Coca Cola Bottling Company
As an investment bank, we arranged new equity financing for a Mexican Coca-Cola company from GE Capital and provided 20% of the equity from our own funds. This was a minority investment carried for three years and exited due to the needs of GE Capital, with an internal rate of return of 26%.
Pepsi-Cola Bottling Company
As a merchant bank, we acquired a local franchise operator, and through multiple
acquisitions, became the largest regional Pepsi-Cola bottler in the Northeast.With
increasing sales and market share, the company was sold to the franchise parent
Pepsi-Cola for a 79% internal rate of return over six years.
As an investment bank and advisor to an equity fund, we structured and arranged financing for the acquisition of this supplier of aircraft components and airplane sections as a spin-off from a large international engineering organization. We subsequently advised the company and arranged financing for its acquisition of a competitor three times its size to consolidate its position in the worldwide airplane manufacturing industry. The company became a major supplier to Boeing, Airbus, Bombardier, and Embraer.
As a merchant bank, we acquired the former Bayless Supermarket chain in Arizona out of Chapter 7 bankruptcy. An example of our ability to execute a transaction in strictest secrecy, neither the industry nor the company were aware of the change in ownership until the day of the court hearing awarding the ownership to us. We held the company for five years before selling it to a larger competitor for a 22% internal rate of return.
The Closeout Company
As an investment bank and advisor to an equity fund, we structured and arranged
financing for the acquisition of seven separate retail operations into a single
general-merchandise discount chain.
Fleck Precision Plastics
As an investment bank and advisor to an equity fund, we structured and arranged financing for the acquisition of this supplier of precision plastic products to the medical and computer peripheral industries. We provided financing for expansion of the company from its single location in the United States to worldwide production and distribution from a plant in Mexico.
Falcone Mason & Hamlin
As an investment bank we arranged new equity financing for a piano manufacturing company. Founded in 1854, Mason & Hamlin is one of America’s oldest and most respected handcrafted piano manufacturers. The company maintained a workforce of 70 highly skilled craftsmen, annually producing 50 uprights and 300 grand pianos. Its Falcone instruments are top of the line concert grand pianos.
Global Financial Services, Inc.
Under our management our team of experts arranged more than $464.4 million of permanent
financing for residential and commercial real estate transactions. Global Financial
services rapidly became a leading finance corporation in the greater metropolitan
Los Angeles area.
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