by Brian Berglund | Jul 17, 2024
An electrical and technology contractor based in a large city center with 50+ years of industry leadership sought a strategic partner for a generational exit. The owner, planning to retire, was deeply concerned about preserving the company’s legacy and the well-being...
by Brian Berglund | Jun 21, 2024
The Company was a producer of non-apparel merchandise under license agreements with most professional sports leagues and a large number of colleges, theme parks, restaurant chains and cruise lines. They tripped financial covenants at the end of 2018, and as a result,...
by Brian Berglund | May 9, 2024
A key player in the recycling and waste management sector engaged us to explore strategic acquisition opportunities, value the company’s assets, and perform a detailed strategic assessment. This multifaceted engagement aimed to optimize their market positioning...
by Brian Berglund | Nov 21, 2021
Engaged in a variety of advisory roles from 2007 to 2014 during a very tenuous time for this aluminum die casting company, helping them navigate the 2008 recession and the unprecedented automotive downturn. The company had a 95% customer concentration in the...
by Brian Berglund | Sep 13, 2021
The Debtor was an Exploration & Production (E&P) company with drilling activity and 100+ well production in New Mexico (Delaware Basin) and Oklahoma. The investor group terminated the management team as a result questionable dealings and related litigation...
