SERVICES

COMPANY & DESCRIPTION TRANSACTION
MailWise, LLC
Provider of Hosted Email Security Solutions
Financial advisor to the Company in connection with its acquisition by j2 Global Communications, Inc.
Heritage Restoration Inc
Construction Services
Financial advisor to the company in connection with its management buyout financed by Alaris Equity Partners.
Computer Partners, Inc.
Systems Integration Consulting
Financial advisor to the company in connection with its acquisition by Computer Sciences Corporation. We initiated this transaction and assisted in the negotiations.
Homeview, Inc.
Home Buyers MultiMedia Search Service
Private placement of $6 million Convertible Preferred Stock with IBM Corporation.
RedTail Solutions Inc.
Supply Chain Software Services
Financial advisor to the company in connection with its acquisition by TrueCommerce, a portfolio company of ACCEL-KKR.
Physical Sciences Inc.
Applied Research & Development Services
Private placement of Subordinated Notes with Alternative Warrants and arrangement of a Revolving Credit Facility to finance the growth of a commercial environmental instruments subsidiary.
Leasing Technologies International, Inc.
Venture Leasing Services
Private placement of Subordinated Notes and Common Stock.
Heritage Restoration Holdings, LLC.
Construction Services
Financial advisor to the company in connection with its recapitalization.
Proximity, Inc.
Teleconferencing & Video
Conferencing Services
Private placement of Convertible Preferred Stock.
Seayco Integrators, Inc.
Provider of Warehouse Automation
Software & Services
Financial advisor to the Company in connection with its acquisition by Reddwerks Corporation.
CDM Smith, Inc.
Environmental Engineering Services
Financial advisor in connection with designing a Stock Ownership Plan and restructuring the company's capital structure.
Heredia Pte. Ltd.
Enhanced Communications Services Provider
Financial advisor to the company in connection with structuring and negotiating the company's equity financing from a corporate partner in Shanghai, PRC.
Robert Flemming & Co. Limited
UK Merchant Bank
Financial advisor to the company in connection with the evaluation and sale of its minority Stock ownership in a privately held company.
Verance Corporation
Media Information Services Provider & DRM Software Developer
Private placement of $20.5 million of Convertible Preferred Stock.
Leasing Technologies International, Inc.
Venture Leasing Services
Valuation in connection with the company's offer to exchange securities.
CDM Smith, Inc.
Environmental Engineering Services
Private placement of $10 million of Senior Term Notes and arrangement of a $25 million Revolving Credit Facility.
Guzovsky Electrical Corporation
Electrical Contracting Services
Financial advisor to the company and its shareholders in connection with its acquisition by JWP Inc.
Computer Partners, Inc.
Systems Integration Consulting
Financial advisor to the company in connection with structuring and arranging the buyout of a major Stockholder through a leveraged ESOP financing.
SPP Hambro & Co.
Specialty Investment Bank
Financial advisor to this New York based investment bank in connection with its management buyout.
Proximity, Inc.
Teleconferencing & Video
Conferencing Services
Financial advisor to the company in connection with its acquisition by ACT Teleconferencing, Inc. We initiated this transaction and led the negotiations.
CDM Smith, Inc.
Environmental Engineering Services
Valuation of the company for gift tax purposes.
Leasing Technologies International, Inc.
Venture Leasing Services
Private placement of Convertible Preferred Stock.
Verance Corporation
Media Information Services Provider & DRM Software Developer
Private placement of $5 million of Convertible Preferred Stock.