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 […]
Beatrice Mitchell was a speaker at ACG’s 4th Annual Women’s Leadership Summit which took place on January 19 at Convene in New York City. The Summit was filled with over 200 female finance professionals from a variety of middle market private equity firms and investment banks. Beatrice spoke on a panel for The Leadership Parity – How Women Have Risen to the Top […]
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 […]
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 […]
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 […]
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. […]
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 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 […]
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 […]
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.