Representative Engagements

Merger & Acquisition Advisory

Currently working on three separate M&A assignments for a multi-billion dollar Asian based healthcare company. Assignments include the acquisition of a pan Asian specialty pharmacy concern with multiple business units in multiple countries involving numerous currencies and complex transaction structuring considerations; the sale of a minority interest in a publicly traded Singapore based agri-health business; and the potential acquisition of a majority interest in an Indian based pharmaceutical distribution business.

Financing Advisory

Recent involvement in several complex credit and leasing facilities including the creating of a $40.0 million "greenfield" leasing platform for a major health equipment OEM that spanned across 8 European countries, negotiating the terms of $100.0 million senior secured credit facility for a German cable company, and arranging $121.0 million secured credit facility on behalf of a data local exchange carrier in Germany.

Interim Management Services

Currently acting as the Chief Financial Officer for Fullbridge, Inc., a start-up in the online business education sector. The engagement has involved raising Series A and Series B preferred stock, managing the 409A employee stock option plan valuation, developing business plan models, developing accounting policies, managing the audit process, and developing finance content for the program.

Financial Consulting

Have an ongoing relationship with Harvard Business Publishing for the development of advanced financial models. The models have involved multidimensional capital budgeting incorporating time, money, and optionality; M&A bidding involving multiple parties and acquisition targets, complex cash flow sensitivities, and public market behavior; and models of corporate behavior involving intra-company incentives in relation to investment decisions. In addition, 59th Street Partners principals have authored a number of top selling Harvard Business School finance cases including:

  • Valuation of AirThread Connections
  • Midland Energy Resources, Inc.: Cost of Capital
  • Mercury Athletic Footwear: Valuing the Opportunity
  • Blaine Kitchenware, Inc.: Capital Structure
  • Hansson Private Label, Inc.: Evaluating an Investment in Expansion

http://hbsp.harvard.edu/list/brief-cases