Current & Past Engagements
DJ Rock City
DJ Rock City
DJ Rock City is widely recognized as one of the top DJs in Chicago and around the world. Athena assisted his company, Rock City Group LLC, in business planning and capital formation for an exciting new product. www.djrockcity.com
Industry: Business Services
Services: FirstCFO, Business Planning & Modeling
Great Dental Websites
Great Dental Websites
Great Dental Websites is an outsourced provider of digital marketing services for the dental industry. Business success led to a need for growth planning and additional infrastructure. Athena assisted in financial planning and implementation of a could-based accounting system.www.greatdentalwebsites.com
Industry: Business Services
Services: FirstCFO, Business Planning & Modeling, Accounting
Infinite Buyer
Infinite Buyer
As consultant, Athena provided a variety of business planning, financial systems, and finance & accounting services. www.infinitebuyer.com
Industry: Consumer Internet
Services: FirstCFO, Business Planning & Modeling, Accounting
Comfort Keepers
Comfort Keepers
For over a decade, Comfort Keepers has provided quality, loving, in-home senior care for families just like yours. We customize care plans that provide the right mix of services to preserve your loved ones' independence, maintain in-home safety, and enhance quality of life. Athena assisted regional franchisee with M&A initiative to acquire additional franchise locations. www.comfortkeepers.com
Industry: Consumer Services
Services: M&A, Due Diligence, Capital Formation
Crystal Clear Rx
Crystal Clear Rx
Crystal Clear Rx provides software and consulting services to companies which help optimize their Pharmacy Benefit Programs. As CFO, Athena assisted the company with business planning efforts and helped the company prepare to raise growth capital. www.crystalclearrx.com
Industry: Software
Services: Business Planning & Modeling, Capital Formation
Lucky Corridor
Lucky Corridor
A $350 million, independent electricity transmission project in New Mexico. As CFO, Athena assisted with business planning and modeling (including FERC regulated accounting and tariff calculations) and capital formation efforts. www.luckycorridor.com
Industry: Energy Transmission
Services: Business Planning & Modeling, Capital Formation
Twoology
Twoology
Led by the founder of Great Expectations, the world's largest dating service, and co-creator of TV's LoveConnection and Taildaters, Twoology is a website and collection of apps focused on long term relationship management and couples happiness. As CFO, Athena assisted the company with business planning, capital formation and financial operations. www.twoology.com
Industry: Consumer, Software, Social Media
Services: Business Planning & Modeling, Capital Formation
SolarGen USA
SolarGen USA
SolarGen is a Colorado based company focused on developing construction-ready sites for solar energy production. Athena assisted the company with securing bridge loan capital for the development of a solar facility in Heron California. www.solargenusallc.com
Industry: Energy
Services: Capital Formation
Talent Discovery
Talent Discovery
A start-up software and social media company. Talent Discovery merges the excitement of traditional TV shows like America's Got Talent and American Idol with the technology of YouTube/online video viewing. As consultant, Athena helped prepare and position the company to raise additional equity capital and provided a turnkey finance and accounting solution.www.talentdiscovery.com
Industry: Social media, Software
Services: Business Planning & Modeling, Capital Formation, Finance & Accounting
Geo-Helical
Geo-Helical
A helical pier technology and manufacturing firm engaged in an intellectual property licensing initiative. As consultant, Athena helped company with formation and partnership matters as well as strategic planning and IP licensing. www.geohelical.com
Industry: Manufacturing, Construction
Services: Business Planning, Entity Formation, IP Licensing
5280 Acquisitions
5280 Acquisitions
An opportunistic investment firm engaged in the purchase and sale of single family foreclosures, short sales, and REO properties. As consultant, Athena assisted the firm with business planning and modeling and capital formation efforts.
Industry: Residential Real Estate
Services: Strategic & Business Planning, Capital Formation
Spinnaker Management Group
Spinnaker Management Group
A leading supply chain management firm engaged in an M&A growth initiative. As CFO, Athena helped source, underwrite, and negotiate distressed M&A transactions. Closed a distressed company transaction that nearly doubled company revenue and net income. Assisted company with long-term, strategic and business planning and capital formation efforts. www.spinnakermgmt.com
Industry: Logistics & Supply Chain Management
Services: M&A, Capital Formation, Strategic & Business Planning
H2X
H2X
A super regional hydro-excavation company serving the construction and oil & gas industries. As consultant, assessed the company's organization, operational and financial processes, procedures and business plans and made recommended changes in order to take advantage of market opportunities. www.h2xinc.com
Industry: Construction
Services: Due Diligence, Strategic & Business Planning
Carapace Capital
Carapace Capital
A newly-formed, private equity firm focused on distressed operating company investment opportunities. As Principal, helped to refine investment criteria and created collateral material and web presence. Sourced, underwrote, and negotiated private equity investments in multiple basic-industry and business service verticals.
Industry: Private Equity
Services: Due Diligence, M&A
Integrated Resource Development
Integrated Resource Development
A developer of wind and solar energy resources in central plains and western United States. As a consultant, Athena assisted with company with business planning and modeling and capital formation efforts. Acquired by SolarGen USA. www.irdevelopment.net
Industry: Renewable Energy Development
Services: Strategic & Business Planning, Capital Formation
NESCO
NESCO
A private equity roll-up of Energy Services Companies (ESCOs). As a consultant, assisted company with business planning and acquisition criteria, crafted financial presentation, and created financial models. Funded as OpTerra Energy Group by GFI Energy Group of Oaktree Capital Management. www.opterraenergy.com
Industry: Energy Services
Services: M&A, Budgeting & Forecasting, Strategic & Business Planning
Taproot Foundation
Taproot Foundation
A national, not-for-profit engaged in the spin-off of a for-profit, software and professional services venture. As a consultant, Athena assisted the company with strategic and business planning leading to successful raise of seed capital from a strategic investor. www.taprootfoundation.org
Industry: Software, Business Services
Services: Budgeting & Forecasting, Strategic & Business Planning
CapTerra Financial Group
CapTerra Financial Group
The turnaround and restructure of a publicly traded real estate finance company. As CEO, and on behalf of controlling investors GDBA Investments and Bohemian Investment Company (an investment vehicle of Stryker), executed debt and equity restructuring, settled pending litigation and formulated action plans for workout of troubled asset portfolio. Revamped business model, changed company name, and implemented a broad operational restructuring. Subsequently acquired by NexCore Healthcare Capital Corp. www.capterrafinancialgroup.com
Industry: Financial Services, Commercial Real Estate
Services: Capital Formation, Financial & Operational Restructuring & Workouts, Budgeting & Forecasting, Strategic & Business Planning, Metrics & KPIs
GDBA Investments
GDBA Investments
A family office holding a diverse portfolio of venture capital and private equity investments in several industries including technology, software and businesses services. As CFO, helped the fund restructure its operational and financial planning and reporting, restructure certain liabilities, and worked with several portfolio companies on strategic, business planning, and capital formation efforts. www.gdbainvest.com
Industry: Family Office, Private Equity, Venture Capital
Services: Due Diligence, M&A, Budgeting & Forecasting, Strategic & Business Planning
MVG Development
MVG Development
A private equity-backed, national retail real estate development firm. As CFO, and on behalf of controlling investors Pequot and the Samberg family, lead the recapitalization and restructure of the firm and secured a new senior unsecured line of credit. Settled threatened legal actions and IRS liabilities. Modified and expanded the company's business model, implemented a new accounting and ERP system, and implemented a broad operational restructuring. www.mvgdev.com
Industry: Commercial Real Estate
Services: Capital Formation, Financial & Operational Restructuring & Workouts, Budgeting & Forecasting, Financial Systems, Strategic & Business Planning, Metrics & KPIs
Mustang Capital Partners
Mustang Capital Partners
A private equity firm focused on secondary market investment opportunities. www.mustangcapital.com
Industry: Private Equity
Services: Due Diligence, Business Planning
Daptiv
Daptiv
The restructure and recapitalization of an enterprise software company. As CFO, revamped the company's accounting system and invoicing process. Executed a restructure of the senior executive team. Negotiated an $8.6M subsidiary merger and $4M recapitalization transaction. Subsequently acquired by Parallax Capital Partners. www.daptiv.com
Industry: Software
Services: Capital Formation, M&A, Creditor Restructuring & Workout, Budgeting & Forecasting, Accounting Systems, Strategic & Business Planning
Constellation Real Technologies
Constellation Real Technologies
The investment and subsequent liquidation and windup of a strategic venture capital fund. Invested in numerous software and business services companies. Exited several investments and executed a secondary market transaction with the fund's remaining assets. Limited partners included JP Morgan, Morgan Stanley, TIAA-CREF, Equity Office Properties, Starwood Hotels and more than a dozen other Fortune 1000, 500 and 200 companies. www.constellationllc.com
Industry: Venture Capital, Software, Business Services
Services: Due Diligence, Budgeting & Forecasting, Strategic & Business Planning, Liquidation and Windup
FacilityPro
FacilityPro
A procurement BPO services firm. Renamed Prosero and subsequently acquired by Spinnaker Management Group. www.spinnakermgmt.com
Industry: Procurement, BPO
Services: M&A, Due Diligence
ePropertyTax
ePropertyTax
A software and professional services company which provides an end-to-end solution for corporate property taxes including data management, finance, and bill payment. Acquired by Thomson Reuters. www.onesource.thomsonreuters.com/solutions/property-tax/property-tax-us
Industry: Business Services, Software
Services: Due Diligence, M&A, Strategic and Business Planning
Accruent
Accruent
An enterprise software company providing a comprehensive suite of location management solutions for the operation and management of real estate and corporate facilities. Acquired by Vista Equity Partners.www.accruent.com
Industry: Business Services, Software
Services: Due Diligence, M&A, Strategic & Business Planning
