Consumer Products and Services
| Client | Client Description | Target Description | Transaction |
|---|---|---|---|
| 1-800 Contacts Draper, UT | Markets and manufactures contact lenses. | Reseller of contact lenses | Type: M&A, Acquisition Details: Acquired Lens Express and Lens 1st |
| 1-800 Contacts Draper, UT | Markets and manufactures contact lenses. | Type: Financial Advisory Details: Lead Managed IPO |
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| 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) |
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| American Architectural Products Boardman, OH | Produces aluminum, vinyl, and wood-clad windows, steel security screen doors, entry doors, and related products. | Produces windows and related products. | Type: M&A, Acquisition Details: Acquired Eagle Window & Door, Inc. (Dubuque, IA) |
| American Architectural Products Boardman, OH | Produces aluminum, vinyl, and wood-clad windows, steel security screen doors, entry doors, and related products. | Produces windows and related products. | Type: M&A, Acquisition Details: Acquired Louisiana Pacific Windows (OH) |
| American Architectural Products Boardman, OH | Produces aluminum, vinyl, and wood-clad windows, steel security screen doors, entry doors, and related products. | Produces doors and related product. | Type: M&A, Acquisition Details: Acquired Taylor Door (West Branch, MI) |
| American Consumer Products Mayfield, OH | Distributes keys, knives, gloves, and house numbers to hardware retailers. | Type: M&A, Sale Details: Sold to Vista 2000 (Roswell, GA) |
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| American Consumer Products Mayfield, OH Sharon Fastener Subsidiary Milford, MA | Distributes fasteners to hardware retailers. | Type: M&A, Sale Details: Sold to Pawtucket Fasteners LP (Pawtucket, RI) |
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| American Greetings Brooklyn, OH | Designs, manufactures, markets, and sells seasonal and everyday greeting cards and other social expression products. | Type: Financial Advisory Details: Co-managed debt offering |
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| Applica Consumer Products (formerly Windmere Durable Holdings) Miramar, FL | Designs, markets, and distributes small kitchen appliances and beauty products. | Type: M&A, Sale Details: Sold its 50% interest in Salton-Maxim to the other 50% owners of Salton-Maxim |
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| The Armstrong Group Atlanta, GA | Diversified family holding company with operating companies in the cable, telecommunications, security, real estate development, electronics, manufacturing, and HVAC & plumbing services markets. | Provides full-service residential plumbing solutions, including drain cleaning, main line clog removal, sewer backups and repairs, sewer lining, water heating, water line, and sump pump services. | Type: M&A, Acquisition Details: Acquisition of Matt Mertz Plumbing (Pittsburgh, PA) |
| Art Works Baltimore, MD | Sells art and posters. | Type: M&A, Sale Details: Sold to Hadley House (Minneapolis, MN) |
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| Baldwin Piano Cincinnati, OH | Manufactures and distributes musical instruments. | Type: Financial Advisory Details: Shareholder Rights Plan |
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| Bettcher Industries Vermilion, OH Wizard Division Vermillion, OH | Manufactures patented safety gloves. | Type: M&A, Sale Details: Sold to Wells Lamont (Chicago, IL) |
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| Brass Eagle Bentonville, AR | Manufactures, markets, and distributes paintball and extreme sports products. | Type: Financial Advisory Details: Lead managed IPO |
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| Buckeye Sports Supply Canton, OH | Distributes outdoor sporting goods, primarily for hunting and fishing. | Type: M&A, Sale, Restructuring Details: Sold to Acusport (Bellefontaine, OH) in Chapter 11 bankruptcy proceeding |
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| Buffalo Construction Louisville, KY | Builds and remodels restaurants primarily for Texas Roadhouse and Buffalo Wild Wings. | Type: M&A, Sale Details: Sold to Management (Louisville, KY) |
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| Buffalo Wild Wings Minneapolis, MN | Owns, operates, and franchises restaurants. | Type: Financial Advisory Details: Equity private placement with Gemini and Investors |
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| Butler HVAC, Inc. Dayton, OH | Provides full-service heating, ventilation, and air conditioning installation and repair. | Type: M&A, Sale Details: Sold to a group of private investors |
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| Campbell Hausfeld Harrison, OH | Manufactures consumer, industrial, and commercial grade air compressors and related products. | Type: Financial Advisory Details: Buyside Advisory |
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| Century Foods International LaCrosse, WI | Designs, processes, and distributes whey protein products for the sports nutrition industry. | Type: M&A, Sale Details: Sold to Hormel Foods (Austin, MN) |
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| Ceramic Matrix West Palm Beach, FL | South and Central Florida's leading authority in high end luxury natural stones and ceramic tile from Italy, Spain, and around the world. | Type: M&A, Sale Details: Sold to Architectural Services, a portfolio company of Sun Capital Partners, Inc. (Boca Raton, FL) |
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| Cleveland Indians Cleveland, OH | Professional baseball team. | Type: M&A, Sale Details: Sold to Dolan Family (Cleveland, OH) |
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| Cleveland Indians Cleveland, OH | Professional baseball team. | Type: Financial Advisory Details: Lead Managed IPO |
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| Cleveland Lumberjacks Cleveland, OH | Professional hockey team. | Type: M&A, Sale Details: Sold to Hank Kassigkeit (Cleveland, OH) |
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| 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 |
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| 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: Lead managed follow-on offering |
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| 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: Co-managed high-yield debt offering |
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| Consolidated Stores Columbus, OH | Operates as a value-specialty retailer. | Type: Financial Advisory Details: Co-managed follow-on offering |
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| Cumberland Gap Middlesboro, KY | Produces hams, sausages, and other specialty packaged meats. | Type: M&A, Sale Details: Sold to Smithfield Foods (Smithfield, VA) |
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| Direct Focus (nka: Nautilus) Vancouver, WA | Markets fitness and healthy lifestyle products. | Specializes in the design and production of fitness equipment for commercial, light commercial, and home use. | Type: M&A, Acquisition Details: Acquisition of StairMaster Sports/Medical (Kirkland, WA) |
| D'Lisi Food Systems Rochester, NY | Manufactures prepared food products. | Type: Financial Advisory Details: Debt placement |
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| Dots Cleveland, OH | Sells extreme value fashion apparel and accessories for women. | Type: M&A, Acquisition Details: Redemption of 49% shareholder |
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| Dots Cleveland, OH | Sells extreme value fashion apparel and accessories for women. | Type: M&A, Sale Details: Sold to Irving Place Capital |
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| 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) |
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| Elder-Beerman Stores Dayton, OH Bee-Gee Shoe Subsidiary Dayton, OH | Shoe retailer. | Type: M&A, Sale Details: Sold to Jam Shoe Concepts (Dayton, OH) |
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| Elder-Beerman Stores Dayton, OH | Operates department store chain that offers branded merchandise. | Type: Financial Advisory Details: Lead Managed IPO |
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| Elder-Beerman Stores Dayton, OH | Operates department store chain that offers branded merchandise. | Operates chain of department stores. | Type: M&A, Acquisition Details: Acquired Stone & Thomas (Wheeling, WV) |
| Elder-Beerman Stores Dayton, OH | Operates department store chain that offers branded merchandise. | Type: Financial Advisory Details: Chapter 11 reorganization |
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| Evolution Ag, LLC Columbus, 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) |
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| Evolution Ag, LLC Columbus, 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 Bane-Welker Equipment (OH) |
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| F. Schumacher New York, NY Waverly Home Fashions Division New York, NY | Offers fabrics, wallpaper, and a multitude of coordinated home fashions under the Waverly home furnishings brand. | Type: M&A, Sale Details: Sold to Ellery Homestyles (New York, NY) |
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| Flight Fit N Fun, LLC Sterling, VA | Operates multi-attraction family entertainment facilities. | Type: Financial Advisory Detail: Growth investment from Summit Partners (Boston, MA) |
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| Flour City Bagels Rochester, NY | Operates as a franchisee of Bruegger's Bagels. | Type: Financial Advisory Details: Restructuring and debt placement |
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| FTD Downers Grove, IL | Provides floral and specialty gift products and services to consumers and retail florists. | Type: Financial Advisory Details: Board review |
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| Harry London Candies North Canton, OH | Produces high quality chocolates, mints, buckeyes, and joys. | Type: Financial Advisory Details: Debt and equity restructuring |
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| Herman Miller Zeeland, MI | Designs and manufactures home, office, and healthcare furnishings and provides related services. | Type: Financial Advisory Details: Co-managed debt offering |
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| High Liner Foods Halifax, Nova Scotia, Canada | Processes branded and private label frozen foods. | Type: Financial Advisory Details: Board review |
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| Homeloan.com Dallas, TX | Offers software enabled home loan information and services. | Type: Financial Advisory Details: Equity private placement |
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| HON Industries Muscatine, IA | Manufactures and markets business furniture, work space accessories, and fireplaces. | Type: Financial Advisory Details: Co-managed secondary offering |
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| Horizon Organic Boulder, CO Dairy Assets | Processes and markets branded organic milk and other dairy products. | Type: M&A, Sale Details: Sold to Dean Foods (Dallas, TX) |
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| I&K Distributors Delphos, OH | Manufactures, sells, and distributes branded and private label potato salads and other foods. | Type: M&A, Sale Details: Sold to SCIS Food Services, nka Chef Solutions (Wheeling, IL) |
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| Intellitecs Cincinnati, OH | Manufactures women's hygiene products. | Type: Financial Advisory Details: Equity private placement |
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| Jo-Ann Stores Hudson, OH | Operates as a specialty fabric and craft retailer. | Type: Financial Advisory Details: Debt placement |
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| Jo-Ann Stores Hudson, OH | Operates as a specialty fabric and craft retailer. | Operates retail fabric stores. | Type: M&A, Acquisition Details: Acquired 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) |
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| The Kirby Company Cleveland, OH, a division of The Scott Fetzer Company Westlake, OH | Manufactures vacuum cleaners and home cleaning accessories. | Type: M&A, Sale Details: Sold to Right Lane Capital LLC (Chicago, IL) |
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| L.L.Bean Freeport, ME | Markets outdoor and leisure apparel and accessories via catalogues and website. | Type: Financial Advisory Details: Debt private placement |
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| Lancaster Colony Columbus, OH Indiana Glass Company and E.O. Brody Company Divisions Cincinnati, OH | Manufactures tabletop and decorative glassware containers for the retail, private label, candle, and floral markets. | Type: M&A, Sale Details: Sold to Monomoy Capital Partners (New York, NY) |
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| Len The Plumber, LLC Baltimore, MD | Provides full-service residential plumbing solutions, including drain cleaning, main line clog removal, sewer backups and repairs, sewer line, water heater, heating system, water line, gas line, and sump pump services. | Type: M&A, Sale Details: Sold to Thompson Street Capital Partners (St. Louis, MO) |
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| Lighthouse Insurance Group, LLC Independence, OH | Offers health insurance products, Medicare plans and advisory solutions to families and individuals throughout the United States. | Type: M&A, Sale Details: Sold to Arthur J. Gallagher & Co. (Rolling Meadows, IL) |
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| Mainstream Electric, Heating, Cooling, and Plumbing Spokane Valley, WA | Provides residential HVAC installation and repair, plumbing, electrical, excavation and drain services in the Greater Spokane, Washington, and Coeur d'Alene, Idaho, markets. | Type: M&A, Sale Details: Sold to Radiant Plumbing and Air Conditioning, a portfolio company of The Riverside Company (Cleveland, OH) |
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| Markets and Markets Pune, India | Provides quantified B2B research on high growth emerging opportunities/threats to a worldwide customer base. | Type: Financial Advisory Details: Buyside Advisory |
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| Max & Erma's Columbus, OH | Owns, operates, and franchises restaurants. | Type: Financial Advisory Details: Debt placement |
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| OfficeMax Shaker Heights, OH | Markets and sells office supplies, furniture, and technology. | Type: Financial Advisory Details: Co-managed follow-on offering |
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| Penton Media Cleveland, OH | Provides various print and online products, such as targeted publications, websites, exhibitions, email newsletters, trade shows, and data products. | Type: Shareholder Rights Plan | |
| Ohio Bar Review Cleveland, OH | Provides Ohio Bar training review courses. | Type: M&A, Sale Details: Sold to Harcourt General (Chestnut Hill, MA) |
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| Park North Capital, LLC Cleveland, OH | Invests in middle market businesses. | Provides advisory services to individuals looking for health insurance coverage. | Type: M&A, Acquisition Details: Acquired a controlling interest in LIG Solutions (Independence, OH) |
| Penton Media Cleveland, OH | Provides various print and online products, such as targeted publications, websites, exhibitions, email newsletters, trade shows, and data products. | Type: Financial Advisory Details: Shareholder Rights Plan |
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| Phantom Fireworks Youngstown, OH | Retails and distributes consumer fireworks. | Type: Financial Advisory Details: Debt placement with Main Street Capital (Houston, TX) |
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| Progressive Furniture Swanton, OH | Manufactures, imports, and markets moderately-priced household wood furniture. | Type: M&A, Sale Details: Sold to Sauder Woodworking (Archbold, OH) |
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| Radiant Plumbing Services, Inc. Austin, TX | Offers premier home plumbing and HVAC service to the greater Austin area. | Type: M&A, Sale Details: Sold to Riverside Company (New York, NY) |
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| Rainbow Rentals Canfield, OH | Rents and sells home electronics, furniture, appliances, and computers to the general public. | Type: M&A, Sale Details: Sold to Rent-A-Center (Plano, TX) |
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| Regional Diagnostics Cleveland, OH | Operates outpatient diagnostic imaging center chains in the United States. | Type: M&A, Sale Details: Sold to Trivest Partners (Coral Gables, FL) |
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| RevAir, LLC Macedonia, OH | Develops high-tech beauty products including The World's First and Only Reverse-Air Dryer. | Type: Financial Advisory Details: Received a significant equity investment from Lykos Capital Partners (San Francisco, CA) |
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| Rockford-Fosgate Tempe, AZ | Manufactures aftermarket and OEM car audio and in-car entertainment products and accessories, and personal electronics such as earphones. | Type: Financial Advisory Details: Co-managed IPO |
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| Royal Appliance Glenwillow, OH | Manufactures and markets handheld and upright floor cleaners and replacement parts. | Type: M&A, Sale Details: Sold to Techtronic Industries (Tsuen Wan, Hong Kong) |
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| Royal Appliance Glenwillow, OH Telezapper Division Glenwillow, OH | Provides in-home anti-telemarketing services. | Type: M&A, Sale Details: Sold to VTech Holdings (Tsuen Wan, Hong Kong) |
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| Sandridge Foods Medina, OH | Manufactures refrigerated prepared foods. | Type: Financial Advisory Details: Board review |
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| The Scott Fetzer Company Westlake, OH | Manufactures and markets products for the home, family, and industry. | Type: Financial Advisory Details: Buyside Advisory |
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| Service Professor, Inc. Grand Rapids, MI | Provides residential plumbing, electrical, heating, cooling, drains, sewer, and duct-cleaning services to West and Southwest Michigan. | Type: M&A, Sale Details: Sold to Calera Capital (San Francisco, CA) |
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| SMED International Calgary, Alberta, Canada | Manufactures modular office furniture. | Type: Financial Advisory Details: Co-managed IPO |
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| Smith & Wollensky Restaurant Group New York, NY | Develops, owns, and operates a chain of steakhouse restaurants. | Type: Financial Advisory Details: Co-managed IPO |
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| Spartan Stores Grand Rapids, MI L.L./Jiroch and J.F. Walker Subsidiaries Grand Rapids, MI | Distributes products to convenience stores. | Type: M&A, Sale Details: Sold to H.T. Hackney (Knoxville, TN) |
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| Spartan Stores Grand Rapids, MI | Sells and distributes groceries. | Operates chain of supermarkets and discount stores in Northwest Ohio. | Type: M&A, Acquisition Details: Acquired Seaway Food Town (Maumee, OH) |
| Steelcase Grand Rapids, MI | Markets and sells office furniture. | Type: Financial Advisory Details: Assist Wege family in IPO |
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| Stylin' Concepts Cleveland, OH | Distributes and sells truck accessories, SUV accessories, and performance parts to consumers. | Type: M&A, Sale Details: Sold to Riverside Company (Cleveland, OH) |
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| SUPERVALU Eden Prairie, MN | Operates as a grocery retailer. | Type: Financial Advisory Details: Co-managed debt offering |
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| SyberSay Technologies San Jose, CA | Provides acoustic technologies for audio clarity. | Type: Financial Advisory Details: Equity private placement |
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| Tomlinson Cleveland, OH | Manufactures and provides equipment and components for the global food and beverage sector. | Type: M&A, Sale Details: Sold to Crown Brands, LLC, a portfolio company of Centre Lane Partners (Lincolnshire, IL) |
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| Universal Electronics Cypress, CA | Designs and develops solutions that enable consumers to control entertainment devices, digital media, and home systems. | Type: Financial Advisory Details: Shareholder Rights Plan |
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| Value City Furniture Columbus, OH | Designs, manufactures, sells, and delivers value-priced furniture. | Type: Financial Advisory Detals: Co-managed equity offering |
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| 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 |
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| Wild Oats Markets Boulder, CO | Owns and operates natural foods supermarkets. | Type: Financial Advisory Details: Board review |
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| Yonanas Consumer Retail Division of Healthy Foods, LLC Cleveland, OH | Consumer brand that enables consumers to enjoy the taste and feel of soft serve ice cream using only 100% real fruit without fat, dairy, or added sugar | Type: M&A, Sale Details: Sold to The Legacy Companies (Weston, FL) |
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| Zale Irving, TX | Retail jewelry | Type: Financial Advisory Details: Co-managed IPO |