Financial Advisory Services

Article 9 Sale of Insolvent Naval Shipbuilding Subcontractor

As Chief Restructuring Officer of an insolvent 50-year old naval shipbuilding subcontractor, Stapleton exceeded the secured lender’s recovery expectations and preserved jobs through an Article 9 sale.

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Financial Advisor to Multi-National Computer Refurbisher

A secured lender was on track to accept a $2 million recovery on its $14 million loan to a computer refurbishing company via a forced liquidation of the company’s assets. As financial advisor to the multi-national company with operations in the U.S. and Mexico, Stapleton Group demonstrated the benefits of a going-concern sale instead, and successfully recovered $7 million for the secured lender.

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Receiver of Healthcare Businesses in Partnership Dispute

Stapleton Group profitably managed a surgery center, medical office building and personnel company while crafting, mediating and implementing a settlement between there feuding surgeon-owners and lawyers.

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Financial Advisor for IPA of Physicians

Stapleton Group creatively restructured debt owed by an IPA with high fixed costs to the medical center it was contracted with to provide primary care services for its employees.

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Federal Regulatory Receivership of Oil & Gas Company

As Federal Regulatory Receiver, Stapleton Group transformed an insolvent business to cash flow positive through capital improvements, operational improvements and creditor negotiations. Stapleton helped sell the company as a going concern to salvage a return for its defrauded investors.

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Receiver & Bankruptcy Monitor of 5 Urgent Care Clinics

After determining the 5 clinics’ bank was at risk of repayment due to poor cash flow and a pending $2 million wage-and-hour class action lawsuit, Stapleton managed the business as receiver while successfully negotiating a going-concern sale of 3 clinics to their hospital-landlord, then as monitor after the business filed for bankruptcy.

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Financial Advisor to Bank Regarding Seafood Distributor

Stapleton researched questionable operating procedures inflating the company’s borrowing base and resulting in an over-advance.  With our findings, the bank was able to make an informed decision about its $40 million loan commitment.

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Financial Advisor to Electrical Engineering Company

After an electrical engineering company servicing the oil and gas industry defaulted on its loan agreement, Stapleton Group negotiated a forbearance, completed due diligence and intermediated a refinancing with the lender.

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Financial Advisor to $200MM Real Estate Company

Stapleton Group determined a 75-year old family-owned business could not survive until its clients recovered, but would have value to a strategic buyer. The company’s owners agreed with our conclusion and the business was sold, generating sufficient proceeds to pay the bank in full as well as provide an equity return to the owners.

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Federal Regulatory Receivership of Investment Fund

After a complaint was filed by the Securities & Exchange Commission (SEC) against an investment fund alleging securities fraud and orchestration of a Ponzi scheme by the key principals of the investment manager, Stapleton located, managed and sold assets to achieve a recovery for the investors. Our process involved an elaborate forensic accounting of the sources and uses of investor contributions. Our conclusions aided the SEC in securing a Motion for Summary Judgment against the defendant and individuals involved with orchestrating the Ponzi scheme.

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