Three Years in a Row, Beatrice Mitchell Has Been Commended as One of the Most Influential Women in Mid-Market M&A

For three years in a row, Mergers & Acquisitions has commended Beatrice Mitchell as one of the Most influential Women in Mid-Market M&A.

For nearly 30 years, Beatrice Mitchell has sold privately-held companies in manufacturing, distribution, retail, business services and other industries. Mitchell started Sperry Mitchell with husband Paul Sperry in 1986. The firm has remained successful by investing substantially in infrastructure, including databases and people, and cultivating connections and a good word-of-mouth reputation from clients. The firm focuses on putting together an excellent product: the selling memorandum and the list of potential acquirers.

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Tom Pogacnik Recognized by The M&A Advisor for 2016 Cross-Border Deal of the Year

Tom Pogacnik of Sperry, Mitchell & Company has been recognized for his key role in the acquisition of Morrow & Co. (Stamford, CT) by Sodali Ltd. (London, England), winning the Cross Border Deal of the Year Award at the 15th Annual M&A Advisor Awards Dinner at the New York Athletic Club. This award was chosen by a panel of 35 M&A industry experts. “It gives us great pleasure to recognize Sperry, Mitchell & Company and bestow upon them our highest honor for M&A firms and professionals,” said David Fergusson, Co-CEO and President of the M&A Advisor.

Beatrice Mitchell, Co-Founder of Sperry, Mitchell & Company, commented “We’re proud to announce that Tom Pogacnik has been chosen as a winner of the Cross Border Deal of the Year award by the M&A Advisor. Over the past eleven years, Tom has  contributed to the success of our business in a meaningful way.

Tom Pogacnik has nearly 20 years of M&A experience and is primarily focused on originating and evaluating potential clients, as well as marketing and executing deals across a variety of industry sectors, including industrial manufacturing, business services, and consumer goods Tom earned a B.A. from Gettysburg College.

 

Sperry Mitchell Advises ICC/Decision Services on its Sale to StellaService, Inc.

New York, NY (October 18, 2016)Store Insight, Inc. dba ICC/Decision Services (“ICC”) of New York, NY and Wayne, NJ has been acquired by StellaService, Inc. of New York, NY. Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to ICC.

ICC/Decision Services (www.iccds.com) is a leading provider of customer experience management services to large retailers, restaurant chains, supermarkets, fitness clubs, discounters, and other customer-facing entities. ICC uses mystery shopping, customer intercepts, and customer satisfaction surveys to evaluate, manage, measure, and improve customer satisfaction and the overall customer experience, while generating revenue and operational enhancement ideas and suggestions for its clients. ICC is led by Owner and President David Rich, who will continue to lead ICC as it is merged with StellaService’s ecommerce service measurement and optimization platform (Stella Metrics). ICC was founded in 1979.

StellaService, Inc. (www.stellaservice.com) helps companies grow through better customer service. The company offers solutions including employee engagement tools, real-time customer feedback surveys, and objective service performance measurement and benchmarking. StellaService was founded in 2009 and is backed by a number of prominent venture capital firms. StellarService’s backers include Comcast Ventures, Toba Capital, Battery Ventures, Gotham Ventures, RRE Ventures and Norwest Venture Partners.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in middle-market merger and acquisition advisory services.  Since the firm’s founding in 1986, Sperry Mitchell has completed hundreds of transactions in a wide range of industries, with values ranging from $10 to $450 million.

 

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Sperry Mitchell Advises Dicor Corporation on its Sale to Airxcel, Inc.

New York, NY (October 3, 2016) – Dicor Corporation, Inc. (“Dicor”) of Elkhart, IN has been acquired by Airxcel, Inc. of Wichita, KS, a portfolio company of One Rock Capital Partners of New York, NY. Sperry, Mitchell & Company served as exclusive financial advisor to Dicor Corporation.

Dicor Corporation, Inc. (www.dicor.com) is a leading designer, distributor, and manufacturer of specialty parts, components, and accessories primarily to the Recreational Vehicle Aftermarket and OEM markets, as well as to a growing list of other industries, such as Commercial, Specialty Vehicle, Marine, Transit, and Construction. The company offers a comprehensive range of value-added product lines that are designed to enhance the functionality, durability, and appearance of its customers’ products. Products include premium roofing membranes and sealant solutions, heavy-duty wheel covers, advanced-design window coverings and shade systems, and engineered composite panels. Dicor Corporation’s family of affiliates includes Dicor Products, United Shade, Vixen Composites, and Seal Design. Dicor Corporation was founded in 1984 and is based in Elkhart, IN.

Airxcel, Inc. (www.airxcel.com) is a leading designer and producer of heating, ventilating, air conditioning, and appliance products serving worldwide specialty markets. The company offers its products through the Coleman-Mach, Maxxair, MCD, Suburban, Marvair, and Industrial Climate Engineering brands. Airxcel was founded in 1991 and maintains locations in Kansas, Tennessee, Georgia, Texas, and Indiana.

One Rock Capital Partners (www.onerockcapital.com) is a private equity firm that invests in companies with strong potential for growth and improvement. One Rock utilizes highly experienced Operating Partners in identifying and acquiring businesses in select industries. One Rock also has a unique strategic relationship with Mitsubishi Corporation, which can provide strategic resources to One Rock and its portfolio companies.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in middle-market merger and acquisition advisory services. Since the firm’s founding in 1986, Sperry Mitchell has completed hundreds of transactions in a wide range of industries, with values ranging from $10 to $450 million.

 

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Sperry Mitchell Advises KLW Plastics on its Sale to BWAY Corporation

New York, NY (September 13, 2016) – KLW Plastics, Inc. (“KLW”) of Monroe, OH, a portfolio company of KODA Enterprises Group of Waltham, MA, has been acquired by BWAY Corporation of Oakbrook, IL, a portfolio company of Stone Canyon Industries of Santa Monica, CA. Sperry, Mitchell & Company served as exclusive financial advisor to KLW Plastics.

KLW Plastics, Inc. (www.klwplastics.com) is a leading manufacturer of one to seven gallon rigid and semi-rigid tight-head plastic containers, serving the food, chemical and agricultural end-markets. KLW is headquartered in Monroe, OH, with additional manufacturing facilities in Houston, TX and Atlanta, GA.

KODA Enterprises Group (www.koda.com) is a private holding company headquartered in Waltham, MA, that specializes in acquiring and operating middle market companies focused on manufacturing and distributing industrial and consumer products.

BWAY Corporation ( www.bwaycorp.com ) is a leading North American supplier of general line rigid containers. The Company operates 25 plants throughout the United States and Canada, serving industry leading customers on a national basis. BWAY’s rigid metal containers include paint cans, steel pails, aerosol cans, monotop cans, and pour top cans. The Company also manufactures rigid plastic packaging, including pails, drums, and hybrid paint cans.

Stone Canyon Industries, LLC (www.stonecanyonllc.com) is a global industrial holding company based in Santa Monica, CA with subsidiaries involved in the consumer & retail, food & ingredients, industrial, business services and transportation fields. Founded in 2014, Stone Canyon focuses on acquiring market-leading companies with strong management teams in highly defensible industries around the world.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in middle-market merger and acquisition advisory services.  Since the firm’s founding in 1986, Sperry Mitchell has completed hundreds of transactions in a wide range of industries, with values ranging from $10 to $450 million.

 

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Beatrice Mitchell Invited to Speak as an Expert Panelist at Merrill Corporation Webinar

Beatrice Mitchell was invited by Merrill Corporation to take a seat on the panel of experts for their webinar: Current Trends and Outlook for M&A and Private Equity. Over 1,000 participants tuned into the webinar and took part in the survey. For access to the complete playback, click here.

 

 

 

 

Tom Pogacnik Interviewed by Finance Monthly

Tom Pogacnik was recently featured in the July issue of Finance Monthly regarding his role in arranging the merger of client Morrow & Company (Stamford, CT) and Sodali (London, UK), creating Morrow Sodali Global, which is now the largest independent corporate governance, proxy solicitation, and shareholder services firm in the world.

For access to the complete interview, click here.

2016 J.P. Morgan Corporate Challenge

For the past 15 years, Sperry, Mitchell & Company has fielded a competitive team for the J.P. Morgan Corporate Challenge road race. Our 2016 team was comprised of Tom Pogacnik, Dan Officer, Melissa Cole, Kyle Morgan, Matt Nicolai and Krista Agatielli.

The New York course spans a USATF-certified 3.2 mile distance, and is run on the inner roadway of Central Park. This year’s race attracted over 5,000 participants.

While the 2016 Sperry Mitchell team did not win any awards, their post-race celebration was unmatched.

 

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Beatrice Mitchell Speaks at The Bloomberg Breakaway Summit

Beatrice Mitchell speaks with Bloomberg’s Jason Kelly at The Bloomberg Breakaway Summit, sharing her advice for companies looking to buy or sell. For full access to the session please click here.

 

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Sperry Mitchell Advises Morrow & Co. on its Sale to Sodali Inc.

Morrow TombstoneNew York, NY (May 11, 2016) Morrow & Co., LLC (the “Company”) of Stamford, CT has been acquired by Sodali Inc. to create Morrow Sodali Global LLC, the largest independent corporate governance, proxy solicitation, investor relations, capital markets and shareholder services firm in the world, serving more than 600 corporate clients in 30 countries.  Sperry, Mitchell & Company, Inc. initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Morrow & Co.

Morrow & Co. (www.morrowco.com) was founded in 1972 and has grown to become the leading independent provider of proxy solicitation and corporate governance consulting services in the U.S., serving hundreds of major publicly-traded companies, mutual funds, and financial institutions looking to reach and influence shareholders.  The Company’s services include solicitation for annual shareholder meetings and proxy contests, stock watch services, and year-round research and consulting on emerging governance trends.  Morrow & Co. maintains offices in Stamford, Dallas, and Chicago.

Sodali Inc. (www.sodali.com) is a global leader in advising boards of directors and senior management on issues such as corporate governance, director evaluation, management succession, executive compensation, shareholder engagement and transparency, investor communication, IPOs, bond holder transactions, social policy, and sustainability.  Sodali has offices in London, New York, Geneva, Madrid, Paris, Rome, and partnerships in Sao Paulo, Beijing, Johannesburg, Mexico City and Lima.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in middle-market merger and acquisition advisory services.  Since the firm’s founding in 1986, Sperry Mitchell has completed hundreds of transactions in a wide range of industries, with values ranging from $10 to $500 million.

 

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