Private Equity
One of Benesch’s core competencies is the representation of private equity firms, including leverage buyout firms, growth equity firms, mezzanine funds, and portfolio companies located both domestically and offshore, in the acquisition, financing, operation, and ultimate disposition of their assets and in the formation and ongoing operation of the fund itself.
Dedicated to fully understanding our clients, their businesses and their industries, we develop client-focused teams. These teams ensure first-class legal service and continuity of personnel, view business issues from our clients’ perspectives, and assist in discovering the best legal services to address our clients’ needs, drawing upon the strengths of diverse, knowledgeable, and experienced lawyers.
Our Private Equity Group is comprised of attorneys with individual specialties that include corporate finance, subordinated lending, senior lending, including second lien lending, securities, recapitalizations, buyouts, mergers and acquisitions, and restructuring. We have a successful track record assisting investment firms in reaching their business objectives, including fund formation and maintenance, solicitation of capital, acquisitions, management of portfolio companies, divestitures, leveraged buyouts, PIPEs, SPACS, and distressed investments. In addition, we have substantial experience taking private-equity-backed companies public, publicly-traded companies private and in the issuance of public debt. Furthermore, we are equally conversant in representing the company seeking an investment from or an acquisition by a private equity firm.
We believe that our private equity practice is differentiated from that of our competitors because of our focus on the middle market, our ability to represent portfolio companies post-acquisition on a responsive and affordable basis, our CEO-centric program, and our commitment to always staffing projects with teams led by senior attorneys that are actively involved in the process.
As a firm, we focus our practice on middle-market companies. This allows us to provide immediate value to private equity clients as we recognize changing market conditions, identify potential transactions, and proactively counsel portfolio companies in their day-to-day operations. We believe that our emphasis on middle-market companies makes us a value-added partner in today’s private equity marketplace.
We offer a strong CEO-centric program, where we team successful CEOs with private equity firms to create industry-focused transactions. We actively identify and qualify these CEOs before introducing them into CEO-centric private equity firms. In addition, we provide an ongoing program to attract managers who are considering MBOs of their operating companies.
Our ongoing representation of portfolio companies shows our ability to work with management and private equity owners cost-effectively and responsively.
Unlike many of our competitors, we staff our client matters with experienced attorneys that remain actively involved in the day-to-day decision-making process. We are committed to having an experienced partner involved in all transactions and to building a consistent service team that develops a true partnership with the client. In addition, our Midwest base allows us to provide this benefit at a competitive rate structure.
Although we have represented clients in transactions in almost every industry, we have specific experience in the packaging, plastics, specialty chemicals, consumer products, transportation and logistics, financial services, specialty printing, health care, communications, software, media, retail and distribution, manufacturing, and biotechnology sectors. Additionally, we have vertical industry knowledge with special practice groups for transportation and logistics (asset and non-asset based), retail and regulated health care as to long-term care, assisted living, home health, institutional pharmacy, and managed care companies.
As a sophisticated player in the private equity marketplace, we know how to invest institutional funds properly, how to help with ongoing governance, operational, and financing issues, and ensure the proper exit. Through a dedicated team, we get the deal done efficiently and effectively while protecting the interests, and achieving the objectives, of our clients.
Experience
- Represented AEA Investors in connection with its:
- Portfolio company, Inovar Packaging Group, in its acquisition of Dion Label Printing.
- Portfolio company, Inovar Packaging Group, in its acquisition of acquisition of Flexo-Graphics.
- Represented Alpine Investors in connection with its:
- portfolio company Cobalt Service Partners in its acquisition of Automatic Entrances of Wisconsin.
- portfolio company Cobalt Service Partners in its acquisition of Digital Provisions.
- portfolio company Cobalt Service Partners in its acquisition of I-Tech Security and Network Solutions.
- portfolio company Cobalt Service Partners in its acquisition of Automated Door Ways.
- portfolio company Cobalt Service Partners in its acquisition of Toepfer Security.
- portfolio company Cobalt Service Partners in its acquisition of Industrial Door Company.
- portfolio company Cobalt Service Partners in its acquisition of the assets of Homeland Safety Systems.
- Represented Clarendon Capital in connection with its:
- acquisition of the assets of a domestic and international intermodal drayage and transportation logistics company.
- acquisition of the assets of a domestic and international freight brokerage and transportation logistics company.
- acquisition of a transportation logistics company focused on alcohol beverage shipping and delivery.
- acquisition of a commercial driver’s license driving school and training facility.
- acquisition of a technology company focused on the transportation and logistics industry.
- Represented Lighthouse Behavioral Health Solutions (“Lighthouse”) in its recapitalization by Amulet Capital Partners.
- Represented SC Holdings, an investment firm, in its follow-on majority growth investment in Transmit.live, a market-leading streaming advertising technology platform, from an investor group led by a fund managed by LionTree.
- Represented Stonehenge Partners in connection with its:
- significant minority investments in a leading consumer brand
- investment in Stratus Surfaces, LLC, an importer and distributor of high-grade natural stone, quartz and porcelain slabs and related products used in residential and commercial construction and remodeling projects
- sale of PPM Technologies, a leading manufacturer of high-quality conveying, coating, and thermal equipment, to Duravant
- investment in The Sports Facilities Companies, a provider of management and development services for community sport, recreation, wellness, and event facilities throughout the U.S.
- sale of Queen City Hospice, a hospice and home health care provider, to Addus HomeCare
- Represented Bridge Industries, LLC and its portfolio company TransTech Energy in a number of add-on acquisitions.
- Represented Francisco Partners and its portfolio company bswift in the acquisition of Evive from Susquehanna Growth Equity.
- Represented Francisco Partners and its portfolio company MyFitnessPal in the acquisition of Excipient from its founders.
- Represented Garnett Station Partners in its establishment of Redwood Environmental, a platform comprised of market-leading brands providing environmental remediation services to commercial end markets across the U.S.
- Represented Gridiron Capital in its acquisition of Vertical Supply Group, a work-at-height products distributor.
- Represented Skyline Global Partners in a number of platform acquisitions and investments.
- Represented a Canadian family office in its serial U.S. private equity investments.
- Represented Gridiron Capital in its $100 million acquisition of Cubii.
- Represented multiple private equity sponsors in roll-up strategies of HVAC, Plumbing, and Electrical businesses.
- Represented private equity sponsor in its acquisition of a security systems installation company selling products solely through government procurement channels.
- Represented Gridiron Capital in the sale of Foundation Wellness, a leading consumer wellness platform that designs, manufactures, markets, and sells high-value branded wellness products, to Bansk Group.
- Represented a private equity fund in its acquisition of a landscaping company in Florida.
- Represented a private equity fund in its acquisitions of pest-control companies.
- Represented a private equity fund in its acquisitions of youth gymnastics companies.
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Represented IntegriChain, a portfolio company of Nordic Capital, in its acquisition of BridgeView Data Solutions, a commercial data warehouse and data aggregation business.
- Represented LeadsOnline, LLC, a portfolio company of TA Associates, in its acquisition of Nighthawk.cloud, LLC, a provider of data analytics software to law enforcement and investigative agencies.
- Represented Vertical Supply Group, a Gridiron Capital portfolio company, in its acquisition of Yates Gear, a provider of fall protection products in the climbing, technical rescue, rope access, and tactical equipment industries.
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Represented private equity in life science service acquisitions.
- Palladium Equity Partners on its acquisition of Spice World, the largest garlic supplier in the U.S., and its affiliated brands*
- Lord Jones, a business specializing in CBD and hemp-based products, on its sale to Cronos Group*
- Represented TowerBrook Capital Partners and its portfolio companies on multiple transactions, including:
- TowerBrook’s investment in Langan Engineering & Environmental Services, an environmental and engineering consulting firm*
- TowerBrook’s acquisition of Maxor National Pharmacy Services, which provides pharmacy management, pharmacy benefit management and specialty pharmaceutical services*
- TowerBrook’s investment in accounting firm EisnerAmper*
- TowerBrook’s acquisition of Rewards Network, a provider of restaurant marketing, loyalty and rewards programs and financing*
- TowerBrook’s investment in TriMedx, a healthcare technology management service provider, alongside Ascension* - Wyndham Worldwide in its separation via spin-off into two separate publicly traded hospitality companies valued at approximately $11 billion, Wyndham Hotels & Resorts, Inc. and Wyndham Destinations, Inc*
- EQT in its acquisition of Zemax Software Holdings, a provider of optical and illumination design software, from Arlington Capital Partners*
- Represented TZP Group and its portfolio companies on multiple transactions, including:
- TZP’s simultaneous acquisitions of Break The Floor Productions and Star Dance Alliance, combining the two dance training, competition and production companies*
- TZP’s sale of its portfolio company, Family Entertainment Group, a designer, developer and operator of amusement facilities, to H.I.G. Capital*
- Divestiture of the PRO-TEK Vaults business of Library Associates, a TZP portfolio company, to Champlain Capital*
- TZP’s acquisition of Awareness Technologies, a provider of security and monitoring software solutions* - Represented Sentinel Capital Partners and its portfolio companies on multiple transactions, including:
- Sentinel’s acquisition of Online Labels Group, a provider of labels products through online and direct sales*
- Sentinel’s acquisition of High Bar Brands, a manufacturer and distributor of heavy-duty truck and trailer products under the brands Minimizer, Premier Manufacturing, Dieters, Panelite and Viking*
- Sentinel’s investment in the Worldwide Home Care division of Sodexo*
- Sentinel’s divestment of a portfolio company to its continuation fund*
- Sentinel’s sale of its portfolio company, ECM Industries, to nVent Electric plc*
- Sentinel’s sale of its portfolio company, Apex Companies, an environmental consulting and engineering firm, to Morgan Stanley Capital Partners*
- Sentinel’s acquisition of L2 Brands, a designer, manufacturer and marketer of custom apparel*
- Sentinel’s acquisition of SmartSign, an online provider of safety, regulatory and compliance signs, labels and tags*
-Sentinel’s recapitalization of its portfolio company, New Era Technology*
- Sentinel’s sale of its portfolio company, Nekoosa, a manufacturer of paper and film products, to Wynnchurch Capital* - Accenture in its acquisition of SolutionsIQ*
- Accenture in its acquisition of Infusion, a software and engineering design*
- SKKY Partners on its investment in premium sauce and condiments brand, TRUFF, which was the first investment by SKKY Partners*
- Warburg Pincus on its launch and eventual sale of its portfolio company, Foundation Risk Partners, a retail insurance brokerage platform, to Partners Group, as well as multiple acquisitions made by Foundation Risk Partners prior to the sale*
- Represented Vestar Capital Partners and its portfolio companies on multiple transactions, including:
- Vestar’s acquisition of Tech24, a provider of commercial foodservice equipment repair and maintenance services*
- Vestar’s investment in Nox Health Group, a developer and provider of sleep diagnostic technology and services*
- Vestar’s investment in 360training, a provider of online training and continuing education programs*
- Vestar’s sale of its portfolio company, Mercury Healthcare, to WebMD*
- Divestiture of the Healthgrades.com business of Mercury Healthcare, a Vestar portfolio company, to Red Ventures* - Corcentric on its acquisition of Vendorin, a B2B payments provider*
- ABRY Partners in the sale of its portfolio company, HigherEducation.com, to the Vistria Group*
- Sagent Pharmaceuticals on its approximately $750 million sale to Nichi-Iko Pharmaceutical*
- CC Capital and Motive Partners in the acquisition of Wilshire Associates*
- Inflexion Private Equity Partners on its investment in a newly combined business between Novantas and a subsidiary of Informa*
- Starwood Capital Group and Mammoth Resorts in the sale of Mammoth Resorts to Aspen Skiing Company, LLC and KSL Capital Partners, LLC*
- Avista Capital Partners in the sale of a significant minority interest of WOW! Internet, Cable and Phone to Crestview Partners*
- The Carlyle Group on its acquisition of Beautycounter, a clean beauty, skincare and cosmetics company*
- Represented a private equity-back manufacturer of machine tools in its acquisition of a manufacturer of plastic injection molding & precision machined components for telecom equipment.
- Represented a private equity fund in its acquisition of a distributor and installer of garage and overhead doors and related products.
- Represented Qualus Power Services, a portfolio company of New Mountain Capital, in its acquisition via merger of GridBright, a leading power industry technology solutions firm.
- Represented an independent sponsor fund in its acquisition of a provider of flood prevention and mitigation services and products.
- Represented Arsenal Capital Partners in its purchase of real estate and substantially all of the assets of a business that sells induction heat treatment of iso-statically molded carbonous/graphitic raw materials.
- Represented Qualus Power Services, a portfolio company of New Mountain Capital, in its acquisition of Ferreira Power Group, a specialized power engineering firm providing distribution palling and design, grid hardening, and program management for utility providers.
- Represented Stonehenge Partners in its sale of its portfolio company, PPM Technologies, a leading manufacturer of high-quality conveying, coating, and thermal equipment, to Duravant LLC, a portfolio company of Warburg Pincus and Carlyle.
- Represented Yusen Logistics in its acquisition of Taylored Services, a multichannel third-party logistics fulfillment organization, from private equity firm Saybrook.
- Benesch represented Rotunda Capital Partners in the sale of their portfolio company Refrigeration Sales Company LLC to Master Group a Canadian strategic acquirer in the HVAC distribution industry.
- Represented Rotunda Capital Partners in the sale of their portfolio company Amware Fulfillment LLC to Staci Group, a leading fulfilment and logistics service provider headquartered in France.
- Represented SC holdings, an investment firm, in its follow-on majority growth investment in Transmit.live, a market-leading streaming advertising technology platform, from an investor group led by a fund managed by LionTree, a global merchant bank with expertise in media and technology.
- Represented Meridian Adhesives Group, a leading producer of high-performance advanced adhesives for electronics, infrastructure, and industrial end markets, in its sale to American Securities, a leading U.S. private equity firm.
- Represented Olympus Partners and Excel Fitness Holdings in their ongoing acquisitions of fitness clubs in North Carolina, Virginia, Tennessee, Georgia, Texas and Oklahoma.
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Represented a private equity backed buyer in connection with the acquisition of a leading manufacturer of electromagnetic components (including, without limitation, microwave and millimeter wave components, oscillators, amplifiers, frequency converters, and frequency multipliers for the industrial, aerospace, and military and defense sectors).
- Represented manufacturing portfolio company of private equity sponsor in its disposition of its sealing applications and advanced technology systems division.
- Represented private equity backed portfolio company in its acquisition of a Georgia based Hospice.
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Represented a private equity fund in sale of a portfolio company’s U.S. assets and Philippine stock that provides shareholder communications services to publicly listed companies, including consulting, creative services, SEC Filing, document management technology, and more, to a strategic acquirer.
- Represented nation-wide employee benefits solutions company (private equity backed) in its acquisition of virtual healthcare and wellness company.
- Represented a Cleveland, Ohio based private equity fund in its acquisitions of dining and nutrition services in healthcare communities in Arizona and Nebraska.
- Represented vascular surgeon and his physician practice in sale to national private equity backed platform of vein clinics.
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Represented a private equity fund buyer in its acquisition of a provider of sports facilities management and advisory services.
- Represented a private equity fund in its purchase of assets of five companies, located in Washington, Pennsylvania, Connecticut and Massachusetts, that provide credit related services to mortgage lenders.*
- Represented a New York private equity fund in its acquisition of a distributor of corrugated products and packaging supplies in Florida.*
- Represented a private equity fund in its sale of a company that provides credit related services to mortgage lenders to a private equity fund for $320 million.*
- Represented a California private equity fund in the platform acquisition of a Colorado-based fire protection services and fire safety systems company, as well as numerous add-on acquisitions in Texas, California, Colorado and Arizona.*
- Represented a California private equity fund in the acquisition of substantially all of the assets of an upscale retail candy business with more than 60 locations in 27 states pursuant to a §363 sale out of
bankruptcy.* - Represented a California private equity fund in the acquisition of substantially all of the assets of a company located in Washington that provides continuing education services to dentists.*
- Represented a Cleveland, Ohio based private equity fund in its acquisition of a Florida sports supplement company.*
- Represented Aero 3, Inc. and its subsidiaries (“AeroRepair”), a portfolio company of Weinberg Capital Group (“Weinberg”), in the acquisition by GenNx360 Capital Partners.
- Represented Rotunda Capital Partners in its sale of MacQueen Equipment, LLC, an industry-leading distributor of top-tier environmental and emergency equipment solutions.
- Represented MOTIS Brands, an e-commerce leader in loading, hauling, mobility, automotive and recreational segments, in its sale to Prospect Hill Growth Partners, a private equity firm.
- Represented the buyer in its acquisition of a provider of prime and non-prime, flexible and semi-rigid PVC compounds, CPE, alloys, and zero halogen formulations.
- Represented Gridiron Capital LLC in the acquisition of Sherrill, Inc. dba Vertical Supply Group, a trusted manufacturer and supplier of high-cost of failure, fall protection equipment and tools for arborists, utility, industrial, rescue, landscape and other work-at-height professionals and recreational and rock climbing users based in Greensboro, N.C. from Platte River.
- Represented physician group in sale of multi-provider/multi-office practice to private equity backed national network of dermatology practices.*
- Represented dental practice in its sale to a private equity backed dental service organization (DSO).*
- Represented Millpond Equity Partners in its acquisition of Financial Aid Services, LLC, a provider of consulting, staffing and compliance services for higher education institutions.
- Represented Stonehenge Partners in its significant minority investment into a leading consumer brand.
- Represented Arcline Investment Management and portfolio company Quantic Electronics in acquisition of Transcon Technologies, a leader in the design, development and manufacture of custom electromagnetic components.
- Represented AML Rightsource, LLC, a Gridiron Capital portfolio company, in its acquisition of Blue Umbrella Holdings Limited and Blue Umbrella Limited, a provider of third-party compliance technology and due diligence services using custom automated workflows to corporate clients across a range of industries.
- Represented Arcline Investment Management and portfolio company Quantic Electronics in acquisition of Ticer Technologies, a manufacturer of high-performance, thin-film embedded resistor copper foil for digital and RF printed circuit boards.
- Represented a private equity buyer in its acquisition of a materials handling business.
- Represented McCarthy Capital in its substantial minority investment in Smartlink, a provider of wireless infrastructure asset inventory and management, network services, network real estate, and IT staffing.
- Represented MPE Partners in the recapitalization of DecoArt, a leading manufacturer of paints and finishes for arts, crafts, and home decorating applications.
- Represented Orbital Health in a $600,000 pre-seed venture capital investment leb by Comeback Capital and including Right Side Capital Management, EV Private Investments and GAM Investments.
- Represented the buyer in its acquisition of a manufacturer of one-person installation boat docks and piers.
- Represented a private equity sponsor in its acquisition of a leading wholesale distributor of heating, ventilation, air conditioning and refrigeration equipment, parts and supplies in Ohio and Western Pennsylvania.
- Represented McCarthy Capital, a private equity firm headquartered in Omaha, Nebraska, in its acquisition of CPaT Global, LLC, a provider of commercial aviation distance learning training materials and solutions and learning management system platforms.
- Represented the buyer in its acquisition of a manufacturer of tie-down solutions for cargo control.
- Represented the buyer in its acquisition of a company engaged in the planning, funding, constructing, and operating of broadband networks in rural Ohio.
- Represented multi-state cannabis operators on equity and debt structures.
- Represented a private equity firm in its acquisition of licensed electronics accessories brands through the UCC Article 9 sale process.
- Represented the buyer in its acquisition of a manufacturer of storage, loading, hauling, and transportation products, including guards, cable protectors, dropovers, ramps, wheel chocks, and bridges.
- Represented Gridiron Capital in its acquisition of Erie Construction Mid-West, a direct-to-consumer home remodeling services provider.
- Represented the Buyer in its acquisition of a material handling engineering company engaged in the design, sale, repair, installation and rental of cranes, hoists, material handling equipment, parts, and related equipment.
- Represented the buyer in its acquisition of a design leader in foodservice dinnerware, displayware, and tabletop accessories, with an emphasis on melamine.
- Represented the buyer in its acquisition of a leading contract manufacturer of Class II and Class III medical devices.
- Represented the seller in the disposition of the world's leading manufacturer of Polygraph instrumentation and equipment to private equity.
- Representation of Millpond Equity Partners, LLC in the acquisition of Futuri Media.
- Representation of Millpond Equity Partners, LLC in the acquisition of Pharmacy Development Services.
- Representation of Millpond Equity Partners, LLC in the acquisition of Hands-On Learning, LLC.
- Representation of Millpond Equity Partners, LLC in the acquisition of BrandRep.
- Representation of Millpond Equity Partners, LLC in the acquisition of Science First.
- Representation of Millpond Equity Partners, LLC in the acquisition of TouchMath.
- Represented the buyer in its acquisition of a German provider of data and software-based anti-financial crime compliance solutions.
- Represented a leading private equity-backed supplier of RF and microwave components and subsystems specializing in high power and broadband solutions in its acquisition of a supplier of a broad range of RF and microwave components and subsystems for the military, aerospace, industrial and commercial markets.
- Represented the buyer in its acquisition of a UK provider of data and software-based anti-financial crime compliance solutions
- Represented leading provider of component parts for aircrafts in its stock acquisition of a leader in aviation safety and flight performance systems.
- Represented private equity backed Buyer in add-on asset purchase of a direct-to-consumer supplier and installer of storm grade windows.
- Represented private equity team in its acquisition of an add-on business to its platform company.
- Represented Dent Wizard, a portfolio company of Gridiron Capital and the largest national provider of automotive reconditioning services and vehicle protection products, it its sale to Dealer Tire, a portfolio company of Bain Capital.
- Represented Gridiron Capital in its acquisition of AML RightSource — a Cleveland-based provider of anti-money-laundering, Bank Secrecy Act and related financial crime-fighting services — from its prior private equity owner, New York’s Clarion Capital.
- Represented a private equity sponsor in its acquisition of the equity of a custom-printed packaging and labeling company.
- Represented the seller in its disposition of all the assets of a provider and installer of HVAC and refrigerated equipment in a private equity backed add-on transaction.
- Represented a private equity buyer in its acquisition of a manufacturer of waterproofing coatings systems.
- Represented buyer in its add-on acquisition of a third-party transportation logistics services business and a motor carrier services business.
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Represented private equity owned Buyer in a carve-out asset acquisition of a direct-to-consumer and retail home improvement and remodeling business.
- Represented a private equity sponsor in its acquisition of the assets of a domestic and international intermodal drayage and transportation logistics company.
- Represented the seller in its sale of the Company which is a payment processing service business.
- Represented the Seller in its disposition of a leading provider of glass and window fabrication systems and software solutions to private equity.
- Represented the seller in its disposition of its fire-sprinkler installation and service business to private equity.
- Represented private equity owned buyer in an add-on acquisition of a company that assembles and distributes data-loggers.
- Represented the sellers in their sale of SaaS technology offering end-to-end audience engagement and sales tools for radio broadcasters, TV Stations, and publishers.
- Represented a private equity owned Buyer in an add-on acquisition of a manufacturer and distributor of laminated glass and polycarbonate products for light and heavy rail, locomotive, and military and commercial vehicle applications.
- Represented a private equity portfolio company in the add-on acquisition of a provider of finance and accounting consulting and staffing services.
- Represented the founder in the sale of his die-cutting and non-metallic fabrication services business to private equity.
- Benesch represented Rotunda Capital and its platform company, MacQueen Equipment, LLC, in its acquisition of Temco Machinery, Inc., which sells and services emergency response vehicles.
- Represented the sellers in the sale of ALICE Training Institute, an active shooter training solution and preparedness education program for organizations.
- Represented the purchaser in the acquisition of a distributor and seller of customizable shoe inserts and antimicrobial shoe insert cushions.
- Represented the seller in the disposition of its engineered sealing solutions business.
- Represented SWS Capital in connection with its strategic investment in RosmanSearch, Inc., a neurosurgical and neurological recruiting and staffing business.
- Represented the buyer in its acquisition of a leading manufacturer of single-use bio-process components and systems including fittings, tubing, single-use assemblies, and fabrication.
- Represented one of the leading ice cream and yogurt franchises in the United States in its recapitalization of the company
- Represented the buyer in its acquisition of a car wash equipment distributor and installer.
- Represented the buyer in its acquisition of business assets related to the seller's food catering and serving products and accessories and entry into a supply agreement related thereto.
- Represented private equity owned buyer in an add-on stock acquisition of a company which sells science kits to professors and universities for student use.
- Represented Millpond Equity Partners in its acquisition of Futuri Media, a provider of SaaS technology offering end-to-end audience engagement and sales tools for radio broadcasters, TV stations, and publishers.
- Represented buyer in its acquisition of a national, full-service logistics business focused primarily on courier, warehouse management and distribution services.
- Represented private equity fund in its sale of leading end-to-end provider of technology solutions for education to private equity owned technology company.
- Represented Slate Capital in its acquisition of Horizon Facilities, a provider of staffing services to rental car companies.
- Represented the buyer in its acquisition of a non-asset based third-party, final mile logistics firm.
- Represented the buyer in the acquisition of a manufacturer of conveyor systems and food processing equipment for the food production industry.
- Represented a private equity owned medical contract manufacturer in its add-on asset acquisition of a manufacturer of orthopedic implants.
- Representation of Gridiron Capital, LLC in its acquisition of Jacent Strategic Merchandising, the leading supplier and service provider of impulse merchandising solutions to the grocery, mass, drug and e-commerce retail channels, from Lariat Partners.
- Representation of Gridiron Capital, LLC in its initial platform acquisition of a provider of strategic impulse, in-line and check stand, merchandising products and solutions to retailers.
- Representation of CapitalWorks in the acquisition of Chemtron Corporation.
- Representation of Kohlberg Kravis Roberts & Co. (KKR) in its acquisition of Minnesota Rubber and Plastics, a manufacturer of highly engineered rubber and plastics solutions to global customers, from Norwest Equity Partners.
- Representation of Gridiron Capital, LLC in the sale of Ramsey Industries, Inc., a leading manufacturer of service cranes, industrial and commercial winches and planetary gear drives.
- Representation of CapitalWorks in its acquisition of GEM City Engineering Co.
- Represented Gridiron Capital Partners in its acquisition of Remington Products Company, a leading specialty designer and manufacturer of branded and private label orthotic solutions, including foot beds/insoles, foot care products, orthopedic braces, sports supports and safety/ergonomic products. The target company was 100% owned by the Remington Products Company Employee Stock Ownership Plan and Trust, making for a complex structure.
- Represented Gridiron Capital Partners in its initial platform acquisition of Jacent Strategic Merchandising, a provider of strategic impulse, in-line and check stand, merchandising products and solutions to retailers.
- Represented Petmate, a portfolio company of Olympus Partners, in its acquisition of PetQwerks, a manufacturer and distributor of alternative rawhide pet chews and treats.
- Represented a private equity fund in the sale of its portfolio company in the consolidated contract manufacturing space to a private equity controlled Canadian competitor for $91 million.
- Represented a private equity fund in the recapitalization of its agriculture technology portfolio company.
- Represented a private equity fund in its acquisition of a provider of search engine optimization and other digital marketing services.
- Represented a private equity owned provider of technology and marketing support services in the car wash industry in its acquisition of a company specializing in point-of-sale business solutions to the automotive services industry.
- Represented a private equity owned freight hauling and brokerage service business in the completion of several add-on acquisitions.
- Represented a private equity owned specialty chemicals company in its acquisition of several add-on businesses.
- Represented a private equity owned company in the sale of its non-core apparel and signage business lines.
- Represented Evolution Capital Partners in the sale of its portfolio company Lewellyn Technologies, a market leading electrical and workplace safety services company, to Align Capital Partners.
- Represented Evolution Capital Partners in the purchase of NexTech Partners, a distributor of refurbished voice and networking products.
- Represented two private equity funds in a combined purchase of an education and training services company as well as several add-on acquisitions.
- Represented Ennis-Flint, a North Carolina-based portfolio company of Olympus Partners, in its acquisition of the thermoplastics pavement markings business from The Sherwin-Williams Company.
- Representation of LeafFilter, a provider of gutter guards for homeowners in North America, in its sale to Gridiron Capital, LLC.
- Negotiated numerous startup and growth equity investments and leveraged buyouts, for issuers, individual and institutional investors, and private equity funds.
- Represented Capitalworks, a private equity fund, in connection with its acquisition of Magna-Tech Manufacturing.
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Represented a private equity fund in its add-on acquisition of a national electric motor and motor control supply and distribution company.
- Represented Atlantic Street Capital in connection with its:
- Portfolio company Advancing Eye Care Holdings in its merger with Lombart Instruments and concurrent purchase of Marco Ophthalmic.*
- Portfolio company Advancing Eye Care Holdings in its acquisition of Innova Medical Ophthalmics.*
- Portfolio company Advancing Eye Care Holdings in its acquisition of Enhanced Medical Services.*
- Portfolio company PLNTF Holdings, a Planet Fitness franchisee, in connection with its acquisition of various Planet Fitness gym franchisees throughout the U.S.*
- Sale of Alex Apparel Group to Versa Capital.
- Represented Provariant in its recapitalization of Midwest Equipment Sales (MWE). Provariant is a private equity sponsor consisting of four industry veterans. Its investment in MWE represents the first institutional capital in MWE since its founding and also represents the first platform investment for Provariant. MWE is a nationwide resource for compact equipment parts and accessories and outdoor power equipment.
- Represented Stone Point Capital and its Trident funds in connection with its:
- investment in Applied Systems.*
- acquisition of a majority stake in Focus Financial Partners.*
- investment in Finxera Holdings.*
- Represented portfolio company of private equity fund in add-on acquisition of manufacturer of premium, highly engineered products and assemblies in the transportation, HVACR, aerospace, defense, and medical industries.
- Represented the seller in its disposition of a highly specialized Strategic Service Provider (SSP) of customized Information Technology products and services to private equity.
- Represented the seller in its disposition of a dealer of environmental and emergency products and services.
- Represented the seller in its disposition of a business engaged in the manufacturing, distributing, and selling of loading, hauling, mobility, and transportation products, including ramps and hitch carriers.
- Represented the buyer in its acquisition of a provider of construction services, including tunneling construction, infrastructure development, utilities construction, site development and facilities construction, and pipeline construction.
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