Beatrice Mitchell Speaks at The Bloomberg Breakaway Summit

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.

 

Bloomberg

Sperry Mitchell Advises Morrow & Co. on its Sale to Sodali Inc.

Morrow TombstoneNew York, NY (May 11, 2016) Morrow & Co., LLC (the “Company”) of Stamford, CT has been acquired by Sodali Inc. to create Morrow Sodali Global LLC, the largest independent corporate governance, proxy solicitation, investor relations, capital markets and shareholder services firm in the world, serving more than 600 corporate clients in 30 countries.  Sperry, Mitchell & Company, Inc. initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Morrow & Co.

Morrow & Co. (www.morrowco.com) was founded in 1972 and has grown to become the leading independent provider of proxy solicitation and corporate governance consulting services in the U.S., serving hundreds of major publicly-traded companies, mutual funds, and financial institutions looking to reach and influence shareholders.  The Company’s services include solicitation for annual shareholder meetings and proxy contests, stock watch services, and year-round research and consulting on emerging governance trends.  Morrow & Co. maintains offices in Stamford, Dallas, and Chicago.

Sodali Inc. (www.sodali.com) is a global leader in advising boards of directors and senior management on issues such as corporate governance, director evaluation, management succession, executive compensation, shareholder engagement and transparency, investor communication, IPOs, bond holder transactions, social policy, and sustainability.  Sodali has offices in London, New York, Geneva, Madrid, Paris, Rome, and partnerships in Sao Paulo, Beijing, Johannesburg, Mexico City and Lima.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in 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 $500 million.

 

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Business Wire

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Wall Street Journal

Tom Pogacnik & Daniel Officer Recognized as Winners of Emerging Leader Awards From The M&A Advisor

New York, NY (April 19, 2016) – Sperry Mitchell is proud to announce that Tom Pogacnik and Daniel Officer have both been recognized by the M&A Advisor as winners of The 7th Annual Emerging Leader Award. They were chosen for their accomplishments and expertise from a large pool of nominees by an independent judging panel of distinguished business leaders.

2016-emerging-leaders-winners-logo

We are honored and proud to announce that both Tom Pogacnik and Daniel Officer have been chosen as recipients of  M&A Advisor’s 7th Annual Emerging Leader Award. Tom and Daniel are significant contributors to Sperry Mitchell’s success. They are both gifted dealmakers and important members of our team.” -Paul Sperry

 

Tom Pogacnik has nearly 20 years of M&A experience and is primarily focused on originating and evaluating potential clients, as well as marketing and executing deals across a variety of industry sectors, including industrial manufacturing, business services, and consumer goods.

Prior to joining Sperry Mitchell, Tom was a Vice President at Johnsen, Fretty & Company, a leading boutique investment banking firm serving the media and communications industry. While at Johnsen Fretty, Tom specialized in mergers & acquisitions, capital raising, and valuations, having successfully completed 35 deals.

Tom earned a B.A. from Gettysburg College.

 

Daniel Officer is primarily focused on marketing and executing deals. Dan has transaction experience in a variety of industries, including manufacturing, chemicals, distribution, packaging, business services, energy, and consumer products.

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. Dan is an active member of the Investment Banking Committee for the New York Chapter of the Association for Corporate Growth.

Previously, he worked for the Corporate Finance team at Greenwich Associates, a global provider of strategic consulting and research services for the financial services industry. Dan is passionate about educational equity and is actively involved with Teach for  America, where he serves on the Young Professionals Committee.

Dan earned a B.A. with honors from Dickinson College.

 

Below are pictures of Tom and Dan receiving their Emerging Leader Awards at the Gala which was held at The New York Athletic Club on Friday, June 10th of 2016.

Sperry Mitchell Advises Advanced Precision on its Sale to ARCH Global Precision

API-Tombstone-450x574New York, NY (March 9, 2016) – Advanced Precision Inc. (“Advanced Precision” or the “Company”) of Sparta, NJ has been acquired by ARCH Global Precision LLC of Livonia, MI, a portfolio company of Strength Capital Partners. Sperry, Mitchell & Company, Inc. initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Advanced Precision.

Advanced Precision Inc. (www.advancedprecision.com)  is a leading high-precision contract manufacturer of medical instruments, devices, and implants for the orthopedic market. The Company fulfills prototype and low-volume short-run orders of specialty medical devices requiring extremely tight tolerances, and provides a wide range of design, development, and precision manufacturing services, including EDM, CNC milling, CNC turning, grinding, welding, cutting, rapid prototyping, assembly, and finishing.

ARCH Global Precision LLC (www.archglobalprecision.com) is a leading manufacturer of precision machined components and industrial cutting tools and instruments.

Strength Capital Partners (www.strengthcapital.com) is a Birmingham, Michigan-based private equity firm that invests in businesses with $4 million to $20 million in EBITDA, with a primary focus on platform companies in the Central United States.

Sperry, Mitchell & Company, Inc. is an investment banking firm specializing in 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 $500 million.

 

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Sperry Mitchell Advises Itran Precision Rubber on its Sale to Acme Machell

New York, NY (March 15, 2016) Axil Corporation d/b/a Itran Precision Rubber (“Itran” or the “Company”) of South Plainfield, NJ has been acquired by Acme Machell Company, Inc. of Waukesha, WI. Sperry, Mitchell & Company, Inc. initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Itran. 

Itran Precision Rubber (www.itranrubber.com) is a manufacturer of custom molded rubber products. The Company specializes in niche, low-volume components with unusual or complex manufacturing requirements. Itran’s portfolio of end-to-end services includes new product design assistance and engineering, in-house tooling, prototyping, and custom formulation, injection and compression molding, rubber-to-metal bonding, and specialized finishing and assembly. Key end markets include fluid handling, recreational marine, aerospace and defense, and electrical.

Acme Machell Company, Inc. (www.acmemachell.com) is a manufacturer of custom molded rubber products such as boots, grommets, seals, and other highly-engineered components. Specializations include material development, tooling design, insert molding, overmolding, and value-added assembly.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in 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 $500 million.

Sperry Mitchell is Pleased to Announce the Promotion of Daniel Officer

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

Since joining our firm, Dan has successfully initiated and closed numerous transactions across a variety of inDan1-200x300dustries, including manufacturing, chemicals, distribution, packaging, business services, energy, and consumer products.

Select transaction highlights include: the sale of Acetylene Oxygen Company, the largest independent distributor of industrial gases in South Texas, to Praxair Inc. (NYSE:PX); the sale of ALEX Toys, a leading designer and producer of toys and children’s lifestyle products, to Propel Equity Partners; the sale of Cue & Case Sales, Inc., a leading designer and distributor of billiard products & accessories, to Escalade Inc. (NASDAQ:ESCA); the recapitalization of Griswold Corporation, a leading manufacturer of open-cell rubber and urethane foam products, by Strait Lane Capital Partners; the recapitalization of Jansy Packaging, a leading provider of specialty packaging solutions for branded consumer products, by Eureka Growth Capital; and the sale of Litecontrol Corporation, a leading designer and manufacturer of architectural interior lighting fixtures, to Hubbell, Inc. (NYSE:HUB.B).

In 2015, Dan was recognized as Dealmaker of the Year by the New York chapter of the Association for Corporate Growth (“ACG”).

Dan graduated with honors from Dickinson College with a B.A. in Economics.

Sperry Mitchell Advises Green Creative on its Recapitalization in partnership with Fulton Capital and Merit Capital Partners

Green Creative TombstoneNew York, NY GREEN CREATIVE LLC of South San Francisco, CA and GREEN CREATIVE LTD of Hong Kong (collectively, “GREEN CREATIVE” or the “Company”) have been recapitalized by Fulton Capital of Northbrook, IL and Merit Capital Partners of Chicago, IL. GREEN CREATIVE’s management team will retain a substantial equity stake going forward. Sperry, Mitchell & Company, Inc. initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to GREEN CREATIVE.

Green Creative (www.gc-lighting.com) is a leading developer and manufacturer of innovative light-emitting diode (“LED”) lighting for the Commercial, Industrial, and Specification markets. The Company offers a comprehensive line of LED lighting solutions, which has been widely recognized for category-leading design and performance, and has been adopted by many of the world’s leading commercial retailers and hospitality chains. Green Creative LTD, with operations in Hong Kong and Shanghai, oversees research & development, sourcing, manufacturing, packaging and marketing of the Company products. Green Creative LLC, headquartered in South San Francisco, CA, manages product sales and distribution in North America. The Company was founded in 2010 by Mr. Cole Zucker and Mr. Guillaume Vidal.

Fulton Capital (www.fulton-capital.com) is a private equity firm specializing in the acquisition of market-leading mid-sized companies. Fulton works closely with management teams at the strategic and operational levels to grow businesses into industry-leading companies through a combination of internal growth initiatives and strategic acquisitions.

Merit Capital Partners (www.meritcapital.com) is a private equity firm managing $1.7 billion of capital across five limited partnership. Merit invests in high-quality, established businesses with a goal of working with committed owners and strong managers to increase enterprise values. Merit typically invests with management teams and independent sponsors in recapitalizations, acquisitions, management buyouts, and internal expansions.

Sperry, Mitchell & Company (www.sperrymitchell.com) is an investment banking firm specializing in middle-market merger and acquisition advisory services. Since the firm’s founding in 1986, Sperry Mitchell has completed over 300 transactions in a wide range of industries, with values ranging from $10 to $450 million.

Sperry Mitchell Advises Griswold Corporation on its Sale to Strait Lane Capital Partners

Griswold TombstoneGriswold Corporation (“Griswold”) of Moosup, CT has been acquired by  Strait Lane Capital Partners (“SLCP”) of Dallas, TX. Sperry, Mitchell & Company initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Griswold.

Griswold Corporation (www.griswoldcorp.com) is a leading manufacturer of open-cell rubber and urethane foam products. Founded in 1949, Griswold develops, formulates, and manufactures high-performance specialty polymers for a diverse group of end markets, including consumer products, electronics, automotive, and general industrial. Griswold is the largest domestic producer of open-cell sponge rubber in continuous roll form, and is a leading manufacturer of urethane foam for technically-complex applications that require superior gasketing, sealing and sound & vibration damping properties.

Strait Lane Capital Partners (www.straitlanecapital.com) is a privately held investment firm focused on acquiring middle-market businesses. SLCP brings strategic insights and expertise including effective governance, operational excellence, vertical market depth, and extensive private and public client relationships. SLCP was formed in 2009 as the investment arm of two family offices.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in 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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Rubber and Plastics News

 

 

 

Sperry Mitchell Advises Rex Forge on its Recapitalization in Partnership With CounterPoint Capital Partners

New York, NY (August 2015)Rex Forge of Plantsville, CT, a division of the J.J. Ryan Corporation Rex1(“Rex Forge”), has announced that it has been recapitalized in partnership with CounterPoint Capital Partners of Los Angeles, CA. Sperry, Mitchell & Company, Inc. initiated this transaction, assisted in the negotiations, and served as exclusive financial advisor to Rex Forge.

Rex Forge (www.rexforge.com) is a leading provider of high-quality, specialized forged steel components. Rex Forge serves customers who require critical “cannot fail” steel components. Rex Forge sells components into a range of end-markets, including Heavy Truck & Off-Highway, Light Truck & Automotive, and Fluid Control Valves & Fittings. Rex Forge’s combination of superior quality, unique forging capabilities, and captive die-making capabilities have resulted in a loyal customer base.

CounterPoint Capital Partners (www.counterpointcp.com) is a private equity firm focused on acquiring lower-middle market companies headquartered throughout the United States and Canada with $10 million to $200 million in annual revenues.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in 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 $500 million.

 

Sperry Mitchell Advises Art Wilson Company on its Sale to ACG Materials/H.I.G Capital

ArtWilsonNew York, NY (August 6, 2015) Art Wilson Company (“Art Wilson” or the “Company”) of Carson City, NV has been acquired by ACG Materials of Norman, OK, a portfolio company of H.I.G. Capital. Sperry, Mitchell & Company, Inc. initiated this transaction.

Art Wilson Company (www.awgypsum.com) mines, processes and markets anhydrite, gypsum and limestone products used in agricultural, industrial and commercial applications across Nevada, California, Washington, Oregon and Idaho. The Company owns and operates a quarry and downstream production facility in Carson City, Nevada with additional reserves under development nearby.

ACG Materials (www.acgmaterials.com), based in Norman, Oklahoma, mines, mills, processes and distributes minerals and aggregates including gypsum, anhydrite, limestone, sand, gravel and downstream food, pharmaceutical and plaster products across a diverse set of end markets including building products, energy, industrials, infrastructure, agriculture, food and pharmaceuticals.  The Company operates out of 20 locations throughout Oklahoma, Texas, Kansas, Nevada, Washington and British Columbia.  ACG Materials was founded as Harrison Gypsum, LLC in 1955.

H.I.G. Capital (www.higcapital.com) is a leading global private equity and alternative assets investment firm with $19 billion of equity capital under management. Based in Miami, and with offices in New York, Boston, Chicago, Dallas, San Francisco and Atlanta in the U.S., as well as international affiliate offices in London, Hamburg, Madrid, Milan, Paris and Rio de Janeiro, H.I.G. specializes in providing both debt and equity capital to small and mid-sized companies, utilizing a flexible and operationally focused value-added approach. Since its founding in 1993, H.I.G. has invested in and managed more than 200 companies worldwide. The firm’s current portfolio includes more than 80 companies with combined sales in excess of $30 billion.

Sperry, Mitchell & Company, Inc. (www.sperrymitchell.com) is an investment banking firm specializing in 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 million to $450