Athena Partners is a multi-faceted legal advisory and consulting group. Athena Partners provides external general counsel services, independent director services, financial and strategic consulting, and selected wealth management services found in family offices serving high net worth individuals and their business interests. We have the ability to quickly and competently assist clients with unusual or complex matters (often international in nature), and are accomplished team players that assist with critical issue-identification and decisive action to safeguard important client interests. Our clients are generally comprised of both U.S. and foreign privately-owned middle-market businesses and their owners.
Athena Partners is an Athena Holdings company. Financial Services are provided through our affiliate company, Athena Partners Financial Services. Named after the Greek goddess of Wisdom, Athena Partners has offices in Miami, Florida and Denver, Colorado.
Featured Work
International Packaged Foods Company: Potential Acquisition & Product Extension Review
Retained to initiate discussions with CEO of Jamaba Juice (prior to the 2003 acquisition of the company) on behalf of our client, the Latin American Division of Danone, to explore an acquisition or partnership offering product line extensions and geographical diversification to the client. Consulted with the Danone on initial discussions with a New Zealand owner of a major Chilean dairy products company to improve regional sourcing of raw materials and enhance Latin American dairy product market shares and distribution.
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Development-Stage Medical Device Company: Consulting and Development of a Memorandum for Prospective Equity Investors
Served as an early advisor and board member of Mammography Products Partnership, a private medical device company (subsequently sold to a predecessor of iCAD, Inc., ICAD-NASDAQ) providing computer-aided mammography diagnostic tools enabling radiologists and other healthcare professionals to better serve patients by identifying abnormal pathologies often characteristic of pre-cancerous and cancerous conditions.
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Offshore Medical Education: Legal and Financial Advisory Services
Served as a director of American University of the Caribbean, a Netherlands Antilles-based medical college. Subsequent client assignments following board tenure included a greater role in the management of a number of legal, regulatory and other related projects involving the school and its principals. Among other certifications, the college was recognized by an accrediting agency determined by the United States Secretary of Education to have accrediting standards for medical education comparable to those of United States.
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U.S. Medical Education: Legal and Financial Advisory Services
Since inception circa 2006, we have been significantly involved with the establishment and operation of Rocky Vista University, one of the 34 colleges of osteopathic medicine in the United States, including service as a Board member, Interim President and external General Counsel.
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Development-Stage Molecular Diagnostic Solutions Company: Consulting and Board Membership
athena partners provided legal and valuation support for an initial Series “A”, and subsequent Series “B” funding rounds collectively approaching about $3 million. VuEssence (www.vuessence.com) is a development stage company focused on creating molecular diagnostic solutions to aid in the detection, management and understanding of disease using advanced technologies to decipher the human genome.
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Investment Portfolio Review, Restructuring, Asset Allocation and Enhanced Client Reporting
athena partners assisted a high net worth client who was suffering poor investment portfolio returns with an extensive, independent review of the portfolio and (with client approval) directed greater asset manager discipline and prudent investment guidelines to prospectively improve client investment returns. Specifically, athena analyzed current portfolio holdings highlighting unusual risk concentrations as to sectors and investment types, which resulted in improved portfolio diversification, and ultimately resulted in the selection of alternative investment managers and custodians to implement the changes to the investment process.
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Workout of Bankrupt Privately-Placed Corporate Bond Position
Our client inherited oversight of a privately-placed, illiquid, unsecured fixed-income investment in a bankrupt mixed solid waste recycling business operated in cooperation with a southeastern U.S. municipality. athena partners studied the industry, identified a partner to bid for and operate the failed company assets for the municipality while assembling and collaborating with a bankruptcy legal team to drive a bankruptcy court-sanctioned settlement with the municipality involving either: (a) a joint venture with our operating partner to restore some semblance of productivity and profitability to the failed recycling business or; (b) a financial payment for the misfeasance of those responsible for failure of the recycling business.
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Mortgage Loan Portfolio Financing, Loan Sales and Interest Rate Hedging
Working with HomeAmerican Mortgage Corporation, a mortgage lending subsidiary of national home builder Richmond American Homes, successfully hedged a residential (fixed and variable rate) loan origination pipeline with forward sales of Fannie Mae and Freddie Mac mortgage-backed securities. Loans were funded using a short-term warehouse revolving credit facility and originated on the basis of underwriting standards and credit criteria provided by large mortgage lenders.
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Corporate Finance: Telecommunications Company Pro Formas and Analysis Supporting Business Unit Valuation and Divestiture Transactions
Assisted corporate strategy and corporate development groups of Qwest Communications (now CenturyLink) a national, publicly-traded telecommunications company with the development of a five-year corporate long-range plan including full financial statements over the five-year plan horizon. The plan was built at the individual revenue and expense line item and included rate / volume and margin analysis to understand the drivers of change and related financial return implications.
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