• Trivergance brought in Soros Fund Management as an equity partner
  • Credit Suisse led the debt financing
  • Trivergance also contributed operational skills and proprietary management systems to reconfigure the business for growth and improved ROI
  • Upon close, David Palmer was named President/CFO and 6 years later named CEO (2013)
  • (As) Vice Chairman Lowell Kraff provided strategic and financial guidance, and sourced M&A opportunities
  • Sourced investment from Wellington Management to create anchor investor support for anticipated IPO
  • Instrumental in sourcing, structuring and negotiating seven M&A transactions and multiple bond offerings
  • Jerry Stone led a 15-20 person team with diverse roles/aptitude/capabilities, managing marketing strategy, advertising, lead generation, web/digital asset development, Public Relations, and resort collateral
  • Re-positioned brand, re-engineered messaging, and developed low-cost, high-impact brand awareness initiatives (e.g. Undercover Boss)