Our Success

Selected Case Studies

The Company

A $23M manufacturer of electrical components, 3 customers comprised 85% of the company's revenue

The Challenge

The founding entrepreneur wanted liquidity and risk reduction, but wanted to keep working

The Solution

Private Equity buyer acquired 92% of the company for $22Million, leaving the founding entrepreneur as CEO

The Company

$9M marginally profitable manufacturer of electronic components

The Challenge

2 principals needed capital and expertise; both wanted to stay in their respective roles

The Solution

Sold to a competitor for $3 Million, principals stayed in place

The Company

$19M custom job shop

The Challenge

Founding entrepreneur wanted to retire, but wanted his 2 sons, with key management roles, to stay in place

The Solution

A competitor acquired this company for $18 Million, enabling the founder to retire, his sons stayed in their respective roles

The Company

$13 Million manufacturer serving the recreational boating market

The Challenge

Revenue decline from $13M to $2M due to US economic meltdown, after 30 years in business 3 partners needed capital to avoid bankruptcy

The Solution

Sold to a competitor for book value, one partner retired, two remaining partners stayed in their respective roles

The Company

$3M Manufacturer serving the semi conductor equipment market, breaking even due to volume decline

The Challenge

Principal wanted to retire in 5 years, but his company had no apparent value

The Solution

Sold to a competitor for book value [$600k], the company’s principal stayed as VP Sales

Smith helped us find badly needed senior debt to finance our growth... and he was always available via phone or e-mail on a wide variety of issues.

Kevin Staley

President & CEO Integrated Systems
Kansas City, MO