—  ACCOMPLISHMENTS  —

Following is a quick snapshot of accomplishments from our principals. The majority of the firm’s engagements are strictly private and confidential. Our principals bring a wide array of experiences in M&A and Management Consulting. Envol Capitals leadership takes pride in working with clients for years by providing consistent and valuable support to senior leadership.

Sale, Pacific Partners RTG dba Wayhigh101 - A Envol Capital Owned Cannabis Dispensary 2016-2021
The managing partners of Envol Capital are pleased to announce their successful exit from the Oregon cannabis industry through the sale of their investment firm Pacific Partners RTG. The terms of the deal are confidential. (https://www.wayhigh101.org/)
SOLUTION- Envol Capital was able to find a buyer in 2020 and successfully closed the transaction in Q2 of 2021.

Capital Raise, Adopts Inc. - Co-founded by Envol Capital Managing Partner Deepak Kumar - August 2020
Adopets is an end-to-end pet adoption platform and recommendation engine for pet parents looking to adopt a new pet. Disclosure, Envol Capital helped launch the company in 2016. Deepak Kumar served on Adopets board of directors from 2017 to 2019 and retains minority ownership.
ANNOUNCEMENT- Adoepts secures $1.3M in Seed Round in August 2020. The capital will be used to expand the firm’s market share of animal shelter clients and new software capabilities. The seed round was led by 186 Ventures, Techstars, and Valley Venture Mentors.

FP&A, Capital Raise & Advisory Services – National Client 2016-present
A consumer and health sciences company wanted to find a joint venture partner and growth capital for a new product line.
SOLUTION- Envol Capital was able to secure the required growth capital through debt financing and currently retained by the CEO to provide ad hoc financial analysis and advisory services.

CFO Support, Investment Materials, FP&A & Advisory Services (OTCMKTS: PLSI) – International Client 2018-present
Phoenix Life Sciences is a global health solutions company that wanted to raise capital through an IPO but lacked the capital to afford a finance team to produce all the required investment materials, forecasts, FP&A, and various other services to support the CFO.
SOLUTION - Envol Capital co-founder, Deepak Kumar, worked on-site at the company headquarters side-by-side with the CEO and other executives to quickly produce a detailed 75+ page business plan, investment materials, financial forecasts, and other documents required by investment banks prior to underwriting an IPO. Envol Capital continues to be retained by the CEO to provide ad hoc financial analysis and advisory services.

Market Entry & Acquisition Search (NES: GRAVITA) - International Client 2017
Gravita Limited (NSE: GRAVITA) the largest metal recycling company in the world with a footprint in over 40 counties wanted to enter the US market through the strategic acquisition of a US recycling company.
SOLUTION - Envol Capital was able to identify over a dozen attractive acquisition targets and then narrowed them to three serious candidates for engagement. Our principles worked directly with the founder and CEO of Gravita as well as senior executives throughout the process. Envol Capital also presented an organic market entry opportunity through an asset purchase of a Chicago based recycling company put on auction after bankruptcy. Gravita was able to enter the market through an asset purchase.

Capital Raise – Oregon 2017
Oregon based tier 2 OLCC retail cannabis producer wanted to either purchase or launch a recreational cannabis dispensary. The producer needed help in researching potential acquisition targets and capital raises.
SOLUTION- Our managing partner, Deepak Kumar, was able to find a OLCC approved retail location and partnered directly with the producer as a principle of the business to launch Way High 101 (www.wayhigh101.org). Envol Capital was retained to provide accounting, cash management, and advisory services for both businesses.

Construction Acquisition Project – Washington 2016-17
Acquisition of commercial, residential, and municipal property restoration company. Acquisition target provides restoration services following fire, flood, wind, mold, and structural damage.  
SOLUTION- Our principal led the acquisition process in reviewing and auditing financial data, AR/AP, and fixed assets. Developed acquisition metrics along with financial models in conjunction with multiple funding scenarios. Conducted due diligence and deal structure leading to LOI. Implemented KPI’s reviewed bi-weekly basis, including financial performance and project updates along with post-acquisition integration of accounting functions and operations.

Annual Department of Education & Financial Audit – Colorado 2016
Our principal was appointed as Sr. Director of Finance to lead the institution’s finance and accounting division. The goal was to ensure full compliance and value enhancement of the institution.
SOLUTION - Led a team of 10 people across multiple departments, (Accounting, Financial aid, Bursar). Audited accounting and financial transactions to ensure full complicate and accuracy with US GAAP. Implemented student retention plans and scholarship procedures per FAFSA and accreditation rules. Wrote procedures for student withdrawals, title IV returns, tuition disbursement, and admissions policies.

Niche B2B service acquisition project - Pennsylvania 2015
Engaged by Private Equity Group to originate a target between $5-$50M in Revenue, 10%+ EBITDA, and over 40% growth over a 3 year period.  
SOLUTION - Our principal led the search and originated a B2B acquisition - $7M in revenue and 60% EBITDA. Participated and facilitated the introductory call, conducted preliminary valuation and due diligence leading to a $25M LOI. 

IT acquisition project for Private Equity group - Massachusetts 2015
Engaged by Private Equity Group to originate an IT acquisition with revenue between $2-$20M, EBITDA at 15%+, and YOY growth.
SOLUTION - Our principal participated in the origination and marketing of the target.  Facilitated the introductory call and flow of information for due-diligence, which led to an LOI.

Mexican Restaurant Concept Project – Florida & California 2015
The client wanted to understand the financial costs and regulations in introducing a $5M Mexican concept in California and Florida. In addition, the client was interested in understanding the possible share dilution involved with sweat and initial equity financing.
SOLUTION - Our principal advised the client with multiple scenarios involving debt and equity financing.  Conducted a comparative analysis against established restaurants within the targeted regions. Developed a dilution model in accordance with funding rounds. 

Education and Training Management Acquisition Project – Brazil 2014
Our principal was an integral member of a team that led to the acquisition of a vocational school specializing in graphic design and web development.
SOLUTION - Conducted Due-Diligence and risk assessment on the school with over 14,000 students and 800+ employees. Delivered shareholders and Private Equity investors a business model analysis of the target company including but not limited to financial models and revenue analysis, SWOT, student metrics, and executive management review. Designed and structured funding strategies, corporate structure, and international account administration for international funding. Reviewed and facilitated financial data and operational process prior to and post-acquisition.

Full-Service Hotel Turnaround Project - Florida 2012
 90 room full-service hotel was underperforming. The hotel needed a minority partner capable of turning around the hotel within a short period.  
SOLUTION - Negotiated an equity position and served as Director of Finance to streamline the operation and finance divisions - decreased employee turnover by 20% and increased TripAdvisor ratings by 15%.  Implemented strategic plans leading to a recovery of $70K in delinquent AR accounts. Conducted a comparative market and pricing analysis increasing profit margins. Instrumented a cash exit leading to 35% ROI.

Limited Service Hotel Consulting Project - Georgia 2012
A mid-market hotel (85+ rooms) in Calhoun, GA experienced a decrease in revenue although booking rates were stable. The client needed a throughout comparative market analysis and revenue generation strategies.
SOLUTION - Conducted a throughout comparative market analysis and implemented revenue management methodologies enabling the client to increase revenue and booking rates.