We Have Broad Industry Experience

Client / valuation in $ millions

Consulting & Education

Consulting & Education

Haas Alumni Association (n/a)
Accredited online charter prep school (>1 Bil)
Traditional Kung-fu martial arts academy (1-5)
Management & strategic consulting firm (I) (6-25)
Management & strategic consulting firm (II) (6-25)
Hollywood-based entertainment & new media consulting firm (1-5)

Consumer Products

shopping-icon
Interim CFO for energy drink seeking angel funding
(48 hr rush job) (<1)
Consumer products (skin care) manufacturer (<1)
Online vendor of vitamins/health products (72 hr rush job) (1-5)

Entertainment & Gaming

entertainment & gaming
Las Vegas-based live show featuring revival of retro music (<1)
Socially conscious film & documentary production company (501-1Bil)
Internet-based mail-order video game renter & retailer (26-100)
Online movie & event ticket retailer (n/a)
Lottery & gaming equipment manufacturer (<1Bil)
Asian gaming media company (<1)
Private social network and transpacific luxury lifestyle brand (1-5)
China-based film production group & ancillary product merchandiser (<1)
Off-Broadway musical (<1)

Finance

finance
Full-service commercial bank (<1Bil)
Value-oriented hedge fund focused on micro-caps and
distressed debt (26-100)
Portfolio mgmt. (alternative assets) for high-net-worth investor (1-5)
New enterprise seeking acquisition of established SBA lender (6-25)
Litigation research & valuation for high-net-worth investor (26-100)

Healthcare & Insurance

Health-and-Wellness-icon

Auto, home, life & casualty insurance provider (>1 Bil)
Outpatient addiction recovery center (26-100)

Manufacturing & Chemicals

manufacturing & chemicals

Market research firm studying green manufacturing practices (n/a)
Railroad car manufacture, repair, and leasing company (>1Bil)
Specialty chemical manufacturers undergoing merger (6-25)

Online Marketing & Lead Generation

online marketing
Social media (Facebook) ad placement firm (6-25)
Metrics-driven landing page optimization developer (6-25)
Domain monetization & paid search ad server (26-100)
Portfolio of parked & monetizing domain names (I) (>1)
Portfolio of parked & monetizing domain names (II) (1-5)

Real Estate & Leasing

real estate and leasing
Mixed use land developer and construction company (>1Bil)
Benchmarking & data provider to heavy equipment leasing industry (1-5)

Retail

retail
National specialty furniture retailer (1-5)
International big-box electronics retailer (>1Bil)

Software

software
Web security and Virtual Private Network developer (1-5)
Global developer of 3-D design & engineering software (>1Bil)
Web-based bookmarking & cataloging service (1-5)
Smartphone app developer (locates parking spaces for vehicles) (I) (1-5)
Social media app developer (>1)

Transportation & Logistics

transportation and logistics
Social media (Facebook) ad placement firm (6-25)
Metrics-driven landing page optimization developer (6-25)
Domain monetization & paid search ad server (26-100)
Portfolio of parked & monetizing domain names (I) (>1)