Philip Fues - Deal Summaries
•Download as DOC, PDF•
0 likes•109 views
See how a $200 million senior credit facility was used by a private equity firm to acquire a large building products manufacturer.
Report
Share
Report
Share
Recommended
Servicing_Oversight_Advisory_December_2016
NewOak provides compliance management and regulatory consulting services to financial institutions. Their services help clients minimize compliance risks, improve customer satisfaction, obtain compliance assurance, and develop mitigation strategies. NewOak's suite of services includes policy and procedures reviews, vendor risk assessments, loan reviews, and remediation services. They have experience in areas like complaint management, monitoring, training, and independent audits. NewOak aims to help clients stay ahead of increasing regulatory challenges through customized compliance solutions.
Cynthia McCarty
Cynthia McCarty has over 15 years of experience in credit management, commercial and federal collections, and dispute resolution. She has a proven track record of reducing days sales outstanding and delinquency rates through comprehensive credit analysis, research, and communication. McCarty holds an Associate of Science in Business and is a Credit Business Fellow through NACM.
maryjomiddletonresume 2016
Mary Jo Middleton has over 15 years of experience in banking and mortgage lending, with a demonstrated track record of exceeding sales goals and identifying issues to reduce risk. She is currently a Business Analyst at JPMorgan Chase where she reviews lending guidelines and procedures. Prior to this role, she held various mortgage origination, processing, underwriting, and servicing positions at banks and credit unions.
Ms office live communications server 2005 implementing (sp1) - Scheda corso LEN
Ms office live communications server 2005 implementing (sp1) - Scheda corso LENLEN Learning Education Network
Lo scopo di questo corso non-MOC è insegnare i fondamenti di Live Communications Server 2005 con Service Pack 1 in preparazione all’esame 70-262: Implementing, Managing, and Troubleshooting Microsoft Office Live Communications Server 2005.Staffing In Slow Econony. November 2008
This article includes tips to reduce personnel expenses while increasing performance!
MS windows server 2008 - Implementing and managing windows server 2008 hyper ...
MS windows server 2008 - Implementing and managing windows server 2008 hyper ...LEN Learning Education Network
L’obiettivo del Corso è fornire ai partecipanti la preparazione e le competenze necessarie per implementare e gestire Windows Server 2008 Hyper-V. Si apprenderà anche come gestire Hyper-V con il Solution Center Virtual Machine Manager (SCVMM) e con PowerShell.Euro Milhoes (Nuvens)
O documento confirma apostas feitas na loteria Euromilhões em 14 de agosto de 2009, incluindo 9 apostas simples com diferentes combinações de números para os sorteios daquele dia, totalizando um gasto de €18.
Uso Recursos Cpe
Este documento presenta una encuesta para docentes sobre el uso de recursos tecnológicos y materiales didácticos provistos por la Universidad Nacional Abierta y a Distancia. La encuesta incluye preguntas sobre la frecuencia de uso del aula de computación, el uso de materiales didácticos en actividades de aula y evaluación, y el uso de recursos entregados por la universidad para actualización, planeación de actividades y desarrollo de clases.
Recommended
Servicing_Oversight_Advisory_December_2016
NewOak provides compliance management and regulatory consulting services to financial institutions. Their services help clients minimize compliance risks, improve customer satisfaction, obtain compliance assurance, and develop mitigation strategies. NewOak's suite of services includes policy and procedures reviews, vendor risk assessments, loan reviews, and remediation services. They have experience in areas like complaint management, monitoring, training, and independent audits. NewOak aims to help clients stay ahead of increasing regulatory challenges through customized compliance solutions.
Cynthia McCarty
Cynthia McCarty has over 15 years of experience in credit management, commercial and federal collections, and dispute resolution. She has a proven track record of reducing days sales outstanding and delinquency rates through comprehensive credit analysis, research, and communication. McCarty holds an Associate of Science in Business and is a Credit Business Fellow through NACM.
maryjomiddletonresume 2016
Mary Jo Middleton has over 15 years of experience in banking and mortgage lending, with a demonstrated track record of exceeding sales goals and identifying issues to reduce risk. She is currently a Business Analyst at JPMorgan Chase where she reviews lending guidelines and procedures. Prior to this role, she held various mortgage origination, processing, underwriting, and servicing positions at banks and credit unions.
Ms office live communications server 2005 implementing (sp1) - Scheda corso LEN
Ms office live communications server 2005 implementing (sp1) - Scheda corso LENLEN Learning Education Network
Lo scopo di questo corso non-MOC è insegnare i fondamenti di Live Communications Server 2005 con Service Pack 1 in preparazione all’esame 70-262: Implementing, Managing, and Troubleshooting Microsoft Office Live Communications Server 2005.Staffing In Slow Econony. November 2008
This article includes tips to reduce personnel expenses while increasing performance!
MS windows server 2008 - Implementing and managing windows server 2008 hyper ...
MS windows server 2008 - Implementing and managing windows server 2008 hyper ...LEN Learning Education Network
L’obiettivo del Corso è fornire ai partecipanti la preparazione e le competenze necessarie per implementare e gestire Windows Server 2008 Hyper-V. Si apprenderà anche come gestire Hyper-V con il Solution Center Virtual Machine Manager (SCVMM) e con PowerShell.Euro Milhoes (Nuvens)
O documento confirma apostas feitas na loteria Euromilhões em 14 de agosto de 2009, incluindo 9 apostas simples com diferentes combinações de números para os sorteios daquele dia, totalizando um gasto de €18.
Uso Recursos Cpe
Este documento presenta una encuesta para docentes sobre el uso de recursos tecnológicos y materiales didácticos provistos por la Universidad Nacional Abierta y a Distancia. La encuesta incluye preguntas sobre la frecuencia de uso del aula de computación, el uso de materiales didácticos en actividades de aula y evaluación, y el uso de recursos entregados por la universidad para actualización, planeación de actividades y desarrollo de clases.
Diritto dell'immigrazione - Scheda corso LEN
Al termine della modalità formativa il candidato sarà in grado di valutare con piena consapevolezza la decisione di assumere cittadini non italiani (comunitari e/o extracomunitari) attraverso la conoscenza delle modalità, della tempistica, dei rischi legali e dei costi legati a tale scelta.
Ten Tips for Web writing
Imaginasium's Ten Quick Tips for writing effective, results-producing Web content — the kind that moves people.
Claudio 1b
Dom y su equipo de corredores callejeros se enfrentan a su mayor desafío cuando un misterioso criminal conocido como "El Amo" los reta a una carrera final por sus vidas y la libertad de Dom. Para ganar, Dom y su hermano tendrán que unir fuerzas con una antigua enemiga, Letty, y trabajar juntos como un equipo para derrotar al Amo y evitar que destruya todo lo que aman.
Temp
This document contains two admission passes for the show MAMA. The first pass is issued to Ethan Milo Lin and specifies that only he can use that pass. The second pass is issued to Isaac William Lin and specifies that only he can use that pass.
Ms sql server 2005 - Upgrading to microsoft sql server 2005 - Scheda corso LEN
Ms sql server 2005 - Upgrading to microsoft sql server 2005 - Scheda corso LENLEN Learning Education Network
Lo scopo di questo corso non MOC è fornire ai database professionals che lavorano in realtà di tipo enterprise le conoscenze per effettuare l’aggiornamento a SQL Server 2005. Poichè non si tratta di Official Microsoft Courseware, il corso segue unicamente il contenuto delle slide Power Point e non include le tradizionale modalità di erogazione.Circular 005-2009/SUNT/A - Reconocimiento Previo, Abandono Legal y Punto de l...
Este documento resume la normatividad vigente sobre reconocimiento previo, abandono legal y punto de llegada hasta el 31 de diciembre de 2009. Explica que hasta esa fecha se aplica la definición de reconocimiento previo del Texto Único Ordenado de la Ley General de Aduanas y no se requiere comunicación previa. También indica que el plazo para abandono legal de mercancías no solicitadas es de 30 días hábiles y para las ya solicitadas es de 30 días calendario. Finalmente, establece que hasta el 31 de diciembre
Ss Rpm Layouts3
The document discusses the importance of teaching children about money at a young age. It states that children should be taught the value of money through chores and allowances so they learn financial responsibility. Children who learn good money habits early on will likely continue those habits as adults and be more successful in managing their personal finances.
0028text[1].Txt.Xhtml
This document summarizes a Scottish court record from 1841 regarding a legal claim by James Sutherland Mackenzie to lands and titles as the heir of his deceased brother, Captain Alexander Mackenzie. The court verified James' claim as the legitimate male heir through multiple generations of the Mackenzie family tree, tracing back to the original grants of land from George Mackenzie in 1688. The judges ruled in favor of James' petition to succeed his brother.
Unidade
O documento fornece detalhes de contato de uma unidade do SENAI no Rio de Janeiro chamada Centro de Tecnologia SENAI-RJ Euvaldo Lodi localizada na Praça Natividade Saldanha no 19 em Benfica.
Problem Spectrum
The document discusses different types of problems along spectrums of simplicity/complexity. It provides examples of:
1) Simple vs complex problems, with simple problems having only one right answer and complex problems having many possible answers.
2) "Hard" vs "soft" systems, with hard systems being more predictable and quantifiable than soft systems.
3) Tame vs wicked problems, with tame problems having well-defined statements and solutions while wicked problems are unique with no definite solutions.
4) Tools and methods appropriate for simple vs complex problems, with more statistical analysis and past solutions used for simple problems and dialogue mapping for complex problems.
Implementing and administering internet information services 6.01 - Scheda co...
Implementing and administering internet information services 6.01 - Scheda co...LEN Learning Education Network
Lo scopo di questo corso è fornire ai partecipanti le conoscenze e gli skill per implementare e amministrare IIS 6.0. Il corso si focalizza sulle caratteristiche architetturali di IIS 6.0 che ne incrementano l’affidabilità, la sicurezza, la gestibilità e le performance. Il corso fornisce inoltre le conoscenze e gli skill per installare, configurare, implementare la sicurezza, monitorare e gestire con successo server e siti Web con Internet Information Services (IIS) 6.0.[M710]-Gestione integrata dei servizi del tempo libero -parte 1
Prima parte del corso Len di Gestione Integrata dei Servizi del Tempo Libero
Teorie della comunicazione pubblicitaria - Scheda corso LEN
Rivolto ad aspiranti pubblicitari, grafici e potenziali committenti di pubblicità; per la comprensione della dimensione culturale della comunicazione pubblicitaria, dal suo glossario alle sue dinamiche e alle sue fasi produttive.
Philip Fues - Deal Summaries
See how a $95 million senior secured credit facility financed the exit from bankruptcy of a major foundry.
Representive Transactions
Hyde Park CG arranged a $14,500,000 construction loan for a 210 unit apartment community in Midland, Texas within 60 days of receiving the full application package. The loan had a 80% loan-to-cost ratio, 75% loan-to-value ratio, and an interest rate of 30 Day LIBOR + 250bps. The loan featured a 36 month interest only term with an option to extend for an additional 24 months.
Taking Stock- Mergers and Acquisitions
Stock Building Supply emerged from a pre-packaged Chapter 11 bankruptcy proceeding in just 55 days in order to accommodate its acquisition by The Gores Group. This type of expedited bankruptcy allowed Stock to reject unnecessary leases, restructure its debt, and emerge debt-free to facilitate its acquisition and turnaround. Since then, Stock has streamlined its operations, standardized processes, upgraded its talent, integrated acquisitions, and expanded its product offerings and credit facilities to resume growth following the housing market collapse.
Website Cases
Spectrum acted as the exclusive restructuring and financial advisor to Southwest Georgia Ethanol LLC, a ethanol manufacturing company that faced a liquidity crisis due to increased corn prices and operational issues. Spectrum helped the company file for Chapter 11 bankruptcy and emerge from bankruptcy in only 11 months with no debt and a potential recovery for equity holders. Spectrum also advised Third Party Logistics company 3PD, Inc. in successfully refinancing its credit facilities when it faced potential covenant violations during the recession. Additionally, Spectrum advised Quixote Corporation, a $100 million company with a hostile debt situation, in its successful restructuring and sale to a strategic buyer, providing shareholders a 3.4x return on investment.
Mergers and aquisitions
The document discusses corporate restructuring and mergers and acquisitions (M&A). It provides an overview of the key reasons for and problems with M&A. Reasons include increasing market power, overcoming barriers to entry, and diversification. Problems include difficulties integrating acquisitions, inadequate target evaluation leading to overpaying, and failure to achieve expected synergies. The document also outlines the M&A process and provides examples of different types of mergers like horizontal, vertical, and conglomerate mergers.
PBH--Resume (2)
Paul Hughes is an accomplished business leader and dealmaker with over 30 years of experience in investment banking, private equity, and executive management. He has extensive expertise in deal sourcing, strategic planning, financing, and enabling companies to meet their business targets. His resume outlines experience as Executive Director of Finance at Harmon International Energy, President and CEO of Pan Asia Biofuels Corporation, and various investment banking roles where he completed over $300 million in financing transactions. He possesses strong skills in financial analysis, negotiation, business development, and presentation.
More Related Content
Viewers also liked
Diritto dell'immigrazione - Scheda corso LEN
Al termine della modalità formativa il candidato sarà in grado di valutare con piena consapevolezza la decisione di assumere cittadini non italiani (comunitari e/o extracomunitari) attraverso la conoscenza delle modalità, della tempistica, dei rischi legali e dei costi legati a tale scelta.
Ten Tips for Web writing
Imaginasium's Ten Quick Tips for writing effective, results-producing Web content — the kind that moves people.
Claudio 1b
Dom y su equipo de corredores callejeros se enfrentan a su mayor desafío cuando un misterioso criminal conocido como "El Amo" los reta a una carrera final por sus vidas y la libertad de Dom. Para ganar, Dom y su hermano tendrán que unir fuerzas con una antigua enemiga, Letty, y trabajar juntos como un equipo para derrotar al Amo y evitar que destruya todo lo que aman.
Temp
This document contains two admission passes for the show MAMA. The first pass is issued to Ethan Milo Lin and specifies that only he can use that pass. The second pass is issued to Isaac William Lin and specifies that only he can use that pass.
Ms sql server 2005 - Upgrading to microsoft sql server 2005 - Scheda corso LEN
Ms sql server 2005 - Upgrading to microsoft sql server 2005 - Scheda corso LENLEN Learning Education Network
Lo scopo di questo corso non MOC è fornire ai database professionals che lavorano in realtà di tipo enterprise le conoscenze per effettuare l’aggiornamento a SQL Server 2005. Poichè non si tratta di Official Microsoft Courseware, il corso segue unicamente il contenuto delle slide Power Point e non include le tradizionale modalità di erogazione.Circular 005-2009/SUNT/A - Reconocimiento Previo, Abandono Legal y Punto de l...
Este documento resume la normatividad vigente sobre reconocimiento previo, abandono legal y punto de llegada hasta el 31 de diciembre de 2009. Explica que hasta esa fecha se aplica la definición de reconocimiento previo del Texto Único Ordenado de la Ley General de Aduanas y no se requiere comunicación previa. También indica que el plazo para abandono legal de mercancías no solicitadas es de 30 días hábiles y para las ya solicitadas es de 30 días calendario. Finalmente, establece que hasta el 31 de diciembre
Ss Rpm Layouts3
The document discusses the importance of teaching children about money at a young age. It states that children should be taught the value of money through chores and allowances so they learn financial responsibility. Children who learn good money habits early on will likely continue those habits as adults and be more successful in managing their personal finances.
0028text[1].Txt.Xhtml
This document summarizes a Scottish court record from 1841 regarding a legal claim by James Sutherland Mackenzie to lands and titles as the heir of his deceased brother, Captain Alexander Mackenzie. The court verified James' claim as the legitimate male heir through multiple generations of the Mackenzie family tree, tracing back to the original grants of land from George Mackenzie in 1688. The judges ruled in favor of James' petition to succeed his brother.
Unidade
O documento fornece detalhes de contato de uma unidade do SENAI no Rio de Janeiro chamada Centro de Tecnologia SENAI-RJ Euvaldo Lodi localizada na Praça Natividade Saldanha no 19 em Benfica.
Problem Spectrum
The document discusses different types of problems along spectrums of simplicity/complexity. It provides examples of:
1) Simple vs complex problems, with simple problems having only one right answer and complex problems having many possible answers.
2) "Hard" vs "soft" systems, with hard systems being more predictable and quantifiable than soft systems.
3) Tame vs wicked problems, with tame problems having well-defined statements and solutions while wicked problems are unique with no definite solutions.
4) Tools and methods appropriate for simple vs complex problems, with more statistical analysis and past solutions used for simple problems and dialogue mapping for complex problems.
Implementing and administering internet information services 6.01 - Scheda co...
Implementing and administering internet information services 6.01 - Scheda co...LEN Learning Education Network
Lo scopo di questo corso è fornire ai partecipanti le conoscenze e gli skill per implementare e amministrare IIS 6.0. Il corso si focalizza sulle caratteristiche architetturali di IIS 6.0 che ne incrementano l’affidabilità, la sicurezza, la gestibilità e le performance. Il corso fornisce inoltre le conoscenze e gli skill per installare, configurare, implementare la sicurezza, monitorare e gestire con successo server e siti Web con Internet Information Services (IIS) 6.0.[M710]-Gestione integrata dei servizi del tempo libero -parte 1
Prima parte del corso Len di Gestione Integrata dei Servizi del Tempo Libero
Teorie della comunicazione pubblicitaria - Scheda corso LEN
Rivolto ad aspiranti pubblicitari, grafici e potenziali committenti di pubblicità; per la comprensione della dimensione culturale della comunicazione pubblicitaria, dal suo glossario alle sue dinamiche e alle sue fasi produttive.
Viewers also liked (16)
Ms sql server 2005 - Upgrading to microsoft sql server 2005 - Scheda corso LEN
Ms sql server 2005 - Upgrading to microsoft sql server 2005 - Scheda corso LEN
Circular 005-2009/SUNT/A - Reconocimiento Previo, Abandono Legal y Punto de l...
Circular 005-2009/SUNT/A - Reconocimiento Previo, Abandono Legal y Punto de l...
Implementing and administering internet information services 6.01 - Scheda co...
Implementing and administering internet information services 6.01 - Scheda co...
[M710]-Gestione integrata dei servizi del tempo libero -parte 1
[M710]-Gestione integrata dei servizi del tempo libero -parte 1
Teorie della comunicazione pubblicitaria - Scheda corso LEN
Teorie della comunicazione pubblicitaria - Scheda corso LEN
Similar to Philip Fues - Deal Summaries
Philip Fues - Deal Summaries
See how a $95 million senior secured credit facility financed the exit from bankruptcy of a major foundry.
Representive Transactions
Hyde Park CG arranged a $14,500,000 construction loan for a 210 unit apartment community in Midland, Texas within 60 days of receiving the full application package. The loan had a 80% loan-to-cost ratio, 75% loan-to-value ratio, and an interest rate of 30 Day LIBOR + 250bps. The loan featured a 36 month interest only term with an option to extend for an additional 24 months.
Taking Stock- Mergers and Acquisitions
Stock Building Supply emerged from a pre-packaged Chapter 11 bankruptcy proceeding in just 55 days in order to accommodate its acquisition by The Gores Group. This type of expedited bankruptcy allowed Stock to reject unnecessary leases, restructure its debt, and emerge debt-free to facilitate its acquisition and turnaround. Since then, Stock has streamlined its operations, standardized processes, upgraded its talent, integrated acquisitions, and expanded its product offerings and credit facilities to resume growth following the housing market collapse.
Website Cases
Spectrum acted as the exclusive restructuring and financial advisor to Southwest Georgia Ethanol LLC, a ethanol manufacturing company that faced a liquidity crisis due to increased corn prices and operational issues. Spectrum helped the company file for Chapter 11 bankruptcy and emerge from bankruptcy in only 11 months with no debt and a potential recovery for equity holders. Spectrum also advised Third Party Logistics company 3PD, Inc. in successfully refinancing its credit facilities when it faced potential covenant violations during the recession. Additionally, Spectrum advised Quixote Corporation, a $100 million company with a hostile debt situation, in its successful restructuring and sale to a strategic buyer, providing shareholders a 3.4x return on investment.
Mergers and aquisitions
The document discusses corporate restructuring and mergers and acquisitions (M&A). It provides an overview of the key reasons for and problems with M&A. Reasons include increasing market power, overcoming barriers to entry, and diversification. Problems include difficulties integrating acquisitions, inadequate target evaluation leading to overpaying, and failure to achieve expected synergies. The document also outlines the M&A process and provides examples of different types of mergers like horizontal, vertical, and conglomerate mergers.
PBH--Resume (2)
Paul Hughes is an accomplished business leader and dealmaker with over 30 years of experience in investment banking, private equity, and executive management. He has extensive expertise in deal sourcing, strategic planning, financing, and enabling companies to meet their business targets. His resume outlines experience as Executive Director of Finance at Harmon International Energy, President and CEO of Pan Asia Biofuels Corporation, and various investment banking roles where he completed over $300 million in financing transactions. He possesses strong skills in financial analysis, negotiation, business development, and presentation.
Hubbard eric resume-va
Eric W. Hubbard has over 20 years of experience in commercial banking, including managing regulatory examinations, loan review, and negotiating problem asset resolutions. He has worked as a consultant helping community banks address regulatory and asset quality issues. Previously he was President and Chief Lending Officer of a bank where he managed loan workouts, reducing non-performing loans by $59 million. He has an MBA with an emphasis in finance and diploma in banking.
CASE STUDY 51. Industry and MarketWells Fargo maj.docx
CASE STUDY 5
1. Industry and Market:
Wells Fargo majors in financial and banking services and has a huge market capitalization due to its worldwide operations.
2. External Environment:
The financial crisis in the US from 2007 to 2009 saw many financial and banking institutions suffering huge losses leading to massive merges to prevent bankruptcy.
3. Internal Environment:
Through the purchase of Wachovia Corporation in 2008, the company improved its new mortgage business and became a top-performing bank in the United States.
4. Financial Analyses:
The acquisition of Wachovia Corporation was worth $ 15 billion. This acquisition accounted for 11.2% of mortgages.
5. Economic Condition for Industry:
Despite the financial crisis, the company achieved high levels of operational efficiency and market penetration by adding about 3400 retail branches for its network.
6. Key Trending Factors: Trending factors include heavy mortgage lending and bank merging.
7. SWOT Analysis.
· Strengths: The Company’s biggest strength is adjustments in the mortgage business.
· Weaknesses: Certain instances of customer and employee dissatisfaction are a weakness that the company has.
· Opportunities: Lack of success by the company’s competitors was its main opportunity.
· Threats: Maintaining the success in the mortgage business through mortgage lending is a threat.
8. Key issues of the case:
Key issues of the study include the financial crisis, economic stress and heavy mortgage lending by banking institutions.
9. Critical issue of the case that needs attention first:
Financial crisis is a critical issue in this study because it has several effects to the society. Therefore, maximum attention has to be focused on this issue.
10. Assumptions in the recognition of this critical issue
The financial crisis affects every person in the society because of the stress it puts on the economy. Assumptions made in the recognition of financial crisis as a critical issue include the following: financial crisis affects everybody, and there is a solution to financial crisis.
11. 2 to three alternatives to address this critical issue
Slashing taxes, cutting regulations and limiting financial leverage are alternatives of addressing the issue.
12. Choose one of the alternatives to implement
Limiting financial leverage is an implementable alternative.
13. Describe the overarching strategy you propose and within which this alternative fits
Imposing strict limits on the financial leverage is a strategy of implementing the alternative.
Encouraging banking organizations to impose strict limits on financial leveraging will reduce the amount spent on leverage.
14. Explain your plan to implement this alternative
Financial and legal functions of any organization are very crucial in implementing objectives put in place.
15. Identify the critical organizational functions of the organization needed for implementation
Financial organizational functions set a limit by which the organiza ...
WJ Bradley's Branch Offering 2
W.J. Bradley Mortgage Capital is a rapidly growing residential mortgage banking firm founded in 2002 and headquartered in Centennial, Colorado. It has over 80 branches across the U.S. and has experienced consecutive years of growth, reaching $6.5 billion in loan volume by 2013. W.J. Bradley strives to operate with integrity and character, focusing on relationships and encouraging clients to rediscover homeownership. It provides a full range of mortgage products and services through in-house processing and a platform to support over 1,500 professionals.
Dewey & le beouf crisis analysis
Dewey & LeBoeuf was formed in 2007 through a merger and grew rapidly through aggressive hiring. However, after the 2008 financial crisis the firm struggled financially. By 2012, 80 partners had left due to poor performance and the firm owed over $300 million. Dewey filed for Chapter 11 bankruptcy in May 2012 and has since closed offices and liquidated assets while investigating potential legal actions.
Dewey & le beouf crisis analysis
Dewey & LeBoeuf was formed in 2007 through a merger and grew rapidly through aggressive hiring. However, after the 2008 financial crisis the firm struggled financially. By 2012, 80 partners had left due to poor performance and the firm owed over $300 million. Dewey filed for Chapter 11 bankruptcy in May 2012 and has since closed offices and liquidated assets while investigating potential legal actions.
5 Ways to Generate Trust in Construction
We outline 5 key practices construction businesses should adopt to generate trust and credibility along their supply chain.
FiscalDoctor Case Studies
The document describes several case studies of companies that worked with FiscalDoctor to address financial challenges:
1) A technology CEO needed accurate financial data to make strategic decisions but different departments provided conflicting estimates; FiscalDoctor provided a framework and worked with departments to improve estimates.
2) A luggage company faced an unexpected $30M inventory issue; FiscalDoctor helped resolve the problem within 6 months and obtain new financing.
3) A services company involved in a legal dispute needed an objective review of economic losses; FiscalDoctor identified additional facts and presentation improvements.
Thomson Management Accomplishments
Maria Thomson is an accomplished insurance industry executive and thought leader. She has held senior actuarial roles at several large insurers where she successfully led initiatives to develop new products, divest unprofitable business lines, and negotiate lucrative deals. Most recently, she founded an independent marketing organization and developed a patent-pending process for rapid online life insurance sales and issuance. She is also an author and speaker on improving insurance penetration in the mid-market through modernized processes.
Scoville Bio
The document profiles Matthew A. Scoville, a partner at Hunton & Williams LLP who focuses on commercial real estate transactions, including acquisitions, dispositions, development, financing, and restructurings. It provides details on his relevant experience representing clients in large commercial real estate deals, financings, and restructurings totaling over $1.3 billion. The document also lists his memberships, events, and recognition as a "Rising Star" by New York Super Lawyers.
Karl miller energy profile
Reliant Resources recently refinanced $6.2 billion in debt to stabilize its operations during a difficult time for the energy industry. Some critics argue these refinancings merely delay inevitable problems by increasing debt levels. Reliant extended $5.9 billion in bank debt and added a $300 million credit line. However, Reliant's CFO states the goal is to improve its credit rating by paying down debt and eventually refinancing on an unsecured basis rather than relying on bank loans. While money is available from distressed debt investors, banks continuing to roll over loans is preventing capital from circulating in the market.
Mortgage Underwriting Support and Solutions for USA Client
The document summarizes a case study of a mortgage lender that was facing challenges with a backlog of loan underwriting work and increasing volumes that were impacting customer relationships and employee morale. An expert mortgage assistance company was hired to help streamline the underwriting process. They analyzed the client's process, standardized best practices, hired experienced underwriters, and established clear guidelines. This helped reduce underwriting times from weeks to less than 48 hours and improved quality, relationships, and business volumes while lowering costs.
Game Overe...or... Overtime
This document discusses strategies for modifying commercial real estate loans that are facing difficulties. It provides two case studies as examples. The document outlines who the key players are that work on loan modifications, why lenders engage in modifications, and how the modification process works through setting up evaluations, creating negotiation strategies, and implementing solutions like note restructures, forbearance periods, and debt paydowns. Industrial, office, and retail properties of certain types and loan sizes are identified as good candidates for modifications. The case studies demonstrate solutions like replacing tenants, releasing guarantors, restating loan terms, and purchasing annuity products.
Innovative Financing Options for Contractors - WJ Bradley Powersaver Loan
Innovative Financing Options for Contractors - WJ Bradley Powersaver LoanCenter for Sustainable Energy
n today's economy, it's tough for homeowners to find financing for their energy efficiency and renewable energy upgrades. This free workshop introduces a wide variety of residential clean energy financing products for energy efficiency, solar PV and solar thermal installations.
We will also cover current clean energy rebates that also help bring down project and financing costs, improve the customer's ROI and increase the chance for contractor sales. Don't miss this opportunity to ask questions and talk with representatives from financial institutions over a networking lunch. Breakfast will also be provided.
Space is limited, so register soon!
Who Should Attend?
Contractors working in the clean energy industry including:
Home Performance Contactors
Energy Advisors
HVAC Contractors
Insulation Contractors
BPI Certified Professionals
Solar Contractors
Solar Integrators
Delta inc. and pink tree case analysis
Delta Inc. faces a critical issue with its receivables management and cash flow problems due to its major partner Pink Tree Finance declaring bankruptcy. Delta's liquidity ratios are significantly below industry averages, indicating it may struggle to pay debts as they come due. Pink Tree's financial statements showed signs of financial distress prior to bankruptcy through very low liquidity and high debt ratios. Delta relied too heavily on referrals to Pink Tree and needs to diversify its business partners and improve policies around managing receivables and assessing client risk. To solve its immediate cash needs, Delta will need to explore financing alternatives to fund a $100,000 deposit for a new real estate project.
Similar to Philip Fues - Deal Summaries (20)
CASE STUDY 51. Industry and MarketWells Fargo maj.docx
CASE STUDY 51. Industry and MarketWells Fargo maj.docx
Mortgage Underwriting Support and Solutions for USA Client
Mortgage Underwriting Support and Solutions for USA Client
Innovative Financing Options for Contractors - WJ Bradley Powersaver Loan
Innovative Financing Options for Contractors - WJ Bradley Powersaver Loan
Philip Fues - Deal Summaries
- 1. Major Building Products Manufacturer Challenge: The Company represented an acquisition by an important equity sponsor group. One of the challenges was getting an understanding of the financials of nine reporting business segments of this building products conglomerate. The deal structure included a $200 million senior credit facility and a high yield bond issue. Solution: My analysis and industry research demonstrated the company’s strong financial performance and ability to weather cyclical downturns. I worked well with several third-party consultants and Bank of America’s syndication group to successfully close and syndicate the credit facility. Impact: This was a high profile credit, the closing of which further deepened our relationship with the New York-based equity sponsor group.