M&A / Joint Ventures / Divestitures

Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales

Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales Client Situation A publicly traded operating software provider became involved in litigation. The company lost certain litigation claims that required it to file for bankruptcy protection and was seeking to reorganize itself and emerge successfully from bankruptcy. At the time of filing for bankruptcy protection, existing senior financial management and other key accounting personnel departed, leaving [...]

Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales2020-01-15T00:20:57+00:00

Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements

Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements Client Situation A heavy truck dealership with a multistate footprint was preparing for a sale when the CFO left for another opportunity. The company had recently turned profitable after the 2008-09 recession, had been in the PE firm’s portfolio for several years, and was the last investment remaining in the fund. This created a sense [...]

Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements2020-01-15T00:22:31+00:00

Acquisition and Integration of U.S. Manufacturer Helps Consumer Products Company Achieve Major Revenue Growth and Cost Savings

Acquisition and Integration of U.S. Manufacturer Helps Consumer Products Company Achieve Major Revenue Growth and Cost Savings Client Situation A middle market consumer products company had the opportunity to purchase a U.S. manufacturer within a new segment of the same industry. There were several things that made this purchase attractive from a strategic viewpoint. The new segment allowed for a broader reach of existing products, and only 20 percent [...]

Acquisition and Integration of U.S. Manufacturer Helps Consumer Products Company Achieve Major Revenue Growth and Cost Savings2020-01-15T00:26:13+00:00

International Investment Bank Explores Options as an Independent / Spinoff Company

International Investment Bank Explores Options as an Independent / Spinoff Company Client Situation The CEO of a $5 billion subsidiary of a major Western U.S. bank holding company (BHC) correctly surmised that the unit was not a core holding of the BHC. The CEO wanted to prepare potential strategies for spinning off or selling the unit to prepare for a possible request to do so from the BHC’s top [...]

International Investment Bank Explores Options as an Independent / Spinoff Company2020-01-15T21:39:39+00:00

Manufacturer Gains Pricing Power and Operational Efficiencies Following Acquisition of UK-Owned Facility

Manufacturer Gains Pricing Power and Operational Efficiencies Following Acquisition of UK-Owned Facility Client Situation A global agricultural corporation desired to expand its US operations by acquiring a nearby manufacturing facility in the same line of business, with the intent to lower operating costs, grow market share, and improve the combined companies’ pricing power for their products in an industry where the barriers to entry are high. The manufacturing facility [...]

Manufacturer Gains Pricing Power and Operational Efficiencies Following Acquisition of UK-Owned Facility2020-01-15T21:42:45+00:00

Acquisition of a Company to Expand Global Presence and Distribution Channel

Acquisition of a Company to Expand Global Presence and Distribution Channel Client Situation A family owned international manufacturer, marketer and distributor of crop protection products aspired to increase its overall sales by entering the Italian market with their product line. The company did not have a suitable distribution channel in Italy to distribute its products, nor did it have a full portfolio of products required for the Italian market [...]

Acquisition of a Company to Expand Global Presence and Distribution Channel2020-01-15T21:43:39+00:00

Satellite Communications Company Establishes New Infrastructure; Sells Division for $1 Billion

Satellite Communications Company Establishes New Infrastructure; Sells Division for $1 Billion Client Situation A satellite communications company was working to carve out and sell one of its major operating units, the Satellite Division, and then re-launch the remaining organization as a new business enterprise. The company needed to separate its intellectual property, establish a new technology infrastructure for both organizations, and reduce IT costs for the remaining organization. Solution [...]

Satellite Communications Company Establishes New Infrastructure; Sells Division for $1 Billion2020-01-15T21:44:36+00:00
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