Case Studies

Dive into our case studies to uncover insights, strategies, and lessons learned that can illuminate your path forward.

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About case studies
Illuminating Success Stories

Each case study offers an in-depth exploration of how we've collaborated with businesses like yours to overcome challenges, seize opportunities, and drive success.

Project Buddy (Public company) - Opinion regarding billion dollar dividend transaction
  • One of three financial advisors providing a financial opinion in connection with a multi-billion dollar retailer’s payment of a billion dollar dividend
  • Analyses included valuations of an e-retailer acquired entity and publicly traded brick and mortar retailers, cash flow tests related to covenants and debt repayment, as well as downside sensitivity analyses
  • Provided deposition / defense of our analysis and opinion in connection with bondholder lawsuit
Terra Tech (NASDAQ:TRTC) - Opinion regarding acquisitions, including pre-revenue Al target
  • Rendered a fairness opinion as to whether the consideration was fair to the buyer
  • The opinion included valuations of two targets, one of which was a pre-revenue Al company
Genuity Science - Opinion regarding acquisition with complex earnout
  • Rendered a fairness opinion as to whether the consideration was fair to the buyer
  • Merger consideration included complex earnout structure
National fast food franchise
  • Torque Therapeutics was offered an all-stock deal. Cabrillo provided an analysis to assist the Board of Directors in evaluating the offer
  • Cabrillo valued multiple entities in an extremely short timeframe
Eloxx Pharmacueticals (NASDAQ: ELOX) - Opinion regarding acquisition by a public company
  • Rendered a fairness opinion as to whether the consideration was fair to the buyer
  • Public buyer of a privately held target

Explore our case studies today and see how Cabrillo Advisors can help transform your financial aspirations into tangible achievements.

Project Buddy (Public company) - Opinion regarding billion dollar dividend transaction
  • One of three financial advisors providing a financial opinion in connection with a multi-billion dollar retailer’s payment of a billion dollar dividend
  • Analyses included valuations of an e-retailer acquired entity and publicly traded brick and mortar retailers, cash flow tests related to covenants and debt repayment, as well as downside sensitivity analyses
  • Provided deposition / defense of our analysis and opinion in connection with bondholder lawsuit
Terra Tech (NASDAQ:TRTC) - Opinion regarding acquisitions, including pre-revenue Al target
  • Rendered a fairness opinion as to whether the consideration was fair to the buyer
  • The opinion included valuations of two targets, one of which was a pre-revenue Al company
Genuity Science - Opinion regarding acquisition with complex earnout
  • Rendered a fairness opinion as to whether the consideration was fair to the buyer
  • Merger consideration included complex earnout structure
National fast food franchise
  • Torque Therapeutics was offered an all-stock deal. Cabrillo provided an analysis to assist the Board of Directors in evaluating the offer
  • Cabrillo valued multiple entities in an extremely short timeframe
Eloxx Pharmacueticals (NASDAQ: ELOX) - Opinion regarding acquisition by a public company
  • Rendered a fairness opinion as to whether the consideration was fair to the buyer
  • Public buyer of a privately held target

Explore our case studies today and see how Cabrillo Advisors can help transform your financial aspirations into tangible achievements.

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Companies are faced with numerous financial decisions, many of which are one-time events. At Cabrillo Advisors, we know that the combination of our expertise with your knowledge of your company and industry can lead to optimal solutions.