A representative sample of the restructuring, finance transformation, and advisory work we have done for lower middle market companies. Each engagement is detailed fully — with real numbers, honest context, and a specific account of what we did and why it worked.
A well-established craft brewery buried under $6.51 million in debt — accumulated through pandemic shutdowns and a premature production expansion. Conventional options were unavailable. We executed an Article 9 UCC disposition that settled $3.64 million in senior debt for $50,000, extinguished $632,000 in trade payables, and kept every employee working, uninterrupted, through the transition.
A growing restaurant group with a failed ERP implementation and two years of unauditable financials. A capital raise was blocked until the books could be independently verified. We rebuilt the full financial history from primary source documents, overhauled the ERP configuration, and engaged the audit firm in parallel. The independent audit by a top-tier CPA firm passed.
The operational systems engagement that ran alongside the financial rebuild. We designed the physical SOPs that hourly back-of-house staff follow when produce arrives at 5am — then built the inventory management configuration, systems integrations, and AI automation layer on top of them. $2.44M in annualized savings. 50+ management hours returned each week.
Following the finance transformation, the same company retained us to lead their growth capital raise. We built the integrated financial model, investor materials, and investment memorandum — and managed all diligence requests directly to keep deal momentum intact. The raise closed, funding the buildout of three new locations.
Every engagement begins with a candid, confidential call — no pitch, no pressure. Most people leave with a clearer picture of their options regardless of whether we work together.