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Scenario 1

XYZ Co.’s performance was stagnant and the business could not support the debt service of its subordinate lender. This entity suffered closure of one business unit, significant changes to its ownership structure and forbearance under the senior lender agreements. We led this organization out of insolvency and repayment to its debt holders and into a significantly better market position. Such situations demand the focus for an experienced financial partner, so that the executive may keep the focus on operations and opportunities for growth.

Scenario 2

XYZ Co. is a construction company facing significant growth.  The CEO has led for 30+ years and is in process of transitioning the leadership to the second generation.  We have supported this transition by providing improved financial reporting, implemented effective reporting systems and provided oversight and effective management for the cash flow management of projects.  By providing effective financial leadership, management is able to spend more time focusing on operations and other areas, while consistently receiving the critical financial information it needs.