Our professionals have deep experience in mergers, acquisitions, divestitures, financing, strategic planning, transition services, greenfield investments and operations.
Mergers and Acquisitions Advisory
Specialty Battery Pack Manufacturing Strategic Acquisition ($50,000,000 approx. enterprise value)
Identified potential North American targets for an international public company
Made initial introductions and opened discussions
Led discussions with target’s owners and management
Conducted preliminary due diligence
Assisted and advised in connection with valuation issues
Negotiated letter of intent
Provided review and advice in connection with drafting of transaction documents
Advised and assisted in many aspects of the closing of the transaction
North American and Asian Esoteric Testing Acquisition ($30,000,000 approx. enterprise value)
Made initial introductions and opened discussions
Led discussions with target’s owners and management
Conducted preliminary due diligence
Negotiated letter of intent
European Sensor Manufacture ($250,000,000 approx. enterprise value)
Identified potential targets for merger with Asian based strategic buyer
Made initial introductions and opened discussions
Led discussions with target’s investment bank and PE owner
Oil Exploration and Production Company ($600,000,000 approx. enterprise value)
Identified potential targets for international public company
Made initial introductions and opened discussions
Led discussions with target’s owners, management and investment bank
Identified and engaged US based professionals
Conducted preliminary due diligence
Negotiated letter of intent
Oversaw drafting of all transaction documents
Identified and oversaw acquisition structure
Oversaw closing of the transaction
Assisted in the transition to the management of the target by overseas parent
Assisted in integration of financial reporting, tax and accounting systems
International Internet Gaming Designer ($350,000,000 approx. enterprise value)
Identified potential targets for strategic buyer
Made initial introductions and opened discussions
Conducted preliminary due diligence
Commenced negotiation of letter of intent with target
U.S. and European Power Tool Manufacture ($400,000,000 approx. enterprise value)
Identified potential targets for a strategic buyer
Made initial introductions and opened discussions
Led discussions with target’s owners and management of target
Identified and engaged US and European based professionals
Conducted preliminary due diligence
Negotiated letter of intent
Oil Production Assets ($150,000,000 approx. enterprise value)
Identified potential targets for a strategic buyer
Made initial introductions and opened discussions
Led discussions with target’s owners and investment bank
Identified and engaged US based professionals
Conducted preliminary due diligence
Negotiated letter of intent
Oversaw drafting of all transaction documents
Oversaw closing of the transaction
Machine Tool Manufactures and Distributors ($30,000,000 approx. enterprise value)
Identified potential targets for a strategic buyer
Made initial introductions and opened discussions with several targets
Led discussions with targets’ owners and management of targets
Identified and engaged US and European based professionals
Conducted preliminary due diligence
Negotiated letter of intent
Advised in the drafting of transaction documents
U.S. based Starter Motor Company ($15,000,000 approx. enterprise value)
Identified potential targets for private buyer in which we participated as a major equity holder
Made initial introductions and opened discussions
Led discussions with target’s owners, management and investment bank
Identified and engaged US based professionals
Conducted preliminary due diligence
Negotiated letter of intent
Oversaw drafting of all transaction documents
Identified and negotiated tax abatements and local incentives
Oversaw closing of the transaction
Oversaw transition and replacement of management
Led resourcing of supply chain significantly reducing costs and improved delivery time and product quality
Oversaw the sale of the business resulting in a return of over ten times the initial investment.
Outdoor Products Manufacturer and Distributor ($500,000,000 approx. enterprise value)
Identified potential targets for foreign buyer
Made initial introductions and opened discussions
Led discussions with target’s owners and investment bank
Identified and engaged US based professionals
Conducted due diligence
Negotiated letter of intent
Identified and established optimal ownership structure
Identified and negotiated tax abatements and local incentives
Oversaw drafting of all transaction documents
Oversaw closing of the transaction
Assisted in the post-closing transition and operations
Aftermarket Automotive Manufacturer and Distributor ($25,000,000 approx. enterprise value)
Oversaw the acquisition, reorganization of a sales, manufacturing and distribution business with locations in the U.S. and Canada.
Outdoor Products Manufacturers ($20,000,000 approx. enterprise value)
Led successful bid in connection with the acquisition of assets in US bankruptcy proceedings
Successful negotiation of the purchase of a German business out of receivership
Automotive Testing Equipment and Services Company ($25,000,000 approx. enterprise value)
Led discussions with target’s owners and investment bank
Conducted due diligence
Oversaw drafting of all transaction documents
Oversaw closing of the transaction
Image Sensor Target ($100,000,000 approx. enterprise value)
Identified potential targets for international public company strategic buyer
Made initial introductions and opened discussions
US Nutrition Sector ($750,000,000 approx. enterprise value)
Identified potential acquisition targets for international conglomerate
Made initial introductions and opened discussions
Led discussions with target’s investment bank
Identified and engaged US based professionals
Internet Based Commodity Trading Target ($350,000,000 approx. enterprise value)
Identified potential targets for international public company strategic buyer
Made initial introductions and opened discussions
Internet and Traditional Used School Textbook Sales and Rebinding Company ($7,000,000 approx. enterprise value)
Assisted in preparation of offering memorandum and other marketing materials
Developed potential buyers lists
Oversaw limited and confidential offering
Made initial introductions and opened discussions
Led discussions with potential buyers
Oversaw preliminary due diligence
Assisted in management buy-out
Financing and Re-Financing Advisory
Operational Financing for US based subsidiary of an overseas public company (over $525,000,000 funded)
Identified and initiated discussions with more than 5 potential lenders
Negotiated term sheets on a competitive basis with various lenders
Identified and engaged US based professionals
Negotiated final terms with Bank of America
Oversaw drafting of all loan documents
Acquisition and Operational Financing (over $300,000,000 funded)
Initiated discussions with several potential lenders
Negotiated term sheets on a competitive basis with various lenders
Identified and engaged US based professionals
Negotiated terms with Jefferies LLC
Oversaw drafting of all loan documents
Acquisition and Operational Financing (over $375,000,000 funded)
Initiated discussions with several potential lenders
Negotiated term sheets on a competitive basis with various lenders
Identified and engaged US, UK and German professionals
Negotiated terms with GE Capital
Oversaw drafting of all loan documents
Strategic Advisory
Manufacturing Artificial Intelligence Multinational Start Up ($60,000,000 approx. enterprise value)
Assist with initial fund raising in excess of $12,500,000
Board level strategic advice
Oversaw legal matters related to initial funding and investments
NASDAQ listing by an agricultural business which raised over $150,000,000
Identified funding sources and lead investment bank
Negotiated terms with lead investment bank
Advised in connection with the drafting of listing documents
Participated in the listing, exiting shares after more than 100% appreciation in 16 months
Regional Financial Advisor Service Business ($5,000,000 approx. enterprise value)
Assist with marketing and communications with potential strategic acquirers
Provide financial and potential structural advice
Assist with Letter of Intent negotiations and drafting
Drafting and negotiation with regard to transactional documents
Advice and assistance with post closing transition and employment matters
Arterial Medical Device Start Up ($6,000,000 approx. enterprise value)
Assist in preparation of fund-raising materials
Board level strategic advice
Electric Vehicle Start Up
Assist in preparation of fund-raising materials
Board level strategic advice
Oversaw legal matters related to initial funding and investments matters
Public COVID Testing Company ($100,000,000 approx. enterprise value)
Board level strategic advice in connection with potential funding sources by way of equity or debt
Made initial introductions and opened discussions
Assisted in preliminary due diligence
E-Vehicle Battery Start Up
C-Suite and Board level strategic advice in connection with potential funding sources including overseas investors from China and Singapore
Assisted in developing investor presentations and participated in board meetings
Made initial investor introductions and opened discussions
Oversaw legal and business matters related to second round of funding
Smart Camera Assisted Automation Start Up
C-Suite and Board level strategic advice in connection with potential funding sources and structuring
Oversaw legal matters related to initial funding and investment matters in which client received more than $13,000,000 in start-up capital
Making second round financing introductions and opening discussions