in the US. Read more
  • An established  Third-Party Logistics Company  – Selling a declining business in a challenging economic environment. Read more

Growth & Expansion

  • GENCO – Advising on the acquisition of a publicly-held company. Read more
  • GENCO ATC – Merger Integration. Read more
  • A renewable energy company – Serving as the outsourced financial planning group. Read more


  • An East Coast Terminalling Company – Finding competing buyers for a business that needed a new business model. Read more
  • A Midwest-based Third-Party Logistics Company – Serving the best interest of the client. Read more


  • A renewable energy company  – Financing an acquisition by a start-up. Read more 

While we help business leaders sell all or part of their businesses as part of their effort to diversify, we also help them to prepare for this important event because we believe that good preparation is the key to success.

Case Study:
> Phoenix International > An East Coast Terminalling Company > An Established 3PL

We regularly advise clients with regard to growth through mergers, acquisitions and joint ventures. We assist in developing strategy, identifying the optimal strategic alternative and executing the transactions that lead to the achievement of goals.

Case Studies:
> GENCO: Acquisition Advising > GENCO ATC: Merger Integration > A Renewable Energy Company

We advise clients on discrete issues and overall corporate issues. We can assist in the acquisition of capabilities and in the divestiture of business units that no longer fit clients' missions.

Case Studies:
> An East Coast Terminalling Company > A Midwest-based 3PL

We can assist you in raising capital by helping you to evaluate your strategy and tactics and present your exciting attributes to a variety of equity and venture captal investors.

Case Study:
> A Renewable Energy Company