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A record built from real transitions.
Sales, recapitalizations, turnarounds and orderly wind-downs led by our partners across manufacturing, retail, energy and industrial services. Each engagement is listed with the role we held and the outcome delivered.
Daniels Plows
Snowplow Manufacturing
Advised the sale of a forty-year-old manufacturer of heavy-duty plows for airport runways and highways, best known for its pull-behind plow.
Hobie
Watersports Manufacturing
Advised the sale process for a $70M premium watersports manufacturer, then served as interim CFO through the transition. Kayaks, sailboats, catamarans, paddleboards.
Jaco Environmental
Recycling
Managed the operational wind-down of the largest refrigerator recycler in the United States: 400,000 units a year across 28 states.
American Mattress
Specialty Retail
Interim CFO of a $50M retailer burning $350,000 a month with two months of cash left. Cut the footprint from 100 stores to roughly 70, renegotiated leases with more than 100 landlords, and delivered lenders a 50% premium over expected recovery.
Petroplex Acidizing
Oilfield Services
Restructured a $100M credit facility for an acidizing, pressure pumping and cementing business in the heart of the Permian Basin. The company trades today.
AGB Investigative Security
Security Services
Chief Restructuring Officer of the largest minority-owned security firm in the country, operating across 25 states for Fortune 500 clients.
Stainless Sales Corporation
Steel Service Center
Interim CFO of a heavily distressed $50M stainless steel company, implementing an aggressive turnaround plan that included consolidating facilities.
Escarpita Construction
Construction
Financial advisor to a construction company, leading the restructuring of an $8M over-advanced credit facility.
Midwest Paper Group
Paper & Packaging
A mill in state court receivership, bought by a party intending to liquidate it. Converted from white paper to brown packaging instead. It now generates more than $20M in annual EBITDA on a $30M investment.
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Partners in Success and Succession
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Engagements shown were led by TrueStake partners in current and prior roles. Outcomes reflect the position at the conclusion of each engagement and are not a forecast of results in any future transaction. Company names and marks are the property of their respective owners and are used descriptively; no endorsement is implied.