Case Study : 40-Year-Old Family-Owned Apparel Manufacturer

Hired By A 40-year-old family-owned apparel manufacturer in order to:

1. Analyze strengths and weaknesses in business model, given current economic and market conditions. Reports were prepared for the Advisory Board and Lender.
2. Identify cost cutting opportunities.
3. Prepare and present projections for lender.
4. Negotiate revised credit terms with lender on behalf of the company.
5. Sell the company and obtain additional employment contracts for both owners, in order to realize the most value for stockholders.

Case Studies

• Management buyout of Family-Owned Business
• Return National Tour Operator to Profitability
• Quick-Casual Restaurant Franchisee obtains growth capital
• Medical Products OEM Supplier
• Employee Stock Ownership Plan
• Turnaround Operations and Obtain New Financing
• Strategic Planning and Outside CFO
• Lender With a Substantial Problem Loan
• New England Community Bank
• 40-Year-Old Family-Owned Apparel Manufacturer
• Fast-food Franchisee
• Jewelry Wholesaler
• Start-Up Construction Equipment Manufacturer

What Our Clients Say

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka

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