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Senior Housing
Advised AlerisLife Inc. on the sale of 17 senior living communities with a combined 1,776 units to six buyers
Asset Management
Provided annual fund valuation services to Bison Capital, a middle market private equity group
Aerospace & Defense
Advised Tek84 Inc. on the sale of its subsidiary IDSS Holdings, Inc, a specialist in airport scanner technology, to SureScan
Engineering Services
Rendered fairness opinion to the McCalmont Engineering Employee Stock Ownership Trust in connection with a purchase of 100 percent of the company
Senior Housing
Advised Diversified Healthcare Trust on the sale of 2 senior living communities with a combined 99 units to a regional owner-operator
Aerospace & Defense
Advised Management and Engineering Technologies International Inc. on its acquisition of Effecture, LLC, an IT infrastructure and solutions provider for the Department of Defense
Rehabilitation Services
Advised Testpointe Living Centers LLC, a leading brain injury residential support services provider, to a family office
Asset Management
Performed purchase price allocation services for a portfolio company of Thomas H. Lee Partners, L.P.
Rehabilitation Services
Advised Renovus Capital Partners on its acquisition of Collage Rehabilitation Partners, a provider of neurorehabilitation services for patients with neurological injuries
Steel Fabrication
Rendered fairness opinion to the Basden Steel Corp Employee Stock Ownership Trust in connection with a purchase of 100 percent of the company
Rehabilitation Services
Advised AlerisLife Inc. on the sale of its Ageility Physical Therapy Solutions business to Fox Rehabilitation
Rehabilitation Services
Advised Pate Rehabilitation Endeavors Inc., a Texas-based provider of providers of neuro rehabilitative services, on its sale to BrightSpring Health Services and Scioto Properties
Title Insurance
Performed certain goodwill impairment testing for Fidelity National Financial Corporation, a provider of title insurance and settlement services to the real estate industry
Rehabilitation Services
Advised Robin Hill Farm, Inc., a residential, post acute healthcare provider serving adults with brain injuries, on its sale to BrightSpring Health Services, Inc.
Rehabilitation Services
Advised Brookhaven NeuroRehabilitation Network, a provider of neurobehavioral rehabilitation services, on its sale to VizonHealth and National Health Investors
Building Products
Advised Madeli USA LLC, a maker of bath vanities and mirrors, on its sale to Roca S.A.
Pet Services
Advised Aussie Pet Mobile, Inc., a franchisor of mobile pet grooming services for dogs and cats, on its sale to Home Franchise Concepts, a subsidiary of JM Family Enterprises
Aerospace & Defense
Advised Creative Tent International, Inc., a designer and manufacturer of highly engineered structures for military and commercial applications, on its sale to Progress Equity Partners
Organizational Consulting
Performed certain valuation services for Korn Ferry, a global consulting firm
Specialty Retailing
Advised Airship Holdings, LLC d/b/a Analog/Shift, a leading vintage and pre-owned watch retailer, on its sale to Watches of Switzerland Group plc
Physician Practice
Advised Quigley Eye Specialists, a Florida-based medical and surgical practice specializing in vision disorders, on its sale to New Harbor Capital
Business Process Outsourcing
Advised Phone Ware, Inc., a San Diego-based full service, 24/7 integrated call center, on its sale to MCI, LC
Aerospace & Defense
Advised Automated Business Power Inc., a manufacturer of advanced integrated communications and power systems, to Cache Creek Industries, LLC and Rockmont Capital Partners
Confectionary Products
Rendered a solvency opinion to the Board of R.M. Palmer Company, LLC, a maker of chocolate novelties, in connection with a recapitalization by Union Capital
Decorative Plumbing Fixtures
Advised Watermark Designs, LLC, a leading manufacturer of luxury faucets and bath fixtures, on its sale to Dimora Brands, a portfolio company of The Jordan Company
Facility Services
Advised Atlantic Cooling Technologies and Services, LLC, one of North America’s leading cooling tower servicers, to Service Logic, a portfolio company of Warburg Pincus
Test & Measurement Services
Advised Mentor Technical Group Corp., a provider of validation, calibration and metrology services to FDA-regulated industries, on its sale of a 45 percent interest to Sodexo, S.A.
Luxury Retailing
Advised Birks Group Inc. on the sale of its Mayors Jewelers subsidiary, a 17-store chain operating in Florida and Georgia, to Watches of Switzerland Group plc
Electronic Components
Advised Interface Displays & Controls, Inc, a manufacturer of electronic products for the aerospace and defense markets, on its sale to HEICO Corporation
Grain Processor
Advised Clarkson Grain Company, Inc., a grain, oilseed, and ingredient supplier, on the sale of a 30% interest to an ESOP
CNC Machinery
Advised Laguna Tools, Inc., a maker of CNC routers, band saws and other woodworking equipment, on its sale to Hudson Ferry Capital
Engineering Services
Rendered a fairness opinion for ESOP trustee of Salas O’Brien Holdings, a facility planning, design, construction management firm, in connection with the ESOP’s acquisition of the company
Hospitals
Performed financial advisory services for Indigo Capital Markets in connection with its acquisition of two acute care hospitals
Home Health Care
Advised Care Finders Total Care LLC on its acquisition of Secura Home Health, a provider of home health care services in New Jersey
Home Health Care
Advised Just Home Healthcare Services, a provider of home health care services, on its sale to HIG Capital
Restaurants
Advised TSG Consumer Partners on its acquisition of Yard House USA Inc., a high-growth casual dining concept
Business Services
Advised Arrowhead General Insurance Agency, Inc., a provider of commercial, personal and specialty insurance products, on its sale to Spectrum Equity Investors
Imaging
Performed acquisition advisory services for Fuji Photo Film USA, Inc., a digital and disposable film camera maker
Building Products
Rendered a fairness opinion for the Board of Roofing & Insulation Supply, Inc., a building products distributor, in connection with its sale to Beacon Roofing Supply
Marketing Services
Advised Distribution Services, Inc. d/b/a Fontis Solutions, a commercial printer and marketing communications firm, on its sale to Safeguard Business Systems
Building Products
Advised Security Supply Corporation, an Albany, N.Y.-based distributor of HVAC and plumbing supplies, on its sale to WinSupply, Inc.
Niche Manufacturing
Advised Triax Turbine Components, a manufacturer of turbine engine components, on its sale to Stony Point Group, Inc.
Hospice
Advised Curo Health Services Holdings Inc., a provider of hospice services, on its sale to Thomas H. Lee Partners and HealthView Capital Partners
Physician Practice
Advised Mentis Neuro Rehabilitation, a provider of neuro-rehabilitation services to persons who have sustained brain injury, on its sale to Excellere Partners
Hospitals
Raised senior secured financing for KPC Healthcare, Inc., a Calif.-based hospital operator, from Credit Suisse Park View BDC
Business Process Outsourcing
Rendered a solvency opinion for the Board of Directors of Ceridian HCM, Inc. in connection with a member distribution transaction
Long Term Care
Advised Ciena Healthcare on the sale of two Conn.-based long-term care facilities to Cassena Care
Specialty Materials
Rendered a fairness opinion for the ESOP trustee of NovaSol, an active and passive optical systems R&D company, in connection with the company’s sale to Corning Incorporated
Construction Services
Advised SubZero Constructors Inc., a manufacturer of thermal envelope and Industrial refrigeration systems, on its sale to an ESOP
IT Services
Raised financing for the acquisition by Zumasys Inc. of the jBASE database from Temenos Group AG, a cloud computing concern
Long Term Care
Advised Del Rio Gardens Care Center on the sale of a portfolio of skilled nursing facilities to Rollins Nelson
Metals
Advised Keywell LLC, a supplier of recycled titanium, high-temperature alloys and stainless steel, on its sale under §363 of the Bankruptcy code to Prophet Equity
IT Services
Performed the annual 409A valuation for the equity incentive plan of Trace 3, a provider of enterprise cloud computing, big data intelligence and data center solutions
Building Products
Advised P.H.A.C. Products Inc., an online supplier of plumbing supplies, on its sake to WinSupply, Inc.
Outdoor Lighting
Rendered a fairness opinion for the ESOP trustee of U.S. Pole Company, a manufacturer of outdoor lighting, in connection with the ESOP’s acquisition of the company
Apparel
Advised B.T. Industries, Inc. d/b/a BalTogs, a maker of performance teamwear, on its sale to Augusta Sportswear, a portfolio company of Kelso & Co.
Building Services
Advised ACCO Engineered Systems, a designer and installer of mechanical systems, on its sale to an ESOP
Publishing
Advised The Diablo Country Magazine, Inc., a monthly magazine publication for the San Francisco East Bay market, on its sale to an ESOP
Marketing Services
Advised The Production Management Group Ltd., a postal logistics company, on the sale of a 49% interest to an ESOP
Food Distribution
Advised Nature’s Best, Inc., a national wholesaler-distributor of health and natural food products, on its sale to KeHE Distributors, LLC
Renewable Energy
Advised Solaray Corporation d/b/a Inter-Island Solar Supply, a distributor of renewable energy components and systems, on its sale to an ESOP and financing therefor
Event and Production Services
Annual valuation for the ESOP of Kish Rigging, a provider of temporary structures and rigging for large scale events
Specialty Chemicals
Advised Hi-Mar Specialty Chemicals, a maker of defoaming agents for the coatings, construction and oilfield drilling industries, on its sale to Elementis plc
Distribution
Advised Kenwood Office Furniture, a remanufacturer of office furniture, on its sale to an ESOP
Aerospace & Defense
Advised Polygon Aerospace, Inc., a distributor of aircraft fasteners to the aerospace industry, on its sale to HCI Equity Partners and Herndon Products, Inc.
Diversified Manufacturing
Advised Hose & Rubber Supply, a distributor of hydraulic and Industrial hose and fittings, on its sale to an ESOP and financing therefor
Telecom Equipment and Services
Annual valuation for the ESOP of Rincon Technology, a global provider of telecommunication equipment and services
Alcoholic Beverages
Performed the annual valuation for the ESOP of Deschutes Brewery, an award-winning craft beer and hand crafted ales brewery
Distribution
Advised Thirkettle Corporation d/b/a Aqua Metric Sales Company, an authorized distributor of smart meters and sensors, on its sale to an ESOP
Wine Accessories
Advised Metrokane, Inc., a marketer of Rabbit®-branded corkscrews, decanters, aerators, wine preservers and barware, on its sale to Taylor Precision Products
Janitorial Services
Advised Pegasus Building Services, a commercial cleaning and facility maintenance company, on its sale to an ESOP
Pharmaceuticals
Advised Collaborative Neuroscience Network, Inc. d/b/a CNS Network, a clinical trials operator, on its sale to an ESOP
Restaurants
Performed the annual financial reporting valuation for American Blue Ribbon Holdings, a multi-concept operator of restaurants
Retail Pharmacy
Rendered a fairness opinion for the ESOP trustee of Kinney Drugs, Inc., a drug store retailer, in connection with the ESOP’s acquisition of the company
Engineering Services
Rendered a fairness opinion for the ESOP of Synapse Product Development, a consultancy firm, in connection with a new equity incentive plan
Branded Food Products
Performed acquisition advisory services for Hormel Foods Corporation, a manufacturer and marketer of branded food and meat products
Poultry Producer
Performed acquisition advisory services for Foster Farms, Inc., a vertically integrated producer of fresh and prepared chicken and turkey products
Bakery Products
Advised Fullbloom Baking, Inc., a producer of natural and organic sweet artisan pastries, on its sale to Aryzta North America
Building Products
Advised Davis & Warshow Inc., New York City’s leading HVAC and plumbing supplies distributor, to Ferguson Enterprises
Alcoholic Beverages
Advised New Belgium Brewing Company, a large U.S. craft brewer, on the sale of a 58.5% interest to an ESOP which resulted in the company being fully ESOP owned
IT Consulting
Advised Digicon Corporation, an IT services provider, on its sale to an ESOP
Aerospace & Defense
Advised Peerless Electronics, a distributor of switches, circuit breakers, sensors, and relays, on its sale to an ESOP
Specialty Consulting
Performed the annual valuation for the ESOP of MAP Consulting, a corporate consulting firm
Office Supplies
Performed the annual valuation for the ESOP of Dri Mark Products, Inc. a leading U.S. manufacturer of white board markers
Long Term Care
Advised the Lehman Brothers estate on the sale of The Cedars, a long-term care campus operating 230 skilled nursing and 22 residential care beds, on its sale to a regional operator
Medical Devices
Advised Dornoch Medical Systems, Inc., a manufacturer of infectious fluid management systems, on its sale to Zimmer Holdings, Inc.
Test & Measurement
Advised Crystal Engineering Corporation, a developer of pressure measuring and calibrating equipment, on its sale to Ametek, Inc.
Professional Services
Advised Hutchings Court Reporters, LLC, a litigation and court reporting services company, on its sale to LIT Group, LLC.
Home Health
Raised senior debt financing of $40,000,000 for National Home Healthcare Corp., a provider of home healthcare and staffing services
IT Services
Advised Axios, Inc., a provider of communications and signal processing solutions for the Department of Defense, on its sale to an ESOP
Consumer Product Brokerage
Advised Impact Sales, Inc., a brokerage that provides representation for consumer goods at retail outlets, on its sale to an ESOP
IT Consulting
Rendered a fairness opinion for the ESOP trustee of Freedom Consulting Group, an IT consulting firm, in connection with the sale of a 21% stake in company
Niche Manufacturing
Advised Ingersoll Tillage Group, a maker of forged tillage blades, on its sale to Maksteel Inc.
Steel Processing
Advised Marubeni-Itochu Steel America Inc. on its joint venture with Worthington Industries, Inc.’s metal framing divisions to form Clark Dietrich Building Systems
Rehabilitation Services
Advised Learning Services Corporation, a provider of rehabilitation services, on its sale to ReMed, a portfolio company of Baird Capital and Deerfield Management Company
Aerospace & Defense
Advised Gel Industries, Inc. d/b/a Quality Aluminum Forge, a manufacturer of complex aluminum parts for the aerospace and defense sector, on its sale to SIFCO Industries, Inc.
Engineering Services
Advised EnviroKinetics, Inc., a supplier of turn-key emissions control, heat transfer and automation packages, on its sale to an ESOP
Food Distribution
Advised Arizona Canning Company, a subsidiary of La Costena, S.A de C.V., on the acquisition of the Luck’s brand of canned beans from ConAgra Foods
Confectionery Products
Advised Clover Capital Partners, LLC on the acquisition of confidential a confectionery products company
Building Products
Advised Carlson Systems Holdings, a distributor of modular home assembly systems and fasteners, on a recapitalization by Industrial Opportunity Partners
Food Retailing
Rendered a valuation opinion for the Board of Directors of Tops Markets, LLC, an upstate New York supermarket operator, in connection with a dividend recapitalization
Industrial Technology
Performed strategic advisory services for the Board of Directors of Securency International Pty Ltd., a maker of polymer banknotes
Chemicals
Performed strategic advisory services for the Equity Committee of Tronox Limited, a leader in the mining and production of inorganic minerals and chemicals, on its Chapter 11 plan of reorganization
Niche Manufacturing
Sale of High Performance Tube, Inc., a maker of finned titanium tubing, to Vallouric, S.A.
Test & Measurement
Sale of QSA Global, Inc., a maker of non-destructive testing equipment and calibrated radioisotopes, to Illinois Tool Works, Inc.
Publishing
Senior debt restructuring and equity recapitalization for Brown Trout Publishers, Inc., a worldwide calendar publishing company
Packaging
Advised A & H Worldwide, a maker of packaging, labels, tags and tickets for fashion accessories, on its sale to a management-led group
Long Term Care
Liquidating manager for successor to Integrated Health Services, Inc., a provider of post-acute care services, returning over $75 million to the unsecured creditors
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