Strategic Advisory Services

Reliance National Insurance

Developed strategic approach for structured asset-based financial products for U.S. Insurance company with over $2.6 billion in revenues.

Scholastic Corporation*

Advised management regarding creating investment thesis and selling documents. Marketed IPO and played central role in valuing company which established IPO price.

Sydney Easton

Negotiated a production co-venture with an Asian sourcing company.

Tuffy Auto Service Centers, Inc.

Developed with management an acquisition and internal growth model for the number one rated franchiser of under-car repair facilities which was implemented to grow the company profitably from 150 units to over 250 units over a seven year period.

* Indicates transactions were completed by Avalon Net Worth senior executives while employed at previous firms

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