Strategic Advisory Services

Accessory Place

Specialty accessory and costume jewelry retailer purchased from Federated Department Stores, Inc. Recapitalization required after company had grown to over 150 stores through a series of acquisitions.

Alor

Avalon Net Worth advised our client, ALOR, to pursue a bridal jewelry brand-building strategy to parallel its fashion focus, and identified EMA Jewelry as an ideal Licensing Partner.

Amboy Group LLC

Advised Amboy Group LLC, an importer and processor of Tommy Moloney's Premium Irish Meats, and Parmacotto America, Inc., the US affiliate of one of Italy's premier producers of cured meats, on their co-packing, marketing and distribution venture.

Bootights

Avalon Net Worth has advised our client, a Principal of a prominent New York City apparel & accessories firm, to partner with Shelby Mason, the creator of Bootights www.Bootights.com, to enable this innovative product Oprah Youtube clip to realize its enormous potential.

Gartner Group*

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

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.

Joan & David

Advised Joan Halpern and her counsel as industry experts on the positioning and marketability of the brand.

Kamob Helicopter Company

Assisted major manufacturer of rotary wing aircraft obtain a United States Trade and Development Agency Grant to investigate the use of U.S. manufacturer's helicopter engines.

Prestige Window Fashions

Assisted this 600-employee producer of custom window blinds to restructure operations while gaining interim support from its asset-based lender, which provided an amortizing over-advance on our advice.

Reader’s Digest Association, Inc.*

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

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

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