Current Engagements

Our Client (the “Company”) is a logistics and delivery company with over 20 years of experience, specializing in providing reliable service for the “last mile” of the supply chain across 32 states. Of total revenues, 50% are generated from top-100 customers, with an additional 1,000+ clients making up the balance. A large portion of revenue is related to the delivery of auto parts sold via retail, wholesale, and car dealerships, where timely delivery of parts is essential and for which demand is constant throughout all economic cycles. The Company provides on-demand, same-day, or next-day delivery services. The Company operates as an “asset-light” business, utilizing over 5,000 Independent Contractors (“I/C”) drivers nationwide. These drivers own & operate their vehicles and are paid based on the completion of a delivery. The Company charges a fuel surcharge based on current fuel costs which contributes to profitability The Company recruits Independent Contractors (“I/C”) drivers nationwide and employee drivers in Western states. Customer churn is low because the Company economically removes the burden of managing driver turnover from its clients by providing that service with a reliable 98%+ on-time performance. The Company does not compete based entirely on price, as most customers consider the size, capability, capacity, and performance history as essential components to a business relationship. Our Client is one of the largest players in the industry. The Company has lined up an immediate pipeline of existing and new customer business which will enable it to double sales by April. Higher sales will enable our Client to rapidly return to profitability. In order to meet its interim supply chain, working capital, and other runway needs, the Company is in the process of closing a related party loan totaling $500K to pay-off aged AP and improve working capital.

Our Client is an IT services organization founded in 2009 that provides end-to-end IT solutions, strategic technology consulting, and offshore product development services worldwide. The Company’s ultimate parent is headquartered in India and is publicly traded on the Bombay Stock Exchange. A significant portion of all revenue is sourced from over 70 US clients. The Company is a leading enabler of digital transformation, digital connected, SAP, outsourced product development, digital commerce, and marketing services with a focus on ISMAC (Internet of Things, Social, Mobile, Analytics, Cloud) technologies for customers located primarily in India and the US. Our Client works with the top eCommerce companies, digital wallet providers, and large airlines and was recently named one of the fastest growing technology companies in India.

Our client (the “Company”) is a privately held C-Corp founded in 1994 operating as a commercial pasta and sauce manufacturer. It developed a reputation as a producer of the finest quality frozen pasta products based on its ability to match restaurant chefs’ small batch sauce recipes at commercial scale. The Company sells its products to regional and national frozen entree food manufacturers and food service distributors. Over the past 12 twelve months, the Company has nearly emerged from a turn-around process that has included (i) reducing platform costs, (ii) recapitalizing its financial position, (iii) successfully executing on its sales strategy to transact as an in-line supplier with tier-1 co-manufacturers, (iv) adding a next-level food manufacturing COO and CFO to its senior management team, and (v) laying the groundwork for the launch of a shelf stable bottling line that will round out its product offering. The Company has lined up an immediate pipeline of existing and new customer business which will enable it to double sales by April. Higher sales will enable our Client to rapidly return to profitability. In order to meet its interim supply chain, working capital, and other runway needs, the Company is in the process of closing a related party loan totaling $500K to pay-off aged AP and improve working capital.

Our Client (the “Company”) is a publisher that has been operating for 55 years. The Company is engaged in the publication and sale of books covering educational and evergreen content, cooking, and children’s books. In addition, it cross-sells gift items such as tote bags branded to complement the book’s subject matter. Educational book sales represent 30% of total revenue; 70% is sourced from non-educational content & gift sales. The Education segment sells over 180,000 books and digital licenses annually to more than 500 schools that often prefer to purchase from smaller publishers over significantly larger competitors. Non-educational books and gift items are sold through Amazon, chain bookstores, wholesalers, and local book and gift stores.

Our Client (or the “Company”) is a flavor development business founded in 2016. The founders previously created and sold a very well-known brand for over $400MM and are uniquely capable of leveraging their experience in product formulation, protein architecture, marketing, and branding. The Company works with all size companies, including major food and beverage consumer brands, to provide the flavoring ingredients for functional products, including energy drinks and shakes. It also develops products in collaboration with its customers’ R&D divisions.