REPRESENTATIVE ADVISORY CLIENTS
Solatube manufactures state-of-the-art high performance daylighting systems for use in a wide range of residential, commercial, institutional and industrial buildings. Solatube uses patented advanced optics technology to significantly improve the way daylight is captured, transferred and delivered into buildings.
Tzell Travel Group
Tzell Travel Group is currently ranked first among the nation’s largest corporate travel management companies, according to Business Travel News, offering a broad product line of cost containment, meeting services and comprehensive travel management programs.
National Truck Protection
National Truck Protection Co., Inc. is the leading independent provider of warranty and service contracts to the North American trucking industry. NTP, celebrating over 30 years, provides private label warranties to major OEMs as well as extended service contracts to the used truck segment through its extensive network of corporate and independent dealers. NTP provides the most comprehensive repair and breakdown management services in the industry.
Advised west coast start-up private debt firm to help them build out origination, underwriting, and portfolio policies, procedures, and infrastructure.
Advised two multi-billion dollar investment firms to bid on two separate large private debt portfolios.