Retail

Client
Business
Transaction
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses. Type: M&A, Acquisition
Details: Acquisition of Lens Express and Lens 1st
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses. Type: Public Equity Offering
Details: Lead Managed IPO
All Wound Up
Cleveland, OH
Retails and markets interactive toys and novelty merchandise. Type: M&A, Sale
Details: Sold to Borders Group
(Ann Arbor, MI)
American Greetings
Brooklyn, OH
​Designs, manufactures, markets, and sells seasonal and everyday greeting cards and other social expression products. Type: Debt Offering ​
Details: Co-managed debt offering
Art Works
Baltimore, MD
Sells art and posters. Type: M&A, Sale
Details: Sold to Hadley House (Minneapolis, MN)
Century Equipment
Toledo, OH
Provides quality products, customer care, and service to home owners, golf courses, landscaping contractors, sports fields, governmental entities, and commercial and industrial organizations. Type: M&A, Sale
Details: Sold to Jerry Pate Company (Pensacola, FL)
Cole National
Twinsburg, OH
Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered. Type: Financial Advisory
Details: Financial advisor in shareholder issue
Cole National
Twinsburg, OH
Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered. Type: Public Equity Offering
Details: Lead managed follow-on offering
Cole National
Twinsburg, OH
Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered. Type: Debt Offering
Details: Co-managed high-yield debt offering
Cole National
Twinsburg, OH
Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered. Type: Financial Advisory
Details: Shareholder Rights Plan
Consolidated Stores
Columbus, OH
Operates as a value-specialty retailer. Type: Public Equity Offering
Details: Co-managed follow-on offering
Dots
Cleveland, OH
Sells extreme value fashion apparel and accessories for women. Type: M&A, Sale
Details: M&A redemption of 49% shareholder
Dots
Cleveland, OH
Sells extreme value fashion apparel and accessories for women. Type: Financial Advisory
Details: Financial advisor in review of strategic alternatives
Dots
Cleveland, OH
Sells extreme value fashion apparel and accessories for women.Type: M&A, Sale
Details: Sold to William Blair Capital Partners and Sawdust
(Chicago, IL)
Elder-Beerman Stores
Dayton, OH

Bee-Gee Shoes Subsidiary
Dayton, OH
Manufactures and sells shoes. Type: M&A, Sale
Details: Sold to Jam Shoe Concepts (Dayton, OH)
Elder-Beerman Stores
Dayton, OH
Operates as an independent department store chain that offers branded merchandise. Type: Public Equity Offering
Details: Lead Managed IPO
Elder-Beerman Stores
Dayton, OH
Operates as an independent department store chain that offers branded merchandise. Type: M&A, Acquisition
Details: Acquisition of Stone & Thomas (Wheeling, WV)
Elder-Beerman Stores
Dayton, OH
Operates as an independent department store chain that offers branded merchandise. Type: Financial Advisory
Details: Financial advisor to equity holders in Chapter 11 reorganization
Evolution Ag
OH
Operates a leading chain of agricultural and power equipment dealerships, parts, and service centers throughout Ohio. Type: M&A, Sale
Details: Sold Certain Locations to Farmers Equipment (OH)
Finish Line  ​
Indianapolis, IN
Sells athletic casual footwear, apparel, and accessories for men, women, and kids.   Type: Financial Advisory ​
Details: Financial advisor in possible acquisition 
FTD
Downer's Grove, IL
Provides floral and specialty gift products and services to consumers and retail florists. ​Type: Fairness Opinion
Details: Fairness Opinion
Jo-Ann Stores
Hudson, OH
Operates as a specialty fabric and craft retailer. Type: Debt Offering
Details: Financial advisor in debt offering
Jo-Ann Stores
Hudson, OH
Operates as a specialty fabric and craft retailer. Type: M&A, Acquisition
Details: Acquisition of House of Fabrics (Los Angeles, CA)
Johnson Oil Company
Bloomington, IN
Owns and operates convenience stores that offer gasoline and grocery products. Type: M&A, Sale
Details: Sold to Couche-Tard
(Laval, Quebec, Canada)
OfficeMax
Shaker Heights, OH
Markets and sells office supplies, furniture, and technology. Type: Financial Advisory
Details: Financial advisor in creation of officemax.com
OfficeMax
Shaker Heights, OH
Markets and sells office supplies, furniture, and technology. Type: Public Equity Offering
Details: Co-managed follow-on offering
Phantom Fireworks
Youngstown, OH
Retails and distributes consumer fireworks. Type: Financial Advisory
Details: Raised capital from Main Street Capital (Houston, TX)
Royal Appliance Glenwillow, OH Manufactures and markets handheld and upright floor cleaners and replacement parts. Type: M&A, Sale
Details: Sold to Techtronic Industries (Hong Kong, China)
Sandridge Foods Medina, OH Manufactures refrigerated prepared foods for food service and retail customers. Type: Financial Advisory
Details: Financial advisor in possible acquisition
Spartan Stores
Grand Rapids, MI
L.L./Jiroch and J.F. Walker
Subsidiaries
Distributes products to convenience stores. Type: M&A, Sale
Details: Sold to H.T. Hackney
(Knoxville, TN)
Spartan Stores
Grand Rapids, MI
Distributes products to convenience stores. Type: M&A, Acquisition
Details: Acquisition of Seaway Food Town (Maumee, OH)
Stylin' Concepts
Cleveland, OH
Distributes and sells truck accessories, SUV accessories, and performance parts. Type: M&A, Sale
Details: Sold to Riverside Company (Cleveland, OH)
SUPERVALU
Eden Prairie, MN
Operates as a grocery retailer. Type: Debt Offering
Details: Co-managed debt offering
The Finish Line
Indianapolis, IN
Sells athletic casual footwear, apparel, and accessories for men, women, and kids.Type: Financial Advisory
Value City Furniture
Columbus, OH
Designs, manufactures, sells, and delivers value-priced furniture. Type: Fairness Opinion
Details: Fairness Opinion
Vista Eyecare
Lawrenceville, GA
Provides professional eye care services and products to correct and promote optimum visual function and ocular health. Type: Financial Advisory
Details: Financial advisor in Chapter 11 reorganization
Wild Oats Markets
Boulder, CO
Owns and operates natural foods supermarkets. Type: Financial Advisory
Details: Financial advisor in review of strategic alternatives