Daniel Officer Featured as ACG New York’s Member of the Month

Dan Officer, Managing Director, was featured as ACG New York’s member of the month in March of 2018. He has been a member of ACG New York since 2013 and recently served as Vice Chair for their Manufacturing Conference, which was held in New York City.

To view the entire article, click below:

ACG New York Member Highlight

Alexander Coggin and Kyle Morgan Promoted to Associates

We are pleased to announce the promotion of Alexander Coggin and Kyle Morgan to Associates.

 

 

 

Alexander Coggin, Associate

B.A. Trinity College

 

Alex is primarily focused on company, transaction, and market analysis for potential and current clients, as well as providing overall sale process support. Prior to joining Sperry, Mitchell & Company, Alex held positions with Keefe, Bruyette & Woods and Fidelity Investments. Alex graduated from Trinity College with a degree in Economics.

 

 

 

 

 

 

Kyle Morgan, Associate

B.A. Johns Hopkins University

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Kyle Morgan is primarily focused on company, transaction, and market analysis for potential and current clients, as well as providing overall sale process support. Prior to joining Sperry, Mitchell & Company, Kyle worked for Oppenheimer & Company. Kyle graduated from Johns Hopkins University with a degree in Economics. During his time at Johns Hopkins, Kyle played wide receiver for the football team.

 

 

 

 

 

 

Beatrice Mitchell Speaks to Mergers & Acquisitions

Beatrice Mitchell gives her insight on the current state of the M&A market with Keith Button of Mergers & Acquisitions. To read the article, please click here.

Sperry Mitchell Advises C&M Corporation on its Sale to Winchester Interconnect

New York, NY (December 20, 2017) – C&M Corporation of Dayville, CT, a portfolio company of the Watermill Group of Lexington, MA, has been acquired by Winchester Interconnect of Norwalk, CT, a portfolio company of the Snow Phipps Group of New York, NY. Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to C&M.

C&M Corporation (www.cmcorporation.com) is a leading designer and manufacturer of wire & cable and coil cords for performance-critical applications. The company serves blue-chip customers across a variety of growing markets, including industrial automation, medical and military.

Watermill Group (www.watermill.com) is a strategy-driven private investment firm that helps companies achieve their full potential through strategic transformation. For more than three decades, Watermill has been acquiring, operating and improving companies. Watermill looks for businesses in which it can apply a unique combination of strategic insight and management expertise to re-imagine their future and drive growth.

Winchester Interconnect (www.winconn.com) is a leading provider of custom-engineered interconnect solutions for diverse, growing end-markets requiring high reliability and application-specific expertise. Winchester’s complex, custom connectors and engineered cable solutions help connect power and data to numerous global, blue-chip OEMs. Winchester’s strategic global footprint provides local engineering and sales support to its customers.

Snow Phipps (www.snowphipps.com) is a private equity firm focused on middle-market control investments, targeting platform companies with enterprise values ranging from $100 million to $500 million. The firm utilizes an operating partner model to invest across the industrials, services, and consumer industries and seeks value creation through an operationally focused strategy.

Sperry, Mitchell & Company (www.sperrymitchell.com) is an investment banking firm specializing in sell-side middle-market merger and acquisition advisory services.  Since the firm’s founding in 1986, Sperry Mitchell has completed over 350 transactions in a wide range of industries, with values ranging from $10 to $450 million.

 

View articles about this transaction: (click below)

Cision PR Newswire

Business Wire

PE Hub

Sperry Mitchell Advises WaterFleet LLC on its Sale to EagleTree Capital

New York, NY (November 30, 2017) WaterFleet, LLC of San Antonio, TX has been recapitalized by EagleTree Capital of New York, NY.  Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to WaterFleet.

WaterFleet is an industry-leading, full-service provider of mobile water and wastewater treatment solutions for remote locations.  The Company’s innovative technology and green solutions have transformed the remote-location water and domestic wastewater industry, significantly improving remote workforce living conditions and reducing the cost and environmental risk of traditional wastewater services.  WaterFleet operates a technology-as-a-service platform, leasing its systems to customers and providing ongoing compliant treatment and remote monitoring & diagnostic services.

“We are pleased to be partnering with EagleTree, a firm that has significant water industry expertise,” said Alan Pyle, Co-Founder and CEO of WaterFleet.  “With EagleTree’s support, we’ll be better positioned to enhance our reach and scale by expanding our fleet capacity and real-time monitoring solutions in order to better serve our existing customers in the energy industry. We will also continue to build our presence in other sectors – such as industrial construction and emergency response – that would benefit from our solutions.  We look forward to working together closely with EagleTree to address the myriad of water-related problems that are impacting businesses, municipalities, and water-stressed populations in the U.S.”

Norton Rose Fulbright served as legal advisor to WaterFleet.  Jones Day served as legal advisor to EagleTree.

WaterFleet (www.waterfleet.com) operates a fleet of Mobile Drinking Water Production trailers  (The Water Rig) and Mobile Domestic Wastewater Processing trailers (The Reclaimer Rig) for oil field drilling, oil field completion, and large-scale industrial construction operations. Both systems are designed to the highest standards, with proprietary technology to address the particular demands of harsh, remote environments.

EagleTree Capital (www.eagletree.com), formerly Wasserstein Partners, is a leading independent private equity firm, focused primarily on leveraged buyout and growth equity investment activities. EagleTree manages capital on behalf of institutional and individual investors. The firm is focused on investments primarily in the media & communications, consumer products, water, and industrial sectors. EagleTree is located in New York, NY.

Sperry, Mitchell & Company (www.sperrymitchell.com) is an investment banking firm specializing in sell-side middle-market merger and acquisition advisory services.  Since the firm’s founding in 1986, Sperry Mitchell has completed over 350 transactions in a wide range of industries, with values ranging from $10 to $450 million.

 

View articles about this transaction: (click below)

Business-Wire

PE Hub

Yahoo Finance

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

For two 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 Speaks at Capital Rountable’s Conference for PE Acquisitions of Family-Owned Companies

Tom Pogacnik was a featured speaker at Capital Roundtable’s conference Best Practices For PE Acquisitions Of Family-Owned Companies. The conference was held at The University Club, in New York City on July 13th. The Capital Roundtable is America’s leading conference company for the middle-market private equity community.

Tom spoke on topics such as the transaction dynamics of acquiring family-owned businesses, the importance of understanding the goals and desires of families when selling their businesses, and what buyers look for when acquiring family-owned businesses. The conference was attended by private equity and family office professionals, debt providers, wealth management advisors, investment bankers, M&A lawyers, and business owners and executives.

For more information about the conference, click here.

2017 J.P. Morgan Corporate Challenge

Since 2000, Sperry, Mitchell & Company has fielded a competitive team for the J.P. Morgan Corporate Challenge road race. Our 2017 team was comprised of Paul Sperry, Tom Pogacnik, Dan Officer, Melissa Cole, Kyle Morgan, Alex Coggin and Krista Agatielli.

Kyle Morgan delivered the fastest time for the second year, although the rest of our team didn’t finish far behind.

The highlight of the evening was the post-race cocktails and dinner at Atwood.

We Moved!

Please find our new address below:

Sperry, Mitchell & Company
595 Madison Avenue, 35th Floor
New York, New York 10022

Daniel Officer Promoted to Managing Director

Sperry, Mitchell & Company is pleased to announce the promotion of Daniel Officer to Managing Director.

Since joining our firm, Dan has proven himself to be an invaluable member of the SMC team, having successfully initiated and closed numerous transactions across a variety of industries, including industrial manufacturing, chemicals, distribution, packaging, and business services.

Dan was chosen as the Dealmaker of the Year by the Association for Corporate Growth in 2015, and Dealmaker of the Year by Finance Monthly in 2014. In addition, he was recognized as a 2016 Annual Emerging Leader by The M&A Advisor. Dan is an active member of the Investment Banking Committee for the New York Chapter of the Association for Corporate Growth.

Dan earned a B.A. with honors from Dickinson College, and lives in New York City with his wife and daughter.

 

Select transaction highlights include: 


• The recapitalization of Green Creative LLC, a leading developer and manufacturer of innovative LED lighting, by Fulton Capital and Merit Capital.

• The sale of Cue & Case Sales, a leading designer and distributor of billiard products & accessories, to Escalade Inc. (NASDAQ:ESCA).

• The recapitalization of Griswold Corp., a leading manufacturer of open-cell rubber and urethane foam products, by Strait Lane Capital Partners.

• The sale of Litecontrol Corporation, a leading designer and manufacturer of architectural interior lighting fixtures, to Hubbell, Inc. (NYSE:HUB.B).

• The sale of Itran Precision Rubber, a manufacturer of custom molded rubber products, to Acme Machell Company.

• The sale of Acetylene Oxygen Company, the largest independent distributor of industrial gases in South Texas, to Praxair Inc. (NYSE:PX).