Transactions

Bio-Botanica – Wells Fargo

Business

Manufacturer of botanical extracts for the pharmaceutical and nutraceutical industries

Our Role

Financial advisor to Bio-Botanica on its working capital, construction, and equipment financing

Boreas Holdings – TD Bank

Business

Boreas Holdings, the parent of multiple affiliated aviation services operating companies, including Quantem Aviation Services

Our Role

Exclusive financial advisor to Boreas Holdings in a refinancing through an extension of credit facilities

World Oil Tools – HSBC and BDC

Business

Manufacturer and supplier of downhole equipment and tools to the oil and gas industry

Our Role

Exclusive financial advisor to World Oil Tools on its leveraged recapitalization

iDevices – Connecticut

Business

Internet of Things consumer product development and consulting company

Our Role

Exclusive financial advisor to iDevices on its issuance of preferred stock

Integrus

Business

Diversified holding company owning and operating a producer and marketer of leading brands of dinnerware

Our Role

Exclusive financial advisor to Integrus in its equity recapitalization, creation of an ESOP, and sale of $6.2 million of convertible preferred stock

BioBotanica – Genceutic

Business

Manufacturer of botanical extracts for the pharmaceutical and nutraceutical industries

Our Role

Exclusive financial advisor to Bio-Botanica on its affiliate Nature's Answer's acquisition of Genceutic Naturals

CornellMayo – Retalix

Business

Point of Sale software provider of retail store system solutions

Our Role

Exclusive financial advisor to Cornell-Mayo on its acquisition by Retalix

RetailOptimization -Revionics

Business

Provider of cloud-based assortment and micro and macro space optimization solutions

Our Role

Exclusive financial advisor to Retail Optimization on the sale of its assets to Revionics

Media Chase – Episerver

Business

E-commerce software solution provider

Our Role

Exclusive financial advisor to Mediachase on the sale of its business to EPiServer

Agentrics – TraceOne

Business

Product lifecycle management (PLM) software solution provider to retail industry

Our Role

Exclusive financial advisor to Agentrics on merger of Agentrics-PLM with Trace One

Beacon – TECT

Business

Manufacturer of precision turbine engine parts

Our Role

Exclusive financial advisor to Beacon on the acquisition of the Newington Connecticut operations of TECT Power

Phylogy – Actelis

Business

Developer of xDSL products designed to facilitate delivery of high-speed, broadband Internet services over existing copper networks

Our Role

Exclusive financial advisor to Phylogy on the sale of its intellectual property to Actelis

CAM – Robertson Piper

Business

Payment processing solutions

Our Role

Exclusive financial advisor to CAM Commerce on the sale of its Point of Sale business to Robertson Piper

Integrated Decking – National City

Business

Provides airplane deicing services

Our Role

Financial advisor to IDS on long term secured asset financing

Birken – Webster – First American

Business

Aerospace component manufacturer

Our Role

Exclusive financial advisor to Birken on the financing

Feed Management acquired by Cargill

Business

Software solutions company that integrates critical information between feed manufacturers and their suppliers and customers

Our Role

Exclusive financial advisor to FMS on its acquisition by Cargill

Software Impressions – Integrity

Business

A provider of proprietary Software as a Service (SaaS) solutions and web-based business tools

Our Role

Exclusive financial advisor to Software Impressions on its sale to Integrity Interactive

Resolute – Vision

Business

Provides information technology support services to the self-service technology sector

Our Role

Exclusive financial advisor to ResTAP on the sale of substantially all its assets

Quantem – Integrated Decking

Business

Airfreight logistics company

Our Role

Financial advisor to Quantem on the acquisition of IDS through a structured financing

Startrak – Alanco

Business

Provides wireless technology and web-based software for controlling refrigerated transportation assets

Our Role

Exclusive financial advisor to StarTrak on its sale

PMP – HBD

Business

A leading niche contract manufacturer of net and near-net shape forgings and precision-machined components from high performance materials

Our Role

Exclusive financial advisor to PMP on its sale to HBD

Feed – Cargill

Business

Software solutions company that integrates critical information between feed manufacturers and their suppliers and customers

Our Role

Exclusive financial advisor to FMS on its capital raise from Cargill

Beacon – Allen

Business

The leading provider of hospice services in New England

Our Role

Exclusive financial advisor to Beacon Hospice,Inc. on the acquisition

OpenField – Torex

Business

Provider of POS software and integrated solutions to retail industry

Our Role

Exclusive financial advisor to Systech on its sale to Torex

Resolute – MCC

Business

Provides Internet connectivity and computer-based recreation services to U.S. military personnel

Our Role

Exclusive financial advisor to Resolute on the acquisition of MCC

Startrak – FNP

Business

Provides wireless technology and web-based software for controlling refrigerated transportation assets

Our Role

Exclusive financial advisor to StarTrak

Viisage – ZN Vision

Business

Biometric technology

Our Role

Advised on an acquisition program

MCR – LAU

Business

Consulting services

Our Role

Advised on an acquisition program

SurfEU – TISCALI

Business

ISP Services

Our Role

Advised on the sale of the company

Resolute – M&T

Business

Provides Internet connectivity and computer-based recreation services to U.S. military personnel

Our Role

Exclusive financial advisor to Resolute on leveraged recapitalization

Scherers – Arkadin

Business

Facilities based provider of virtual conferencing services

Our Role

Exclusive financial advisor to Scherers on its sale to Arkadin

SoilSafe – Halifax

Business

Remediation and recycling of contaminated soil

Our Role

Advised shareholder on recapitalization and arranged the financing

Sotas – Safeguard

Business

Telecommunications software and services

Our Role

Advised on the sale of the company

CVSI – 4front

Business

Information technology services

Our Role

Advised on the sale to international company

Internosis – General Atlantic

Business

Information technology services

Our Role

Advised management of the acquisition and private equity financing of the company

TCM – Gemma

Business

Telemarketing

Our Role

Advised on the divestiture of a foreign subsidiary

Beacon – American Capital

Business

The leading provider of hospice services in New England

Our Role

Exclusive financial advisor to Beacon Hospice, Inc. on the equity and debt financing

Johnson Controls – Vista Ventures

Business

Information technology services

Our Role

Advised Johnson Controls on the sale of a subsidiary

Churchill – Ameraparts

Business

Recycling of auto parts for use in the aftermarket

Our Role

Private equity growth financing

Dover – Duncan – Metapoint

Business

Industrial manufacturing conglomerate

Our Role

Advised Dover on the divestiture of a manufacturing subsidiary, Duncan Industries

Churchill – ESI

Business

Commercial wastewater treatment and disposal

Our Role

Private equity growth financing

Greenfield

Business

Treatment and disposal of hazardous waste

Our Role

Strategic partner private equity financing

Nutrisystem

Business

Food services

Our Role

Recapitalization

Sazerac

Business

Beverage manufacturer and distributor

Our Role

Arranged private debt financing to facilitate acquisition program

Synagro

Business

Treatment and disposal of residuals

Our Role

Advised on the sale of the company

Churchill – Horizon

Business

Collection and disposal of commercial and residential solid waste

Our Role

Private equity and debt financing to facilitate an acquisition program