Excellence is created
by focusing on a few unshakable fundamentals
Clear Strategy
Sound Management
Optimal Capital Structure
Operational Excellence
What We Do
Our corporate philosophy reflects the deeply held belief that value is created by focusing on a few unshakable fundamentals: a clear strategy, sound management, operational excellence, and optimal capital structures.
Working with our clients, we combine our rigorous data-driven analysis with their practical knowledge of the business to develop solutions that are supported by the organization. In addition to identifying and developing performance strategies, we also provide implementation and monitoring support to ensure a smooth transition to a new operating model.
As a result, we help companies gain financial and strategic prosperity by improving strategies, organizations, operations, and financing. We are most proud of our work at the City of Houston.
Our Focus
Change Management
Turnaround / Restructure
Chief Restructure Officer
Value Creation
Accelerated Transition
Management Excellence
Strategic Planning & Tactical Roadmap Retreat
Mergers & Acquisitions Preparation
Investment Banking Expertise
The Dubai Fountain at Burj Khalifa is the world's tallest performing fountain and a project cost Emaar $200.0 Million. Maintenance fees alone total $1.0 Million per month. With 45,000 people viewing this water feature every evening, the Dubai Fountain is an exciting spectacle – and a business case.
Strategic Planning
& Tactical Roadmap Retreat
A structured business process to analyze and set strategy to set forward transformation to prosperity and optimum value.
Satisfied Clients
80+
Client Size
$5M to $5B
Industry Expertise
17
Gain Decades of Expertise in Your Industry
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Center Coast MLP & Infrastructure Fund, Inc. (NYSE:CEN)
Mid-Stream Closed-End Mutual Fund / Private Equity
Function: Current Director, Audit Committee Chairman
Location: Houston, TX
Fabricating Specialties, Ltd
Deep Water Oil & Gas E&P Equipment fabrication and machinery
Function: Chief Restructure Officer introduced by Major Bank
Location: Houston, TX
Superior Threaded Products, LLC
Top Drill Pipe and Casing Threading Company
Function: Chief Restructure Officer introduced by Major Bank
Location: Houston, TX
Superior Cladded Products, LLC
Largest Cladding Company in the United States
Function: Chief Restructure Officer introduced by Major Bank
Location: Houston, TX
Dransco, Inc.
Hydraulic Fracturing Company
Function: Management Consultant - Turnaround / Restructure / Operation Best Practices
Location: Beaumont, TX
Cooperheat, MQS, Inc.
Leading United States Non-Destructive Testing and Heat Treating Company
Function: Chief Restructure Officer Reporting to Fortune 500 Board of Directors - Led Successful Turnaround and Restructure in Chapter 11
Location: Houston, TX
Plains Resources, Inc. (NYSE:PLX/PAA)
Oil and Gas Exploration and Midstream Company
Function: Former Director, Compensation Committee
Location: Houston, TX
People’s Republic of China - Mayor of Harbin
Coal Gasification Plant
Function: Consultant - Strategic Planning
Location: Harbin, People’s Republic of China
CapRock Drill Bits, Inc.
Design, Engineering and Manufacture of Poly-Crystalline Diamond Compact (PDC) Oil & Gas Drill Bits
Function: Chief Restructure Officer in Charge of 363 Auction
Location: Pearland, Texas
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WET Enterprises, Inc.
Leading International Design, Engineering and Installation Co. of Water Features including all Disney and Universal Theme Parks, Bellagio Hotel in Las Vegas, Rockefeller Center, Salt Lake Winter Olympics Flame, etc.
Function: President and Chief Operating Officer
Location: Los Angeles, CA and Dubai, United Arab Emirates
Medieval Times, Inc.
Medieval Show Venues in U.S. and Canada
Function: Management Consultant - Turnaround / Restructure / Valuation Services
Location: Los Angeles, CA
AME, Inc.
Video Post-Production Company - Major Studios
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: Hollywood, CA
Point 360, Inc. (NasdaqNM:PTSX)
Video Post Production Co. - Major Studios
Function: Strategic Planning Consultant - Strategic Planning Retreat
Location: Hollywood, CA
CinemaStar Luxury Theaters, Inc. (Nasdaq:LUXY)
Regional Movie Theater Chain
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: San Diego, CA
Whitney/Demos Productions, Inc.
Computer Graphics Company - Clients included CBS News
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: Los Angeles, CA
Penwal, Inc.
Entertainment Venue Design-Builder
Function: Strategic Planning Consultant - Facilitated Strategic Planning Retreat.
Location: Rancho Cucamonga, CA
Malibu Speedway, Inc.
Entertainment Parks
Function: Consultant: Turnaround / Restructure
Location: Dallas, TX
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Strome Investment Management, Inc.
Investment Management Company
Function: Consultant: Strategic Planning / Restructure / Operational Best Practices
Location: Santa Monica, CA
QSR Advisory Corporation
Investment Management Company
Function: Chairman, President and Chief Executive Officer
Location: New York, NY
Coenen & Company, Inc.
NYSE Member Institutional Brokerage and Investment Banking Firm
Function: Vice President, Director and Partner
Location: New York, NY
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City of Houston
Function: Director of Administrative and Regulatory Affairs, Chief Administration Officer,
Chief Regulatory Officer
Direct Report to Mayors Bill White and Annise Parker
Location: Houston, TX
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USI, Inc.
8th Largest Insurance Brokerage in the World
Function: Consultant Representing USI with the City of Houston
Location: Houston, TX
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Panda Express, Inc.
Chinese Fast Food Restaurant Company
Function: Management Consultant - Strategic Planning
Location: Los Angeles, CA
Yucatan Foods, Inc.
Food Manufacturer
Function: Management Consultant - Corporate Strategy and Best Practices
Location: Los Angeles, CA
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SeraCare, Inc. (AMEX:SRK)
Hyper Immune Blood Plasma Company
Function: Founder. Chairman, President and Chief Executive Officer
Location: Los Angeles, CA
Thoratec, Inc. (NasdaqNM:THOR)
Cardiac Assist-Vascular Applications Company
Function: Management Consultant - Strategic Planning
Location: Pleasanton, CA
Identigene, Inc.
DNA Testing Co.
Function: Consultant - Optimized Company for Sale, Completed Sale
Location: Houston, TX
ClearCorrect, Inc.
Orthodontic Plastic Aligner Manufacturer
Function: Interim Chief Financial Officer
Location: Houston, TX & Austin, TX
RMI Physician Services Corporation
Physician Billing and Collections
Function: Strategic Planning & Tactical Roadmap, Company Sale
Location: Houston, TX
HealthNet, Inc. (NasdaqBB:HLNT)
eHealthstore Retail Co.
Function: Strategic Consultant - Developed Strategic Plan
Location: Vancouver, BC, Canada
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People’s Republic of China - People’s Liberation Army
17 Cement Plants of 27 Owned by the Chinese Army
Function: Consultant - Strategic Planning and Financial Plan
Location: Beijing, People’s Republic of China
Preway, Inc.
Gas Barbecue Manufacturing Company (Sole source manufacturer of Kenmore Brand for Sears)
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: Paragould, AR
Pace Industries, Inc.
Gold and Diamond Jewelry Manufacturer for Walmart
Function: Management Consultant - Developed New Corporate Strategy
Location: Los Angeles, CA
Graphic Press, Inc.
High Quality - High Run Printing Company
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: Los Angeles, CA
Emprint Document Solutions, Inc.
Company Managing Fortune 1000 In-House
Printing Plants for Gulfstream Aerospace, MinWax, etc
Function: Chairman, President, Chief Executive Officer
Location: New Orleans & Baton Rouge, LA, Philadelphia, PA, St. Louis, MO, Savannah, GA
E.J. Spangler & Co., Inc.
Envelope Manufacturer
Function: Chairman, President, and CEO
Location: Philadelphia, PA
Castle Multiforms, Inc.
Business Forms Manufacturer
Function: Chairman, President and CEO
Location: Shreveport, LA
Impresora y Editora, Mexicana, S.A. de C.V.
Printing Div. of Rand McNally
Function: Line Supervisor - Manufacturing Plan - Early Career
Location: Mexico City
S.X. Graham, Inc.
Furniture Manufacturing Company
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: Los Angeles, CA
Government
Consolidated Drum, Inc.
Steel Oil Drum Company
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: Los Angeles, CA
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Hawkins Way Capital, LLC
Real Estate Private Equity Company
Function: Interim Chief Operating Officer
Location: Santa Monica, CA
NETRUST Lease Equities, Inc.
Real Estate Investment Trust
Function: Office of the President, Chief Operating Officer
Location: Los Angeles, CA
United Realty Group
Real Estate Master Limited Partnership
Function: Chairman & Chief Executive Officer
Location: Los Angeles, CA
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AECOM, Inc (NYSE:ACM)
Largest Civil Engineering Company in the World
Function: Strategic Planning, Tactical Roadmap & Organizational Development
Location: Houston, TX
Cornell Companies, Inc. (NYSE:CRN)
Private Prison Company - 80 Prisons/United States
Function: Director, Audit Committee Chairman
Location: Houston, TX
Allied Fiber, LLC
First Backbone Fiber-optic Competition to Major Internet Backbone System
Function: Strategic Planning, Advisor to the Board & CEO
Location: New York, NY
Alamo Transformer Supply Company
Transformer Repair and Supply
Function: Strategic Planning & Tactical Roadmap
Location: Houston, TX & San Antonio, TX
Triad Resources, Inc.
IT Staffing Company - Serving Fortune 500 Companies
Function: Consultant - Administration and Marketing
Location: Houston, TX
Retail Marketing Services, Inc.
Retail Inventory Management Company
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices / Strategic Planning
Location: Atlanta, GA
Turbo/Contemporary Resources, Inc.
Airline Specialty Item Supplier
Function: Chairman, President and CEO
Location: Los Angeles, CA
Papel Satinado, S.A. de C.V.
Paper Coating Co.
Function: Director
Location: Mexico City, Mexico
Fletcher Coatings Co, Inc.
Powder Coating Co.
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices
Location: Los Angeles, CA
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LightRidge Resources, LLC
Optimization Software and Industrial Solutions Company
Function: Operational Best Practices, Strategic Alliance Partner Search
Location: Houston, TX
Luna Imaging, Inc.
Image Database Software Co.
Function: Strategic Planning and Operational Best Practices
Location: Los Angeles, CA
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Microelectronics Packaging, Inc. (Nasdaq:MPIX)
Microchip Component Co. - Strategic Alliance and Sole Source to Intel and Schlumberger
Function: President and Chief Executive Officer
Location: San Diego, CA, Singapore and Indonesia
Rexotech, Inc.
Microchip Masking Company
Function: Management Consultant - Developed New Corporate Strategy
Location: Silicon Valley, CA
Amistar Corporation (NasdaqSC:AMTA)
Electronics Automation Company
Function: Management Consultant - Developed New Corporate Strategy
Location: San Diego, CA
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MaxiFone - Venezuela
New Company Bid on Third Cell Phone License for Venezuela
Function: Partner
Location: Caracas, Venezuela
eSAT (NasdaqSC:ASAT)
Telecommunications Company
Function: Consultant - Strategic Planning
Location: Los Angeles, CA
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Consolidated Freightways, Inc. (NYSE:CFW)
National LTL Trucking Company
Function: Management Consultant - Turnaround / Restructure / Operational Best Practices / Strategic Planning
Location: Seattle, WA
Jessup Transportation Company
Regional Refrigerated Floral Trucking Co.
Function: Strategic Planning Consultant - Strategic Planning
Location: Gilroy, CA
“No one can lead others without giving
them a sense of the future. A leader is a
merchant of hope.”
— Aldous Huxley