Welcome to the January issue of ACM Capital Partners’ Value Line newsletter. In this issue you will find details of three new engagements – a COO assignment for a $40 million manufacturer, an operational assessment for a $20 million heavy equipment distributor as well as an interim CFO role for an aviation charter company.
ACM ENGAGED TO PROVIDE COO SERVICES TO $40M MANUFACTURER
This $40 million equipment manufacturer and its lender have retained ACM to step in as the COO. While financially healthy, the client is transitioning to a high growth model and has experienced challenges in this highly competitive industry.
“This client has grown quickly in three years,” said Jim Martin, Managing Partner of ACM Capital Partners. “In addition to assisting with strategy and structure, our client needs help with forecasting the next 12 months and determining its capital needs. We intend to assist them with this process and plan to hit the market in early March with a financing package.”
TOP FIVE BANK RETAINS ACM TO CONDUCT BUSINESS ASSESSMENT FOR RETAILER
ACM has been retained to provide an operational analysis for a retailer domiciled in Florida. The project will include a physical inventory count and valuation with an analysis of the cash flow of the business for the previous twelve months for each location.
In addition to the assessment, our firm will be asked to assist the borrower with a wind down or liquidation of the business should that become necessary. “We are very excited to work with this top lender on this assignment. We have been performing similar work for other lenders and are happy to begin a relationship with this one,” said Jim Martin.
ACM RETAINED TO PROVIDE OPERATIONAL ASSESSMENT FOR A $20M HEAVY EQUIPMENT DISTRIBUTOR
ACM has been retained to provide an operational review and assessment for this established distributor domiciled in Florida but distributing throughout South and Central America. The assignment will include a review of the client’s profitability by customer as well as its purchasing methodologies and process for fulfilling orders. “We continue to receive requests from both our existing and new clients to provide them with a fresh look at their customer profitability. It is an area in which our team is well equipped to handle,” said Jim Martin.
In addition to providing an operational assessment, ACM has been assisting the family-owned business with hiring a director of sales to lead the Americas.
ACM HAS BECOME THE FINANCIAL ADVISOR TO A CHARTER AIRLINE
The firm has been retained by a small charter airline operator which is experiencing a major growth period. Our professionals plan to build a multi-year forecast for the client, analyze the present sales pipeline and review proposed charter contracts in order to approach the market for capital to support its growth. “This client has been with ACM for a number of years and we have assisted with other investments in addition to this one,” said Jim Martin. “We are pleased to step into this role and help grow this business in 2013 and beyond.” One of the key objectives with this assignment is to help secure additional regional jets either through lease or purchase.