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

  • 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

  • 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

  • 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

  • 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

  • USI, Inc.

    8th Largest Insurance Brokerage in the World

    Function: Consultant Representing USI with the City of Houston

    Location: Houston, TX

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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