Scale Finance offers uniquely cost-effective advisory support for mergers and acquisitions (M&A) including company or division sales, recapitalizations, valuation or fairness opinions, and support in executing acquisitions for growth companies.
Importantly, Scale Finance professional’s experience spans all angles of M&A transactions:
- Corporate/Strategic Buyer
- Investment Banker/Advisor
- Chief Financial Officer
- Owner/Seller
- Transaction Attorney
Scale Finance drives professional, robust, and vigorously managed processes to get the best possible results in today’s M&A market. Allow us to provide a confidential, professional perspective on your company’s situation.
Specialized Capabilities:
- In-house CFO and Senior Controller professionals to efficiently and expertly handle financial forecasting, modeling, performance analysis, and due diligence requirements
- Focus on institutional financial buyers and strategic/corporate buyers – roles that we know intimately from having been there ourselves
- Comprehensive, research-based approach to address all logical, prospective buyers (or sellers)
- Deep understanding of our client needs and the right fit with the optimal financial and strategic buyers
- Rigorous process and project management based on experience with more than 75 transactions historically
- In-house legal professional support to efficiently leverage client’s outside transaction attorney
- Our Firm’s focus on the unique environments and needs of smaller companies with enterprise values typically under $25 million (and how to maximize “strategic value” with buyers).
Closed M & A Transactions:
- Competition Accessories, Inc. – merger with Cheap Cycle Parts.com. Leading e-commerce providers of motorcycle gear and accessories
- RL Architecture, Inc. – company sale to LaBella Associates. Regional provider of commercial and residential architecture services
- Integrative Therapy Concepts, Inc. — sale of company assets to Pediatric Advanced Therapy. Regional pediatric occupational therapy services provider with two clinics
- SpydrSafe Mobile Security, Inc.—SpydrSafe’s assets and team were acquired, the details of which are highly confidential and undisclosed as of the closing of the transaction
- Travel Resorts of America – acquisition of Bass Lakes Resorts in New York. Multi-regional provider of the highest quality RV membership resorts up and down the eastern US
- The Education Center, Inc. – company sale to Park Street LLC. National publisher of supplemental educational materials for elementary school teachers (Ch. 11, Section 363 process)
- Acken Signs, Inc. – company sale to MC Sign Company. National manufacturer and installation services provider of commercial signs
- GeoDigital International, Inc. – acquisition of Airborne 1 Corporation to create world leader in imaging technology for engineering surveys and right-of-way corridor mapping for the electric utility, pipeline, telecom, and transportation infrastructure industries
- Peak Fitness, Inc. – company sale of assets to Fuzion Investment Capital. Regional chain of consumer fitness facilities (Ch. 11, Section 363 process)
- Innovative Solar Solutions – acquisition of Conergy’s Solar Water Pumping Division. Manufacturing and marketing of solar water pumps and power panels for developing countries and other off-grid applications
- Fullscope, Inc. – company sale to Edgewater Technology, Inc. (NASDAQ: EDGW). National provider of specialty IT services and technology management consulting*
- Meridian Kiosks, LLC – acquisition of King Products & Solutions, Inc. Design, fabrication, assembly, and integration of self-service kiosks
- Quaero Corporation – company sale to CSGS Systems International, Inc. Analytical marketing services including data warehousing and hosted solutions
- Network Communications Technology, Inc. – company sale to Black Box Network Services, Inc. Advanced network infrastructure and communications solutions
- SonaCare Medical, Inc. – acquisition of Focus Surgery, Inc. developer/manufacturer of high-intensity focused ultrasound devices for minimally invasive treatment of prostate cancer
- ProductiveGap, Inc. – company sale to Tribridge, Inc. National information technology services and solutions
- nVentive Software Solutions, Inc. – company sale to Blue Sky Factory, Inc. E-mail marketing software and solutions
- Dormir, Inc. – control change recapitalization with CHL Medical, Noro-Moseley Partners, and Excel Medical Partners
- First Warranty Group – company sale to Interstate National Dealer Services, Inc. (Goldent Gate Capital portfolio company).
*D. Gilroy provided advisory support throughout sale process as Fullscope investor and Board liaison
