Investment Banking Experience

Sale

Financial Advisory Engagement

Pharmacy Automation Software Co

Undisclosed

Acquired by

PUBLICLY-TRADED COMPANY

Plastics Manufacturing

$40 Million

Acquired by

PRIVATE COMPANY

Landscape Materials Wholesaler

Undisclosed

Acquired by

PUBLICLY TRADED COMPANY

Concrete Construction

$85 Million

Acquired by

PUBLICLY TRADED COMPANY

Industrial Services

$24 Million

Acquired by

PRIVATE EQUITY GROUP

Metal Fabrication

$18 Million

Acquired by

PRIVATE EQUITY GROUP

Natural Gas Midstream System

$190 Million

Acquired by

PUBLICLY-TRADED COMPANY

Specialty Lighting

$21 Million

Acquired by

PRIVATE EQUITY GROUP

Automotive Accessories

$18 Million

Acquired by

PRIVATE EQUITY GROUP

Oil Field Services

$38 Million

Acquired by

PRIVATE COMPANY

Regional Artisan Bakery

$24 Million

Acquired by

PRIVATE EQUITY GROUP

Audio Visual

$23 Million

Acquired by

PUBLICLY TRADED COMPANY

Cellular Services

$15 Million

Acquired by

PRIVATE EQUITY GROUP

Video Accessories

$14 Million

Acquired by

PRIVATE COMPANY

Electronic Media

$16 Million

Acquired by

PRIVATE COMPANY

RV Accessories

$16 Million

Acquired by

PRIVATE COMPANY

Electrical Contracting

$15 Million

Acquired by

PRIVATE COMPANY

Pre-Press/Printing

$13 Million

Acquired by

PRIVATE COMPANY

Medical Products Distributor

$12 Million

Acquired by

PRIVATE EQUITY GROUP

Point-of-Purchase Displays

$11 Million

Acquired by

PRIVATE INVESTOR

Dermatology Practice

Undisclosed Price

Acquired by

PRIVATE COMPANY

Steel Fabrication

$62 Million

Acquired by

PRIVATE COMPANY

$600 Million Debt Credit Rating

Financial Advisory Engagement

PUBLICLY-TRADED MIDSTREAM COMPANY

$400 Million Debt Amendment

Financial Advisory Engagement

PUBLICLY-TRADED PROPANE COMPANY

$60 Million Debt Financing

Financial Advisory Engagement

CREW & SUPPLY BOAT COMPANY

$42 Million Debt/Warrant Repurchase

Financial Advisory Engagement

MIDSTREAM ENERGY COMPANY

$40 Million Debt Repurchase

Financial Advisory Engagement

EQUIPMENT LEASING COMPANY

$36 Million Debt Repurchase

Financial Advisory Engagement

PUBLICLY-TRADED PROPANE COMPANY

$40 Million Debt Repurchase

Financial Advisory Engagement

AUTOMOTIVE PARTS COMPANY

Food Processing

$45 Million

Senior Debt

Publicly Traded Energy Co

$950 Million

Senior Debt

Publicly Traded Energy Co

$330 Million

Senior Debt

Publicly Traded Energy Co

$180 Million

Senior Debt

Midstream Energy Co

$150 Million

Senior Debt

Publicly Traded Energy Co

$100 Million

Senior Debt

Equipment Leasing

$100 Million

Senior Securitization

Midstream Energy Co

$82 Million

Senior Debt, Subordinated Debt, Private Equity

Publicly Traded Propane Co

$70 Million

Senior Debt

Equipment Leasing

$55 Million

Senior Debt

Food Processing

$40 Million

Senior Debt

Specialty Retail

$35 Million

Senior Debt

Industrial Gas Co

$32 Million

Senior Debt

Specialty Finance

$30 Million

Senior Securitization

Midstream Energy Co

$25 Million

Senior Debt

Agricultural Equipment Dealer

$25 Million

Subordinated Debt

Equipment Leasing

$25 Million

Senior Debt

Fast Food Franchisee

$16 Million

Senior Debt

Oil & Gas Exploration

$15 Million

Private Equity

Insulation Products

$15 Million

Subordinated Debt

National Trucking Co

$12 Million

Factoring Facility

Metal Fabrication Co

$11Million

Senior Debt

Electronic Media Co

$10 Million

Subordinated Debt

Specialty Manufacturing

$4 Million

Private Equity

Important Information About Procedures for Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an Account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.