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Assignments by Industry
Industrial Products Prefabricated Modular Steel Bridge Manufacturer: Financial Advisory. Advised the owners of a $50 million prefabricated modular steel bridge manufacturer on valuation as well as strategic financial options ranging from a leveraged recapitalization to a sale of the Company. Completed a senior financing for the Company. Plastics Company: Seller Advisory. Completed the sale of a family-owned manufacturer of plastics extrusion products to a strategic buyer. Laundry Supply Manufacturer: Valuation. Completed the valuation of a $60 million privately-owned, diversified manufacturer of plastic and textile products for the commercial laundry industry, in relation to advising the Company’s board on a management buyout proposal. Store Fixtures Manufacturer: Seller Advisory. Advised the owner of a $16 million manufacturer of store fixtures on strategic alternatives, including the possible sale of the company. Plumbing Supplies: Financial Advisory. Advised management of a leading national importer and distributor of plumbing supplies on strategic alternatives, including the recruitment of a new Chief Financial Officer to position the company for the next stage of growth. Industrial Engineering and Control Systems: Seller Advisory. Advising the owners of a $10 million turbine and compressor process control engineering and systems integration firm on strategic alternatives, including sale of the business. Business & Industrial Services Vacuum Cleaner Equipment, Parts and Accessories Distributor: Seller Advisory. Completed the sale of an industry leader in the vacuum cleaner equipment, parts and accessories distribution business to a strategic competitor. Digital Graphics Supplier: Financial Advisory. Advising the owners of a $45 million digital graphics services company on strategic alternatives, including the sale of the company to an industry buyer. Distributor of Packaging and Janitorial Supplies: Financial Advisory. Advised the owners of a $50 million paper products business on various strategic alternatives, including strategies to transfer ownership to family members as well as the possible sale of the company to a third party. Financial and Commercial Printer: Financial Advisory. Assisted the owner of a $10 million financial and commercial printer on the restructuring of the company. Plumbing and Pump Distributor: Financial Advisory. Advising owner of a $70 million distributor of water pumps and commercial boilers on operating and strategic matters. Retail Services: Seller Advisory. Completed the sale of a premier supplier of inventory management systems to a private equity firm. Shipping Services: Financial Advisory. Advised the shareholders of a short haul marine cargo services provider on financing and capitalization strategies. Architectural and Engineering Services: Financial Advisory. Advising a multi-national architectural/design/engineering firm on refinancing and acquisition activities. Completed the selection, structuring and negotiation of alternate financing, the placement of executive management and the negotiation and integration of various tactical acquisitions. Business Services: Buyer Advisory. Advising a major wealth management company in the identification and execution of a series of acquisitions of multi-family offices. Resort Development: Financial Advisory. Advised the developer of a multi-purpose resort on a $40 million expansion financing. Business Services: Financial Advisory. Advised a $125 million business process outsourcing company serving the financial markets on strategic alternatives, including the recruitment of a Chief Operating Officer to accelerate the growth of certain business units. Manufacturer of Home and Garden Products: Valuation. Advising the owners of a private $100 million manufacturer on the valuation of the company and two affiliated companies for the purpose of formalizing stockholder agreements and updating estate plans. Advertising Services Company: Financial Advisory. Advising $12 million photography production services and supply company on raising junior capital to accelerate growth in their image content creation activities. Liquidator of Close-Outs: Financial Advisory. Advised management of $25 million wholesaler of closed-out consumer merchandise on the recapitalization of the business, including improved communication with bank lender, engaging an interim financial officer and negotiating extended terms on existing bank line to provide time necessary to implement plan. Theatrical Services Company: Financial Advisory. Advised a $30 million theatrical supply and lighting rental company on possible acquisitions and raising mezzanine capital to accelerate growth. Alternative Energy: Financial Advisory. Advising leading bio-diesel producer on its $20 million capital raise to make acquisitions and strengthen its current market position. Clean-Tech Oil Filtration Technology: Financial Advisory. Advising early stage growth company on its $5 million capital raise. The Company provides a new oil filtration technology targeted to the fleet market. Wealth Management Services: Financial Advisory. Advising a major participant in the wealth management and family office field on strategic acquisitions of single and multi family offices. Specialty Contractor: Seller Advisory. Advising an interior finishing services company on strategic alternatives, including a potential sale of the business. Administrative Services for Investment Funds: Financial Advisory. Assisting the management of a fund administration company on raising senior capital in conjunction with a refinancing of their existing banking relationship. Food & Beverage Internet Food Services: Seller Advisory. Completed the sale of a small food service and delivery company to a strategic competitor. Food Distributor: Seller Advisory. Advised a $100 million family-owned food distributor on strategic options and the sale of the company to management. Specialty Food Importer: Seller Advisory. Completed the sale of a specialty food import business that serves the epicurean retail and restaurant markets. Confections Manufacturer: Financial Advisory. Advising a $9 million manufacturer of chocolates on the possible acquisition of a struggling competitor with an attractive product portfolio. Consumer Products & Services Fragrances Developer and Supplier: Seller Advisory. Completed the sale of a $22 million fragrance manufacturer to an international strategic buyer. Contract Manufacturer Personal Care Products: Seller Advisory. Advised the shareholders of a contract manufacturer of personal care products on strategic alternatives, including a potential sale of the company to an overseas competitor. Children’s Book Publisher: Financial Advisory. Advised $10 million publisher of children’s books on capitalization, company valuation and negotiation of extended terms from existing bank lender. Picture Frame Manufacturer and Retailer: Strategic Advisory. Advised a $12 million manufacturer and retailer of picture frames on valuation, a potential management buyout and the recruitment of an executive necessary to assist in growing the company further. Fragrances Developer and Supplier: Financial Advisory. Advised $65 million fragrance manufacturer on possible acquisition and completed the recapitalization of the company. The recapitalization project involved refinancing all of the company’s senior debt. Home Heating Oil Retailer: Financial Advisory. Advised a $180 million regional retailer of home heating oil and other petroleum products on the refinancing of $20 million in senior debt to provide the company the working capital support for the upcoming heating season. Media & Technology Medical Software Developer: Financial Advisory. Advised the board of directors of a developer of Electronic Records Management software on strategic alternatives including organizational design and capitalization strategies. Media Company: Strategic Advisory. Advising management of a $30 million music and arts festival production company on strategic options for the business including the formulation of a long term business plan. Telecommunications Services: Seller Advisory. Advised the owner of a $12 million telecommunications technology services provider on strategic alternatives, including the sale or merger of the company. Technology Services Company: Strategic Advisory. Advising management of a technology service company in the telecommunications industry with a specialty in engineering, furnishing, installing (“EFI”) and testing optical fiber network equipment on capitalization and strategic alternatives. Governance, Risk & Compliance: Seller Advisory. Completed the sale of a tier one provider of governance, risk and compliance training solutions to a strategic buyer. Wireless Communication Services: Strategic Advisory. Advised a diversified wireless services provider on a sale of part of the business. Also assisting with a small equity capital raise to fund the growth of an affiliated company active in the satellite communications market. Entertainment Venue Management Company: Financial Advisory. Advised the owners and managers of entertainment venues on appropriate contract terms for a new Group Chief Operating Officer to accelerate the growth of the business and improve administrative activities. Medical Products & Healthcare Services
Healthcare Services: Seller Advisory. Assisted a medical transcription services provider with strategic alternatives, including the sale of the business. Medical Products: Financial Advisory. Advised on refinancing a $13 million manufacturer and distributor of diagnostic test kits for drugs of abuse and infectious diseases. Pharmaceutical Distributor: Seller Advisory. Advising principal shareholders of a distributor of pharmaceutical products in Germany on a management buyout of the firm. |
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