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Forbes m+a current deal list july

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Forbes m+a current deal list july

  1. 1. CONFIDENTIAL ForbesM+A CurrentDeal List 1 J u l y 2 0 2 1 Tolearnmoreaboutanyofthedealslisted,pleasecontacttheassociateddealteammembersdirectly. ContactinformationcanbefoundonPg.15.
  2. 2. CONFIDENTIAL CompanyOverview 2 The Forbes M+A Group is a market-leading boutique investment bank. We are hyper-focused on businesses that have strong growth outlooks and solid foundations of market leadership, compelling and enduring business models, and attractive sectors. We’ve built a different model to create extraordinary results for these elite companies. We work with a select few clients each year, swarm them with deep senior experience and expertise, and engineer customized processes using unconventional techniques to move quickly and deliver maximum value. Our typical clients range in size from $20-500 million in enterprise value. ADVISORY SERVICES EXPERIENCE + RESULTS LOCAL + GLOBAL REACH  Business sales  Business acquisitions  Senior debt raises  Mezzanine debt raises  Private equity raises  ESOP corporate finance  Exit Optimization™  Founded in 2004  $85 billion and 285 years of combined deal experience  100+ years of industry and entrepreneurial experience  Fierce client advocate that consistently achieves outlier results and raving fans  20+ industry awards over past 5 years  Offices in Denver, Salt Lake and Nashville provide local access and accountability  AM&AA affiliation leverages over 600 transaction advisors worldwide  Deep connectivity with 1000’s of strategic acquirers, private equity groups, and non-traditional lenders across the globe
  3. 3. CONFIDENTIAL 3 Our sector specialists have extensive relationships and knowledge of trends across the following subsectors Industryand Sector Experience BUSINESS SERVICES  Advertising  Commercial Services & Supplies  Construction  Consulting Services  Education  Facilities Services  Financial Services  Government Contractors  Green Industries  IT Services  Janitorial & Sanitation  Lawn Care, Pest Control, Grounds Maintenance, Irrigation & Landscaping  Professional & Technical Services  Real Estate  Security HEALTHCARE  Facilities & Alternate Sites  Healthcare IT  Home Health Care  Life Science Tools & Services  Medical Devices  Providers & Services  Telemedicine CONSUMER  Consumer Products  Consumer Services  Death Care  eCommerce  Family Entertainment Centers (FECs)  Fitness & Wellness  Food & Beverage  Franchise  Hotels, Restaurants, & Entertainment  Outdoor & Leisure  Pet Care & Products INDUSTRIALS  Aerospace & Defense  Agriculture  Automotive  Building Products  Cannabis  Construction & Specialty Trades  Distribution  Energy Equipment & Services  Environmental  Manufacturing  Transportation & Logistics TECHNOLOGY  AdTech / Digital Marketing  Data & Analytics  Digital Gaming  Hardware, Components & Storage  Media  Software & SaaS  UAV’s
  4. 4. CONFIDENTIAL
  5. 5. CONFIDENTIAL 5 Sell-Side Opportunities Outdoor Industry and Shooting Sports Project: Ecomm Sales: $210,000,000 Contact: Steve Quisenberry, James Morgan, Cassie Dobos Region: Northeast EBITDA: $40,000,000 Status: Post-IOI. Not seeking new parties Functional, Value-added Pet Treat Manufacturing Project: Balto Sales: $119,500,000 Contact: Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountains / Midwest EBITDA: $39,900,000 Status: Post-IOI. Not seeking new parties Functional, High Nutrition Pet Treat R&D and Production Project: Balto Sales: $72,500,000 Contact: Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountain EBITDA: $20,000,000 Status: Post-IOI. Not seeking new parties Full Service Pet Treat Manufacturing, Fulfillment, and Brand Project: Balto Sales: $100,900,000 Contact: Blake Shear, Cassie Dobos, Liam Narozanick Region: Midwest EBITDA: $19,900,000 Status: Post-IOI. Not seeking new parties Distributor and Dealer of Enterprise Class Drone Equipment Project: Lambda Sales: $84,000,000 Contact: Jon Wiley, Dan Pellegrino, JJ Lane, Brett Johnson, Chris Doyle Region: National Presence EBITDA: $7,000,000 Status: Developing Materials National Residential Solar Lead Generation Platform Project: Sol Sales: $80,100,000 Contact: Bill Nack, Jon Wiley, JJ Lane, Cassie Dobos, John Kiernan Region: Southeast EBITDA: $12,500,000 Status: On Hold Private-label, specialty manufacturer of value pet treats with integrated fulfillment, design, and marketing services. With a 212,000 sq. ft facility, a 30-year history, and numerous certifications, including APHIS, SQF Level 3, and USDA Organic, the Company can produce high quality treats for consumption in 12 countries. Provider of residential solar installation with a programmatic lead generation sales platform. Market leading and fastest growing distributor and dealer of enterprise class drone equipment in the US. eCommmerce platform focused primarily on the accessories market of shooting sports and the outdoor industry. Private-label, specialty manufacturer of health-conscious pet treats. The Company owns all of the formulations it develops and focuses on innovation, using highly automated production lines and proprietary formulation processes to create best-selling products for brands. Private-label, specialty manufacturer of health-conscious pet treats with value-added fulfillment, design, and marketing services. The Company is counted on by emerging and global brands for their unique capabilities to cost-effectively innovate, test, launch, and scale production of pet treats.
  6. 6. CONFIDENTIAL 6 Sell-Side Opportunities Full Service Structural Steel Engineering and Fabrication Project: Eldorado Sales: $70,500,000 Contact: Bill Nack, Garit Lawson, JJ Lane, John Kiernan, Josh Goodman Region: Rocky Mountain EBITDA: TBD by QoE Status: Developing Materials Marketplace Optimization and Fulfillment Engine Project: Jaguar Sales: $62,000,000 Contact: Dan Pellegrino, Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountain EBITDA: $6,600,000 Status: In Market Long-Term Acute Care Project: Prosper Sales: $40,500,000 Contact: Bill Nack, Garit Lawson , Cassie Dobos, Brett Johnson Region: Rocky Mountain EBITDA: $8,100,000 Status: In Market Information Technology (IT) Solutions / Reseller Project: Sand Sales: $35,000,000 Contact: Dan Roth, Cassie Dobos Region: West EBITDA: TBD Status: Developing Materials Commercial Landscaping Project: Terra Sales: $26,500,000 Contact: Doug Freyschlag, Dan Pellegrino, Cassie Dobos, John Kiernan Region: Rocky Mountain EBITDA: $4,200,000 Status: Post-IOI. Not seeking new parties Family Entertainment Centers Project: Elevate Sales: $22,900,000 Contact: Blake Shear, Jon Wiley, JJ Lane, Brett Johnson Region: Rocky Mountain EBITDA: $8,100,000 Status: On Hold Provider of premier commercial landscaping services. The company has multiple divisions and has strong repeat business from major developers and general contractors. Leading entertainment management company that develops and operates distinctive large-format bowling anchored multi-activity Family Entertainment Centers (FEC). IT systems integrator, reseller and services provider to healthcare, entertainment, technology, retail, municipalities, and engineering businesses. Provider of post-acute specialty care to pediatric and adult patients. Tech-enabled marketplace optimization platform that combines marketing, inventory management, and order fulfillment. Provider of design-build services for structural steel and custom metal buildings.
  7. 7. CONFIDENTIAL 7 Sell-Side Opportunities Integrated Plastic Packaging Manufacturer Project: Casino Sales: $16,000,000 Contact: James Morgan, Steve Quisenberry, Liam Narozanick Region: Rocky Mountain EBITDA: $4,065,000 Status: In Exclusivity Craft Brewery Project: Elevation Sales: $14,500,000 Contact: Garit Lawson, James Morgan, John Kiernan Region: Rocky Mountain EBITDA: $1,000,000 Status: In Exclusivity Specialized Plastic Molding Producer Project: Eve Sales: $12,600,000 Contact: Garit Lawson, Cassie Dobos, John Kiernan Region: Midwest EBITDA: $3,400,000 Status: On Hold Houseware and Outdoor Knife & Sharpener Manufacturer Project: Edge Sales: $12,200,000 Contact: Bill Nack, Steve Quisenberry, Cassie Dobos, Jarred Olson Region: Rocky Mountain EBITDA: $5,000,000 Status: Developing Materials Fuel, Chemical, & Lubricant Distributor Project: Spur Sales: TBD Contact: Steve Quisenberry, Cassie Dobos, Jarred Olson Region: Rocky Mountain EBITDA: TBD Status: Developing Materials Natural First Aid and Personal Care Consumer Brand Project: Remedy Sales: $8,100,000 Contact: Steve Quisenberry, Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountain EBITDA: ($1,100,000) Status: On Hold Specialty producer of thermoformed plastic packaging with integrated packaging and fulfillment operations across the retail, medical, food and beverage, and nutraceutical spaces. Producer of craft beers with distribution in over 20 states. The company also operates a brew pub. Manufacturer of plastic materials and resins with a specialization in engineering complex molded shapes with low friction coefficients for the highest operating efficiency for machinery. Manufactures and sells award-winning knives and sharpeners for home and outdoor use. Leading all natural, cruelty free consumer brand in the first aid and personal care industry, with a diverse variety of products including salves, deodorants, balms, lubricants, soaps, and sanitizers. Fuel, chemical and lubricant distribution serving regional C-stores, energy and mining companies.
  8. 8. CONFIDENTIAL 8 Sell-Side Opportunities Lead Generator for the Personal Injury Industry Project: Glengarry Sales: $8,000,000 Contact: Bill Nack, Blake Shear, Liam Narozanick Region: Rocky Mountain EBITDA: $3,000,000 Status: On Hold Healthcare Software & Consulting Project: Grotto Sales: TBD Contact: Dan Roth, JJ Lane, Jarred Olson Region: Rocky Mountain EBITDA: TBD Status: Developing Materials Enterprise Content Management Consulting Project: Starship Sales: $6,000,000 Contact: Blake Shear, Brett Johnson Region: Northeast EBITDA: $2,600,000 Status: In Market Provider of accounts receivable management solutions Project: Indigo Sales: $4,900,000 Contact: Dan Pellegrino, Garit Lawson, Cassie Dobos, Chris Doyle Region: Rocky Mountain EBITDA: TBD Status: Developing Materials Real Estate Marketing Program Project: Touchpoint Sales: $3,500,000 Contact: Doug Freyschlag, JJ Lane, Jarred Olson Region: Rocky Mountain EBITDA: < $1,000,000 Status: In Exclusivity Franchisor of Carbonated Beverages Stores Project: Alka Seltzer Sales: $3,100,000 Contact: Garit Lawson, James Morgan Region: Rocky Mountain EBITDA: $1,400,000 Status: Developing Materials Franchisor of carbonated beverage stores across the rocky mountain region. Provider of a monthly subscription based marketing program for real estate agents nationwide. Provider of high quality leads for the personal injury law industry. The company has media buying expertise, produces television commercials, and screens leads in many markets across the nation. Leading provider of Microsoft / Office 365 and IBM Enterprise Content Management (ECM), Workflow / Business Process Management (BPM), and Solutions and Intelligence Automation (IPA) solutions. Provider of payment processing, payment management, document management, and esignature software. Provider of patented software and analytic solutions for health systems and networks, focused on value-based patient care efficiency and effectiveness and based on over 70mm individuals.
  9. 9. CONFIDENTIAL 9 Sell-Side Opportunities Erosion Control and Landscaping Project: Runoff Sales: TBD Contact: Doug Freyschlag, Dan Pellegrino, Jarred Olson Region: Rocky Mountain EBITDA: TBD Status: Developing Materials Enterprise Content Management Consulting Project: Craftsman Sales: TBD Contact: Dan Pellegrino, Cassie Dobos Region: Rocky Mountain EBITDA: TBD Status: On Hold Leading digital cloud and edge technology solutions provider leveraging Microsoft technologies for Digital Transformation and provides Cloud, Mobile, and Internet of Things (“IoT”), solutions including Microsoft Azure Cloud Transformation and SharePoint Enterprise Content Management (“ECM”). Provider of erosion control and landscape services. The company specializes in slope stabilization, wetland restoration, landscape irrigation, and maintenance.
  10. 10. CONFIDENTIAL 10 Capital Raise / Debt Recap Opportunities Financial Technology Software Project: Verde Sales: $21,800,000 Contact: Jon Wiley, Dan Pellegrino , Cassie Dobos, Josh Goodman Region: US/Canada EBITDA: $5,800,000 The Company offers cannabis regulatory compliance software that allows US Banks to comply to federal requirements. Deal Type: Capital Raise Buy-Side Opportunities Military Specialty Manufacturer Project: Golden Bee Contact: Jon Wiley, Dan Pellegrino, Brett Johnson Region: Rocky Mountain Manufactures specialty vision goggles plus unmanned aerial aircraft and targeting systems. Status: In Market
  11. 11. CONFIDENTIAL 11 Deal Pipeline Specialty Paving Company Project: Stratos Sales: $35,000,000 Contact: Doug Freyschlag Region: Rocky Mountain EBITDA: $4,500,000 Deal Type: Sell-Side Third Party Logistics Provider Project: Hermes Sales: $33,000,000 Contact: Garit Lawson, James Morgan Region: Rocky Mountain EBITDA: $2,400,000 Deal Type: Sell-Side Third party business to business logistics provider that connects ecommerce to clientele. Operates using a proprietary processing software. Regional leader of specialty paving with significant roll-over contracts.
  12. 12. CONFIDENTIAL 12 Completed Transactions has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has completed an ESOP funded by ESOP AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices JPCIndustries has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by a portfolio company of Sell-side AdvisoryServices has been acquired by a portfolio company of Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has received financing from CapitalRaiseAdvisory Services PROJECT LUMOS has been acquired by ANUNDISCLOSED ACQUIRER Sell-side AdvisoryServices has been acquired by a portfolio company of Sell-side AdvisoryServices PROJECT PLUTO received financing from CapitalRaise AdvisoryServices has been acquired by a joint venture between Sell-side AdvisoryServices has been acquired by Sell-side Advisory Services
  13. 13. CONFIDENTIAL 13 Completed Transactions has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by AN UNDISCLOSED ACQUIRER Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has acquired Buy-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by a subsidiary of Sell-side AdvisoryServices
  14. 14. CONFIDENTIAL 14 Completed Transactions has been acquired by Sell-side AdvisoryServices has received financing from CapitalRaise AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by ANUNDISCLOSED ACQUIRER Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices has been acquired by Sell-side AdvisoryServices
  15. 15. CONFIDENTIAL 15 6400 S Fiddlers Green Circle Suite 850 Greenwood Village, CO 80111 Bob Forbes 303.848.4580 Bob.Forbes@ForbesMA.com Bill Nack 303.847.0605 Bill.Nack@ForbesMA.com Dan Pellegrino 303.562.1960 Dan.Pellegrino@ForbesMA.com Jon Wiley 303.872.0103 Jon.Wiley@ForbesMA.com Garit Lawson 801.209.5700 Garit.Lawson@ForbesMA.com Steve Quisenberry 303.589.6141 Steve.Quisenberry@ForbesMA.com James Morgan 917.843.3181 James.Morgan@ForbesMA.com Dan Roth 303.515.7146 Dan.Roth@ForbesMA.com Doug Freyschlag 303.951.4704 Doug.Freyschlag@ForbesMA.com Blake Shear 303.834.8758 Blake.Shear@ForbesMA.com JJ Lane 303.872.6445 JJ.Lane@ForbesMA.com Cassie Dobos 303.558.1379 Cassie.Dobos@ForbesMA.com Liam Narozanick 303.327.9761 Liam.Narozanick@ForbesMA.com Jarred Olson 303.848.4617 Jarred.Olson@ForbesMA.com John Kiernan 303.854.9112 John.Kiernan@ForbesMA.com Brett Johnson 224.766.1113 Brett.Johnson@ForbesMA.com Christopher Doyle 303.868.4541 Chris.Doyle@ForbesMA.com Joshua Goodman 860.338.5737 Josh.Goodman@ForbesMA.com Chris Meunier 303.974.7724 Chris.Meunier@ForbesMA.com The Forbes M+A Group is an award-winningDenver, CO-based mergers and acquisitionsadvisory firm.The firmserves buyers or sellers in middle-marketM&A transactions.Itapplies meticulous attention to detail in helpingbusiness owners develop and exec ute M&A strategy, acquirecompanies and partner with investor groups for growth, and maximizevaluein an eventual exit. The firm utilizes senior experiencein transactions acrossa widevariety of industries.For more information on the company, pleasevisit: www.forbesma.com
  16. 16. CONFIDENTIAL

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