Recent Engagements

Representative engagements involving 3G Partners and its principals:


· Represented board of directors for non-profit retirement community in $100+ million public debt offering.

· Performed operations assessment for an operating unit of a large, privately held business and developed action plan to improve financial performance and cost accounting.

· Performed internal controls review for a prominent charitable organization.

· Developed the business plan, industry feasibility study, and represented the developer in seeking SBA 504 financing for a $10 million development project.

· Assumed a liaison position for a business in default with its existing lending, while participating in project refinancing that alleviated strained working capital.

· Served as interim CEO for a start-up software firm pending funding and retention of a permanent CEO.

· Conducted a financial evaluation of the costs/benefits of the sale and lease back of a manufacturing firm’s main plant.

Consulting due diligence capital solutions