Services, Energy & Industrial

Atasco USA, Inc.

Initiated and advised in the aircraft owner in the sale of thirteen DC9′s to Northwest Airlines

Avitar, Inc.

Serving as an approved AAA arbitrator in a contract performance dispute for an aircraft parts distributor.

Cubic Energy, Inc. (AMEX:QBC)

Avalon worked as the sole placement agent for Cubic Energy, Inc. to raise a total of $1,788,400 in common stocks with warrants via a private placement offering with several institutional investors and current shareholders.

EC Outlook

Rendered a fairness opinion in the acquisition of EC Outlook, a B-to-B global process integration solution firm with mission-critical supply chain, demand chain and financial transaction processing capabilities, by ChemConnect, Inc. an e-commerce leader in optimizing purchasing and sales processes for chemical, plastic and related products.

Fire Com

Represented this producer of commercial fire safety systems in its acquisition of a regional player to expand its geographical reach.

Food Manufacturer

Valued privately held food manufacturer and advised in the sale of a minority interest.

Global Aircraft Leasing

International leasing company with $140 million aircraft fund investing in wide-body commercial aircraft leased to international airlines. As financial advisor negotiated lease termination agreement for two Boeing 747-100 Aircraft with Aer Lingus.

Harvey Research Organization

The largest provider of independent readership surveys for business and trade magazines.


Served as Advisor to an Investor Group in its acquisition of a control interest in this helicopter fractional ownership and charter services company.

On-line service multi-store shopping and time management portal which aggregates local merchants that deliver products.

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

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