Provided strategic planning and product costing analysis to this technology-enabled agency and SAAS media-technology provider.
Developed strategic plan and financial models for theatrical motion picture and television production slate, for this digital animation studio.
Provided guidance regarding financial reporting infrastructure and providers of audit and tax services in this provider of digital rights management and OTT broadcast software as a service.
Secured $22 million investment from a Taiwan sovereign fund in this $100 million motion picture investment fund, a subsidiary of Rhythm & Hughes Studios (“Life of Pi“). Also developed strategic plan and motion picture financial models.
Provided strategic plan used as the basis of funding for this theatrical motion picture development and production company. The third motion picture of the funded slate was the acclaimed “Hidden Figures“, which grossed $230 million worldwide.
Provided start-up capital, offering memorandum, business planning, board-of-directors guidance, and ongoing strategic planning and analysis for this award-winning wine company in Healdsburg, CA. Acquired by Gallo in 2011, the label has grown in excess of 50% annually since its introduction, and is now one of the largest-selling wines worldwide.
Provided interim CFO services, strategic planning, negotiation and bank-financing structuring and ongoing management, Board of Directors guidance to this theatrical motion picture producer and distributor (“Black Swan”, “Shutter Island”, “Holes”, “Urban Legend”, “Thin Red Line”, “Zodiac”, and many more.)
Provided start-up capital, strategic planning services, business models, and secured strategic investment for this provider of cloud-storage performance optimization technologies software as a service. Acquired by Sun Microsystems, now Oracle Cloud Solutions.
Provided advisory services for transactions including the $33 million acquisition of New Frontier Media, creating a cable-television powerhouse with channel carriage to more than 300 million households worldwide. Other transactions included commercial and retail real estate totaling more than $100 million.
Developed strategic plans and financial model resulting in the equity financing for the company and film slate that included “My Big Fat Greek Wedding“ and 40 other theatrical motion pictures.
Managed planning and financing of domestic and international release of the blockbuster “My Big Fat Greek Wedding“. The theatrical release was 12 months worldwide, generating $241 million in North American box office, and $133 million international box office.
Advised Don King Productions on transactions involving his boxing match film library licensing and exploitation, and in other media investment opportunities.
Assembled Epic library of motion picture exploitation rights to 1045 movies, including “When Harry Met Sally”, “Platoon”, “City Slickers”, “Misery”, “Malice”, “Mr. Mom”,
“The Graduate”, “Hoosiers”,
“Blue Velvet”. Acquired by Polygram Films for $225 million.
Advised this manufacturer of miniature high-resolution remote control video cameras in financial restructuring, developed financial forecasts and business plans.
Advised the founders of this global brand fashion manufacturer and retailer in their sale of the company to their Hong Kong-based partner in Asia, who later took it public.
Advised this data-management technology SAAS company (~$1 billion in revenues) in their successful management buyout.