Gas
Station and Convenience Store (C & G) Industry
- Provided
valuations, constructed deal packages, secured financing
and/or facilitated divestitures for more than 50 individual
deals involving over 2500 locations valued at approximatley
$2.5 billion.
- 10
transactions on Major Oil divestitures
- 30
transactions on companies with 10 plus stations
- 10
transactions on companies with less than 10 stations
- Served
as interim CFO/project manager to facilitate the acquisition
of major oil assets
- Analyzed
the purchase of Travel Centers of America (TA) and Petro
Stopping Centers by Hospitality Trust (HPT).
Hospital
Services Industry
- Analyzed
and developed strategies to service the growing hospital
services industry with a focus on emergency services,
ICU services and collections.
VOIP
Investment Memorandum
- Developed
a five year plan and projections which included opening
several new regional locations and raising approximately
$12mln in funding.
Hotel
Acquisition Valuations
-
Provided
an approximate $48mln evaluation regarding the purchase
of two Marriott properties located in Elizabeth, NJ
for a private equity firm.
Various
Project
- Analyzed
the Private Equity REIT market with an emphasis on retail
investments.
- Evaluated
M&A mergers in the banking sector from 2001 thru 2003.
- Analyzed
a local ski resort; and, prepared an economic impact study
on a $10mln construction project.
- Assisted
in preparing the $12.5mln HR divisional baseline budget
for a Fortune 500 company.
Expert
Witness
- Expert
witness for the State of Texas - C & G business valuation.
- Consulting
expert on two large (potentially >$100million) suits
within the petroleum industry- damage valuations.
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