SEROLOGICALS
Developed an aggressive economic incentives negotiation strategy 
to maximize economic benefits to the client.
.. Selected and announced Lawrence, Kansas 
within six weeks of project kick-off 
(including community visits and incentives negotiation).
Results
.. Achieved total economic incentive package valued in excess of $9.5 million,
including income tax credits, property tax abatements, forgivable loans,
reduced land costs and job training reimbursements
NCR
...completed an operating cost analysis 
including project economic incentives
MEDCO
The icing on the cake was his negotiation of a $32 million package 
of economic incentives to support the project’s business case.
Incentives Negotiation
Economic incentives package totaling $32 million 
was negotiated to help offset start-up and short-term operating costs.
Incentives included tax credits, training assistance, property tax abatements, 
and cash grants.
EUROPEAN AUTOMOBILE MANUFACTURER
Leadership is challenged to identify and negotiate 
an economic incentives package 
to create a viable business case for the project.
Developed an aggressive economic incentives strategy 
to achieve a level of support for project viability. 
Advised the client during face-to-face negotiations
with each state in their European headquarters.
.. Identified creative financing/bonding solutions at the local government level 
to significantly increase the packages in two of the three finalist states.
Results
.. Achieved final offers from each state ranging from $150 million to $250 million 
including free land, free buildings, property tax abatements, 
workforce training, tax exemptions and tax credits.
.. Shortly after receiving these packages, 
the company placed a hold on the project 
due to the loss of a key contract in their European plant. 
The company expects to proceed with this project 
once additional contracts have been established.
DS WATERS
Incentive strategies focused on not only the creation of high wage jobs,
but on the potential loss/retention of all jobs associated with the headquarters.
.. A qualitative and quantitative analysis confirmed “best-fit” location in Atlanta,
which was driven by business environment factors, quality of life 
and economic incentives.
.. A total incentives package of $1.9 million included job-creation tax credits
and workforce training assistance.
.. An integrated team of consulting and transaction professionals 
enabled the company to pursue parallel paths 
of negotiating both the incentives and a critical lease extension 
with favorable results.
DOT FOODS
Strategic criteria included ...incentives t
o off-set start-up and short term operational costs
.. Incentives valued in excess of $2.0 million 
included workforce training assistance, job-creation tax credits, 
property tax abatements and infrastructure assistance
COX COMMUNICATIONS
Work with city officials to uncover potential land swap opportunities 
to mitigate acquisition costs while contributing to revitalization efforts 
in downtown Wichita.
.. Significantly reduced operating and maintenance costs
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