Beatrice Mitchell Featured in Brown Brothers Harriman’s Women & Wealth Magazine

Brown Brothers Harriman’s Women & Wealth Magazine has featured Beatrice Mitchell as one of 20 Women to Watch in 2020. In this article, they feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. They also spotlight a few examples of their extraordinary work in response to the current global pandemic.

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Beatrice Mitchell Has Been Recognized as One of the Top U.S.A. Women Dealmakers

Global M&A Network has recognized Beatrice Mitchell as one of the Top U.S.A Women Dealmakers. The annual award honors and profiles the most accomplished women dealmakers from the United States transactional community.  This year, Beatrice was one of eighteen who won the coveted “Golden Woman” accolade at the recognition ceremony in Washington, D.C.

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Philip Dytko Promoted to Senior Associate

We are pleased to announce the promotion of Philip Dytko to Senior Associate.

 

 

Philip Dytko, Senior Associate

B.A. Dartmouth College

Philip Dytko is responsible for company, transaction, and market analysis for potential and current clients, as well as supporting the overall sale process. Prior to joining Sperry, Mitchell & Company, Philip worked for Brookwood Financial Partners in its Real Estate Investment and Marketing Divisions and for Nvest Financial Group, where he provided wealth management services. Philip graduated from Dartmouth College with a combined degree in Economics and Psychology.

 

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

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

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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.

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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.

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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.

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Sperry Mitchell Advises Apple Montessori Schools On Its Recapitalization by Spanos Barber Jesse & Co.

New York, NY (September 11, 2018) Apple Montessori Schools of Riverdale, NJ (“Apple”) has been recapitalized by, and partnered with, Spanos Barber Jesse & Co. of Walnut Creek, CA (“SBJ”). Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Apple.

Morgan, Lewis & Bockius served as legal advisor to Apple. McGuireWoods served as legal advisor to SBJ.

Apple Montessori Schools (www.applemontessorischools.com) is one of the most established and successful early childhood education and enrichment providers in the New Jersey/Metro-New York City market. Since its inception, Apple has grown to fifteen locations, with the goal of continuing to expand its footprint of schools with its research-proven approach to whole-child education and development. Apple’s unique and proprietary Montessori Plus curriculum and programs are built on the foundation of Montessori education, which values individual and independent learning at one’s own pace, and respects a child’s natural cognitive, psychological, physical, and social development. Apple offers Infant, Toddler, Preschool/Kindergarten, and Elementary School programs, along with Summer Camp, Before & After School, and Core Enrichment programs, reaching children aged 6 weeks to 12 years. Apple’s curriculum and programs address a child’s critical early learning years and foster a lifelong love of learning.

Spanos Barber Jesse & Co. (www.sbjcap.com), is a private investment firm with approximately $300 million of committed capital. SBJ focuses on lower middle-market consumer, business services, and healthcare services companies. SBJ provides flexible capital solutions, thoughtful strategic advice, and domain expertise to support the value-creation goals of entrepreneurs, owners, and management teams. The firm’s founders have invested over $500 million in more than 35 companies with a demonstrated track record of success.

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 & Company has completed over 350 transactions in a wide range of industries, with values ranging from $10 to $450 million.