Embracing Challenges Together


Merchants Bancshares: Assisted in identifying and evaluating its strategic alternatives. Managed sale process that resulted the Bank's sale for $124 million.

Bank of A. Levy, founded in 1882: Assisted CEO and board in addressing fundamental strategic issues. Managed sale to First Interstate Bancorp, subsequently acquired by Wells Fargo, which was then acquired by Norwest.


Strategic thinking without losing sight of day-to-day blocking and tackling.



California Republic Bank: retained us to assist it with identifying and evaluating its subsidiary Bank's strategic alternatives. California Republic Bank was then the largest bank in Kern County. We subsequently managed the process that resulted in the Bank's sale to First Interstate.

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Citizens Trust & Savings Bank of Pasadena, CA, founded in 1912: Managed sale process Chino Valley Bank which subsequently became Citizens Business Bank.


Market leadership without sacrificing profitability, efficiency or human capital.



Norpac Foods: evaluation & acquisition of frozen vegetable processing business adding 40% to gross revenue. Assisted CFO through the Company's first private placement of term debt with institutional investors.

Managed the sale process for P5.ehs, a third party administrator of self-funded health benefit plans.


Preserving the value your team has worked so hard to build.



We advised Providus management and the Board of Directors when it was challenged to develop a new strategy following the Internet contraction. We identified and evaluated various acquisition, divestiture and consolidation strategies.

WD-40: assisted in identifying and evaluating acquisition candidates. We advised the Company through the process of acquiring the Lava Brand.


Thinking and planning ahead.



During the course of our engagement with family-owned HFC, we assisted the shareholders in selling the operating assets to management in addition to restructuring the family holding company's balance sheet.