Sperry Mitchell Advises Wenzel Associates On Its Sale to BEI Precision

New York, NY (October 22, 2019) Wenzel Associates, Inc. (“Wenzel”) of Austin, TX has been acquired by BEI Precision Systems & Space Company, Inc. (“BEI Precision”) of Maumelle, AR, a portfolio company of J.F. Lehman & Company.  Sperry, Mitchell & Company initiated this transaction, assisted in negotiations, and served as exclusive financial advisor to Wenzel.

Wenzel Associates, Inc. (www.wenzel.com) is a leading designer and manufacturer of crystal oscillators, fixed frequency systems, integrated microwave assemblies, and synthesizers for military, space, and commercial markets. Since 1978, Wenzel has defined the state-of-the-art in ultra-low phase noise crystal oscillators, manufacturing products that are capable of highly reliable and precise performance in extreme environments. Wenzel’s Croven Crystals Division in Whitby, Ontario, supplies precision quartz resonators with extremely low noise and low sensitivity to vibration.

BEI Precision Systems & Space Company, Inc. (www.beiprecision.com) is a leader in high-accuracy positioning sensor technologies, providing advanced design, manufacturing, and testing for reliable and resilient products & systems. BEI Precision’s core product lines, which are used primarily in mission-critical defense and space applications, include optical encoder-based and resolver-based positioning systems, scanners for situational awareness requirements, and precision accelerometers. BEI Precision is headquartered in Maumelle, AR with an operating subsidiary in Edinburgh, Scotland and has a longstanding track record of technological innovation, with corporate roots dating back to 1862.

J.F. Lehman & Company (www.jflpartners.com) is a leading middle-market private equity firm focused exclusively on the aerospace, defense, maritime, government and environmental sectors. The firm has offices in New York and Washington D.C.

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 hundreds of transactions in a wide range of industries, with values ranging from $10 to $450 million.

View articles about this transaction: (click below)

PE Hub
Financial News.co.uk

Sperry Mitchell Advises Automated Cells & Equipment On Its Sale to Aloi

New York, NY (April 29, 2019) – Automated Cells & Equipment, Inc. (“ACE”) of Painted Post, NY has been acquired by Aloi Materials Handling & Automation, LLC (“Aloi”) of Rochester, NY, a portfolio company of Wincove Private Holdings. Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to ACE.

Automated Cells & Equipment, Inc. (www.autocells.com) is a leading provider of factory automation and robotic solutions serving a diverse range of industries. ACE is an authorized integrator of FANUC robots and specializes in providing advanced, turnkey factory automation solutions that require significant design, engineering, and programming.

Aloi Materials Handling (www.aloi.com) is a leading materials handling equipment and solutions provider for the industrial manufacturing and warehousing markets. Aloi offers products and services for materials handling, automation, controls, robotics, inspection, and design services for a diverse client base. Aloi is headquartered in Rochester, NY, with offices in Buffalo, NY, Syracuse, NY, Raleigh, NC, High Point, NC, and Holyoke, MA.

Wincove Private Holdings (www.wincove.com) is a private investment holding company that creates long-term capital appreciation for its shareholders by partnering with business owners, entrepreneurs and management teams to build market-leading companies. With offices in Boston and New York, Wincove has a permanent capital base and can therefore stay invested in its partner companies over an unlimited time horizon.

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 hundreds of transactions in a wide range of industries, with values ranging from $10 to $450 million.

View articles about this transaction: (click below)

Robotics Industries Association

Alexander Coggin and Kyle Morgan Promoted to Senior Associates

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

Alexander Coggin, Senior 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, Senior Associate

B.A. Johns Hopkins University

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 Has Been Commended as One of the Most Influential Women in Mid-Market M&A

For the third year, Mergers & Acquisitions has commended Beatrice Mitchell as one of the Most influential Women in Mid-Market M&A.

Click here to view the full interview of Beatrice Mitchell.

Click here to view the entire article.