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The following represents selected client assignments by our professionals.
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| Company Name: |
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The Washington Companies |
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| Transaction Description: |
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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. |
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| W Partners: |
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Providing strategic advisory and financial consulting services to the Washington Family in conjunction with their asset investments. |
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Private |
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| Company Name: |
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Seaspan International Ltd. |
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| Business Description: |
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Seaspan, based in Vancouver, is a leading tug and barge operator and the largest marine transportation company in Canada |
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| Transaction Type: |
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Buy-side advisory |
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Private |
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| Transaction Size: |
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Not disclosed |
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| Company Name: |
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Precision Time |
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| Business Description: |
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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 |
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| Transaction Type: |
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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. |
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Private |
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| Transaction Size: |
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Not disclosed |
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| Company Name: |
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The Washington Companies |
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| Business Description: |
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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 |
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Private |
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| Transaction Description: |
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Multiple, ongoing assignments. Providing strategic advisory and financial consulting services to the Washington Family in conjunction with their asset investments. |
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| Company Name: |
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Del Mar Database |
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| Business Description: |
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Provider of mortgage banking back-office software |
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| Transaction Type: |
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Strategic alternatives analysis and sell-side financial advisory |
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Private |
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| Transaction Description: |
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Advised Del Mar Database on its sale to financial industry technology company Fiserv for an undisclosed amount |
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| Company Name: |
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Play-N-Trade Franchise, Inc. |
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| Business Description: |
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Operator of video game specialty retail franchises and company owned stores |
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| Transaction Type: |
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Financial advisory and services |
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Private |
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| Transaction Description: |
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Advised Play-N-Trade on strategic transactions and financing alternatives |
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| Company Name: |
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VistaCare, Inc. |
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| Business Description: |
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National provider of hospice services |
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| Transaction Type: |
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Strategic alternatives, restructuring advisory and sell-side financial advisory |
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| Public/Private: |
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Public |
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| Transaction Description: |
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Advised VistaCare on its $147 million sale to Odyssey Healthcare |
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| Company Name: |
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Titan Corporation |
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| Business Description: |
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Defense consulting firm providing command and control systems (C4ISR) capabilities to the U.S. Department of Defense |
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| Transaction Type: |
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Sell-side advisory |
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| Public/Private: |
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Public |
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| Transaction Description: |
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Advised Titan on its $3.7 billion sale to L-3 Communications |
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| Company Name: |
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Maxim Systems, Inc. |
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| Business Description: |
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Defense consulting firm providing command and control systems (C4ISR) capabilities to the U.S. Department of Defense |
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| Transaction Type: |
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Sell-side financial advisory |
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Private |
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| Transaction Description: |
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Advised Maxim Systems on its sale to Accenture for an undisclosed amount |
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| Company Name: |
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Seaspan Corporation |
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| Business Description: |
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Global owner and operator of containerships |
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| Transaction Type: |
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Financial, strategic and IPO advisory |
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Public |
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| Transaction Description: |
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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 |
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| Company Name: |
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Seaspan Container Lines |
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| Business Description: |
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Marine transportation company serving the West Coast of North America |
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| Transaction Type: |
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Multiple container vessel financings |
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| Public/Private: |
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Private |
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| Transaction Description: |
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Advised Seaspan Container Lines on $1.5 billion in project financing for 26 container vessels |
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| Company Name: |
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Gerber Scientific, Inc. |
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| Business Description: |
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Manufacturer of automation equipment for the apparel, printing and ophthalmic lens industries |
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| Transaction Type: |
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Sell-side advisory |
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Public |
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| Transaction Description: |
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Advised Gerber with respect to the divestiture of its laser marking unit to Alltec GmbH for an undisclosed amount |
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| Company Name: |
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Gerber Scientific, Inc. |
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| Business Description: |
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Manufacturer of automation equipment for the apparel, printing and ophthalmic lens industries |
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| Transaction Type: |
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Buy-side advisory |
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| Public/Private: |
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Public |
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| Transaction Description: |
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Advised Gerber with respect to its C$35 million acquisition of Virtek Vision International Inc. |
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| Company Name: |
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The SoCo Group, Inc. |
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| Business Description: |
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Distributes commercial and industrial petroleum products and lubricants and operates carlock, fleet fueling and retail gasoline stations in Southern California |
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| Transaction Type: |
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Strategic and financial advisory |
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Private |
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| Transaction Description: |
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Assisted The SoCo Group in an evaluation of its strategic alternatives and performed a valuation analysis |
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| Company Name: |
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K2 Inc. |
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| Business Description: |
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Manufacturer of hard and soft sporting goods and athletic equipment |
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| Transaction Type: |
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Strategic and buy-side financial advisory |
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Public |
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| Transaction Description: |
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Advised K2 with respect to various buy-side transactions, including a large Hockey Equipment company |
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| Company Name: |
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Monrovia Nursery Company |
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| Business Description: |
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Branded container plants sold to garden centers and landscapers |
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| Transaction Type: |
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Financial advisory, valuation and succession planning |
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Private |
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| Transaction Description: |
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Assisted Monrovia in an examination of its strategic alternatives and performed a valuation analisis |
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| Company Name: |
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Mariner Energy, Inc. |
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| Business Description: |
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Independent oil and gas exploration, development, and production company |
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| Transaction Type: |
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Sell-side financial advisory |
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Private (spin-off from Enron) |
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| Transaction Description: |
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Advised Mariner Energy in its $125 million sale of its Falcon property to Pioneer Natural Resources |
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| Company Name: |
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The Greenbrier Companies |
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| Business Description: |
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Manufacturer of freight railcars |
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| Transaction Type: |
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Strategic and financial advisory |
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Private |
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| Transaction Description: |
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Advised the Estate of Mr. Alan James regarding the sale of its interest in the company |
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| Company Name: |
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Simula, Inc. |
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| Business Description: |
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Manufacturer of safety and shielding products for the U.S. Department of Defense and other customers |
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| Transaction Type: |
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Sell-side financial advisory |
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Public |
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| Transaction Description: |
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Advised Simula on its $115 million sale to Armor Holdings |
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| Company Name: |
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New Momentum LLC |
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| Business Description: |
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A leading SaaS-based enterprise risk management (ERM) software company that provides brand intelligence (anti-counterfeiting) and channel integrity solutions |
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| Transaction Type: |
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Strategic M&A advisory |
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Private |
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| Transaction Description: |
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Advised New Momentum in evaluating and pursuing acquisition targets and in evaluating financing strategies |
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| Company Name: |
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Technology Properties Limited Group |
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| Business Description: |
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Intellectual property owner and developer |
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| Transaction Type: |
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Merger advisory, financial and strategic advisory |
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| Public/Private: |
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Private |
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| Transaction Description: |
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Strategic transaction advisory |
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| Company Name: |
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Burns Philp |
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| Business Description: |
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Manufacturer of food ingredients and consumer branded food products |
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| Transaction Type: |
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Buy-side financial advisory |
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| Public/Private: |
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Private |
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| Transaction Description: |
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Advised Burns Philp on its $110 million acquisition of Kraft Foods’ Latin American food ingredients business, including the Fleischmann’s Yeast brand |
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| Company Name: |
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Bunge Limited |
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| Business Description: |
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International agribusiness, food ingredients and branded food products company |
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| Transaction Type: |
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Sell-side financial advisory |
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Public |
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| Transaction Description: |
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Advised Bunge on the 110 million sale of its Grandes Molinos de Venezuela subsidiary to Cargill |
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| Company Name: |
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SCM Microsystems Inc. |
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| Business Description: |
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A global leader in contact, contactless and mobile smart card reader technology solutions for secure access, secure identity and secure exchange. |
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| Transaction Type: |
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IPO advisory |
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| Public/Private: |
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Public |
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| Transaction Description: |
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Advised on $50 million IPO and $210 million follow-on offering |
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| Company Name: |
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Surebeam Corporation |
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| Business Description: |
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Manufacturer of electronic irradiation systems and services for the food industry |
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| Transaction Type: |
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Private placement of equity securities |
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| Public/Private: |
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Public |
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| Transaction Description: |
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$5 million investment by an investor group |
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