Clients

Previously Executed Transactions

 
  • Railex

  • Sale to

  • Union Pacific Railroad
  • December 2016
  • IDEX Hydra Stop

  • Sale to
  • Madison Industries
  • July 2016
  • AEA Investors

  • Acquisition of
  • Scan Global Logistics
  • June 2016
  • Sale to
  • Undisclosed Family Office Buyer
  • March 2015


  • Acquisition of

  • An Ohio-based Truckload Carrier
  • February 2014


  • Refinancing Package
  • February 2013
  • Exclusive Sale to:
  • November 2012
  • Refinancing Package
  • October 2012
  • Merger with
  • July 2011
  • Sale of
  • To
  • April 2011
  • Refinancing Package
  • November 2010
  • Acquisition of
  • July 2010
  • Refinancing Package
  • May 2010
  • Acquisition of
  • November 2008
  • Sale of selected assets to:
  • March 2008
  • Purchase of selected assets from
  • March 2008
  • Exclusive Sale
  • March 2008
  • Refinancing Package
  • January 2007
  • Acquisition of
  • October 2005
  • Co-advisor Exclusive Sale
  • September 2004
  • Co-advisor Exclusive Sale
  • August 2004
  • Acquisition of
  • June 2003
  • Acquisition of
  • March 2001

While we help business leaders sell all or part of their businesses as part of their effort to diversify, we also help them to prepare for this important event because we believe that good preparation is the key to success.

Case Study:
> Phoenix International > An East Coast Terminalling Company > An Established 3PL

We regularly advise clients with regard to growth through mergers, acquisitions and joint ventures. We assist in developing strategy, identifying the optimal strategic alternative and executing the transactions that lead to the achievement of goals.

Case Studies:
> GENCO: Acquisition Advising > GENCO ATC: Merger Integration > A Renewable Energy Company

We advise clients on discrete issues and overall corporate issues. We can assist in the acquisition of capabilities and in the divestiture of business units that no longer fit clients' missions.

Case Studies:
> An East Coast Terminalling Company > A Midwest-based 3PL

We can assist you in raising capital by helping you to evaluate your strategy and tactics and present your exciting attributes to a variety of equity and venture captal investors.

Case Study:
> A Renewable Energy Company