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Among our significant successes, we:
Identified the opportunity for a national retailer, Circuit City, to enter a new arena and alter the way one of the largest industries in America does business. This led to the creation of CarMax, a company that grew to over $1.0 billion in annual sales in less than five years.
Conceptualized and developed a superstore strategy that transformed the office supply industry. Created a retail division, Office America, that grew to over $70 million in annual sales before being sold to a competitor, Staples.
Identified an opportunity to roll-up traditional office products distribution companies. Conceived, financed, & launched The Supply Room Companies, a regional office supply company which has grown to over $60 million in annual sales using this acquisition and consolidation strategy.
Conceptualized, funded and launched FamilyCare America, Inc. - a national resource for caregivers, the organizations to whom they turn for help and companies that offer products and services to this trillion dollar marketplace. FamilyCare America's online resources have been commended in Newsweek, Kiplinger's and The Wall Street Journal and may be accessed for free at www.NationalCaregiversLibrary.org.
Created American Business Cares, a national initiative to help employers understand and address the issues, impacts and costs associated with an aging workforce, an aging population and the mushrooming numbers of working family caregivers. The initiative also makes available low-cost, valuable resources to employers and working caregivers.
Provided corporate development services for AXA Assistance USA, part of the AXA Group, which is ranked 30th on the Fortune Global 500.
Developed product enhancements for a leading provider of investment products and the largest seller of individual annuities in the U.S., The Hartford.
Helped our small business clients secure over $50 million of funding for acquisitions, start-ups, and operating capital.
Provided M&A advisory and corporate finance services in the acquisition of 65 convenience stores through a series of transactions over a two year period.
Sold an under performing portfolio company of a lender in 39 calendar days.
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