DIVESTITURES, ACQUISITIONS & CORPORATE FINANCE

Second Phase of an auto dealership divestiture by the majority  owner to a partnership involving the minority owner and an auto dealer group. Transaction Value: Confidential

International “non-asset-based” logistics services provider with specialty in large energy related equipment. Long time established business with experience in transporting goods and equipment to all points of the globe.  After extensive process, sold to national transport company. Transaction Value: $12million

Niche product distribution of oilfield wear parts.  Two longtime shareholder partners both wishing to retire.  A “distilled” process was run and sold to a family office buyer.  Transaction Value: $3million

Longtime owner wishing to retire and sell (and assist with financing) to one or both key managers.  Eventually sold to a Private Equity Group to partner with one key manager and owner was able to divest 100% immediately.  Transaction Value: $3million

Fast growing company with young, energetic management and shareholders. After financial diagnostic undertaken, numerous lending relationships were consolidated to two senior lenders.  Transaction Value: $15million

Two minority interest and fulltime shareholders representing 20% of the shares looking to purchase and finance the buyout of the remaining 80% interest from two retired shareholders.  Assisted with structure negotiation and sufficient bank financing to complete the transaction. Transaction Value: $15million

Second generation domestic auto dealer transitioning majority shareholder to minority shareholder and key general manager.  Valuation, negotiation and structuring of the transaction and assist with financing. Transaction Value: $12million

Three senior management employees looking to purchase this longtime business from the owner. Assisted with structure negotiation and sufficient bank financing to complete the transaction. Transaction Value: $4million