The company is a diversified private asset-based lender providing financing solutions to established middle-market businesses, emerging brands, technologies, and their sponsors. After substantial reductions in the Assets Under Management (“AUM”), the company’s Board of Directors decided to pursue new direction with its CEO and engaged CR3 Partners as CEO of the company. We stabilized the day-to-day business operations, oversaw Portfolio Management, and directed Originations while implementing regular and ongoing stakeholder communications. During our tenure as CEO, we also grew the AUM by approximately 45% and prepared the company for sale. We conducted negotiations with potential buyers, oversaw the diligence for the selected buyer, and provided shareholder distributions from the transaction proceeds. Post-transaction closing, CR3 created and implemented an entity dissolution plan, leading to the final shareholder distributions.