TRACK RECORD

Track Record

The Range Speaks for Itself.

Every deal below is real. Names and identifying details are omitted to protect client confidentiality — but the numbers, the complexity, and the outcomes are exactly as they happened.

Fleet Acquisition

347-Unit Municipal Fleet Transition

Enterprise

A mid-sized city government needed to replace its entire light-duty fleet — 347 vehicles across 12 departments — within a single fiscal year budget cycle.

The Challenge

Coordinating simultaneous acquisition, upfitting, titling, and delivery across multiple vehicle classes while disposing of the outgoing fleet at maximum recovery value.

The Outcome

Full fleet delivered on schedule. Upfit coordination across 4 vendors. Outgoing fleet remarketed through wholesale channels at 18% above initial appraisal. Total program managed under budget.

FleetGovernmentUpfitRemarketing
Cross-Border Acquisition

Factory-Spec Exotic Sourced from European Private Collection

Single Vehicle

A U.S.-based collector wanted a specific configuration of a limited-production European supercar — a spec that had never been officially imported to North America.

The Challenge

Locating the exact specification in private hands overseas, negotiating a private sale, managing NHTSA/EPA compliance conversion, customs clearance, and bonded transport.

The Outcome

Vehicle located in a private collection in Germany. Full compliance conversion completed. Delivered to client's garage in 11 weeks from initial brief.

ImportExoticCompliancePrivate Sale
Insurance Channel

Post-Catastrophe Total-Loss Fleet Recovery

Bulk / Volume

Following a regional flooding event, a national rental company needed to rapidly dispose of 800+ total-loss vehicles while minimizing net loss against book value.

The Challenge

Coordinating rapid title processing, condition documentation, and bulk sale across multiple salvage and wholesale channels simultaneously — in a market temporarily flooded with similar inventory.

The Outcome

800+ units moved within 6 weeks. Blended recovery rate exceeded client's internal projection by 22%. Title and documentation processing handled end-to-end.

InsuranceSalvageFleetBulk Disposal
OEM Upfit Program

Emergency Services Upfit Program — 120 Units

Enterprise

A regional emergency services authority required 120 purpose-built response vehicles with custom upfit specifications across three vehicle platforms.

The Challenge

Managing factory orders across two OEMs, coordinating upfit specifications with three separate upfitters, and sequencing delivery to match the authority's deployment schedule.

The Outcome

All 120 units delivered within the program window. Upfit specifications met or exceeded authority requirements. Program delivered 4% under budget.

OEMUpfitEmergency ServicesFleet
Consumer Negotiation

First-Time Buyer — Used Pickup, Tight Budget

Single Vehicle

A first-time buyer needed a reliable used pickup truck under $18,000 in a market where dealer inventory was thin and prices were inflated.

The Challenge

Finding clean inventory at fair market value, negotiating against dealer markup tactics, and securing financing for a buyer with a limited credit history.

The Outcome

Vehicle acquired at $1,400 below asking. Financing secured at a rate 2.1% below the dealer's initial offer. Buyer drove home the same day.

ConsumerNegotiationFinancingUsed
International Export

85-Unit Commercial Vehicle Export — West Africa

Bulk / Volume

An infrastructure development company needed 85 heavy-duty commercial vehicles sourced, inspected, and exported to West Africa for a multi-year construction program.

The Challenge

Sourcing consistent-spec inventory across multiple U.S. wholesale markets, coordinating pre-export inspections, managing export documentation, and arranging RoRo shipping to three destination ports.

The Outcome

All 85 units sourced within spec. Export documentation and customs clearance managed end-to-end. All three shipments arrived on schedule.

ExportCommercialBulkInternational
Dealer Consulting

Multi-Rooftop Dealer Group — Acquisition Strategy

Advisory

A regional dealer group was evaluating the acquisition of two additional rooftops and needed an independent assessment of market position, inventory strategy, and financial viability.

The Challenge

Providing objective analysis free from the conflicts of interest inherent in manufacturer-sponsored assessments or the selling party's own projections.

The Outcome

Recommended one acquisition, advised against the second. The recommended acquisition closed and exceeded Year 1 projections. The declined acquisition was later sold at a loss by another buyer.

DealerAdvisoryAcquisitionStrategy
Powersport & Marine

Superyacht Acquisition — Mediterranean Private Sale

Single Vehicle

A high-net-worth client wanted to acquire a specific class of superyacht currently listed through a private broker in the Mediterranean.

The Challenge

Navigating international maritime transaction law, coordinating independent survey and sea trial, managing currency exchange risk, and arranging flagging and insurance.

The Outcome

Vessel acquired at 7% below asking after survey findings were used in renegotiation. Flagging, insurance, and delivery to home port coordinated end-to-end.

MarineSuperyachtInternationalPrivate Sale
XPERT

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