Proven success in closing transactions
Corporate Fuel is distinguished by its in-depth due diligence, hands-on negotiating style and comprehensive letters of intent—resulting in an exceptionally high rate of seeing deals through to completion. Here is a selection of recent transactions:
Family Wealth Alliance
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.
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.
Freeze Frame, LLC
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
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.
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
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.
Recruited an experienced CFO for the fourth largest corporate ground transportation provider in the United States
Investor Analytics LLC
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
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
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
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
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
Premier Store Fixtures, Inc.
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
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.
Dancker Sellew & Douglas
Recruited an experienced CFO for this interior solutions and furniture business
Clever Devices, Ltd.
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
Acted as exclusive financial advisor to this financial services consulting boutique in its sale to Rothstein Kass and Company, a premier professional services firm
Recruited a new Chief Financial Officer for this master distributor of plumbing and industrial products
Vastardis Capital Services
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.
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
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
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
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
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
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
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
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
Acted as the exclusive financial advisor to this global architectural design and engineering company on the arranging and structuring of its senior credit facilities
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.
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.
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
ITG Competency Group, LLC
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
Air Cargo International and Domestic, Inc.
Acted as exclusive financial advisor to this privately held third-party logistics provider of freight forwarding services in its sale to Target Logistics, Inc.
Realizing Full Value
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