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Mandate: Healthcare Industry

BACKSTORY: An auditor that recovers overpaid medical claims on behalf of large organizations that include unions, school districts, and third-party administrators, the company has spent several years developing and improving industry-leading systems and processes that identify overpayments.

SOLUTION: Implement accounting best practices and make strategic introductions to help advance client’s growth agenda:

Restructure existing senior debt and find alternative sources for equity and near equity capital
 
Structure a preferred shares term sheet
 
Connect to a network of strategic and commercial partners
 
Upgrade accounting practices to institutional levels and maintain a continually refreshed data room
 
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Mandate: Healthcare Industry

BACKSTORY: Currently comprised of three dental lab facilities in upstate New York, this company was established by industry experts in 2016 to provide high quality dental restorations, excellent value, reliable service, and quick turnarounds using U.S.-approved materials.


SOLUTION: Assist with reaching a level of stability that could be of interest to potential equity partners:

Balance sheet realignment/debt restructuring
 
Institutionalization of books, records and accounting systems
 
Identification of more permanent debt partner
 
Advise on acquisition pipeline
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Mandate: Consumer Industry

BACKSTORY: An innovator within its industry, this company is an electronic table game manufacturer and mobile gaming provider to cruise ships and regulated casinos. It believes its proprietary gaming platform is the future of electronic table games, offering an unrivaled user experience, operating efficiency and profitability.


SOLUTION: Guide the company through steps that could help it become a leader in its fast-growing industry:

Balance sheet realignment/debt restructuring
 
Identify new clients in the U.S. and overseas
 
Introduce potential equity partners
 
Market expansion
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Mandate: Consumer Industry

BACKSTORY: A currently small but aggressively-growing company is looking to develop and deploy its disruptive software technology and business model, primarily through acquisitions that complement organic growth.


SOLUTION: Integrate TAP’s senior-level expertise into client’s strategic plan:

Structure and obtain financing
 
Assist with due diligence, structure, and execution of acquisitions
 
Rationalize capital structure to achieve NASDAQ listing
 
Negotiate and settle litigation with current debt holders
 
Source distribution of products to global partners
 
 
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Mandate: Data Management Industry

BACKSTORY: A leader in the legal and regulatory space, this company markets products and services for intelligent data aggregation, manipulation, and augmentation with artificial intelligence and automation. It seeks to be the ‘Amazon of information services.’


SOLUTION: Aid with expansion into vertical markets with complex data systems, helping expose products to potential customer audiences:

Refinance nearly $100 million in debt
 
Oversee capital raising due diligence process
 
Secure new financing prior to an expected IPO