8 completed transactions spanning 2012–2019 · 5 industries
Advised the sale of a cross-border customs brokerage firm with operations in Texas and Mexico to a portfolio company of Greenbriar Equity Group. The combined entity created 600,000 sq. ft. of warehouse space in Laredo and expanded footprint to 10 locations with over 550 employees in Mexico.
Advised the sale of the Mexico operations of Transplace, a $1.6 billion revenue transportation management services provider, to Greenbriar Equity Group from CI Capital Partners. The transaction involved cross-border logistics operations.
Advised the sale of substantially all assets of a retirement services provider with 10,000 IRAs and $800 million in assets under custody to Millennium Trust, a provider with 1.3 million client accounts holding over $27 billion in assets. This represented Millennium Trust's sixth acquisition in three years.
Advised the sale of a municipal payment processing company serving hundreds of courts and municipalities across the United States to a portfolio company of Thompson Street Capital Partners. The acquisition expanded the buyer's geographic reach in the Western and Southwestern regions.
Advised the sale of a Houston-based healthcare information technology company to iMedX, a portfolio company of RFE Investment Partners. The transaction enables deployment of Prevalent's proprietary healthcare data analytics and dashboard technology on a global scale.
Advised the sale of a family-owned manufacturer serving the awards and recognition industry. The company operated a 40,000 sq. ft. facility in Mesquite, Texas and was sold to Gemini, a family-owned industry leader with 20 plants across the US, Canada, and Mexico.
Advised the sale of a $1 billion revenue metals distributor to a publicly-traded strategic buyer (NYSE: MUSA). The 55-day sale process removed owner liability, paid off five banks at par, paid off subordinate lenders, distributed cash to owners, reduced trade credit indebtedness, increased working capital, and saved 350 jobs.
Advised the sale of a minority interest in an electronic toll collection systems provider to Autostrade, an indirect wholly-owned subsidiary of Atlantia S.p.A., a $26 billion market cap Italian toll operator. The transaction involved sophisticated foreign bonding requirements and GAAP to IFRS conversion.