Principal Case Studies

Create an industry leading global platform that is scaleable and can be spun out from parent once critical mass is achieved

Established a global platform Business Process Outsourcing (BPO) service business and expanded it through a series of acquisitions that consolidated key players in the industry
Acquired five companies in Europe and Asia where they were known as leaders in their respective regions, and complemented them by acquisitions in Italy, Denmark, and Korea
Acquired overlay technology embedding in BPO process to increase efficiencies and improve operating margins
Aggressively grew the business organically and through two additional acquisitions

Tripled the size of the business to more than $250 million in annual revenues
Today, the company has grown to over 2,000 full-time employees in 24 countries as well as a global network of more than 10,000 independent contractors covering more than 80 global markets

Create a category leading division by enhancing existing fledging business unit through a series of strategic acquisitions and joint ventures while optimizing internal business processes

Signed a joint venture agreement with a privately-held company based in London
Acquired a publicly traded company for approximately $100 million
Divested the system integration business for more than $20 million
Completed several technology acquisitions in order to gain a sustainable competitive advantage

In 2004, the division was sold to the joint venture partner for approximately $180 million to unlock shareholder value
At the time of sale, the division was the industry leader with over $250 million in annual sales, more than 250 clients, and 3,000 employees

Market and sell for a premium price a mid-market niche heavy manufacturing business that had been bought by a private equity fund
Company performance had been solid but had unexciting financial performance

Developed in depth analysis of market demand cycles and near-term growth prospects
Identified and analyzed broad range of strategic and synergistic buyers
Targeted a select group of financial and strategic buyers with customized approach to highlight unique value proposition

Received six fully developed bid packages from qualified buyers
Sold company to private family-owned strategic buyer at a multiple 30% higher than the multiple paid by the private equity buyer

Successfully complete a leveraged buyout of a large NYSE listed electronic components manufacturer
Help buyer overcome competitive bidders and complete a transaction that had been stalled by other buyers willingness to meet board’s requirements

Introduced deal to leading LBO fund and interested them in making a proposal within a week
Developed valuation rationale to win over competing bidders and achieve board acceptance
Structured transaction as a recapitalization in order to achieve accounting benefits and provide additional shareholder upside

Transaction completed at 35% premium to pre-deal market level
LBO fund re-IPOed the company and ultimately returned more than 5 times its investment to its limited partners through a series of dividends and share sales over a seven-year period