Case Studies
J.S. Held Acquires Clark Seif Clark, Strengthening West Coast Capabilities for Environmental Claims, Disputes, and Catastrophe Response
Read MoreIndustries: Manufacturing, Consumer Products
Primary Services: Quality of Earnings
Company #1 was the world’s largest manufacturer of plastic shopping carts and material handling equipment for retailers. Company #2 was a family-owned manufacturer of plastic and wire shopping carts and wire store shelving and displays headquartered in MI with three manufacturing facilities.
A Private Equity Fund was considering a transaction to acquire Company #1 and Company #2 (collectively the “Companies”). The premise of the transaction was that while both organizations had endured operating challenges and lackluster profitability, the potential synergies between the two appeared to be significant, and the combined Companies would allow the Companies to leverage each of their respective strengths.
Our experts were retained by the Private Equity Fund to evaluate the historical operating performance of each of the Companies and to provide analysis of the potential synergies available. Further, we evaluated the resulting management and identified key risks and opportunities within the team and the likely time-frames associated with the execution to achieve the synergies. We further identified the key economic drivers and possible strategies to both mitigate those issues and to leverage existing opportunities.
Joe Nappi, CTP
Senior Managing Director
Strategic Advisory Practice
+1 617 600 3602
[email protected]
> Transaction Diligence and Support
We partner with investors as trusted advisors to expertly navigate the challenging deal and investment climate. Our operational expertise is blended with an array of industry experiences, financial acumen, and technical knowledge to deliver unparalleled enterprise analysis to our clients. We leverage decades of transactional experience to understand each client’s unique situation, allowing for keen insights into diligence issues and the simplification of complex business operations.
> Integration Planning and Execution
In collaboration with a portfolio company’s management and private equity sponsor, we assist clients to seamlessly integrate and align business functions, operations, systems, and company cultures. Our hands-on approach puts our experts at the tip of the spear, leading the transformation of an organization with purpose and positioning them for long-term, sustainable growth