Sperry Mitchell Advises Dynamic Automation & Robotics on its Sale to ATC Automation, a TASI Group business unit

New York, NY (September 14, 2021) Make-All Corporation dba Dynamic Automation & Robotics (“Dynamic”) of Simi Valley, CA has been acquired by ATC Automation (“ATC”) of Cookeville, TN, a business unit of TASI Group.  Sperry, Mitchell & Company initiated this transaction, assisted in negotiations, and served as exclusive financial advisor to Dynamic.

Make-All Corporation dba Dynamic Automation & Robotics (www.dynamicautomation.com) is a leading provider of advanced automation solutions for the life sciences and general industrial end-markets. Dynamic designs, engineers, integrates, and supports advanced robotics & automation systems for a range of applications, including handling, assembly, dispensing, inspection, packaging, and labeling. Dynamic is an authorized FANUC integrator.

ATC Automation (www.atcautomation.com) is a manufacturer and integrator of automated production assembly and test systems. ATC’s products include lean manufacturing and manual work cells, conveyors, rotary dial indexers, robotic assembly systems, and leak testing systems. ATC Automation is a business unit of the TASI Group.

TASI Group (www.tasigroup.com) designs, manufactures and services test, measurement, inspection and automated assembly systems for the transportation, life sciences, food & beverage, consumer goods, industrial and pharmaceutical markets. TASI Group is headquartered in Marlborough, MA, and is a portfolio company of Berwind Corporation.

Berwind Corporation (www.berwind.com) is a fifth-generation, family-owned investment management firm based in Philadelphia, PA.

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 $20 to $550 million.

Sperry Mitchell Advises MedLit Graphics on its Sale to TCG Legacy, a CORE Industrial Partners portfolio company

New York, NY (July 15, 2021) MedLit Graphics, Inc. (“MedLit”) of Windsor, NJ has been acquired by TCG Legacy Holdings LLC (“TCG”), a portfolio company of CORE Industrial Partners, LLC (“CORE Industrial Partners”).  Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to MedLit.

Lakshman Samala and Rao Ponugoti, Co-Presidents of MedLit, said, “Since MedLit’s inception, we’ve been committed to providing outstanding speed, quality, and service for our customers with the goal of building the business into a leader in pharmaceutical packaging. We’ve now reached a critical turning point in our growth trajectory, and we believe that leveraging TCG Legacy’s complementary capabilities will yield immediate benefits for our customers and will help us take MedLit to the next level.”

Together, MedLit and TCG Legacy will create a robust platform that serves both brand-name and generic pharmaceutical companies. The combination will expand the overall scope and breadth of capabilities to service both production and marketing applications for pharmaceutical customers.

MedLit Graphics, Inc. (www.medlitgraphics.com) a leading provider of packaging & labeling solutions to the pharmaceutical industry. The Company’s comprehensive product offering includes outserts & inserts, container / product labels, medication guides, and folding cartons. MedLit operates a premier line of sophisticated packaging equipment that enables the Company to provide high-quality products to customers on short lead times.

TCG Legacy (www.tcglegacy.com) is a full-service marketing solutions provider offering a broad range of cross-media marketing, graphics, printing and packaging services. TCG Legacy primarily serves the pharmaceutical and higher education end markets, including specialized pharmaceutical application providers and some of the most prestigious higher education institutions in the United States, from its manufacturing facility in Raleigh, NC.

CORE Industrial Partners (www.coreipfund.com) is a Chicago-based private equity firm with more than $700 million of capital commitments investing in North American lower middle-market manufacturing, industrial technology and services businesses. CORE’s team is comprised of highly experienced former CEOs and investment professionals with shared beliefs, deep experience, and a proven track record of building market-leading businesses. With capital, insight, and operational expertise, CORE partners with management teams and strives to build best-in-class companies with lasting results.

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 $15 to $450 million.

Private Equity Profits Podcast with Seth Greene Episode 003 Beatrice Mitchell

Check out the Private Equity Podcast episode #3:

Selling Your Portfolio Business Post Covid with Beatrice Mitchell!

VIDEO: Beatrice Mitchell Leads a Panel at the 2021 Mergers & Acquisitions’ Most Influential Speak Conference

Mergers & Acquisitions’ 2021 Most Influential Women Speak Conference was held virtually on February 24th, 2021. The Program featured keynote presentations, fireside chats, interactive panel discussions, and breakout sessions. The Conference covered the most important industry trends and themes, such as: Promoting & Implementing Diversity in M&A, Maximizing Deal Flow, Picking Winners in the COVID Era, and Managing Risk Across Your Portfolio. Beatrice Mitchell of Sperry, Mitchell & Co. led a panel discussion on Starting Your Own Firm, which included panelists Marilyn Adler from Mizzen Capital, Jeri Harman of Avante Capital Partners and Suzanne Yoon Kinzie Capital Partners.

Sperry Mitchell Advises Planar Monolithics Industries on its Sale to Quantic Electronics

New York, NY (March 8, 2021) Planar Monolithics Industries, Inc. (“PMI”) of Frederick, MD has been acquired by Quantic Electronics (“Quantic”), a portfolio company of Arcline Investment Management (“Arcline”). Sperry, Mitchell & Company initiated this transaction, assisted in negotiations, and served as exclusive financial advisor to PMI. Hirschler Fleischer served as PMI’s legal representative for the transaction.

PMI was founded by Dr. Ashok (Ash) Gorwara in 1989. For over three decades, PMI has been a leading supplier of custom, high-reliability MIC/MMIC components and subsystems for applications in space, military, communications, commercial, and consumer electronics systems. This acquisition marks the next chapter in a highly distinguished career for Dr. Gorwara. “I am extremely happy with this outstanding outcome for PMI, my dedicated staff and myself,” said Dr. Gorwara. “The Sperry Mitchell team was critical to the success of this transaction. Their involvement allowed me and my management team to focus on running the business while they drove the deal process forward. When obstacles were encountered, the Sperry Mitchell team was always available and prepared with creative solutions that were agreeable to all parties and led to a positive result for everyone involved in the transaction.”

Sebastian Palacio, General Manager of PMI stated, “PMI will carry on the legacy of its founder, Dr. Ash. The company was founded to take advantage of the burgeoning demand for monolithic-based products using Hybrid MIC/MMIC technology innovations. For the last 30 years, we have been dedicated to developing new technology and products that solve our customers’ difficult design challenges. I would like to thank all the employees that have contributed to our years of success, and I look forward to working as part of the Quantic family to write our next chapter.”

Quantic Electronics. (www.quanticnow.com) is an electronic components company focused on defining and delivering the future of mission-critical electronics. The firm has over a century of combined experience as reliable problem-solvers and trusted partners in military, aerospace, industrial and commercial markets.

Arcline Investment Management (www.arcline.com) is a growth-oriented private equity firm that seeks to invest in thriving middle market businesses with structurally recurring revenue streams in high value industries. Arcline’s differentiated investment strategy combines deep business model expertise, proactive thematic research, an unrelenting focus on the upside and a collaborative, management-first approach to value creation. The firm’s primary sectors of interest include defense, aerospace, critical infrastructure services, industrial & biopharmaceutical technology, life sciences and specialty materials. Launched in 2019, Arcline currently has $4.3 billion in cumulative capital commitments. The firm’s more than 35 professionals are predominantly based in New York and San Francisco.

Sperry, Mitchell & Company (www.sperrymitchell.com) is an investment banking firm specializing in sell-side, middle-market merger & 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.

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

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

Click here to view the article.

Sperry Mitchell Advises OCP Group, Inc. in its sale to Interplex Holdings

New York, NY (December 28, 2020)OCP Group, Inc. (“OCP”) of San Diego, CA, a leading designer and manufacturer of complex custom connectors and cable assemblies, has been acquired by Interplex Holdings (“Interplex”) of Singapore. Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to OCP.

“OCP is very excited to become a part of the Interplex family,” said Treacy Sommer, General Manager and shareholder of OCP. “By joining Interplex, we will be a part of a global team that offers responsive and technical expertise to top-tier OEMs in the Medical, Life Sciences, Automotive, Data Center and Industrial markets.”

“OCP has a solid track record of over 30 years in the design and manufacturing of highly-reliable custom connectors and cable assemblies for key major OEMs. The acquisition of OCP is a strategic investment in expanding Interplex’s fast-growing Medical & Life Sciences product portfolio. They also bring valuable opportunities in specialized sensors, as well as harsh environment applications,” said Alessandro Perrotta, CEO of Interplex.

OCP Group, Inc. (www.ocp.com) is a leading designer and manufacturer of highly-reliable custom connectors and cable assemblies, serving as a trusted partner to OEMs in the automation, medical, life sciences, and robotic sectors. OCP has been an Inc. 5000 Fastest Growing Private Company for the last 3 years and has over 30 years of experience providing flexible interconnect solutions.

Interplex Holdings (www.interplex.com) is the world’s leading designer and manufacturer of customized, high-precision interconnect solutions. Headquartered in Singapore, Interplex has established a leading position in key fast-growing markets, such as the Electronification of Cars, Autonomous Driving, Medical & Life Sciences and Data Centers. Interplex’s global footprint spans 25+ locations across 13 countries.

Sperry Mitchell (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.

Article by Beatrice Mitchell Published in Mergers & Acquisitions Magazine: “Right Time to Sell”

Mergers & Acquisitions magazine recently published an article written by Beatrice Mitchell, entitled “Right Time to Sell, Before Taxes Go Up”. In each of the past four years, Beatrice Mitchell has been recognized as one of the Most Influential Women in Mid-Market M&A by Mergers & Acquisitions.

To view the entire article, click below:

Mergers & Aquisitions Magazine

Sperry Mitchell Advises Kencor Elevator in its Recapitalization by Arcline Investment Management

New York, NY (September 22, 2020) –  Kencor Elevator Systems, Inc. (“Kencor Elevator”) of West Chester, PA has been recapitalized by Arcline Investment Management (“Arcline”) of San Francisco, CA. Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Kencor Elevator.

Karen Kennedy, CEO of Kencor Elevator and daughter of founder Richard Kennedy, said, “We are a company committed to quality and customer service. Our people are our greatest asset, contributing to our core values of safety, integrity, respect, dedication, and education. This investment will provide them with opportunities for further growth and development.”

Commenting on behalf of Arcline, C. Mark Boelhouwer stated, “Kencor Elevator is highly regarded as a business, with a strong reputation for exceptional customer service. The addition of the Company to Arcline’s elevator services portfolio significantly expands our regional coverage, and perfectly complements our other portfolio companies, in particular Jersey Elevator (Aberdeen, NJ), and D&D Elevator (Elmsford, NY).”

Kencor Elevator (www.kencorelevator.com) provides elevator maintenance, repair, modernization, and new construction services in the Mid-Atlantic region. Kencor Elevator’s mission is to promote the safe and efficient operation of vertical transportation systems through the professional and timely delivery of construction, maintenance and repair services by an educated and experienced workforce.

Arcline Investment Management (www.arcline.com) is a private equity firm with $1.5 billion in committed capital, investing in niche, market-leading companies with a declared passion for growth. Arcline approaches investment from multiple perspectives, but with a single vision – to identify and unlock the breakout potential in their portfolio companies. Some of Arcline’s primary interest areas include Industrial Technology, Specialty Materials, Aerospace & Defense, Personal Care, Medical Products and Life Sciences.

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.

Sperry Mitchell Advises D&D Elevator in its Recapitalization by Arcline Investment Management

New York, NY (September 9, 2020)D&D Elevator Maintenance, Inc. (“D&D Elevator”) of Elmsford, NY has been recapitalized by Arcline Investment Management (“Arcline”) of San Francisco, CA. Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to D&D Elevator.

Bobby Schaeffer, CEO and President of D&D Elevator, said, “We have achieved a sustained period of robust growth, which requires substantial resources to ensure we can continue to provide high-quality service to our customers. This significant investment provides us with necessary, long-term stability and the backing to continue our success story.”

Arcline commented, “D&D Elevator is widely recognized for its quality of service and has a legacy of long-term relationships built on the highest levels of customer satisfaction. We are delighted to welcome the Company to our expanding elevator services portfolio, and look forward to supporting its continued growth through additional investments in technology and complementary acquisitions.”

D&D Elevator (www.ddelevator.com) is a leading independent provider of elevator maintenance, repair, modernization, and new installation services in the greater New York City area. Founded in 1981, the company has a legacy of long-term relationships built on the highest levels of customer service and reinforced by its team of professional technicians.

Arcline Investment Management (www.arcline.com) is a private equity firm with $1.5 billion in committed capital, investing in niche, market-leading companies with a declared passion for growth. Arcline approaches investment from multiple perspectives, but with a single vision – to identify and unlock the breakout potential in their portfolio companies. Some of Arcline’s primary interest areas include Industrial Technology, Specialty Materials, Aerospace & Defense, Personal Care, Medical Products and Life Sciences.

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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