Current Engagements

Our Client (the “Company” or the “Dairy”) has been in business since 1974 and is engaged in the business of producing dairy milk, replacement stock, growing feed, and generating rental income. The Dairy maintains a milking herd of 1,500-1,600 cows, which can produce up to 49.9 million pounds of milk in a calendar year. The Company has been a reliable partner to one of the largest agricultural cooperatives in the nation, which is the sole purchaser of their milk. The Company conducts business on its large, state-of-the-art dairy facility, which houses their herd of 3,300+ head of cattle. The facility itself is improved with a variety of structures and equipment that allow for each producing cow to be milked 2-3 times per day, generating over 100,000 lbs of milk per day. Ancillary to the dairy facility is a feedlot and farmstead residence, as well as multiple residential and vacation rental properties held by the Company. Prices paid to the Dairy are determined by the cooperative they are a member of, in accordance with Federal Milk Marketing Orders. During the COVID-19 pandemic, demand for milk fluctuated significantly, causing the Dairy to dump milk and rely on increased leverage to fund day-to-day tasks. The Dairy took out a Line of Credit and RE Term Loan with their incumbent lender, the former of which matures on September 1st, 2025 and will not be renewed.

Our Client is a minority woman owned IT services organization founded in 2017 that provides end-to-end IT solutions, strategic technology consulting, and offshore product development services worldwide. The Company is a leading enabler of digital transformation, digital connection, SAP, outsourced product development, digital commerce, and marketing services with a focus on ISMAC (Internet of Things, Social, Mobile, Analytics, Cloud) technologies for customers. Its mission is to empower organizations to create and sustain digital innovation while minimizing development risk and accelerating speed to market. Our Client is seeking to strategically acquire two IT services companies that will significantly enhance their capabilities, market reach, and service depth. The acquisition targets will provide complementary services that seamlessly align with our Client’s core focus areas: digital transformation, AI/ML, and cloud innovation.

Our Client is a privately-held pharmaceutical company that sells, develops, manufactures, and markets generic and specialty pharmaceuticals. Our Client has 4 revenue streams (i) legacy generics, (ii) clinical batch manufacturing, (iii) in-house developed injectable generics, and (iv) in-house developed RTU high-value specialized products( 505b2). The sales team has decades of experience in rapidly launching prescription drug products that are sold through multiple channels, including wholesalers, retailers, pharmacy benefit managers (PBMs), and group purchasing organizations (GPOs). Wholesalers include McKesson, Cardinal Health, and Amerisource Bergen; retailers include Walmart, CVS, and Kaiser Permanente.

Our Client (the “Company”) has been in business since 1967 and grows, sells, packages, processes, and ships raisins worldwide. Currently operating at 45% capacity, the Company can process over 10,000 tons annually and has maintained long-term relationships with over 50 growers. The Company has a reputation for dependable service, meeting the most rigid industry food safety specifications, producing high-quality California raisins, and offering unique packaging options.