Recent corporate representative transactions include:

• Led $68 million leveraged recapitalization for an upstream oil services company with a private equity firm. Services included developing complex internal accounting systems for multiple profit centers, $20 million credit facility negotiation and all tax and financial aspects of the capital event.
• Assisted with the growth and ultimate sale of an energy service company. Revenues grew from $250,000 to $10 million. The company ultimately sold for $7 million. Services ranged from assisting with internal accounting function and international tax matters, to providing information for and negotiating financial aspects of the sale.
• Managed a five shareholder law firm start-up. Services ranged from developing and implementing internal accounting systems and cash flow projections to all aspects of securing a $1.5 million credit facility.
• Implemented and continually assisted with the financial management of a multiple entity, closely-held, retail office furniture company. Services included implementation of financial reporting systems, margins analysis, risk management, and continual tax planning and analysis.
• Implemented and managed a financial management team for a law firm. Projects included developing internal financial management procedures, drafting a business plan, and providing assistance with human resource management.