Who We’ve Helped
For McGraw-Hill, provide strategic and M&A advisory services.
For APEX GROUP OF COMPANIES, manufacturer of laser-engraved anilox rolls for printing presses and associated technical services, source prospective acquisition targets located around the world.
For BELL INDUSTRIES (OTCBB: BIUI), technical services provider and recreational products distributor, source prospective investors and issue fairness opinion on the terms of a capital injection.
For INSOLEXEN, specialist in IBM WebSphere, webMethods and TIBCO technical consulting, merge with Perficient, also a technical services vendor, for $13.4M.
For FORTEGRA, technical services specialist in CIS and CRM automation for utilities, stock sale to Black & Veatch Corporation, infrastructure engineering services vendor.
For GIBSON GUITAR, manufacturer of guitars and digital audio devices, source prospective acquisition targets located around the world.
For ICF CONSULTING (NASDAQ: ICFI), divest energy industry software and technical services vendor ESI to Nexus Energy.
For POWEL ASA (OSLO: POWEL), vendor of utility network and asset management software, merge with MiniMax, publisher of utility workforce management and facilities construction software.
For PRIMARK, since acquired by Thomson, acquire data and consulting firms valued at $5M-$50M. Also divest Lodestar, vendor of energy load and market analysis software.
For PERFICIENT (NASDAQ: PRFT), merge with e-commerce installation services vendor Compete for up to $63M.
For UTILITY PARTNERS, mobile data systems vendor, since acquired by Viryane), value and structure $10M private placement.
For CONNECTICUT ENERGY CORPORATION, since acquired by Energy East, attract $5M investment to its computer service bureau (ASP) business unit.
For ENERGY EAST CORPORATION (NYSE: NEG), value and divest $40M (cost) computerized natural gas trading network, and sell Xenergy, a $25M (sales) utility industry IT and management consulting firm. to KEMA.
For RESOURCE DATA INTERNATIONAL (RDI), since acquired by Platt’s, buy energy data vendors valued at about $5M.
For SONY JAPAN (NYSE: SNE), advise on creation of worldwide e-commerce strategy.
For REED BUSINESS, sell Tracom, a $5M (sales) training products vendor.
For CARE DATA SYSTEMS, sell suite of healthcare industry data integration applications.
For PRIMEDIA (NYSE: PRM), value acquisition target—$35M (sales) sci/tech publisher—and identify steps to widen margins.
For Lilly Pulitzer, revive brand, sell to Sugartown Worldwide.
For Northpoint, IT consultancy to big media companies, provide strategic and M&A advisory services.
For AMERITECH (NYSE: T), since merged with SBC and AT&T, create strategic and financial rationales for $15M investment in a local digital content production facility.
For Dunn Solutions, deliver strategic/financial advisory services.
For Cendant, initiate purchase of Orbitz.
For Cemtrext, pollution control device manufacturer, seek acquisition targets.
For Excel Homes parent IBS, modular home builder, raise debt.
For PDS, protoype PCB assembler, asset sale to Evolve Capital.