Buyer Advisory

Engineering Services:  As part of our ongoing advisory relationship with a multi-national architectural/design/engineering firm, we completed the acquisition of a mechanical and electrical engineering business in Connecticut, and an architecture and interiors firm in Boston.

Financial Services:  Advising a major participant in the wealth management and family office field with $20 billion in assets under management on strategic acquisitions of single and multi family offices.

Telephone Directory Assistance Services: Advised a telephone number directory assistance company on the acquisition of a leading competitor.

Business Process Outsourcing/Third Party Administration: Assisted a major administrator of government programs and data management in the identification and evaluation of acquisitions. Completed first platform acquisition.

Medical Device Manufacturing: Advised our private equity affiliate on the acquisition of a growing medical device contract manufacturer. The company has extensive experience in endovascular implant devices, and growing expertise in cardiac rhythm and diabetes monitoring device manufacturing.

Confections Manufacturer:  Advised a manufacturer of chocolates on the possible acquisition of a struggling competitor with an attractive product portfolio. 

IT Services: Advised an IT services business with an acquisition analysis and bidding strategy on a potential acquisition.

Education Software: Advised the buyer on the potential acquisition of a provider of student information systems and related K-12 management tools.

IT Consulting: Assisted a large and growing IT consulting business on acquisitions, including an extensive search and screen of similar businesses.

Logistics/Airfreight Services: Advised a privately-held logistics company in a nationwide search for a strategic acquisition that will provide them with a broader national footprint.

IT Staffing: Advised owner of a major IT staffing company on an acquisition of a competitor.

Magazine Publishing: Advised management of a small business-to-business periodical on a management buyout of the business from a large media firm.

Wireless Communications Services: Advised a diversified communications services provider on the potential acquisition of a major regional wireless communications tower business.

Food Products: Assisted an investor group in a search for food-related companies for acquisition. Identified over 400 potential target companies for further screening. Narrowed the focus through in-depth research and owner contact. Advising on the potential acquisition of a $20 million branded food company.

Telecommunications: Exclusive financial advisor to management in the buyout of a division of a public company, a leading network solutions service provider for the telecommunications industry. We structured and negotiated the transaction, and obtained the related financing for the purchase.

Education: Advised management of prominent specialty educational services firm on potential acquisitions to further improve business profile.