Transaction History by W Partners Professionals  
     
 

The following represents selected client assignments by our professionals.

Company Name:   The Washington Companies
     
Transaction Description:   Newly formed containership investment venture established by the Washington Family, The Carlyle Group, Seaspan Corporation (NYSE:SSW) and Tiger Group Investments. Investment capitalized with $900 million of equity to acquire over $5 billion of shipping assets.
     
W Partners:   Providing strategic advisory and financial consulting services to the Washington Family in conjunction with their asset investments.
     
Public/Private:   Private
     
Company Name:   Seaspan International Ltd.
     
Business Description:   Seaspan, based in Vancouver, is a leading tug and barge operator and the largest marine transportation company in Canada
     
Transaction Type:   Buy-side advisory
     
Public/Private:   Private
     
Transaction Size:   Not disclosed
     
Company Name:   Precision Time
     
Business Description:   The leading provider of while-you-wait watch repair services and retailer of fashion watches in the U.S., with more than 90 locations in 20 states across the country, as well as a rapidly growing e-commerce and corporate gifts program
     
Transaction Type:   Private placement of growth capital, renegotiation of the company’s debt obligations and concessions from preferred stockholders. Principals of W Partners acted in their capacity of registered securities agents of Burch & Company, inc.
     
Public/Private:   Private
     
Transaction Size:   Not disclosed
     
Company Name:   The Washington Companies
     
Business Description:   A group of individual companies owned or controlled by Montana businessman Dennis R. Washington that include: rail transportation, marine transportation, environmental remediation, mining, heavy equipment sales and service, aviation technology, and real-estate development
     
Public/Private:   Private
     
Transaction Description:   Multiple, ongoing assignments. Providing strategic advisory and financial consulting services to the Washington Family in conjunction with their asset investments.
     
Company Name:   Del Mar Database
     
Business Description:   Provider of mortgage banking back-office software
     
Transaction Type:   Strategic alternatives analysis and sell-side financial advisory
     
Public/Private:   Private
     
Transaction Description:   Advised Del Mar Database on its sale to financial industry technology company Fiserv for an undisclosed amount
     
Company Name:   Play-N-Trade Franchise, Inc.
     
Business Description:   Operator of video game specialty retail franchises and company owned stores
     
Transaction Type:   Financial advisory and services
     
Public/Private:   Private
     
Transaction Description:   Advised Play-N-Trade on strategic transactions and financing alternatives
     
Company Name:   VistaCare, Inc.
     
Business Description:   National provider of hospice services
     
Transaction Type:   Strategic alternatives, restructuring advisory and sell-side financial advisory
     
Public/Private:   Public
     
Transaction Description:   Advised VistaCare on its $147 million sale to Odyssey Healthcare
     
Company Name:   Titan Corporation
     
Business Description:   Defense consulting firm providing command and control systems (C4ISR) capabilities to the U.S. Department of Defense
     
Transaction Type:   Sell-side advisory
     
Public/Private:   Public
     
Transaction Description:   Advised Titan on its $3.7 billion sale to L-3 Communications
     
Company Name:   Maxim Systems, Inc.
     
Business Description:   Defense consulting firm providing command and control systems (C4ISR) capabilities to the U.S. Department of Defense
     
Transaction Type:   Sell-side financial advisory
     
Public/Private:   Private
     
Transaction Description:   Advised Maxim Systems on its sale to Accenture for an undisclosed amount
     
Company Name:   Seaspan Corporation
     
Business Description:   Global owner and operator of containerships
     
Transaction Type:   Financial, strategic and IPO advisory
     
Public/Private:   Public
     
Transaction Description:   Advised Seaspan Corporation on its $600 million initial public offering, the largest ever in the shipping industry and the third largest transportation IPO in NYSE history
     
Company Name:   Seaspan Container Lines
     
Business Description:   Marine transportation company serving the West Coast of North America
     
Transaction Type:   Multiple container vessel financings
     
Public/Private:   Private
     
Transaction Description:   Advised Seaspan Container Lines on $1.5 billion in project financing for 26 container vessels
     
Company Name:   Gerber Scientific, Inc.
     
Business Description:   Manufacturer of automation equipment for the apparel, printing and ophthalmic lens industries
     
Transaction Type:   Sell-side advisory
     
Public/Private:   Public
     
Transaction Description:   Advised Gerber with respect to the divestiture of its laser marking unit to Alltec GmbH for an undisclosed amount
     
Company Name:   Gerber Scientific, Inc.
     
Business Description:   Manufacturer of automation equipment for the apparel, printing and ophthalmic lens industries
     
Transaction Type:   Buy-side advisory
     
Public/Private:   Public
     
Transaction Description:   Advised Gerber with respect to its C$35 million acquisition of Virtek Vision International Inc.
     
Company Name:   The SoCo Group, Inc.
     
Business Description:   Distributes commercial and industrial petroleum products and lubricants and operates carlock, fleet fueling and retail gasoline stations in Southern California
     
Transaction Type:   Strategic and financial advisory
     
Public/Private:   Private
     
Transaction Description:   Assisted The SoCo Group in an evaluation of its strategic alternatives and performed a valuation analysis
     
Company Name:   K2 Inc.
     
Business Description:   Manufacturer of hard and soft sporting goods and athletic equipment
     
Transaction Type:   Strategic and buy-side financial advisory
     
Public/Private:   Public
     
Transaction Description:   Advised K2 with respect to various buy-side transactions, including a large Hockey Equipment company
     
Company Name:   Monrovia Nursery Company
     
Business Description:   Branded container plants sold to garden centers and landscapers
     
Transaction Type:   Financial advisory, valuation and succession planning
     
Public/Private:   Private
     
Transaction Description:   Assisted Monrovia in an examination of its strategic alternatives and performed a valuation analisis
     
Company Name:   Mariner Energy, Inc.
     
Business Description:   Independent oil and gas exploration, development, and production company
     
Transaction Type:   Sell-side financial advisory
     
Public/Private:   Private (spin-off from Enron)
     
Transaction Description:   Advised Mariner Energy in its $125 million sale of its Falcon property to Pioneer Natural Resources
     
Company Name:   The Greenbrier Companies
     
Business Description:   Manufacturer of freight railcars
     
Transaction Type:   Strategic and financial advisory
     
Public/Private:   Private
     
Transaction Description:   Advised the Estate of Mr. Alan James regarding the sale of its interest in the company
     
Company Name:   Simula, Inc.
     
Business Description:   Manufacturer of safety and shielding products for the U.S. Department of Defense and other customers
     
Transaction Type:   Sell-side financial advisory
     
Public/Private:   Public
     
Transaction Description:   Advised Simula on its $115 million sale to Armor Holdings
     
Company Name:   New Momentum LLC
     
Business Description:   A leading SaaS-based enterprise risk management (ERM) software company that provides brand intelligence (anti-counterfeiting) and channel integrity solutions
     
Transaction Type:   Strategic M&A advisory
     
Public/Private:   Private
     
Transaction Description:   Advised New Momentum in evaluating and pursuing acquisition targets and in evaluating financing strategies
     
Company Name:   Technology Properties Limited Group
     
Business Description:   Intellectual property owner and developer
     
Transaction Type:   Merger advisory, financial and strategic advisory
     
Public/Private:   Private
     
Transaction Description:   Strategic transaction advisory
     
Company Name:   Burns Philp
     
Business Description:   Manufacturer of food ingredients and consumer branded food products
     
Transaction Type:   Buy-side financial advisory
     
Public/Private:   Private
     
Transaction Description:   Advised Burns Philp on its $110 million acquisition of Kraft Foods’ Latin American food ingredients business, including the Fleischmann’s Yeast brand
     
Company Name:   Bunge Limited
     
Business Description:   International agribusiness, food ingredients and branded food products company
     
Transaction Type:   Sell-side financial advisory
     
Public/Private:   Public
     
Transaction Description:   Advised Bunge on the 110 million sale of its Grandes Molinos de Venezuela subsidiary to Cargill
     
Company Name:   SCM Microsystems Inc.
     
Business Description:   A global leader in contact, contactless and mobile smart card reader technology solutions for secure access, secure identity and secure exchange.
     
Transaction Type:   IPO advisory
     
Public/Private:   Public
     
Transaction Description:   Advised on $50 million IPO and $210 million follow-on offering
     
Company Name:   Surebeam Corporation
     
Business Description:   Manufacturer of electronic irradiation systems and services for the food industry
     
Transaction Type:   Private placement of equity securities
     
Public/Private:   Public
     
Transaction Description:   $5 million investment by an investor group