M & A Clients
Our Client's Stories
Stonebridge and it's principles acted as financial advisors in the sale, purchase or financing of the following transactions. Stonebridge is active in the manufacturing, consumer and professional services, retail and distribution industries.
Regional Dairy Company - Sale
A $105 million regional dairy company sold to one of the largest operators who was consolidating the industry. Our client was nearing retirement age and was able to sell for cash and was relieved of all debt guarantees. The buyer was able to enter a market it was not serving and the management team continued to operate the business.
Medical Retail Supplier - Sale
A medical retail supplier with $165 million in chain sales sold to it's management team who continued to build the brand. The founder-owner received cash and notes and was able to finance another growth company. The management team was able to be more aggressive in its growth opportunities to take advantage of industry trends.
Dental Services - Sale
A $5 million provider of dental services was sold to a large multinational company who was not in our client's market. The seller received cash and entered a non-compete and entered a five year employment agreement. The buyer added a well run business to their portfolio.
Distribution Business - Sale
A $24 million distribution business serving retail stores sold to an investment group who saw an opportunity to finance and grow the business. The seller was nearing retirement age and received cash and entered into a three year advisory contract in order to transition the business.
Technology Services - Acquisiton
A successful $17 million provider of technology services acquired a complementary $6 million technology sales company to broaden the buyers product line. The seller received cash and a note.
Chemical Processor - Sale
A $5 million chemical processor with high margins was sold to a large multinational company with operations in the U.S. who was consolidating the industry . The sellers sold this division and reduced their debt to provide a stronger balance sheet to continue growing their primary business.
Retail Operation - Acquisition
A $35 million retailer was expanding their geographic reach and acquired a $12 million business that complemented their growth strategy. The buyer leveraged their management team to expand into new territory and the seller was able to exit the business and invest the proceeds into another business.
Electical Component Manufacturer - Sale
A $8 million electrical component manufacturer sold to a national competitor who was able to expand its territory. The family was not active in the business and was able to convert equity to cash and distribute sale proceeds and engage in other activities. The management team entered into long-term contracts with incentive based opportunities.
Industrial Equipment Manufacturer - Financing
A $21 million industrial equipment manufacturer was growing rapidly and needed a capital infusion to invest in the fixed assets and inventory. The cash flow did not support the immediate cash needs of the business. A national bank recognized the company's position in the industry and saw the long-term opportunity. The company secured a new term loan and a higher limit on their revolving credit line to continue expanding their product line and finance the needed working capital.
Retail Operation - Financing
A retail operation was in need of expansion capital. Stonebridge oversaw a sales-leaseback of two real estate parcels that furnished the needed capital to continue growing the business. The company entered into a fifteen year lease agreement with two five year options.
Building Supply - Sale
Stonebridge partnered with another firm to sell a $65 million building supply company. The owner built a strong company and sold for all cash and retired to focus on other projects. The buyer acquired a strong building supplier where the acquisition provided more product for distribution through other adjacent suppliers.
Medical Lab - Sale
A $4 million medical lab was sold to a large national buyer who was consolidating the industry. The seller received cash and an earn-out that was based on achieving sales levels over the next three years. The buyer expanded their territory and added a high margin business to their portfolio.
Food Manufacturer - Sale
A $9 million fresh food manufacturer and distributor was sold to a company seeking acquisitions to expand their geographic reach. The acquisition was a strategic and complementary acquisition. The seller received cash and entered into a five year employment contract which took him to retirement.
Equipment Manufacturer - Sale
A $22 million equipment manufacturer sold to an investment group who could finance their growth and offer additional add-on acquisitions to support their business. The sellers received cash, a short-term note and was relieved of financial guarantees.