GW & Wade is an independent, fee-based financial advisory firm with offices in Wellesley, MA and Palo Alto, CA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.

Join ACG Boston on Friday, March 6 at the Doubletree Guest Suites in Waltham for this month's Buyers Roundtable.  Sheila T. Smith, the Reorganization Services Group National Service Line Leader for Deloitte’s Financial Advisory Services group and Dan S. Bleck, of Mintz Levin’s Bankruptcy, Restructuring and Commercial Law Section will discuss "Restructuring Your Distressed Businesses for Success.” They will be addressing pressing issues such as:

• Strategies for working with secured creditors before and during work out situations
• Tips for restructuring and managing unsecured and other creditor claims
• When, how and if you should improve liquidity by infusing your distressed business with additional funds
 

Mr. Bleck is a member in the Boston office, practicing in the Bankruptcy, Restructuring and Commercial Law Section.

Mr. Bleck specializes in insolvency, workouts, bankruptcy and creditors’ rights.  He has represented debtors, secured and unsecured creditors, bondholders, indenture trustees, insurers and bankruptcy trustees in all aspects of Chapter 7 and 11 proceedings, as well as advising clients in out of court debt restructurings.  Mr. Bleck’s practice encompasses a diverse range of industries including retail, manufacturing and healthcare.  He also has significant experience in representing clients in distressed acquisitions and divestitures. 

In addition to advising clients in troubled debt transactions, Mr. Bleck also represents institutional lenders and borrowers in various financing matters. These include all forms of debt financing ranging from term loans to syndicated loan transactions.

Dan Bleck is listed in the most recent national publication of Chambers USA, America’s Leading Business Lawyer, as one of Massachusetts’ top-rated insolvency attorneys as well as a “Massachusetts Super Lawyer” by Boston Magazine.

 

Mr. Bleck is the author of various articles and has lectured on numerous subjects at various forums, most recently the Northeast American Bankruptcy Institute conference.  He is also on committees for various bankruptcy organizations.

Mr. Bleck is admitted to practice in both Massachusetts and New Hampshire.  He received his B.A., cum laude, from Boston College (1986), and his J.D., cum laude, from Boston University Law School (1989).

Sheila is a Principal in Deloitte Financial Advisory Service LLP.  She leads the National Reorganization Services Practice providing workout, turnaround and bankruptcy services. In addition, Ms. Smith leads the New England Financial Advisory Services Function overseeing Corporate Finance, Forensic & Dispute, Valuation, Economic Consulting and Business Intelligence Services. 

Ms. Smith has over seventeen years of professional experience in providing restructuring and financial consulting services, litigation support and corporate finance experience. Her particular focus derived from having worked in the consumer products industry and delivering cost containment and performance improvement services to return companies to profitability. Her clients have included Bob’s Stores, Casual Male, Gentek, Joan & David, Kitchens Etc., MCI/Worldcomm, Pittsburgh Penguins, Testa Hurwitz LLP, Tweeter Etc., and Wedgewood/Waterford.

Ms. Smith was the 2005 recipient of the Turnaround Management Association’s International Outstanding Individual Contribution Award for her eminence in the profession. She is the former president of the Turnaround Management Association of New England and the former Vice President of TMA International as well as having served on multiple TMA International committees.

She has spoken at numerous restructuring, distressed investing and turnaround conferences as well as having provided expert testimony for various Chapter 11 proceedings. She has published and been quoted in articles by the Boston Business Journal, Fortune Small Business, The Economist, Reuters, Dow Jones Daily Bankruptcy Review, and other business journals.

Ms. Smith is a Certified Insolvency & Reorganization Advisor and received her M.B.A. from Boston University. She received her B.S. Ed and M.S. Ed from State University, Buffalo, NY.