Proven success in closing transactions

AbelCine

Strategic Advisor

Acted as financial advisor to AbelCine on the investment by NewSpring Mezzanine. AbelCine is an industry leading provider of products and services to professional video content creators. The company sells and rents cinematic camera systems and complementary production and broadcast technology products, as well as technical, educational and integration services, providing sophisticated solutions in the field of image capture technology.

Family Wealth Alliance

Sell-side advisor

Acted as the exclusive advisor to the Family Wealth Alliance on the sale of the Company to The Charles Schwab Corporation. The Alliance is a provider of resources to family wealth firms servicing high net worth clients. This combination will enable Schwab and FWA to offer broader and enhanced leadership resources and connections, as well as technology to drive growth.

UltrePet, LLC

Sell-side advisor

Acted as exclusive financial advisor to UltrePET, LLC, a leading national recycler of polyethylene terephthalate (PET) and other plastic resins, in its sale to Evergreen Recycling which is owned by The Sterling Group. UltrePET is a division of wTe Corporation and in partnership between wTe Corporation and TOMRA of North America Inc.

Allos Environmental

Sell-side advisor

Acted as exclusive financial advisor to Chicago Grade Landfill Holdings, Inc. (“CGL Holdings”), a subsidiary of Allos Environmental, in its sale to Waste Connections (TSX/NYSE: WCN). The CGL Holdings sale was a successful exit for Allos and enables WCN to solidify its market position in central California.

ReEnergy Holdings LLC

Sell-side advisor

Acted as exclusive financial advisor to ReSource Waste Services, a wholly owned subsidiary of ReEnergy (RWS), in its sale of a majority ownership stake to GCM Grosvenor (GCM). This investment in RWS by GCM will serve to support RWS’s growth strategy throughout the greater Boston area and New England.

Public Service Truck Rental and Leasing

Sell-side advisor

Acted as advisor to Public Service Truck Rental and Service (PSTR) on this sale to HUB International. Corporate Fuel assisted PSTR in a two-step transaction, involving the conversion of PSTR to an ESOP and then advised the former principals of PSTR on the sale of the PSTR ESOP to HUB’s ESOP. The transaction expands HUB International’s truck leasing footprint in the tri-state area.

Santinelli International

Sell-side advisor

Acted as a financial advisor to Santinelli International, a leading provider of optical finishing equipment in the U.S., in its sale to Advancing Eyecare, a portfolio Company of Atlantic Street Capital. In joining Advancing Eyecare, the Company will offer the broadest product portfolio and services to be made available to their customers.

Overnight Labels

Sell-side advisor

Acted as an exclusive financial adviser to Overnight Labels where a Premium Label & Packaging Solutions was created and the investment in Overnight Labels, Inc. Dunes Point Capital, LP has created Premium Label & Packaging, a group holding company for specialty label and packaging companies.

Waste Management

Sell-side advisor

Acted as advisor to Harvest Power on this transaction. This transaction will allow Waste Management to expand their organics processing capabilities for their customers and enhance support for the state and local diversion goals. In addition, it will also enable them to serve additional municipalities and help them to comply with state organic mandates as they work towards diverting organics from waste stream for beneficial reuse.

WeCare Denali LLC

Sell-side advisor

Acted as exclusive financial advisor to Harvest for this transaction. Denali’s acquisition of these assets aligns with their goal to promote the circular economy with landfill alternatives and strengthens the company’s mission to make the world a better place by handling waste responsibly.

Acrow Bridge

Buy-side advisor

Acted as advisor to Acrow on this transaction. The combination results in the most prominent global provider of pre-engineered modular bridging solutions in the world.

Sabra Dipping Company

Sell-side advisor

Acted as exclusive financial advisor to this manufacturer of America’s best-selling hummus in the sale of its fresh salsa business, including the Santa Barbara and Chachies brands, to Pacifica Foods and Stir Foods, a portfolio company of Wind Point Partners

Precision Custom Coatings

Sell-side advisor

Acted as the exclusive financial advisor to Precision Custom Coatings in the sale of its Hong Kong-based fashion and apparel business, Precision Interlining, to Chargeurs SA (EPA:CRI)

Multistack, LLC

Buy-side 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 Budzar Industries, a manufacturer of custom temperature control systems for process industries including rubber and tire manufacturers, pharmaceutical and specialty chemical producers, and plastics processors

Precision Custom Coatings

Sell-side Advisor

Acted as the exclusive advisor to Precision Custom Coatings on the sale of the company’s filtration division, Precision Filtration. Precision Filtration is a long-time producer of high-quality, air filtration media principally serving the commercial and residential markets. Precision Filtration was acquired by Lydall, Inc. (NYSE:LDL), a Manchester, Connecticut based company with global manufacturing operations producing products for the thermal/acoustical and filtration markets.

Swiss Chalet Fine Foods

Buy-side Advisor

Acted as exclusive advisor to one of the largest, nationwide specialty distributors of the finest savory and sweet ingredients to professional kitchens on the acquisition of Corman Ship Supplies, a specialty food importer and distributor dedicated to the growing cruise line industry. Corman was formerly a business unit of Schratter Foods, Inc.

Atalanta

Buy-side Advisor

Acted as exclusive advisor to this food importer with specialties in cheese, charcuterie, deli meat, grocery and seafood products on the acquisition of ANCO Fine Cheese, formerly a business unit of Schratter Foods, Inc.

Super-Tek Products

Sell-side Advisor

Acted as exclusive advisor to this manufacturer of a broad array of proprietary and private label construction products including quality adhesives, mortars and grouts for the ceramic tile and stone flooring industry in its sale to Parex USA

Freeze Frame, LLC

Sell-side Advisor

Acted as exclusive financial advisor to this provider of souvenir photography services. Freeze Frame provides its high quality services at a number of nationally-known attractions, including observation decks, zoos, amusement parks and presidential libraries. The company was sold to Picsolve International LTD, a portfolio company of Eight Roads Ventures.

Compliance Wave LLC

Sell-side Advisor

Acted as exclusive financial advisor to this innovative developer of compliance communications content that enables corporate compliance officer to deliver short, engaging and relevant training and other strategic tools to educate and reinforce staff awareness of business risks. The organization was acquired by Steele Compliance Solutions, a portfolio company of Bregal Sagemount, a growth-focused private capital firm.

Steel Partners Holdings L.P.

Strategic Advisor

Acted as exclusive financial advisor to the Audit Committee of the board in its purchase of the remaining shares of Handy & Harman (NasdaqCM: HNH) that it did not already own

IFP

Sell-side Advisor

Acted 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

Buy-side Advisor

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.

Multistack, LLC

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.

Strategic Advisor

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)

Flyte Tyme

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

Sell-side Advisor

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

Camerican International

Buy-side Advisor

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

Recapitalization

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

Sell-side Advisor

Acted as the exclusive financial advisor to this information technology (IT) Consulting/Staffing firm in its sale to Mitchell Martin, Inc.

Flyte Tyme

Leadership Recruiting

Recruited an experienced CFO for the fourth largest corporate ground transportation provider in the United States

Investor Analytics LLC

Sell-side Advisor

Served as exclusive advisor to this provider of portfolio and risk management software solutions to the investment management industry in its sale to StatPro Group plc, a global provider of portfolio analytics solutions

Borax Paper Products, Inc.

Sell-side Advisor

Served as exclusive advisor to this supplier of food packaging, paper products, food service and janitorial supplies in its sale to Imperial Bag and Paper Co., Inc.

Career Co.

Recapitalization

Acted as the exclusive financial advisor to this interactive education and employment recruitment company on the refinancing of its senior debt with Gerber Finance

The Metro Group, Inc.

Buy-side Advisor / Capital raising

Acted as exclusive financial advisor to this 90-year-old family-owned water treatment service provider in its acquisition of National Mechanical Services Inc., an industry-leading mechanical contractor and in raising the capital to complete the project

Les Trois Petits Cochons

Sell-side Advisor

Served as exclusive advisor in the recapitalization of one of the most awarded specialty food companies in North America producing artisanal pâtés, mousses, baked hams, sausages and other French specialties

ScottPharma Solutions

Buy-side Advisor / Strategic advisor

Served as financial advisor to Scott’s Distributing, Inc., a distributor of animal food, bedding and enrichment supplies for research laboratories, in its strategic assesment and acquisition of PharmaServ to become ScottPharma Solutions

Steel Partners Holdings L.P.

Strategic Advisor

Acted as exclusive financial advisor to the Audit Committee of the board in its purchase of CoSine Communications Inc. via a reverse-forward split and merger by its WebFinancial Holding Corporation subsidiary

Teq

Recapitalization

Acted as consultant and financial advisor to this classroom technology and professional development services provider in arranging a $15 million revolving credit and mortgage financing through People’s United Business Capital

Century Direct

Buy-side Advisor

Served as exclusive advisor to this 80-year-old printer and mailer serving the direct mail marketing business in its acquisition of Mailmen, Inc., a direct marketing company

The Burmax Company

Buy-side Advisor

Acted as exclusive financial advisor to this family-owned beauty products manufacturer, importer and distributor in its acquisition of Product Club, a manufacturer of hair foils and coloring accessories

P&F Industries, Inc.

Buy-side Advisor

Acted as exclusive financial advisor to this manufacturer of pneumatic industrial tools in the sourcing and acquisition of ATSCO (Air Tool Solutions Company)

Dancker Sellew & Douglas

Sell-side Advisor / Strategic advisor

Acted as the exclusive financial advisor to this interior solutions and furniture business on the review of alternatives, business valuation, and the sale of its lab furniture division

Acrow Corporation of America

Leadership recruiting

Recruited a new Chief Financial Officer for this designer, manufacturer and supplier of modular prefabricated steel bridges

Steel Partners Holdings L.P.

Strategic Advisor

Acted as exclusive financial advisor to the Audit Committee of the board in evaluating the merits of its acquisition and subsequent stock merger of Cosine Communications, a wholly owned public subsidiary with API Group, a U.K.-based public packaging company

Premier Store Fixtures, Inc.

Sell-side Advisor

Acted as exclusive financial advisor to this designer, engineer, manufacturer and installer of retail store fixtures in its sale to LongueVue Capital

Wechsler Ross & Partners Inc

Sell-side Advisor

Served as exclusive financial advisor to this specialty marketing agency focusing on investment and wealth management brands in its sale to Addison Design Company Inc.

Glenwood, LLC

Sell-side advisor

Served as financial advisor to this family-owned marketer and distributor of prescription drugs in selected urological applications on its sale to a group of private investors

Glenwood GmbH

Sell-side Advisor

Served as financial advisor to this family-owned marketer and distributor of prescription drugs for selected urological applications in Germany in its sale to a group of private investors

Thermal Care, Inc.

Sell-side advisor

Served as financial advisor to MFRI Inc. in the sale of its Thermal Care subsidiary, which designs, manufactures and sells industrial process cooling equipment, to IPEG Inc.

Dancker Sellew & Douglas

Leadership recruiting

Recruited an experienced CFO for this interior solutions and furniture business

Kreisler Manufacturing Corporation

Leadership recruiting

Recruited an experienced Finance Director for this aerospace manufacturing company

Kreisler Manufacturing Corporation

Sell-side advisor

Acted as exclusive financial advisor to this manufacturer of precision metal components and assemblies in the sale of its Polish division to United Technologies Holdings SAS

Clever Devices, Ltd.

Buy-side advisor

Acted as exclusive financial advisor to this transit technology company in its acquisition of Grey Hawk Technologies, Inc., which designs and develops variable route mobile technology applications

HC Associates

Sell-side advisor

Acted as exclusive financial advisor to this financial services consulting boutique in its sale to Rothstein Kass and Company, a premier professional services firm

Acrow Corporation of America

Buy-side advisor

Served as financial advisor to this designer, manufacturer and supplier of modular prefabricated steel bridges in its acquisition of Milton Steel, a manufacturer and fabricator of steel components

Matco-Norca

Leadership recruiting

Recruited a new Chief Financial Officer for this master distributor of plumbing and industrial products

Vastardis Capital Services

Recapitalization

Acted as exclusive financial advisor to this provider of fund administration services in arranging and structuring new financing provided by City National Bank

Innovation Control Systems, Inc.

Sell-side advisor

Acted as exclusive financial advisor to this leader in turbine control upgrades for power generation application in its sale to Emerson Process Management’s Power and Water Solutions division

C2 Media

Sell-side advisor / Strategic advisor

Acted as court-appointed financial advisor and managed the 363 sale of the debtor’s assets to an affiliate of Vomela Specialty Company

Geller and Company LLC

Sell-side advisor

Acted as exclusive financial advisor to this provider of outsourced services in the sale of its Geller Investment Partnership Services division to SS&C Technologies

AbelCine

Strategic advisor

Reviewed strategic alternatives and assisted in incentive compensation planning designed to recognize the contribution and loyalty of key employees of this service provider to the production, broadcast and new media industries

Nelson

Leadership recruiting / Strategic advisor

Recruited a new COO and CFO, and created a management equity incentive plan for key employees at this global architectural design and engineering company

Acrow Corporation of America

Recapitalization

Served as financial advisor to this designer, manufacturer and supplier of modular prefabricated steel bridges on the refinancing of its debt

Star for Parts, Inc.

Sell-side advisor

Acted as exclusive advisor to this wholesaler of vacuum cleaner parts, owned by Motors and Armatures, Inc., in its sale to Essco Sweeper Service Company, a portfolio investment of MCM Capital

Nelson

Buy-side advisor

Acted as the exclusive financial advisor to this global architectural design and engineering company on its acquisition of Black Cow Architects, an architecture and interiors firm, as well as its acquisition EE Linden Associates, a mechanical and engineering business

Genspring Family Offices

Buy-side advisor

Acted as exclusive advisor to this wealth management firm for ultra high net worth families in its acquisition of a wealth management firm in Denver, Colorado

Hart Systems, LLC

Sell-side advisor

Acted as exclusive financial advisor to this supplier of rental bar code scanning equipment and inventory management systems in its sale to TopSpin Partners, a private equity firm

Wessel Fragrances, Inc.

Sell-side advisor

Acted as exclusive financial advisor to this developer and manufacturer of fragrance products in its sale to Takasago International Corporation (U.S.A.)

Champion Energy Corporation

Recapitalization

Acted as exclusive financial advisor to the fourth largest retail distributor of home heating oil in the United States on $43 million in senior credit facilities including a $25 million revolving loan and an $18 million term loan

Nelson

Capital Raising

Acted as the exclusive financial advisor to this global architectural design and engineering company on the arranging and structuring of its senior credit facilities

Solix, Inc.

Buy-side advisor

Acted as exclusive financial advisor to this business process outsourcing firm in its acquisition of Lytmos Group, Inc., a grant administration business

RedHawk Communications, Inc.

Sell-side advisor

Acted as exclusive financial advisor to this corporate ethics training and communication company in its sale to EduNeering Holdings, Inc., a subsidiary of Kaplan, Inc.

Osmio, Inc.

Sell-side advisor

Acted as exclusive financial advisor to this provider of Internet solutions for food ordering and catering to SeamlessWeb Professional Solutions, Inc., a subsidiary of Aramark Corporation

Elite Plastic Corporation

Sell-side advisor

Acted as exclusive financial advisor to this manufacturer of custom plastic extrusion products for the retailing industry in its sale to Intek Plastics, Inc.

CSC Management LLC

Buy-side advisor / Capital raising

Advised and arranged the financing for the acquisition of Digital Video Systems, a broadcast and audio-visual systems integrator, by this diversified broadband communications infrastructure and services business

ITG Competency Group, LLC

Sell-side advisor

Acted as exclusive financial advisor to this provider of competency data in its sale to Salary.com, a provider of on-demand compensation management solutions

Imperial Bag & Paper Co., LLC

Sell-side advisor

Acted as exclusive financial advisor to this wholesale distributor of paper and plastic packaging, janitorial supplies and shipping supplies to the food service industry on its sale to a private investor

RLB Food Distributors, L.P.

Sell-side advisor / Strategic advisor

Acted as exclusive financial advisor to this regional distributor of fresh produce and other perishable food products in its sale to the company’s executive management team

Kings Electronics Company, Inc.

Sell-side advisor

Acted as exclusive financial advisor to this manufacturer of RF connectors for commercial and military markets in its sale to Winchester Electronics Corporation

DeMedici Imports, Ltd.

Sell-side advisor

Acted as exclusive financial advisor to this national specialty food importer and distributor in its sale to Atalanta Corporation, a leading multinational food importer

Loders Croklaan USA LLC

Sell-side advisor

Acted as exclusive financial advisor to this 110-year-old global producer of oils, fats and nutritional ingredients in the sale of its SensoryEffects division to Performance Chemicals & Ingredients Company

Western Medical

Sell-side advisor

Acted as exclusive financial advisor to this privately held marketer, manufacturer and developer of specialty medical textile dressing products in its sale to Derma Sciences, Inc.

Loders Croklaan USA LLC

Sell-side advisor

Acted as exclusive financial advisor to this 110-year-old global producer of oils, fats and nutritional ingredients in the sale of its encapsulation and agglomeration division to Balchem Corporation