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SAMPLE ASSIGNMENTS AND SERVICES


Calgary's assignments and services have encompassed both operating business management and corporate finance which included restructuring senior debt and/or equity for both distressed and growth companies in diverse industries including real estate. Services are focused on reducing costs, increasing revenues, improving margins and valuation.

Some assignments and services that Calgary has provided include:

  1. Operating Management and Corporate finance services to an early stage company in the food industry which included:
    • Reviewing and recommending revisions to the business plan
    • Assisting with the identification and recruitment of executives to the management team
    • The identification and presentation of the transaction to financial institutions and strategic investors,capable of investing a minimum of $15 million of equity in this company.
  2. Business consulting to a manufacturing firm with subsidiaries in the mining and printing industries. This encompassed advising on developing and implementing financial and operational strategies for the establishment, funding and growth of an asset-based subsidiary company. The capitalization structure developed for the company included capital obtained by the sale-and-leaseback of assets acquired with collateralized debt combined with equity.

  1. Provided operating business management and capital restructuring turnaround services to a finance company in the secured debt and leasing industry and similar services including operating management, financial, merger/sale and/or restructuring recommendations to a franchisor in the automobile after-market industry. Both assignments involved developing and implementing alternative operational and financial options which included the following:
     
    • Operating Management services included identifying/raising debt and equity capital from institutional investors.
    • Reorganization of the management and capital structure, merger and/or the sale of the companies.
Puzzle Pieces

  1. Provided financial advisory services and/or represented several manufacturing companies for sale, two owned by a publicly listed (NYSE) parent firm.
     
  2. Additionally, Calgary obtained and structured an asset based loan (ABL) for a manufacturing company and advised on debt refinancing for a shopping center (CMBS basis). Also, provided initial "due diligence" services to the CEO of a $1.2 billion company in relation to a potential medical device manufacturer investment/acquisition target.
     
  3. Calgary provided services related to the business management and financial restructuring and development of both corporate and residential real estate assets.