In light of the pressures from the O&G sector, and the need for consolidation in the helicopter sector, advised Bristow Group Inc. on its announced acquisition of Columbia Helicopters Inc. Activities include pre-closing integration planning that included the scope of anticipated integration and key metrics to measure success. For multiple reasons, transaction was terminated prior to target closing date.
Advised a foreign air cargo carrier regarding investment in a U.S. company that included identification of potential targets while addressing foreign ownership limitations, expansion of combined global network and identification of combined benefits.
Advised the private equity firm in the acquisition of a maintenance, repair and overhaul (MRO) provider located in South Africa that included financial and operational due diligence, business planning, cash forecasting, marketing strategy and global cash management system to ensure repatriation of funds to the U.S and a defensible transfer pricing methodology.
Led the pre-and post-merger integration of a $7 billion Tier 1 auto supplier that included the identification of key value drivers targeting annual synergies of over $250 million.
Served as financial advisor on numerous merger and acquisition transactions, along with financial and operational advisory support for a number of the firm’s investments. Services included quality of earnings assessment, business planning, operational due diligence, development and implementation of the transition services agreement, and pre- and post- merger integration activities driving target benefits.