Captive Media – Recapitalization and Sale to Parthenon Capital
Advised out-of-home advertising company in recapitalization and sale to private equity firm. Functioned as internal advisor to CEO and Board, developed financial model, assisted in data collection and transaction document review, and executed the deal to closure. Served as interim CFO for six months after close.
Mobius Microsystems – Sale to Integrated Device Technology
Advised venture-backed fabless semiconductor company in sale to IDT. In the absence of bankers, advised CEO in term sheet negotiation, developed financial model, assisted in diligence data collection, and worked with outside counsel on transaction documents and process to bring deal to timely closure.
Tamar Technologies – Sale to Rudolph Technologies
Advised privately held semiconductor equipment company in sale to Rudolph. Functioned as internal advisor to CEO, developed financial model, assisted in data collection and worked with bankers and outside counsel on transaction documents and diligence material to bring deal to timely closure.
Venture-backed private company – Financing
As interim CFO, played lead role in closing two separate financing rounds aggregating $25 million. Worked extensively with counsel to negotiate investment documents, assemble data room material and resolve last-minute complexities to close both rounds well within schedule.
Private company – Minority Recapitalization
Advised CEO in recapitalization and investment by private equity firm. Built financial model, assembled diligence material and played primary role in working with counsel to negotiate investment documents and resolve accounting and complex cross-border tax issues to complete transaction in a timely manner.