Case Studies
City of Houston
WET
Alamo Transformer
Background: The City of Houston needed to redefine finance and administration departments.
Challenge: Turnaround and restructure many public sector departments using private sector best practices.
Results: Successfully reorganized many City of Houston departments saving taxpayers millions of dollars. More about our accomplishments.
SeraCare
Background: SeraCare was one of two for-profit blood centers, out of 155 nonprofit companies controlled by the American Red Cross.
Challenge: The business model was unsustainable because of the fixed cost structure, and the American Red Cross controlled all pricing.
Results: After a SWOT analysis, we converted the business to sell plasma to pharmaceutical companies, becoming one of 444 plasma collection businesses — and eventually the largest in the U.S.
Background: WET is the world’s leading water feature company with iconic fountains in twenty three countries.
Challenge: Assist WET to transform itself from a small company to a major entertainment force that builds moving creations around the world.
Results: Mission accomplished during our thirty-five-year relationship.
Cooperheat MQS
Background: Cooperheat MQS was a industrial and aviation nondestructive testing company with 31 offices throughout the U.S.
Challenge: Because of its fixed cost structure during an economic downturn, the company filed Chapter 11. The Fortune 500 Board of Directors required a Chief Restructure Officer to lead the company through the process.
Results: The business model was redesigned and restructured. We effected a 363 Sale to strategic and financial bidders. The company was sold to Team Inc. (NYSE: TISI) at a fully optimized price.
Background: Alamo Transformer has been the leading transformer company in the region.
Challenge: They needed to tie together the owners’ mission and the operating managements’ priorities.
Results: After the Strategic Planning and Tactical Roadmap Retreat, we accomplished a cohesive plan throughout the organization.
Identigene
Background: Identigene was a DNA testing company that focused on crime and paternity cases throughout the Southwest.
Challenge: The company needed a strategic plan and tactical roadmap around which the operations could be designed. The owner eventually desired to monetize her investment.
Results: Using our Strategic Planning and Tactical Roadmap Retreat, we assisted the company in optimizing operations. We wrote the Confidential Information Memorandum, contacted several Fortune 500 strategic buyers and sold Identigene to a significant family company in Salt Lake City.
AECOM (NYSE:ACM)
Background: AECOM is an American multinational infrastructure consulting firm. AECOM has approximately 51,000 employees, and is number 260 on the 2022 Fortune 500 list.
Challenge: The company needed a strategic plan and tactical roadmap around which the operations could be designed.
Results: We ran our Strategic Planning and Tactical Roadmap Retreat for the Southeastern region, including Texas, Louisiana, Mississippi, Alabama, and Arkansas for all five business units.
Dransco
CapRock Drill Bits
Background: CapRock manufactured industrial diamonds and drill bits for use in vertical drilling in the Permian Basin.
Challenge: A minority shareholder buy/sell agreement triggered and when the minority shareholder foreclosed on the obligation, the company found it necessary to file Chapter 11. The judge required CapRock to run a for sale process and Moran managed all aspects of the Chapter 11.
Results: Moran developed all financial forecasts and the Confidential Information Memorandum, as well as, assisted the shareholders in renegotiating the buy/sell agreement, making continued use of Chapter 11 unnecessary.
Background: Dransco was a Beaumont, Texas based independent fracking company with a fleet of trucks operating in Texas and Louisiana.
Challenge: Various community banks in Texas had offered attractive financings for oil & gas service assets. When oil & gas prices experienced steep declines, Dransco’s loan servicing requirements became extremely difficult.
Results: We developed 26-Week Rolling Cash Management Models, sold fracking equipment, and renegotiated loans with the banks without filing Chapter 11.