Advised on valuation and shareholder action for $11 billion AUM investment
Additional Transactions
Rockford Industries, specialty finance company – IPO
Private equity placement with Sun America – $165 million open pool securitization program, sale to American Express
California BIDCO, one of the largest SBA 7 (a) lenders – Leveraged buyout raising $20 million equity, $20 million subordinated debt, $75 million bank line, $150 million securitization program
Community Care Systems, Wellesley, Massachusetts, Psychiatric Hospital Chain – Refinancing and turn-around of hospital chain
Mountasia Entertainment – $10 million convertible note, purchase of division from Time Warner
Heritage Partners – Advisor in raising $175 million fund (Fund I)
Analog and Digital Systems – Raised $3 million private institutional capital from Arthur D. Little’s Memorial Drive Trust, MV Partners, and others, served as long-time board member; advised on sale of company to another electronics firm
Cook Family Foods, $130 million Sale to ConAgra
Computer Partners, Wellesley, Massachusetts – Advised in $25 million sale to Computer Sciences Corp., Washington, D.C.
Organogensis – Bridge loan, IPO advisory; invested in Company
