- Assess the financial condition and operating condition of a company
- Analyze the appropriate capital structure and debt capacity of a company
- Recommend financial and strategic alternatives
- Provide enterprise valuation services
- Structure and execute the process of asset sales and divestitures
- Advise third parties on the acquisition of distressed assets
- Source DIP and Exit financing alternatives
- Source out-of-court financing alternatives
- Develop a restructuring plan
- Assist in the court approval process
Current/Recent Assignments
Tradition Land Company
- Advising owner (former lender) of 8,200 acre master planned community in Port St. Lucie, FL on strategic alternatives. Previously served as CRO in a prior restructuring.
- Conducting nationwide M&A process to maximize value.
BRP, LLC
- Currently advising developer/operator of senior living facilities on the acquisition of a 500+ bed Tampa area CCRC currently in a contested Chapter 11.
Peninsula Papagayo
- Advised major charitable foundation on restructuring/sale/recapitalization
- Anchored by The Four Seasons it is the largest resort located in Costa Rica
- Winner, M&A Advisor Refinancing Deal of the Year for $250 million+ transactions
CESP
- $1.9 billion acquisition of government-owned utility by Enron South America
- Restructuring to enhance profitability resulting in eventual sale at 100% gain
The Related Group
- $2 billion+ restructuring of senior and mezzanine debt across 21 separate loans.
- Completed consensual restructuring with 40+ domestic and foreign financial institutions.
BFC Corporation (NYSE: BBX)
- Diversified NYSE holding company.
- CRO for successful restructuring on over $370 million of subsidiary level debt
Leisure Industries Corporation (Mego Financial – Nasdaq: MEGO)
- Advisor to the Chapter 11/7 trustee for $185 million publicly traded timeshare company
- Developed strategy and negotiated substantial recovery for prepetition and DIP lender
Aura Minerals
- Restructured $200 million mining company, increasing EBITDA by $40 million annually
- Closed money losing operations and acquired new mines, maintaining revenues and reducing debt
Broadwing
- $900 million telecom roll-up, restructuring and eventual sale
- Reduced annual operating costs by $150 million
Advanced Lighting Technologies Inc. (Nasdaq: ADLT)
- Advised the Official Equity Committee in obtaining substantial recovery in $175 million Chapter 11
Norwegian Cruise Line (NCL Holding ASA)
- CEO of cruise line near bankruptcy. Led turnaround – equity value increased from $30 million $1.2 billion.
Harmony Information Systems, Inc.
- Advised JMI Equity ($1.3 + billion) on the recapitalization of its portfolio company
Ocean Rig ASA
- Financial/operational turnaround on behalf of equity holders.
- Market capitalization increased from $60 million to $1.4 billion when sold to Dryships.
Classic Sleepcare, LLC
- Currently advising board of directors of sleep wellness company on strategic and liquidity alternatives.
One Bal Harbour
- CRO in confirmed Chapter 11 of condo/hotel project with $700 million+ in assets.
- Managed sale process via section 363 sale.
Bluegreen (NYSE: BXG)
- Developer/operator of timeshare resorts and large developer of residential lots.
- Review of strategic alternatives and ultimate $29 million sale of Bluegreen Communities.
Allied Universal Corporation
- Advised on recapitalization and arranged financing.
CABI Downtown, LLC
- Confirmed $256 million Chapter 11 Plan for major condominium project.
Synovus Financial Corporation (NYSE: SNV)
- Advised in divestiture of 28% equity ownership in Aerosonics Corporation (AMEX: AIM).
DSND Subsea ASA
- Chairman/CEO of large international subsea construction company.
- Negotiated merger between the company and Halliburton Subsea that created Subsea7.
Speizman Industries, Inc. (SPZN.OB)
- Advised the Special Committee of the Board of Directors on connection with Chapter 11 petition
Investor group
- Advised investor group in purchase of PCX Corp., a division of NYSE listed Integrated Electrical Services, Inc.
Agway Liquidating Trust
- Advised $400 million trust on the disposition of 24 environmentally-tainted.
Reynolds Family and Affiliates
- Global restructuring with 30+ lenders on over $500 million of debt spread across 20+ loans
Midcon Resources
- Advised Senior Secured creditors in $120 million Chapter 11.
Southeastern Retirement Associates, LLC
- Advised ad hoc committee of Subordinated Noted Holders in a $52 million restructuring.
NY-based hedge fund
- Advised on valuation of $600 million of subordinated debt in a publicly traded company.
Arlington Ridge LLC
- Financial Advisor to Debtor in Chapter 11 proceedings, also held CRO position
PsychSolutions Inc.
- Financial advisor in sale to Youth & Family Centered Services, Inc., a portfolio company of TA Associates.
Adama Holdings
- Advised major hedge fund investors on $500 million eastern European distressed investment.
Altman Companies
- Completed global restructuring. Leading developer and operator of apartments with over $475 million of debt.
SELAF Waterfall Holding Company
- Advised on $175 million private equity firm on strategic alternatives for portfolio investment.
Diversified Family Investment Vehicle
- Advised on two CMBS debt restructurings of retail and office assets. Successfully negotiated agreements with CW Capital and C3.
Village Homes
- Restructured approximately $140 million of senior debt.
Wood Energy, Inc.
- Advised holders of Senior Secured Notes in $40 million Chapter 11
Successful “Out Of the Money” Engagements
- Advanced Lighting Technologies, Inc. – Official Equity Committee
- Southeastern Retirement Associates, LLC – Ad hoc Committee of Subordinated Noteholders
- The Related Group – Debtor/Equity
- Reynolds Family Partners – Family Office/Equity
- BFC Corporation – Debtor/Parent Company of Debtor
- Cabi Downtown, LLC – Debtor/Equity
- Ocean Rig ASA – Debtor/Equity
- Norwegian Cruise Line – Debtor/Equity
Note: Includes engagements led by Algon team member prior to joining Algon