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.