Scale Finance offers uniquely cost-effective advisory support for mergers and acquisitions (M&A) including company or division sales, sales of assets in Chapter 11 Bankruptcy (Section 363), 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:
- Horsepower Site Services LLC – acquisition and recapitalization by MCG Civil. Regional provider of specialty site construction services including grading, paving, underground utilities, sewer, erosion control, etc.
- Cayden Security – company sale to SCE Group. National provider of cyber security, IT risk management, and compliance solutions and portfolio company of Fulcrum Equity Partners
- The Education Center, LLC. – company sale to Infobase Holdings, Inc. Leading national provider of supplemental educational content and productivity tools for pre-K and elementary school teachers
- Valworx, Inc. – acquisition by private individual investor/operators. Ecommerce based value-added assembly and distribution of actuator valves and controls for industrial and infrastructure applications
- Oneliance Group LLC – acquisition by private family office. Leading regional provider of construction site cleaning, staffing, and maintenance services
- Family Care Partners, LLC – acquisition of Eastern NC Medical Group. Fast growing regional provider of primary care and ancillary patient diagnostic services in the Carolinas
- Yodil, LLC. – sale of equity to Duck Creek Technologies, Inc. backed by Apax Partners. Fast growing provider of enterprise data management SaaS for commercial insurance companies
- Meridian-IQ, Inc. – company sale to Discovery Data, Inc. in conjunction with private equity financing with Bregal Sagemount. National provider of proprietary data services and software applications to the financial services industry
- AdComm, Inc. – acquisition of MediaWorks LLC. Global provider of outsourced installation services for brands in the home services industry
- Colonial Family Practice, LLC – growth recapitalization with Varsity Healthcare Partners. Innovative primary care, diagnostics and pharmacy services provider with ten locations and 300 employees
- Trident Capital, LLC – acquisition of Lake Oconee Resorts, Inc. National provider of recreational vehicle (RV) membership services
- buyCalls – company sale to CLEARLINK. High growth national marketing services company specializing in affiliate and digital marketing for national brands such as DIRECTTV, ADT Home Security, and others
- Cruiser Customizing, Inc. – company sale to Competition Accessories LLC. Leading e-commerce providers of motorcycle gear and “bolt-on” accessories
- MadVapes, LLC. – recapitalization, growth equity investment, and merger with Electra Vapor, Inc. Leading e-commerce provider and multi-regional retailer with more than 50 store locations focusing on vaping products and supplies
- T1V, Inc. – acquisition of Cenique Infotainment Group, Inc., leading provider of consumer-friendly digital signage solutions, Android-based media players, and cloud-based audience measurement analytics
- Competition Accessories, Inc. – merger with Cheap Cycle Parts.com. Leading e-commerce providers of motorcycle gear and accessories
- OrgSpan, Inc. – sale of company assets to Interactive Intelligence Group, Inc. (Nasdaq: ININ). Innovative provider of cloud-based enterprise social communications software
- 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.
Closed M&A Transactions (Prior Experience)
- InterCerve, Inc.—managed hosting services, IT staffing, and software development company (sale of hosting division to Peak10; collaboration with NWC)
- Orion International, Inc.—human capital solutions and services company (company sale/recapitalization to Centre Partners)**
- Emtec, Inc.—merger of publicly-traded value-added distributor with DARR Westwood (private)**
- Meta Security Group, Inc.—network security software and services company (company sale to Scalable Software)*
- Pulsar Technologies, Inc.—iber optics device manufacturer (company sale to AMETEK Power Instruments)**
- UpSNAP, Inc. (UPSN)—publicly-traded wireless software and services company (reverse merger into public shell)
- NewHomes.com, Inc.—Internet based residential real estate marketing company (company sale/recapitalization with Alta Communications)**
- International Carolina Glass, Inc.—specialty glass manufacturer (company acquisition by CRH Oldcastle)**
- Transcontinental Title, Inc.—outsourced title servicing company (company sale to First American Title Insurance Company)**
- Free State Glass, Inc.—specialty glass fabrication and distribution company (company acquisition by CRH Oldcastle)**
*Reflects Mr. Gilroy’s experience as Partner in fund three of Venture Capital firm, Wakefield Group LLC
**Reflects Mr. Gilroy’s experience as Managing Director, Hyde Park Capital, and Vice President, Acquisitions, CRH Oldcastle Glass Group
