CFP assisted the entrepreneurial management team of this fast-growing fire sprinkler service business to access additional growth capital. In a series of transactions, CFP first located and structured favorable mezzanine debt terms before identifying and advising on a sizable new senior debt facility and finally successfully executed a recapitalization of the company with a strong financial partner to continue their phenomenal growth.

Founded nearly 20 years ago, the owners of ProGroup decided it was time to consider selling. ProGroup is an industry pioneer in the proven ROI training field of diversity training. CFP helped ProGroup evaluate strategic options including a management buyout, selling to a private equity or strategic buyer. ProGroup ultimately elected to sell to Novations, a more diversified industry leader in corporate training owned by an East coast private equity group. This was a perfect fit for ProGroup’s niche expertise in diversity training. Several key owners and managers of ProGroup were retained to assist in the transition and continue consulting for Novations.

CFP helped a private equity portfolio company, Trans-Alarm, divest an unrelated business: Automated Entrance Products (AEP). AEP is an installer of automatic swinging, sliding, handicap access and revolving doors in commercial, retail and hospitality environments. While very successful, AEP had become something of an orphan within the parent company. Its owners wanted to use proceeds from the sale to focus more intently on building their core business in the alarm monitoring industry. After meeting with several prospective buyers, the owners of AEP sold the business to Stanley Access Technologies, a Stanley Works company (NYSE: SWK). AEP was a perfect strategic fit for Stanley and went from being an orphan to becoming a treasured jewel.

CFP assisted executive management in securing growth financing to allow this early stage, electroluminescent lighting company to capitalize on significant growth markets.

CFP represented Altimate on this sell-side M&A transaction. Altimate is a niche manufacturer of durable medical equipment. CFP contacted a highly targeted group of private equity investors and strategic buyers before negotiating with Invacare Corp. (NYSE: IVC).

CFP raised growth capital for this fast-growing electronic equipment repair business from a private equity investor. CFP also helped the Company’s management team to evaluate additional strategic alternatives including a recapitalization and sale to strategic and financial partners.

CFP assisted the ownership of this successful technology connectivity business to evaluate various strategic alternatives for legacy and new business units. CFP evaluated the company’s historic and projected cash flow to provide valuation ranges and made strategic recommendations based on findings.

CFP represented Image Systems on this sell-side M&A Transaction. Image Systems is a niche manufacturer of high-bright, high resolution computer display monitors used in medial diagnosis. CFP contacted a highly targeted group of private equity investors and strategic buyers before negotiating with Communication Systems Inc. (AMEX: JCS).

CFP assisted this mid-cap public company in reviewing their information systems for use across multiple business units. We worked closely with executive management and the board to understand the costs and ramifications an ERP strategy can have on an organization.

CFP worked with Wardrop in various financial advisory (buy-side) projects and management consulting projects. Our relationship Wardrop spans over 10 years.

CFP worked with Lion and Lion's executive management staff to define business goals and objectives. A management process was selected to ensure decisions were made supporting the new market niche while allowing the 'legacy' business to exploit new operating paradigms.

CFP worked with the owners of this real estate title company to explore process, reporting, and income maximization strategies. After evaluating the company’s organization and interviewing key managers, CFP presented a strategic blueprint to streamline process and increase customer satisfaction.