Mergers & Acquisitions

Through our affiliation with The McLean Group, we advise clients in connection with sell-side and buy-side M&A transactions. Our team has broad experience, as both principal and advisor, in M&A transactions of all sizes and spanning many industries. We work closely with clients to develop optimal transaction terms and structure, identify likely buyers or sellers, obtain an attractive valuation, and maintain organization and focus in the entire transaction process.

Direct Investment

We consider on a highly selective basis direct investments in operating companies that have a highly scalable revenue model, a consolidating industry environment, underutilized assets or other substantial growth potential. We are interested only in investment opportunities in which we obtain a controlling ownership interest.

Our principals have been involved in the following M&A transactions:

• Advising provider of subscription-based competitive intelligence services on $2-$3 million strategic acquisition (pending)


• Advised provider of wireless collaboration/supply chain management solutions in exploring strategic alternatives


• Advised CompuCredit Corp. in connection with several potential strategic acquisitions


• Advised an investor group in connection with a leveraged buyout proposal for a publicly traded developer of telemarketing/contact center solutions


• Advised Alltel Communications in connection with strategic acquisition transactions


• Represented JDR Holdings Inc., a privately held accounts receivable management firm, in connection with a leveraged recapitalization through Advanta Partners


• Represented Hyundai Electronics in connection with $350 million acquisition of Symbios Logic, Inc. from AT&T Global Information Solutions


• Acquired by Frontier Communications for $2.1 billion in 1995, up from estimated valuation of $50 million in 1989.

Through our affiliate, The McLean Group, the following M&A transactions include:

• As financial advisors, Comfortliving.com acquired by More.com


• As financial advisors, Professional & Scientific Associates, Inc.


• As financial and valuation advisors, Varcom was acquired by Inrange


• As financial advisors, Virtual Geo Satellite, LLC


• As M&A advisors, Domain Technologies was acquired by McDonald Bradley


• As M&A advisors, The Aaron Group was acquired by Champion


• As M&A advisors, Hattech, Inc. was acquired by Orius