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Case Studies
Advising, Financing, and Selling Early to Mid-Stage Companies
Sampling of Past Engagements
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People's Gas
Business opportunity expansion plan development
Project development
Project finance
M&A advisory services
Change and Innovation Agency, LLC
Strategic advisory services to a national software as a service company
Sale of the company
The Laundry Chute
Business plan development
Capital Raising
Strategic partnership development
Sale of company
Calgon Carbon Corporation
Acquisition evaluation and review
M & A advisory services
CityNet
Board advisory services and break-up of the business into three units, with capital returned to owners
The Efficiency Network, Inc. (TEN)
Business plan modification
Multiple rounds of equity financing
Sale of company
Duquesne Light
Analysis of and input on PA ACT 129 Energy policy
Financial impact of various scenarios
Review of project financing implications
Chester Engineers
Acquisition, sale of six operating units, including the final sale of the core remaining business
More recently, we provided advisory services to ATS in connection with ATS' purchase of the largest operating unit of Chester Engineers
Advised on three follow-on acquisitions and an enhanced capitalization of the company
M&A advisory services including sale of the company
Triangle Tech, Chambersburg School
Facilitated start-up, including infrastructure
Coastal Mechanical
Strategic advisory services
Capital reorganization
Packaged Pumping Systems
Advisory services
Company sale
CNOx
Business model plan
Restructuring
Company sale
TEN Connected Solutions. (TCS)
Creation of a separate business, TEN Connected Solutions (TCS), related to smart city technology deployment
Sale of company
Pinnacle Hospice (formerly Catholic Hospice)
M&A advisory services
Acquisition funding
Company acquisition
Additional (post-closing) growth capital placement
Control Solutions; Grey Matter Solutions
Transaction advisory services
Allegheny Health Network
Gas electrification economic modeling
Project implementation review
pratter.us
Business plan development
Capital raise
First Energy
Solar project financing analyses
Energy efficiency rebate calculations
Resitech Industries
Strategic advisory services
Capital raising activities
Divestiture of subsidiary
ETF Preinsulated Pipe
Strategic advisory services
Capital reorganization
Sempra Energy (San Diego Gas & Electric)
Merger of electric vehicle charging business unit with Plug Smart
Business plan development
National Fuel Gas
Energy project / micro-grid strategic cost input review and modeling
Control Solutions, Inc.
Advisory services
Company sale
RE2 Robotics
Business line optimization
Strategic alternatives analysis
GE (General Electric)
Sale of GE Wattstation technology, from Juice Technologies, to GE.
Numerous project / equipment financings for counter-parties
GE Venture group counter-party investments and consultation
Boys Electrical Contractors
Strategic advisory services
Capital reorganization
LLI Engineering
Business development and strategic advisory
Project finance advisory services
Minority shareholders recapture
Ciphertext Solutions
Business plan development
Private placement memorandum development
Trek Development Group
Strategic Advisory Services
Capital Formation and Capital Disposition
Scoobi
Strategic Advisory Services
Capital Raising
Watt Fuel Cell Corporation
Buyside Investment Valuation and Review
DLA Real Estate
Strategic business acquisition plan development and execution.
Plasmera Energy Technologies
Business plan development
Advisory services
Guilty Soles
Strategic Advisory Services
Capital Raise
Plug Smart
Business plan development
Advised on partnerships with GE and Belkin International and exit from the GE partnership
Multiple financing rounds
Enviro Power
Review of alternative sales channels
Albert Anthony
Business planning
Review of strategic alternatives
Hudson Trading Group
Debt recapitalization
Hybrid-equity development
Business advisory services
Neuro Kinetics, Inc
Strategic partnership development
Capital raising assistance
Puget Sound Energy
Electric vehicle grid "stress test"
Idaho Power
Various strategic review assignments
University of Toledo
1.1 MW solar project financing
Energy efficiency calculations
Indiana Power and Light
Electric vehicle grid impact study
PG&E
Electronic commerce business plan development
Electric vehicle charging and penetration review
Broadridge
Acquisition search engagement
Market dynamics review
Old Stone Capital
Financial modeling in support of M&A transactions
Due diligence review
Omega Medical Imaging
Strategic advisory services
Capital reorganization
H-Power
Assistance in arranging beta testing of early fuel cells, private and public financing and sale to Plug Power
Zephyr, Inc.
Business plan development
Early stage capitalization
Sale of business
The Chrysler Group
Business model assistance
Project financing
Capital raise
Wright Fuel Cell Group (Case Western Reserve)
Commercialization plan and early financing
Beacon Power
Assistance in arranging beta testing of early flywheel energy storage units
Arranged for both private and public financing
Pittsburgh International Airport Energy Facility
Business plan development, financing and sale
Sun and Comfort
Business plan development
Marketing plan writing
Capital raise
Sale of the company
BroadPoint Communications
Business plan development
Multiple financing rounds
Liquidation
EFS Executive Facility Solutions
Strategic advisory services
Capital reorganization
OnLine Choice
Business plan development
Multiple financing rounds
Liquidation
Satcon Technologies (SATC:NASDAQ)
Board member; advisory services
Venture Management Group
Strategic advisory services
Capital reorganization
Quantum Specialty Contractors, LLC
Advisory services
Company sale
CMS NexTech
Strategic advisory services
Capital reorganization
BottomLine Resource Technologies
Financing and liquidation
Enermetrix.com
Business plan development
Multiple financing rounds
Belkin International
Energy efficiency product road map and business plan development
Investment in Juice Technologies
Divestiture initiatives
Potential Electric, LLC
Advisory services
Company sale
St. George Crystal
Strategic advisory assignment
Tower-Davis Electronic
Advisory services
Company sale
Service Stop
Liquidation
TFB, Inc.
Funding advice
Computer system adequacy review
Liquidation
Utility Deposit Saver
Liquidation
American Ring Binder
Business plan development
Key personnel hiring advice
Liquidation
TDS, Inc.
Business plan development
Liquidation
OTG, Inc.
Business plan development
Key hire selection advice
Sale of company
i-Aqua
Liquidation
Body Media
Financing assistance
Glenshaw Glass
Strategic advisory assignment
Beachside Apartments
Strategic advisory services
Capital reorganization
SCG Southern Construction Group
Advisory services
Company sale
JC2020
Management buyout group formation
Acquisition search (cloud-based SAAS)
Acquisition analytics services
Youngstown Pipe and Steel, LLC
Strategic advisory services
Optimal capital structure review
Gemini Enterprises, LLP
Buy-side advisory services
Training KAMP
Review of strategic considerations
Capital formation assistance
3R Prep
Review of strategic considerations
Capital formation assistance
Business plan development
Lou Lambros Dental
Sell-side advisory services
Sale to Atlas Dental Specialists
Footers Dry Cleaners and Tailors
Sell-side advisory services
Cabot Boston Credit Union
Review of competitive positioning
First Albany Capital, Inc.
Sell-side advisory services
Mr. Tubs (Now called MTI)
Advisory engagement related to management buyout
Business plan development
