Projects

Mergers and Acquisitions

• Member of Management Team in pursuit of a private equity financed purchase of a large regional petroleum refiner and retail marketer valued in excess of $1 billion. 
  
  
• Provided valuation of a $2 billion US/Canadian retail network for a private equity investor.
  
  
• Developed a partnership proposal on a 250 facility gas station c-store network between a large regional operator and an international franchisor.
  
  

Expert Witness Testimony

• Testimony for multiple retail gasoline c-store disputes involving:
  
  • gasoline supply and pricing
    
  • real estate transactions
    
  • operational standard of care
    
  • injury liability
    
  • insurance fraud
    
  • franchise operations.
    

Strategy

• Led strategy development for fortune 200 company seeking entry into the C-Store industry with cash management, POS and BOS products.
  

Pricing

• Consultation for US Department of Justice investigation into regional gasoline price collusion among competitors.

Operations

• Consultation for an investment fund. Provided services for gas station c-store retail acquisition, transfer, startup, and operation.
  
  
• Lead retail consultant for private equity acquisition of an integrated refining and marketing company. PSA, transition and operations consultation for branded and unbranded retail facilities.