SUCCESS STORIES

Valuation Success Stories

• A bedspread and drapery design and manufacturer valued at $20 million sold 60% of the company for $12 million. The shareholder received $6 million at the closing date via wire transfer to his personal account. Another $6 million of debt and equity funds was deposited into the business.
  
• A software provider of e-mail applications for the wireless hand held device market received $1.8 million over the past two years. The company is negotiating a $10 to $15 million private placement with an Irish investment bank that plans to take the company public on the London stock exchange. The valuation created a strategic alliance with another software enterprise whose advanced technology aided in the events described above.
  
• A manufacturer of water dispensers received more than $2 million in debt and equity financing over six months.
  
• An application software provider received more than $1 million and solidified strategic alliances with Oracle, Sun, Intel and EMC.
  
• An Internet company received $1 million, went public a year later at $7 per share, and the price increased to $38 six to nine months later.
  
• A stockholder dispute between two owners was settled for about $1.6 million. The transaction, including the 100% pay out, took only three months.
  
• Due diligence on a $15 million telecommunications company made the buyer, seller and the public millions of dollars.
  
• A public firm purchased a privately held company and the purchase price was adjusted by 17% as a result of our due diligence.
  

These are only a few of our success stories involving the purchase, sale, equity, and dissenting shareholder transactions which enabled companies and individuals to achieve their goals.

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Difficult Financing Success Stories

• A manufacturer who was initially turned down by 85 lenders received $4 million in a revolving line plus a term and an SBA loan on equipment. Sales increased from $10 million to $33 million over 5 years.
  
• A distributor received $1 million from a bank, which allowed the company to grow from a sales volume of $3 million to $7.5 million in three years. The company also received a state loan on a warehouse in Pennsylvania at 4% interest per annum amortized over 7 years.
  
• An apparel company received a $3 million line on just one customer.
  

All of the above loan transactions were at interest rates ranging from prime +1/2% to prime +5%, except for the state funded program loan, which was granted at 4% per year.