Marine (2001-2002): as part of an union organizing
campaign, retained by various maritime unions to conduct an extensive
review of the offshore transportation industry, as well as Trico,
a company that transports construction materials, crews and supplies
to offshore oil and gas-drilling facilities
Ltd. (2001): working with management, USWA and community
leaders, performed a pre-feasibility assessment of an employee-led
buyout of an SBQ producer in Ohio. Offered recommendations and determined
that majority ESOP was not feasible for this critical niche producer.
Cleveland West (2001): assessed the current technology
and investigated the alternative of installing new EAFs at LTV's
Cleveland West facility
Tice Co., Inc. (2001-2002):
developed a business plan, financial pro forma and assisted
with securing equity and debt financing for ownership transition
of export services company.
J & L Structural
Chief Restructuring Officer under Chapter 11 bankruptcy proceedings
responsible for management oversight & business sale. Restructured
management, improved operations, prepared offering memorandum and
identified potential buyers.
Group (2000): assessing electrode business performance
and making improvement recommendations on behalf of management and
unions at two plants.
Spartan Stores (2000):
evaluating incentive plan at Grand Ripds, MI and Plymouth, MI warehouse
in cooperation with the Teamsters
(2000): developed business plan for a multi-media
firm seeking to encourage boxing reform by creating an independent
writers poll and broadcasting quality events.
Steel (2000): working with management and USWA to
develop new strategic plan to improve the company's profitability
through the development of value-added products.
Forging (1999-2000): assessed company performance
on behalf of USWA, management and State of Pennsylvania and identified
buyer that acquired the business.
Iron Ore Conference (2000): presentation on steel
industry trends and implications for the Iron Range to New Horizons
Conference sponsored by the State of Minnesota.
Steel/Armco Merger (1999): presented analysis of
AK's strategy, and its implications for labor relations following
AK's merger with Armco, to union leaders from both companies.
Line Pilots Association/Delta MEC (1999): advised
the pilots union on Delta Air Lines’ business strategy and
performance in connection with their 2000 contract negotiations.
of South African Steel Projects (1999):
led expert team that assessed feasibility of three proposed South
African mills for Development Bank of South Africa.
AG (1999): presentation to
German analysts and institutional shareholders on risk profile of
Continental General Tire and its parent company, Continental AG,
for the USWA.
Survival Strategies XIV (1999):
panel presentation on Union
Management Cooperation in the 21st Century” before 800 attendees
at the annual steel conference sponsored by World Steel Dynamics
and American Metal Market.
Steel/Massillon (1999): determined
that an employee-led buyout of this stainless mill slated for sale
or shutdown by Bethlehem Steel was not a feasible alternative.
Pittsburgh Steel (1998-9): expert
witness and advisor to WPSC on world steel prices and production
costs for its trade case against Japanese and Russian steel firms.
Industry Analysis (1998):
presentation on the structure and dynamics of the music industry
for the American Federation of Musicians.
Food Services of San Francisco (1998):
warehouse performance improvement effort jointly sponsored by the
International Brotherhood of Teamsters and local Sysco Food Services
Transportation (1998): conducted
financial analysis and valuation for Teamster-sponsored presentation
to Wall Street trucking industry analysts.
Basic Steel Industry Conference (1998):
presented industry analysis to United Steelworker of America delegates
at industry-wide planning conference.
Steel and Wire (1997-98):
developed a strategic plan with Arthur D. Little for the company's
wire division for the firm's Joint Advisory Committee.
Investment Securities (1997):
served as industry expert
to bank team seeking to finance a consortium of international steel
makers bidding on the privatization of a major Latin American steel
Forge and Steel (1997): explored
market feasibility of new product line in connection with proposed
major capital investment.
Steel Middletown (1997): presentation
to the independent union at AK's Middletown plant evaluating the
competitive issues confronting that plant, including the potential
impact resulting from the company's new cold mill complex at Rockport,
and offering strategic recommendations to enhance continued viability.
Witness in Corporate Lawsuit (1997):
prepared report and testimony
for Wilson, Walker, Hochberg, Slopen in connection with major steel
industry lawsuit in Canada.
Media Public Relations (1997):
assisted owner to define objectives, identify partner and negotiate
terms of sale.
Steel (1997-8): advise
and represent United Steelworkers in connection with sale of Canadian
Houston Beam Mill (1997):
evaluated mill performance and future viability for Joint partnership
in response to decision to shut facility.
Ventures (1997): conducted
market due diligence for this venture capital firm in connection
with proposed steel industry acquisition.
Pfister Foundry (1997): due
diligence review of condition and future viability of foundry in
Pacoima, California for the International Brotherhood of Teamsters.
Point Strategic Plan (1996-97): Assist
the labor-management Joint Partnership to develop strategic plan
to enhance long-term viability.
Succession Project (1996-8):
under contract to Ownership Transition Services of the NYS Department
of Economic Development to provide assistance to New York City area
companies at-risk due to ownership succession problems.
Labor Contract Arbitrations (1996-97): advised
United Steelworkers and served as their expert witness on industry
prospects during arbitration proceedings with Bethlehem, Inland,
LTV, National, Republic Engineered Steels and USS/Kobe.
Steel (1998, 1996): two major
assessments of this joint venturer's competitive position and strategic
direction, including an analysis of SBQ, rod and seamless tube.
U.S. Candy Operations (1996):
evaluated Leaf's performance
and strategic plan, including its plan to sell or close two production
facilities, for the International Brotherhood of Teamsters.
Labor Contract Reopener (1996):
advised United Steelworkers and served as their expert witness on
industry prospects during arbitration proceedings with Bethlehem,
Inland, LTV, National and Republic Engineered Steels.