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Examples of
Completed Investment Banking & Consulting Assignments
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1.
Mergers & Acquisitions
Click on link for tombstones page. |
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Sale of Coast Plating, Inc. to The 180
Group. New Owner plans an acquisition strategy to expand Coast
Plating. |
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Janas
initiated this transaction, directed the negotiations, and acted as
Financial Advisors to the Company and its owners.
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Sale of Poma Distributing Company, Inc.,
Poma Automated Fueling Co., Inc. and Inland Petroleum Equipment &
Repair, Inc. to Management and Levine Leichtman Capital Partners,
LLC |
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Janas
initiated this transaction, directed the negotiations, and acted as
Financial Advisors to the Companies and ownership. Janas arranged
financing for the Transaction from Comerica Bank. |
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Sale of Anzon Company, Inc. to Micro
Precision Swiss, LLC |
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Janas
initiated this transaction, directed the negotiations, and acted as
Financial Advisors to Anzon Company, Inc. and its Owners and
Management. Anzon is a manufacturer of orthopedic implants. |
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Sale of Econo Lube ‘N Tune, Inc. to
Meineke Car Care Centers, Inc. |
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Janas
initiated this transaction, directed the negotiations, and acted as
Financial Advisors to Econo Lube ‘N Tune, Inc. and its Owners and
Management. |
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Sale of A. Fanticola Companies
Inc., Oil Express Inc. and Lube Acquisition, Inc. to Heartland
Automotive Services, Inc. |
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Janas
Initiated this transaction, directed the negotiations, and acted as
Financial Advisors to Fanticola and affiliates, combining the second
and third largest franchisees to form the largest Jiffy Lube
franchisee. |
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Acquisition of Precision Microcast, Inc.
by Dameron Alloy Foundries |
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Janas
Associates initiated, negotiated and structured the transaction,
coordinated the closing and acted as Financial Advisors to Precision
Microcast, Inc. and its owners. |
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Acquisition of Reservation Center
Inc. by onelink4travel |
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Janas Associates
initiated, negotiated and structured the transaction, coordinated
the closing and acted as Financial Advisors to Reservation Center,
Inc. and its owners. |
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Acquisition Strategies for Barksdale
Control Products |
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Janas Associates
consulted the Company to define acquisition strategies for success
and prepared and presented a Process Training Seminar to Senior
Management. |
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Acquisition of Crush Creative, Inc.
by Merisel, Inc. |
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Janas Associates
initiated, negotiated and structured the sale of assets, coordinated
the closing and acted as Financial Advisors to Crush Creative, Inc.
and its owners. |
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Acquisition of Lake Manufacturing, Inc.,
by White Hawk Holding Co., Inc. |
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We initiated this
transaction and assisted in the negotiations. |
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Acquisition of American Draft Equipment,
LLC, by Micro Matic USA, Inc. |
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We negotiated sale and
terms directly with purchaser of Company. Acquisition used 100%
Leverage Buyout funding previously negotiated by us. |
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Acquisition of Assets of Pastech
Specialties, Inc. by PMD LLC |
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We determined the
structure, negotiated the acquisition, and arranged financing. |
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Acquisition of Superior Tube Pipe
Bending and Fabrication Company by Accurate Tube Bending, Inc. |
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We initiated, negotiated
and structured this transaction, coordinated the closing, and acted
as financial advisors to Superior Tube and its owners. |
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Acquisition Initiative for Delta
Petroleum, Inc. |
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We initiated contact and
negotiations for the potential acquisition of a selected list of
lubricant compound / blenders. |
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Acquisition of Olympic Oil, Ltd. by The
Riverside Company |
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We provided management
consulting services and financial advice to the stockholders of
Olympic Oil, Ltd. |
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Acquisition of Lubricating Specialties
Company by Senior Management and Vintage Capital Group, LLC |
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Janas represented the
majority stockholder and participated in negotiation and closing of
the sale of the company to the Management in a Management Buy Out (MBO). |

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2.
Corporate Finance
Click on link for tombstones page. |
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Term Loan Facility for MASADA Natural
Dead Sea Products |
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We prepared a
Confidential Business Review and negotiated terms of term loan
financing facility. |
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LBO Acquisition Loan and Credit Line for
Growth Partners, Inc. |
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We initiated contact
between borrower and lender, and provided initial financial and
other target company information. |
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Credit Line, Equity, and Licensing
Agreement for Safe Environment Engineering |
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We initiated and
negotiated the bank credit line and served as financial advisor to
Safe Environment Engineering, LLC, in equity and licensing agreement
terms. |
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Term Loan and Credit Facilities for Avia
Painting, Inc. |
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We prepared the
Confidential Business Review, identified the lender, negotiated
terms. |
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Export Financing for Tandis, Inc. |
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Janas Associates
prepared a Confidential Business Review and obtained Export-Import
Bank of the United States (EXIM Bank) financing through East West
Bank to fund the manufacture of an Identity Card Manufacturing
System for the Peoples Republic of China. |
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Management Buyout of Western Wholesale
Copiers, Inc. |
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We acted as financial
advisors to the owners, prepared a Business Plan, negotiated the
buy-out, and assisted in structuring financing. |
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Term Loan Facility for Insight Software |
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We updated the Strategic
Plan, identified the lender, and negotiated term financing. |

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3.
Management Consulting
Click on link for tombstones page. |
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Economic Feasibility Study for Marriott
International Hotels |
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A Janas Associates
principal prepared an economic feasibility study for use in
demonstrating the economics of the proposed development of a
Marriott Hotel in Bangkok, negotiating transaction terms, and
support financing. |
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Strategic Planning for The Hurt Company,
Inc., Port Consolidated, Southern Counties Lubricants, LLC |
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We applied the Janas
Strategic Planning Process to determine the organizational readiness
of each of these Chevron distributors to make acquisitions. |
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Republic of China Tourism Development
Plan |
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The Chairman of Janas
Associates assembled and managed the Professional Team, including
Architects and Landscape Architects, to complete a comprehensive
plan for tourism development for the principal areas of visitor
interest on the island of Taiwan. |
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Strategic Consulting for Value
Enhancement of Royal Truck Body, Inc. |
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Janas Associates
consulted the Company to evaluate Management Objectives and
Opportunities to define Growth Strategies for Value Enhancement. |
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Consulting Services to Sequel
Contractors, Inc. |
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Janas Provided Strategic
Consulting Services to support and define owner goals and
objectives. |
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Confidential Business Review for BBH
Exhibits, Inc. |
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We prepared a
Confidential Business Review for use by BBH in obtaining additional
capital for expansion. |
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Strategic Planning for Pacific Centrex
Services |
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We advised
management on strategic planning issues and provided financial
direction with respect to potential acquisitions. |
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Sales and Marketing Training for KMPG
Peat Marwick |
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We participated through
EMS Network International in a role play and participatory program
designed to teach marketing techniques and assignment opportunity
recognition to the International Tax Division. |
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Strategic Consulting, Northeast Products
Company, Inc. |
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We consulted with
company ownership to determine individual goals, and structured a
management buyout of one of the owner. |
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Malaysia Ministry of Tourism Development
Plan |
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The Chairman of Janas
Associates assembled and managed the Professional Team, including
Architects and Landscape Architects that completed a comprehensive
plan for tourism development for the principal areas of visitor
interest in Malaysia. |
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Strategic Consulting for Value
Enhancement of Anzon Company |
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Janas Associates
completed a financial structuring analysis, recommended structural
changes in operations, and consulted as to strategic alternatives. |
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Process Improvement and Strategic
Planning for Safe Environment Engineering |
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We prepared a Manual and
conducted a facilitation meeting with senior management to review
strategic planning goals, using process improvement, and prioritized
key issues. |
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Expansion of Manufacturing and New
Facility for DocuSource |
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We devised the terms and
contributed to successful implementation of establishing a new
Orange County location. |
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Strategic Consulting for Value
Enhancement of Molding International & Engineering, Inc. |
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Janas Associates
consulted the Company to evaluate Its Operations, Management
Objectives and Opportunities to define Growth Strategies for Value
Enhancement. |
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Turnaround Management Services for LP
Designs, Inc. |
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We worked with
management and staff to update accounting records, modify
manufacturing processes, and improve accountability, which extended
life of this company. |
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Feasibility Studies for LSG Sky Chefs |
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The Chairman of Janas
Associates directed preparation of feasibility studies that resulted
in the development of two Chosun Hotels in the Republic of Korea. |
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Development Plan for Writers Guild of
America West, Inc. |
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We undertook a
feasibility study to determine alternative uses of vacant space in
building owned by Guild to provide additional member services. |
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Strategic Initiative for Lubrizol |
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We consulted with an
internal planning group to define a specific growth initiative. |
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Personnel and Operations Consulting to
Athletic Team Specialties, Inc. |
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We reviewed the duties
of all personnel, prepared job descriptions, and consulted with
management with respect to operating polices. We are acting as
financial advisor to company to effect a regional roll-up in sales
and manufacturing. |
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Confidential Business Plan for DVD
Technologies Corp. |
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We prepared a Business
Plan and a specially formatted Executive Summary for implementation
of strategies. |
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Executive Summary for Above
Technologies, Inc. |
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We served as advisor to
founders and prepared Executive Summary for use in determining
efficacy of proposed new product offerings. |
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