COMPANY & DESCRIPTION | TRANSACTION |
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ADS Technologies, Inc. Manufacturer of Audio Electronics |
Private placement of $4 million Convertible Preferred Stock and arrangement of a $7.5 million Revolving Credit Facility in connection with the acquisition of Orion Industries, Inc. |
Allagash Brewing Company Craft Brewer |
Arrangement of a Senior Credit Facility consisting of a Term Loan, Commercial Mortgage, and Revolving Credit Facility. |
Allagash Brewing Company Craft Brewer |
Arrangement of an expanded Senior Credit Facility. |
Allagash Brewing Company Craft Brewer |
Arrangement of an expanded Senior Credit Facility. |
AmVideo Corporation Cable TV Operator |
Private placement of a Term Loan. |
AmVideo Corporation Cable TV Operator |
Financial advisor to the company in connection with its acquisition by Prime Cable Corporation. |
Advanced Program Xchange Laboratories, Inc. Enterprise Application Interchange Software Developer |
Private Placement of Convertible Preferred Stock. |
Bluebird Inc. NYSE-Listed Meat Processor |
Private placement of $8.5 million Industrial Revenue Bonds and the arrangement of a $20 million Revolving Credit Facility. |
Bluebird Inc. NYSE-Listed Meat Processor |
Financial advisor to the company in connection with its acquisition by Northern Foods, Ltd. For $72 million. |
The Boston Phoenix Newspaper Publisher |
Financial advisor to management in connection with its acquisition of the 50% ownership held by investors. |
The Boston Phoenix Newspaper Publisher |
Financial advisor to the company in connection with its acquisition of its principal competitor. |
Bouyea Baking Co., Inc. And Fassetts Bakery Inc. Bread & Roll Bakers |
Financial advisor to these Bouyea family-owned companies in connection with their acquisition. We initiated this transaction and assisted in the negotiations. |
Branch Group, Inc. Electrical Supplies Distributor |
Arrangement of a $35 million Revolving Credit Facility. |
CDM Smith, Inc. Environmental Engineering Services |
Private placement of $10 million of Senior Term Notes and arrangement of a $25 million Revolving Credit Facility. |
CDM Smith, Inc. Environmental Engineering Services |
Financial advisor in connection with designing a Stock Ownership Plan and restructuring the company's capital structure. |
CDM Smith, Inc. Environmental Engineering Services |
Valuation of the company for gift tax purposes. |
Certica Solutions, Inc. (fka The Center for Data Quality, Inc.) Provider of Education Technology, Content and Data Solutions |
Financial advisor to the company in connection with arranging a private placement of common stock. |
Cirrus Technologies, Inc. Manufacturer of Audio Broadcast & Recording Equipment |
Financial advisor to the company in connection with arranging acquisition financing, including a Revolving Credit/Term Facility, Subordinated Notes with Warrants, and Convertible Preferred Stock. |
Commercialware Incorporated Software for Direct & eCommerce & Merchants |
Financial advisor to the company in connection with its acquisition by ASA International Ltd. |
Commercialware Incorporated Software for Direct & eCommerce & Merchants |
Financial advisor to management in connection with the subsequent divestiture from ASA International Ltd. via management led LBO. |
Computer Partners, Inc. Systems Integration Consulting |
Financial advisor to the company in connection with its acquisition by Computer Sciences Corporation. We initiated this transaction and assisted in the negotiations. |
Computer Partners, Inc. Systems Integration Consulting |
Financial advisor to the company in connection with structuring and arranging the buyout of a major Stockholder through a leveraged ESOP financing. |
Cook Family Foods, Ltd. Meat Processor |
Private placement of Industrial Revenue Bonds and arrangement of a Revolving Credit Facility and Term Loan. |
Cook Family Foods, Ltd. Meat Processor |
Financial advisor to the company in connection with its acquisition by ConAgra, Inc. for $75 million |
Cumberland Farms Convenience Stores |
Various financial advisory services, including Valuations of closely held affiliated companies for tax and acquisition purposes. |
Diamond Machining Technology, Inc. Manufacturer of Consumer & Industrial Tools |
Financial advisor to the company in connection with its acquisition by Vogel Capital, Inc. |
DME Acquisition Corporation Manufacturer of Navigation Equipment |
Financial advisor to Lawler Botsford & Company, founder of DME, in connection with its acquisition of Digital Marine Electronics Corporation, including structuring and arranging $14 million debt and equity financing for the transaction. |
EHV-Weidmann Industries, Inc. Manufacturer of Electrical Transformer Insulation Products |
Private placement of Senior Notes and arrangement of a Revolving Credit Facility. |
Electronic Space Systems Corporation Manufacturer of Ground Based Radomes & Antennae |
Financial advisor to the company in connection with its acquisition by L-3 Communications Corporation. We initiated this transaction and led the negotiations for the company. |
Electro-Films, Inc. Manufacturer of Micro-Electronic Components |
Financial advisor to the company in connection with its acquisition by Vishay Intertechnologies, Inc. We initiated this transaction and led the negotiations for the company. |
Elmwood Sensors, Inc. Manufacturer of Electrical Components |
Financial advisor to the company in connection with its acquisition by Hawker Siddeley Group Ltd. For $20 million. We initiated this transaction and assisted in the negotiations for the company. |
Gividi S.A.P.A. Manufacturer of Materials for Printed Circuit Boards |
Financial advisor to the company in connection with its acquisition of GGF, a U.S. division of a Square D Company subsidiary, including structuring, negotiating, and arranging the $9 million debt financing issued in conjunction with the acquisition. |
Guzovsky Electrical Corporation Electrical Contracting Services |
Financial advisor to the company and its shareholders in connection with its acquisition by JWP Inc. |
Harpak, Inc. Distributor & Integrator of Automated Food Packaging Equipment |
Financial Advisor to the Company in connection with its merger with ULMA Packaging Systems, Inc., a wholly owned subsidiary of ULMA C y E, S. Corp. |
Health Development Corporation Health & Fitness Club Operator |
Financial advisor to the company in connection with its acquisition by Town Sports International, Inc. We initiated this transaction and led the negotiations for the company. |
Hercules Engines, Inc. Manufacturer of Diesel Engines |
Financial advisor to the company in connection with its acquisition of White Engines, Inc., including the private placement of $45 million Term debt and arrangement of a Revolving Credit Facility. |
Heredia Pte. Ltd. Enhanced Communications Services Provider |
Financial advisor to the company in connection with structuring and negotiating the company's equity financing from a corporate partner in Shanghai, PRC. |
Homeview, Inc. Home Buyers MultiMedia Search Service |
Private placement of $6 million Convertible Preferred Stock with IBM Corporation. |
Infiltrator Systems, Inc. Manufacturer of Septic & Water Disposal Systems |
Valuation of the company's Equity Appreciation Rights (EARs) in connection with a private placement |
Interleaf, Inc. Desktop Publishing Software Developer |
Private placement of secondary Common Stock. |
Jamesbury Corp. Manufacturer of Industrial Valves & Control Devices |
Financial advisor to the company in connection with its divestiture of Decitek Corp., a wholly owned subsidiary. We initiated this transaction and assisted in the negotiations. |
John J. Roche Guardian Ad Litem vs. Boston Safe Deposit Trust |
Provided testimony as an expert witness relating to the definition of liquidity and "prudent man" investment criteria. |
Kurzweil Computer Products, Inc. Artificial Intelligence Computer Product Designer |
Private placement of Convertible Subordinated Notes and Common Stock. |
Leasing Technologies International, Inc. Venture Leasing Services |
Private placement of Convertible Preferred Stock. |
Leasing Technologies International, Inc. Venture Leasing Services |
Private placement of Subordinated Notes and Common Stock. |
Leasing Technologies International, Inc. Venture Leasing Services |
Valuation in connection with the company's offer to exchange securities. |
MailWise, LLC Provider of Hosted Email Security Solutions | Financial Advisor to the Company in connection with its acquisition by j2 Global Communications, Inc. |
Maple Grove Farms Of Vermont, Inc. Specialty Foods Processor |
Financial advisor to the company in connection with its acquisition by BGH Holdings, Inc., the parent company of B&G Foods, Inc. We assisted in structuring and negotiating the transaction. |
Massachusetts Gas & Electric Light Supply Co. Electrical Supplies Distributor |
Financial advisor to the company in connection with its acquisition by Branch Group, Inc. We assisted in structuring and negotiating the transaction. |
Mast Industries, Inc. Manufacturer of Women's Apparel |
Acted as Offeree Representative to Mast shareholders in connection with the acquisition of Mast by The Limited. |
Metro-Net Inc. Radio Station Holding Company |
Private placement of Subordinated Notes and Preferred Stock and arrangement of a Revolving Credit/Term Loan Facility in connection with a radio station acquisition. |
Monitoring Technologies Corporation Manufacturer of Machine Monitoring Equipment |
Private placement of Convertible Preferred Stock. |
Monitoring Technologies Corporation Manufacturer of Machine Monitoring Equipment |
Private placement of Subordinated Notes with Warrants. |
Northern New England Gas Corporation Gas Utility |
Financial advisor to the company in connection with its leveraged buyout of Vermont Gas Systems, Inc., including the private placement of $11 million of Senior Notes. |
Pathway Design, Inc. Communications Software Developer |
Private placement of Convertible Preferred Stock and Subordinated Notes. |
Pathway Design, Inc. Communications Software Developer |
Financial advisor to the company in connection with its acquisition by ICOT Corporation. |
Patrick Cudahy Incorporated Meat Processor |
Financial advisor to a minority shareholder in connection with the sale of a 20% interest to majority shareholder Smithfield Foods, Inc, including structuring the transaction. |
Phase3 Systems, Inc. Securities Transaction Processing Software Developer |
Financial advisor to the company in connection with its acquisition by SunGard Data Systems, Inc. We initiated this transaction and assisted in the negotiations. |
Physical Sciences Inc. Applied Research & Development Services |
Private placement of Subordinated Notes with Alternative Warrants and arrangement of a Revolving Credit Facility to finance the growth of a commercial environmental instruments subsidiary. |
Proximity, Inc. Teleconferencing & Video Conferencing Services |
Private placement of Convertible Preferred Stock. |
Proximity, Inc. Teleconferencing & Video Conferencing Services |
Financial advisor to the company in connection with its acquisition by ACT Teleconferencing, Inc. We initiated this transaction and led the negotiations. |
Purity Supreme, Inc. Food & Drug Retailer |
Private placement of $10 million Senior Notes. |
Robert Flemming & Co. Limited UK Merchant Bank |
Financial advisor to the company in connection with the evaluation and sale of its minority Stock ownership in a privately held company. |
Scottsdale Water Service Company LP Water Treatment Facility |
Financial advisor in connection with structuring and negotiating the private financing for a $25 million water treatment privatization project. |
Seaycob Integrators, Inc. Provider of Warehouse Automation Software & Services | Financial Advisor to the Company in connection with its acquisition by Reddwerks Corporation. |
SPP Hambro & Co. Specialty Investment Bank |
Financial advisor to this New York based investment bank in connection with its management buyout. |
Stanley Martin Companies Regional Homebuilder & Real Estate Developer |
Arrangement of a $100 million Revolving Credit Facility. |
Storage Technology, Inc. Computer Data Storage Subsystems |
Provided testimony as an expert witness relating to the question of materiality of the restatement of interim earnings subsequent to an effective s-14 registration statement and proxy. |
Tibersoft Corporation Supply-Chain Management Software Developer |
Private placement of $7.65 million of Convertible Participating Preferred Stock. |
Trina, Inc. Manufacturer of Travel Accessories |
Valuation of the company for estate tax purposes. |
TW Kutter, Inc. Distributor of Food Processing Equipment |
Financial advisor to the company in connection with its acquisition by Alfa-Laval A.B. |
Twincraft, Inc. Manufacturer of Custom Soaps | Financial Advisor to the Company in connection with its acquisition by Langer, Inc. |
Verance Corporation Media Information Services Provider & DRM Software Developer |
Private placement of $20.5 million of Convertible Preferred Stock. |
Verance Corporation Media Information Services Provider & DRM Software Developer |
Private placement of $5 million of Convertible Preferred Stock. |
Vermont Gas Systems, Inc. Gas Utility |
Private placement of Industrial Revenue Bonds. |
Vertex Pharmaceuticals Incorporated Global Biotechnology & Drug Discovery Company |
Financial advisor to Vertex (NASDAQ: VRTX) in connection with the sale of its subsidiary PanVera LLC to Invitrogen Corporation (NASDAQ: IVGN) for $95 million. |
Vertex Pharmaceuticals Incorporated Global Biotechnology & Drug Discovery Company |
Fairness Opinion in connection with the divestiture of certain assay technologies and the products business of one of the company's subsidiaries, PanVera LLC. |
Vertex Pharmaceuticals Incorporated Global Biotechnology & Drug Discovery Company |
Valuation of certain biotechnology products in connection with a vendor supply agreement. |
West Lynn Creamery Dairy Processor |
Financial advisor to non-management shareholders in connection with the company's acquisition by Suiza Foods, Inc. |
Wicor Americas, Inc. Manufacturer of Electrical Transformer Components |
Private Placement of $23.75 million Term Loan and Revolving Credit Facility, $16 million Second Lien Term Notes, and $9 million Subordinated Notes. |
Wicor Americas, Inc. Manufacturer of Electrical insulation for transformers |
Financial advisor to the company in connection with its acquisition of the Specialty Coatings Division of Avery Dennison Corporation for $47 million and the arrangement of a $37 million Revolving Credit and Term Loan Facility and $14 million Senior Subordinated Notes, both issued in conjunction with the acquisition. |