8 completed transactions spanning 2005–2011 · 5 industries
Facilitated acquisition of Hospitality Partners by Freeman.
Advised multi-billion dollar integrated marketing services provider on acquisition of complementary business line. Prepared preliminary valuation with scenario analysis, provided LOI guidance, coordinated due diligence, and guided board presentations. Completed in four months. Client engaged TXCCA on subsequent additional strategic acquisitions.
Advised building products company on sale of energy-related subsidiary to refocus on core business. Formulated preliminary valuation, drafted offering memorandum, identified and contacted worldwide potential buyers, evaluated offers, coordinated buyer due diligence, and negotiated final documentation.
Facilitated acquisition of PermianLide by The Carlyle Group.
Advised one of the largest PE firms in the world on acquisition of Texas-based oilfield services equipment manufacturer. Identified target owned by 74-year-old owner with no succession plan. Performed valuation, negotiated LOI with exclusivity, coordinated due diligence, and advised on final documentation. Target subsequently acquired competitor in follow-on transaction.
Advised manufacturer of state-of-the-art material handling and manufacturing automation systems on identification and engagement of lenders for senior and mezzanine debt financing. Managed receipt of term sheets, recommended lender selection, and coordinated documentation negotiation. Subsequently advised client on additional capital raise for working capital and asset spinoff financing.