Advised major public US government contractor on acquisitions of three private firms with $300 million aggregate revenue. Managed investment bankers and business brokers to identify acquisition targets. Negotiated letters-of-intent and led financial analysis, valuation, due diligence, legal, accounting, and senior executive involvement to close deals.
Advised public US enterprise application software company on two acquisitions: a private on-line government contracting community/network, and a private developer of corporate & project budgeting software. Led financial due diligence, modeling, and integration process.
Identified several dozen international acquisition targets for major public US defense, engineering, and manufacturing company. Refined target criteria to match client's strategy to identify diverse acquisition candidates.
Advised US wireless service provider on potential acquisition of private $225 million European wireless company. Recommended against deal closing due to unfavorable pricing, deal terms, and management issues.
Built valuation model for $300 million acquisition of public US wireless company by a private UK-based wireless holding company. Used model to analyze synergies and restructuring alternatives and to evaluate strategic options.
Led diligence for private US government contractor on acquisition of management & employee-owned contractor. Identified potential deal-breaking issues around ESOP loans, severance and change-in-control agreements, hazardous materials, stock option plan, equity ownership structure, and voting rights.
Sold three distressed IT consulting companies to private investors in the US and Europe. Responsible for financial analysis and projections, packaging businesses, seeking buyers, negotiating offers, due diligence, managing legal, audit, and senior executive involvement, and closing the sales.
Developed valuation model for a $720 million acquisition of a public US financial technology services company. Worked with acquisition target's senior management to review financial statements, forecasts, budgets, and strategic plans, and to identify synergies.