Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreEvaluated the following two companies for an acquisition transaction on behalf of the senior lender. Company #1 was the largest producer of clad metals in North America. The Company develops, manufactures, and markets specialty clad material, thermostatic bi-metal, and electrical contacts that are used in devices such as motor protectors, thermostats, appliances, and cookware. Some of its specialty-clad materials are also used in the auto and truck industry, telecommunications, and architectural industries. Company #2 was a nickel alloy specialty product manufacturer engaged in the business of metal cladding, cold rolling, stripping, and stamping of nickel alloys and metal strips. The client’s products were sold to customers in the electrical safety, electronics, automotive, and aerospace industries. Primarily, these metals are used in the production of circuit breakers, but also include measuring and control instruments, as well as temperature control switches and valves.
The senior lender was evaluating the prospects of providing a $40 million credit facility to one of its current borrowers. J.S. Held was engaged by the lender to conduct a business review of the financial forecast and business plans of the lender’s current borrower as it considered the acquisition of its next largest competitor.
Our experts conducted a Quality of Earnings review and business assessment of the Companies and proposed transaction, including but not limited to the following items:
Upon presentation of our team’s analysis and report, the acquisition was successfully conducted with full support of the senior lender, including the securing of a new $40 million credit facility.
Joe Nappi, CTP
Senior Managing Director
Strategic Advisory Practice
+1 617 600 3602
[email protected]
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