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S
U C C E S S E S

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Lighthouse
Global Technologies
Exclusive
Strategic & Financial Advisor to this Email
Archiving Technology Company. LGT was acquired
by Atempo in the winter of 2008.
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Capital
Research Partners & Co
In
the fall of 2008 formed a Strategic Alliance
with this 20 year old Corporate Finance Boutique
that advises middle market companies on the development
and implementation of financial strategies.
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Jeffrey
B. Freis Associates, Inc.
Exclusive
strategic advisory services for this New York-based
investment banking firm in select industries;
Entertainment Media, Distressed Real Estate,
Life Settlement.
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AmeriVault
Strategic
business partnership and growth advisory services
in e-mail archiving and online electronic storage. |
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Capital
Restaurant Group, LLC
Strategic
and Financial Advisor to this
Northeast Franchisee Developer.
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Fearless
Entertainment, Inc
Strategic Advisor
to this Multi-Media Production and
Entertainment company. |
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Jun
Group, Inc
Operations Advisor
to the President in developing Growth
Strategy for this Internet File-Sharing
company. |
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Medical
Laboratory Associates, Inc
Exclusive Financial
Advisor in a private Sell-Side engagement
for this Healthcare Services company. |
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Viant
Group, LLC
Exclusive Financial
and Operations Advisor in the launch
of New York investment-banking offices. |
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Outfox
Solutions, Inc
Exclusive Financial
and Operations Advisor in Early-Stage
Capital Formation for this Food Service
IT company. |
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Singularity
Solutions
Exclusive
Strategic and Financial Advisor in Early-Stage
Capital Formation for this Information Technology "middleware" company.
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Iron
Mountain Group - Acquired
SAFE, Inc.
President/CEO,
Majority Owner. Successfully developed
Sell-Side exit strategy for this
regional Media Storage/IT Services
company. |
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Hershey
Foods Corp - Acquired Henry Heide, Inc
Chaired
Exclusive Financial Advisory Committee as a Director. |
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