Our Success
Loans and ERC Services
- $11,000,000 refinancing to a Baytown, TX based fabrication company group
- $1,241,900 ERC tax refund to a Houston, TX church
- $6,300,000 loan to a Houston, TX restaurant chain
- $5,000,000 Houston, TX office building loan refinance
- $2,889,000 ERC tax refund to a Houston, TX manufacturer
- $78,471 ERC tax refund to a Houston, TX restaurant
- $5,100,000 loan to a Midland, TX oilfield services company
- $4,000,000 receivables line of credit to PA company
- $841,274 ERC tax refund to a Houston, TX home services provider
- $33,776 ERC tax refund to a Rosenberg, TX church
- $4,000,000 receivables line of credit to PA company
- $350,000 to a Houston, TX pool company


Arranged Multi-Million Dollar Exchanges
Successful Litigation


Successful Loan Negotiation
The cross-default provisions in his loans jeopardized major property holdings owned by minority shareholders as well as the borrower. In order to prevent foreclosure on the borrower’s assets, Corporate Strategies negotiated forbearance agreements on all the borrower’s bank loans and arranged a non-bank funding of $7.5 million to pay off the bank’s loans secured by the properties. In February 2020, 2 1/2 years following the original transaction, Corporate Strategies arranged a follow-on $8 million loan for the minority shareholders to buy out the majority shareholder. The former minority owners now control the majority ownership of a re-invigorated company.
Pipeline Company Acquisition and Refinancing
Corporate Strategies arranged the capital necessary for its acquisition and expansion into new markets. Following its acquisition, the company has been relocated to Houston, Texas, and is expanding its services into the southwestern US midstream markets.


Rescued Company’s Investment
Designed Restaurant Loyalty Program
The VIPMembers.com program is owned by Corporate Strategies and is planned for future expansion to other hospitality and retail clients as a high leverage marketing tool for rebuilding sales for COVID-19 damaged small to medium sized businesses.


Re-Engineering for a Successful Sale
Payoff Negotiation Success


Hedge Fund Buy-In
Our research indicated the hedge fund was shorting the stock from an account in Canada. After we obtained written proof of the short sales from the Canadian brokerage firm, the hedge fund was forced to “buy-in” common stock from the public market in an amount equal to those shares shorted in violation of their contractual lock up provisions.