who need to address the challenges of growth
seeking financial and strategic guidance
who wish to enhance client relationships
seeking valuation and funding expertise
looking for proprietary opportunities
Served as exclusive advisor to this manufacturer of high performance powders and encapsulates that deliver leading consumer solutions in taste, performance and ingredient technology in its sale to Balchem Corporation (NASDAQ: BCPC)
The Eastern Company
Acted as the exclusive financial advisor to this 159-year-old manufacturer of custom-engineered components and products, including industrial hardware, security products and metal castings in sourcing, evaluation, negotiation and acquisition of Velvac, a leading supplier of vision systems and components to heavy & medium duty truck, recreational and specialty vehicle OEMs.
Buy-side advisor / Strategic advisor
Acted as the exclusive financial advisor to this preeminent manufacturer of modular chillers and other heat exchange systems in sourcing, evaluation, negotiation, and acquisition of Desert Aire, a manufacturer of refrigeration-based dehumidification and indoor air quality solutions
Steel Partners Holdings L.P.
Acted as exclusive financial advisor to the Audit Committee of the board in evaluating the merits of its acquisition of the remaining shares of Steel Excel (OTCPK: SXCL)
Sell-side advisor / Capital raising
Acted as the exclusive financial advisor to the fourth largest corporate ground transportation provider in the United States on a recapitalization and then on its sale to Addison Lee, a portfolio company of The Carlyle Group
Lovett Silverman Construction Consultants
Acted as advisor to this construction industry consulting firm focusing on surety claims, CPM scheduling, claims analysis and litigation support in its sale to J.S. Held, LLC
Acted as buy-side advisor to this 100-year-old global food sourcing business in its acquisition of KH International, a recognized leader in the sourcing, transportation and sale of fruit and food products
Acrow Corporation of America
Completed the recapitalization of this designer, manufacturer and supplier of modular prefabricated steel bridges, with a minority equity position acquired by a private investment group
Spring Lake Consulting, LLC
Acted as the exclusive financial advisor to this information technology (IT) Consulting/Staffing firm in its sale to Mitchell Martin, Inc.