TRANSACTION ADVISORY SERVICES
- EXPERT SERVICES
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CASE EXAMPLESFundraising for new Platform Technology Converting Natural Gas into Liquid Fuels Corporate Payout Policy and Product Market Competition Assisted a Houston-based Automation System Provider from Progression to Revenue Generation
- TEAM MEMBERS
TRANSACTION ADVISORY SERVICES
Backed by solid technical discovery procedures and a business and operations perspective, we provide objective and discerning buy and sell-side due diligence to our clients. Our credentialed specialists in taxation, GAAP analysis, financial reporting, valuation, corporate finance, credit analysis, and lending, come with extensive executive management, transaction advisory, and operations experience. We routinely develop practices and procedures that assist management with the financial operations challenges commonly experienced just before and after a financial or corporate transaction. Our comprehensive approach in quickly delivering in-depth analysis, due diligence and conclusions to our clients often involves the integration of our experts in financial forensics, banking, economic and actuarial, and capital project management areas.
TRANSACTION ADVISORY SERVICES
Backed by solid technical discovery procedures and a business and operations perspective, we provide objective and discerning buy and sell-side due diligence to our clients. Our credentialed specialists in taxation, GAAP analysis, financial reporting, valuation, corporate finance, credit analysis, and lending, come with extensive executive management, transaction advisory, and operations experience. We routinely develop practices and procedures that assist management with the financial operations challenges commonly experienced just before and after a financial or corporate transaction. Our comprehensive approach in quickly delivering in-depth analysis, due diligence and conclusions to our clients often involves the integration of our experts in financial forensics, banking, economic and actuarial, and capital project management areas.
+ Due diligence, transaction readiness, and post acquisition support
+ Entity structuring
+ Identification/analysis of potential merger or acquisition candidates
+ Financial reporting and GAAP implementation
+ Valuing contracts as options
+ Valuation and purchase price allocation
+ Minimizing the tax implications of a purchase or sale
+ Comprehensive financial and operational due diligence programs
+ Implementation of cost reduction & revenue enhancement opportunities
+ Financial advice to board of directors or principal shareholders
+ Lender assistance in complex negotiations
+ Development of practices and procedures to assist management
+ Risk AssessmentCASE EXAMPLES
Fundraising for new Platform Technology Converting Natural Gas into Liquid FuelsLed fundraising to finance research and development activities for an early stage investment to develop and exploit a new platform technology of converting natural gas into liquid fuels and higher alcohol’s in a highly efficient patented process. Served as Chairman and President and on the Board of Directors. Identified and attracted strategic partner, negotiated and closed a Short Term Research (STR) agreement with Shell Ventures, achieving targeted objectives and moving into subsequent STR agreements with Shell while negotiating similar arrangements with ExxonMobil.
Corporate Payout Policy and Product Market CompetitionThis paper investigates whether product market competition affects managers’ decision to distribute cash to shareholders. Using a large sample of manufacturing firms, we find that firms in less competitive industries have significantly lower payout ratios than firms in more competitive markets. Further, we find that this negative relation between industry concentration levels and corporate payouts is much stronger among those firms whose overall characteristics make them (a) more likely to have high agency costs of free cash flows and (b) less likely to be the target of predation. In general, our results are consistent with the notion that the disciplinary forces of competition induce managers to payout excess cash and with the idea that corporate payouts are the “outcome” of external factors.
Assisted a Houston-based Automation System Provider from Progression to Revenue GenerationAccumyn assisted a Houston based home automation system provider that specializes in delivering an out‐of‐the‐box solution to home builders, integrators and homeowners, offering control and customization through easy to use controls. Although the system developed revolutionary software to make home automation possible, it still required the leadership of a financial professional to transition it to its next phase ‐‐ revenue generation.
Based on the strength of prior services provided, Accumyn was asked to assist the company through our Strategic Outsourced CFO services under the leadership of C. Clifford Wright, Jr. Mr. Wright assisted the company in its fund raising efforts by developing a private placement memorandum. The company is currently seeking $2 million from equity investors for growth capital.
Mr. Wright also led the conversion to an appropriate accounting system, developed the company’s billing process, instituted financial reporting and cash flow management, and helped prepare the company for its national sales rollout.
The company is in talks with a major big box retail chain for nationwide sales and installation.