Our Strategic Planning process, culminating in a one-page plan and a detailed execution manual, will identify your strategic objectives and set the path for growth.

We focus on goals and the achievement of goals. Whether it is a Portfolio Advisory for an Individual, Institution or a Corporate Restructure we listen to you and set a path to success.

Everyone understands the need to conduct a strategic examination of a plan, but many neglect to incorporate a strategy inclusive of jurisdictional advantages and cutting edge technology that promotes optimum results. We provide you with the tools to identify the dangers, opportunities and strengths while offering instruction on integrating strategic, geographic, technological and marketing plans.

Planning is the first and most important function of your management process. It is needed at every level of management regardless of whether you are an Individual, Institution or a Corporation.

Planning has again gained importance as Globalization has spread, the best opportunities may be outside of your environment, to create the best plan you need to be armed with all the options.

The Strategic Plan offers direction for your most vital growth initiatives. Don't move ahead without it!

Capital Raising and Placement

HEFFX's industry expertise facilitates rapid, targeted, customized capital raise transactions.

Our services span over a wide variety of options, some of which are:

• Private equity
• Preferred stock
• Secured debt
• Mezzanine debt
• Unsecured debt
• Manufacturer financing
• Off-balance sheet loan financing
• Pre-delivery deposit financing

Revenue Improvement

Revenue improvement is the difference between watching your company grow and starting to consider cutbacks and layoffs. In tough economic times, forward thinking and planning for Revenue improvement will lead to greater overall success for a company at a time when the competition may be considering scaling back their business.

Revenue improvement is based on a method of increasing the number of customers that come into a given business. In traditional supply chain cost cutting efforts, a company might work to take 10% of distribution costs. The gain they will see on their balance sheet rarely will exceed 10 or 15% if the efforts are successful. A study by Mercer Management consulting revealed that companies who engage in cost cutting to increase shareholder value rarely regain market dominance over the five years following expense control initiatives. On the other hand, Revenue improvement allows companies to focus on growing the top line, or demand chain, rather than cutting bottom line expenses. The number of customers that Revenue improvement efforts can attract into a business is free from caps or ceilings. And who would turn down more customers at their door?

The type of forward thinking that results in Revenue improvement is unfortunately the exception rather than the rule. CEO's may talk a good game, however few senior management teams stick to the Revenue improvement method of investing the company's assets into a long term model of customer attraction over a short term model of expense reduction and cost control. However, so strong is the desire to satisfy shareholders and a Board of Directors that Revenue improvement falls by the wayside, even if cost cutting, or "fire fighting" efforts erode the company's overall strategy.

Mergers & Acquisitions

Drawing on the core principles of our investment banking practice to provide a top rate, conflict-free and unique perspective to our clients, our M&A practice is active across a broad range of investment banking services:

• Sell-side advisory
• Buy-side advisory
• Spin-offs
• M&A defense
• M&A due diligence
• Expert and fairness opinions
• Subsidiary revitalization and sale
• Due diligence/synergy analysis
• Valuation
• Merger structuring and negotiation
• Business planning
• Interim management
• Reorganization strategies

Structured Finance

HEFFX has extensive experience in structuring, sourcing, negotiating and executing all funding sources:

• Secured mortgage and unsecured debt
• Export credit financing
• Sale-leaseback or outright sale
• Operating, cross-border and tax leases
• Securitizations
• PDPs and backstop financing
• Debt, lease and leveraged lease restructurings

The HEFFX team offers:

• Independent unbiased advice in structuring, soliciting, analyzing, negotiating and closing the most competitive financings • Access to lease, debt and alternative financing sources worldwide • Daily presence in the global markets and real-time knowledge of market terms and conditions • Hands-on, daily involvement backed by a team of experienced, airline-focused investment bankers and financial analysts in the U.S., Europe and Asia

Corporate Advisory Turnaround

HEFFX's investment banking and corporate advisory team has corporate restructuring and insolvency experience representing companies on distressed M&A transactions, refinancing, recapitalizations, and debt renegotiations.

HEFFX's corporate advisory team has extensive industry experience in turning a distressed company around via a complete financial and operational restructuring. Our preferred methodology is to perform an all-encompassing assessment of the current situation, implement a stringent cash conservation program, develop a detailed plan of action including appropriate mile stones, and assist management in the implementation of the turnaround plan to ensure a successful restructuring and continued viability. All of us on the team have worked in some capacity and are fluent in:

• Restructuring aircraft debt and leases
• Acquisition and financing
• Crisis and cash management
• Interim management
• Maintenance programs and expense reduction
• MRO operations
• Airline operations
• General contract evaluation and renegotiations
• Overall cost management and reductions
• Revenue enhancement
• Commercial and distribution
• Staffing levels
• Fuel and currency hedging
• Financial analysis, accounting and reporting
• Treasury operations