Feb | Andersen Consulting Chicago IL Principal of SBC acted as guest panelist in Palm Beach FL - CEO's Question Equity Research Analysts - session at Chief Financial Officer Executive Forum. |
Jan-Dec | Comm Scan, LLC New York NY Retained by CEO to provide strategic advice including consideration of sale of minority interest. |
Aug | Cyberguard Corporation Fort Lauderdale FL Retained by CEO and CFO to value a warrant attached to convertible debt issue. |
Jun | Financial Management Division New York NY Principal of SBC spoke on Securities Industry Trends at 7th Annual Regional Conference of this affiliate of Securities Industry Association. |
Jan-Dec | Bayview Financial, L.P. Coral Gables FL Reatined by co-majority owner to examine and value alternative opportunities to monetize ownership position. |
Jan-Mar | International Cornerstone Group Portland ME Initial public offering advisor to this catalog direct marketer. Reported to chairman/CEO and vice chairman/founder. |
Jan-Nov | La Tropical Brewing Company, LLC Miami FL Retained by CEO and board of directors to act as strategic and financial advisor to this South Florida brewing company. SBC structured distribution and marketing agreement with Fischer Beverages International, Heineken USA's speciality beer operation. |
Mar | Pennsylvania Merchant Group West Conshohocken PA Retained by president/CEO and managing director/head of capital markets to facilitate formal, day-long review of firm's long term strategic direction. |
Jan-Dec | Renaissance Partners Pompano Beach FL Principal of SBC sat as member, board of advisors, of this troubled business-turnaround and pre-turnaround consulting group. |
May-Aug | Securities Industry Association New York NY Principal of SBC retained to co-edit this trade association's Second Edition of its Capital Markets Handbook. Reported to executive vice president and worked with vice president-director industry studies. |
Nov | "To be public or not to be public....that is the question" Miami and Fort Lauderdale FL Multiple location breakfast seminar targeting undervalued public companies, particularly those with minimal or no securities research coverage. Discussion topics included going private and other structural or strategic approaches to enhancing shareholder value. Co-sponsored with Ernst & Young and Greenberg Traurig. |
Feb-Apr | University of Florida Gainesville FL Principal of SBC acted as course coordinator/visiting lecture for investment banking course offered to second year MBA candidates at Warrington College of Business Administration. |
Apr-Sep | Well American Group, Inc. Miami FL Retained by chairman of board/president CEO to act as financial advisor and placement agent for private equity offering. Engagement terminated when company ran out of cash and suspended operations. |
*Conducted through South Beach Capital Markets Incorporated ("SBC"), an NASD investment bank/broker-dealer, of which Bruce S. Foerster was a co-founding principal.