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Investment Banking - M&A Results

Transactions

Operating Experience Matters

As individuals and a group, we have worked on a variety of transactions both as insiders and advisors. The commonality to each of these successful transactions is our approach to listening to the business owners to craft a story that strongly resonates with the financial and acquisition markets. We drive value by our ability to understand our clients on a different level than most investment banks and communicating that understanding to the markets.

El Ranch - Grocery Industry, Investment Bank

Hispanic Grocery Store Chain

Transaction Backgroun

Financial Advisor

Monster Mosquito - Pesticide Industry, Investment Bank

Consumer Product Pesticide Manufacturer

Transaction Backgroun

Capital Raise Advisor

Turbo-Trac - Oil Services  Industry, Investment Bank

High Torque Infinitely Variable Pumps

Transaction Backgroun

Capital Raise Advisor

Cognitive Data - Direct Marketing Industry, Investment Bank

Direct Marketing Database Platform

Transaction Backgroun

Acquired by

M&A - Merkle

Sell-Side Advisor

RP Kincheloe / Perkins Healthcare  - Medical Device  Industry, Investment Bank

Medical Device Systems Integrator

Transaction Backgroun

Capital Raise Advisor

Depo Demand Pooling - Buying Platform Industry, Investment Bank

Collaborative Buying Technology Platform

Transaction Backgroun

Capital Raise Advisor

Velocity Marketing - Shotz Energy Drink  Industry, Investment Bank

Energy Drink Beverage Company

Transaction Backgroun

Capital Raise Advisor

Chippenhook - Package Industry, Investment Bank

Display & Packaging Manufacturer

Transaction Backgroun

Restructuring Advisor

Hutton Communications - Telecom Distributor  Industry, Investment Bank

Telecom Products Distributor

Transaction Backgroun

Sell-Side Advisor

ETC - Payment Platform Industry, Investment Bank

Toll Collection & Monitoring

Transaction Backgroun

Restructuring Advisor

MedImages - Digital Imaging Industry, Investment Bank

Digital Imaging Health Care Company

Transaction Backgroun

Capital Raise Advisor

Harvest Foods - Grocery Industry, Investment Bank

Retail Grocery Store Chain

Transaction Backgroun

Restructuring Advisor

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