Carriage Hill is a middle market investment bank that specializes in privately negotiated M&A transactions for founder and family owned businesses. They focus on transactions between $10-500 million across various industries such as manufacturing, distribution, and business services. Carriage Hill assists companies in developing capital plans, pursuing growth strategies, and achieving transaction goals in a discreet and efficient manner.
The Carlyle Group is one of the top Private Equity Firms in the country. Their 2013 Annual Report and Corporate Citizenship Report has just been released, which talks about their numbers, performance, and more.
Hartwick Capital can assist your company with; needed growth capital, M&A advisory services or merchant banking opportunities. Please feel free to contact us at your convenience so we can share how we can help you accomplish your goals.
Transcript: Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The discussion includes the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
The Carlyle Group is one of the top Private Equity Firms in the country. Their 2013 Annual Report and Corporate Citizenship Report has just been released, which talks about their numbers, performance, and more.
Hartwick Capital can assist your company with; needed growth capital, M&A advisory services or merchant banking opportunities. Please feel free to contact us at your convenience so we can share how we can help you accomplish your goals.
Transcript: Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The discussion includes the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
SkyLaw is honoured to be named one of Canada's Top 10 Corporate Law Boutiques by the award-winning Canadian Lawyer Magazine!
Please enjoy this excerpt from the May 2016 issue.
Chicago’s ability to attract and retain companies and foster growth greatly helped the city’s economy in a tough year for the nation. In 2009, World Business Chicago identified 11.6 million square feet of economic development activity representing more than $1.5 billion in investments in the metro area, garnering recognition as second in the nation in terms of corporate real estate deals.
Join us at PRG 2013 Symposium & BBQ - Friday September 13Extron
If you are in Silicon Valley this Friday, Extron would like to invite you to attend the PRG 2013 Symposium & BBQ. It's your opportunity to network with high technology hardware professionals, learn about the latest industry trends, and meet PRG members in an informal setting while enjoying delicious food and beverages. Join us at the PRG 2013 Symposium and BBQ on Friday September 13.
Slides showing Siicon Valley technology investments, 2014, and the requirements for international companies coming to Silicon Valley to attract investments
SkyLaw is honoured to be named one of Canada's Top 10 Corporate Law Boutiques by the award-winning Canadian Lawyer Magazine!
Please enjoy this excerpt from the May 2016 issue.
Chicago’s ability to attract and retain companies and foster growth greatly helped the city’s economy in a tough year for the nation. In 2009, World Business Chicago identified 11.6 million square feet of economic development activity representing more than $1.5 billion in investments in the metro area, garnering recognition as second in the nation in terms of corporate real estate deals.
Join us at PRG 2013 Symposium & BBQ - Friday September 13Extron
If you are in Silicon Valley this Friday, Extron would like to invite you to attend the PRG 2013 Symposium & BBQ. It's your opportunity to network with high technology hardware professionals, learn about the latest industry trends, and meet PRG members in an informal setting while enjoying delicious food and beverages. Join us at the PRG 2013 Symposium and BBQ on Friday September 13.
Slides showing Siicon Valley technology investments, 2014, and the requirements for international companies coming to Silicon Valley to attract investments
The report provides essential patent data, technology analysis and market forecasts for 7 selected Emerging MEMS (eMEMS) technologies that we believe will soon reach the marketplace: autofocus, AOC MEMS, chemical sensors, micro-speakers, scanning micro-mirrors, Si microfluidic and ultrasonic MEMS. The market for emerging MEMS covered in this report is expected to grow from US$171M in 2013 to US$2.8B in 2019, corresponding to a 58.2% CAGR.
Im Sommer hat die EZB bekannt gegeben, ab 2018 keine 500 Euro Scheine mehr auszugeben. Und wieder entbrannte eine Diskussion über unser Bargeld, elektronische Bezahlsysteme und die mögliche Kontrolle des Zahlungsverkehrs. Was staatliche Kontrollorgane begrüßen, löst bei Bürgern Besorgnis aus. Elektronische Bezahlmethoden sind ein weiterer Schritt in die digitale Überwachung, so die Befürchtung. Doch wie ist der Status, worüber wird im Netz diskutiert und was ist eigentlich gemeint, wenn vom „Bargeldlosen Bezahlen“ gesprochen wird.
Análisis de los artículos referentes a los delitos contra la libertad, el domicilio, la cosa pública, la administración de justicia y el orden público.
Elaborado por: María Laura Peña y Vianna Briceño
Importancia del inbound marketing en el sector turismo. People talk to people, not to brands. A good customer experience is one of the best marketing tools! Marketing digital es mucho más que un link!
Gear slippage with strategic execution is a universal norm—but, it does not have to be
Limitations of the traditional Project Management Office (PMO)
Establishing ‘force multiplication’ for PE Operating Partners
Best practices for post-merger integration can be applied across the enterprise
Creating a “Culture of Execution” where managers embrace getting things done
Building healthier companies by teaching companies to execute rather than “taking over”
There is a better way: the ‘Change Management Acceleration Process’
This document brings together a set
of latest data points and publicly
available information relevant for
Financial Services Industry. We are
very excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
Document Security Systems (DSS) is a multinational company operating businesses focused
on brand protection technology, blockchain security, direct marketing, healthcare, real estate,
and securitized digital assets. Its business model is based on a distribution sharing system in
which shareholders will receive shares in its subsidiaries as DSS strategically spins them out
into IPOs. Its historic business revolves around counterfeit deterrent and authentication
technologies, smart packaging, and consumer product engagement. DSS is led by its seasoned
leaders with decades of industry experience.
Document Security Systems (DSS) is a multinational company operating businesses focused
on brand protection technology, blockchain security, direct marketing, healthcare, real estate,
and securitized digital assets. Its business model is based on a distribution sharing system in
which shareholders will receive shares in its subsidiaries as DSS strategically spins them out
into IPOs. Its historic business revolves around counterfeit deterrent and authentication
technologies, smart packaging, and consumer product engagement. DSS is led by its seasoned
leaders with decades of industry experience.
This document brings together a set
of latest data points and publicly
available information relevant for
Financial Services Industry. We are
very excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
This document brings together a set
of latest data points and publicly
available information relevant for
Financial Services. We are very
excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
Restructuring in court or outside of the Chapter 11 process is a complex event in which everything you say and do matters. The stakes are high and you need a trusted and tested team on your side.
Monroe Capital LLC | Asset Management Firm | Chicago, Illinois - BiographyMonroe Capital LLC
Monroe Capital LLC actively supports the Chicago Urban League as one of its sponsors. Monroe Capital Corporation encourages its employees to engage with the community by participating in nonprofit activities. It offers dedicated volunteer opportunities and has recently provided support to local Chicago chapters like My Block, My Hood, My City, Cradles to Crayons, and the Chicago Food Depository. Furthermore, Monroe Capital Management Advisors manages an ESG Article 8 Fund and advocates for responsible investing by considering the environmental, social, and governance characteristics of the companies it invests in.
2. Privately negotiated transactions with an emphasis on discretion and confidentiality
Empowering companies to achieve their full growth and
potential while assisting shareholders of those companies to
capture the value that has been created
4. Strategic Focus
Specializing in
● Founder and family owned businesses with exceptional management teams
● Maximizing value for our clients
● Finding the right fit, with an attention to detail
● Executing with a high level of discretion
● Efficient process and certainty of closing
● Transaction Values between $10 and $500 million
Carriage Hill’s experienced professionals assist middle market companies in developing
an appropriate capital plan while providing the resources and advice needed to help
them achieve their transaction goals.
5. Transaction Focus
● Minority and Majority Recapitalizations
● Growth Capital
● Sale of a Business to Strategic Acquirers
● Acquisition Financing
● Industry Consolidations
● Mergers and Acquisitions
Flexible capital structures designed and customized to fit shareholder objectives
6. Industry Focus
● Manufacturing
● Transportation and Logistics
● Distribution and Wholesale Businesses
● Business Services
● Healthcare Services and Products
● Consumer and Retail
● Technology, Software and Communications
What we look for:
Best in Class Companies with
● Consolidation Opportunities
● Large Market Opportunities
● Geographic Expansion Potential
● Balance Sheet Constraints
7. General Home Pharmacy
DW Healthcare Acquires General Home Pharmacy
General Home Pharmacy is a leading compounding pharmacy that operates under the brand Sinus
Dynamics. The company offers a selection of drug delivery devices designed to deliver compounded
medications topically within the nasal and sinus regions. The pharmacy produces custom compounded liquid
and liquid gel antibiotic, antifungal, and anti-inflammatory medications in their state of the art, quality
controlled laboratories.
Carriage Hill assisted the founder and CEO in capturing the value that he had created and helped position
the company for accelerated growth through a merger with a private equity owned business in the same
industry.
Formed in 2002, DW Healthcare Partners is a healthcare focused private equity firm. DW invests in leading
healthcare companies with high growth potential in the middle market. Their extensive knowledge of the
healthcare market allows them to understand the operational and strategic issues confronting business
owners and help accelerate the growth of businesses in order to build shareholder value.
"From planning the details straight through to the closing, Carriage
Hill kept it all together. They really went way above and beyond the
typical meaning of Adviser, and helped in ways that I can't even
express."
-Kambiz Yadidi, CEO, General Home Pharmacy
8. A&R Transport and Alliance Logistics
Recapitalized by FdG Associates
A&R Logistics and is the nation’s largest provider of bulk transport and related services to the plastic
resin industry, as well as a provider of third-party logistics services to shippers in a variety of other
industries. The company operates from 22 facilities throughout the United States and manages a
specialized fleet of over 1000 tractors and 1,500 trailers.
Carriage Hill assisted the majority shareholder in a recapitalization that provided substantial liquidity for
him and his family while providing financing for multiple acquisitions and for critical capital projects.
While other trucking firms suffered through the financial downturn, A&R took substantial market position
from its competitors and has recently had a liquidity event at which the founding shareholder more on
the second bite of the apple than he did on the original recap.
FdG Associates is a leading private investment firm providing equity capital to North American-based
middle market growth companies with “best-of breed” business models and unrealized potential.
“Charles Compo and his team played a critical role in helping us
consolidate several divisions, recapitalize our balance sheet and
position our company for accelerated growth.”
- Jim Bedeker, Chairman and CEO, A&R Logistics
9. Medquip
Acquire by Drive Medical
Medquip is a leading manufacturer and distributor of innovative healthcare products; specializing in the categories of
compressor nebulizer systems, pulse oximeters, and blood pressure monitors. MEDQUIP is recognized as being a
leading expert in the design of Airial® brand adult and pediatric nebulizer systems. Airial® brand products are known
for quality having achieved an industry wide reputation of reliability, with a proven track record of dependability.
Carriage Hill assisted the founder and CEO of Medquip and the management of Drive to consolidate several division
and companies to become the leader in pediatric nebulizers and other respiratory related products.
Drive Medical Design and Manufacturing is one of the fastest growing global manufacturers of durable medical
equipment. The Company markets and distributes its products to customers located throughout North America,
Europe, Central America, South America, the Middle East and Asia.
“Thanks for all of your help, Carriage Hill did a
great job of facilitating the transaction”
-Harvey Diamond, CEO, Drive Medical
10. North Star Seafood
Recapitalized by Trivest Partners
North Star Seafood is a rapidly growing, value added specialty food distribution company that is a leading provider of
fresh and frozen seafood throughout South East United States and the Caribbean. The company has enjoyed twenty
years of continuous growth and profitability and is well known for its consistent ability to provide high quality products
and service to better hotels, restaurants, country clubs and cruise lines.
Carriage Hill assisted the founder in transitioning the company to one of his three sons, while providing liquidity for his
estate and growth capital for acquisitions. The company acquired two businesses and grew 50% within twelve months
of the transaction’s closing date.
Trivest Partners is a private equity firm focused on partnering with founder and family owned businesses in the United
States and Canada. Since its inception in 1981, the firm has completed 185 transactions creating over $4.5 billion in
value.
11. SDI
Recapitalized by Monument Capital Group and LLR Partners
SDI provides advanced security systems integration and managed services, ranging from strategic advisory services
on system selection, to long-term operational and technical support for clients' physical security, IT security systems,
and infrastructure. SDI possesses deep competency in the protection of large complex critical infrastructure such as
airports, seaports, rail and subway systems, and other installations that are vital to global and national security.
Monument Capital Group is a Washington, DC based private investment firm co-founded by Douglas B. Baker, a
former Special Assistant to President George W. Bush, and Robert J. Dunn, a former member of The Carlyle Group’s
buyout team. Monument invests predominantly within the security and defense sector. Monument Capital Group is
enhanced by an Advisory Board that includes James A. Baker, III, former Secretary of State and former Secretary of
Treasury; Frank C. Carlucci, Chairman Emeritus of The Carlyle Group and former Secretary of Defense.
LLR Partners, a leading private equity firm based in Philadelphia, Pennsylvania, that provides capital to middle market
growth companies with proven business models in a broad range of industries. With over $1.4 billion under
management, LLR is flexible in its approach, investing up to $100 million in any one transaction, taking minority or
majority position and leading transactions ranging from expansion and growth capital to shareholder recapitalizations
and buyouts.
12. Noble Systems
Recapitalized by Brown Brothers Harriman
Noble Systems Corporation is a leading international software and service provider of contact center
technology. Their solutions allow companies to communicate more effectively with their customers via
multiple channels, including inbound/outbound/blended voice, email, fax and web. The company’s
products and services are used in banking, collections, fundraising, healthcare, research, media and
publishing.
Carriage Hill assisted the founder and CEO in acquiring three companies while providing liquidity to him and his family.
This was accomplished without him giving up board control of the company. The company has grown earnings by over
300% since the close of the transaction.
Brown Brothers Harriman is the oldest and largest partnership bank in America. In addition to a full range of
commercial banking facilities, the firm is among the leading providers of global custody, foreign
exchange, private equity, merger and acquisition services, investment management for individuals and
institutions, personal trust & estate administration and securities brokerage. The transaction was funded with equity
and junior capital from Brown Brothers Harriman and senior debt provided by Wells Fargo Foothill.
“Carriage Hill played an integral role in helping me identify and
execute the right transaction structure with the right financial
partner. This has enabled me to diversify my personal wealth while
continuing to aggressively grow my business.”
- James K. Noble, Jr., President & CEO, Noble
Systems
13. iAutomation
Recapitalized by The Riverside Company
iAutomation is a developer and designer of highly engineered and very complex solutions
involving electro-mechanical motion control (mechatronics) and machine automation. Based in Beverly,
MA, the company employs a staff of highly trained engineers to custom design and integrate cutting
edge machine automation solutions to sophisticated OEMs. The industries that it serves include:
Life Science, Semiconductors, Packaging, and Homeland security, among others.
The Riverside Company is the largest private equity firm investing in premier companies at the smaller
end of the middle market, focusing on industry-leading companies valued at $10 million to $100 million.
They currently have $1.6 billion in capital under management and 120 professionals dedicated to niche
leaders at the small end of the middle market. Riverside has offices in New York, Cleveland, Dallas, San
Francisco, Atlanta, Chicago and Los Angeles, as well as a presence in Europe. Riverside’s investment
represents a partnership between The Riverside Company and AutomationSolution’s shareholders.
"Carriage Hill has a unique knack for finding opportunities that fit our
criteria to a "T". Whenever we receive a call from Carriage Hill, we
are assured that the opportunity to be considered is a very good fit
for our portfolio. Absolutely one of the best finders of businesses
around."
-Robert Landis, Partner, The Riverside Company
14. Empire Petroleum
American Infrastructure has invested in Empire Petroleum
Empire Petroleum is a leading motor fuels distributor of top brands including Sunoco, BP, Chevron, Marathon, Texaco,
Valero, Gulf, and Getty / Lukoil. Headquartered in the Washington, D.C. Metro area, Empire currently distributes motor
fuel products to gas stations in 12 Mid-Atlantic, Southeastern and Midwestern states.
Introduced to Empire by Exxon Mobil, Carriage Hill assisted Empire in recapitalizing the company and acquiring four
business in twenty four months, increasing ebitda in that period by over 500%.
Based in Foster City, California, the American Infrastructure MLP Funds is a private equity firm investing in real
property, infrastructure and natural resource-related companies. Their innovative strategy is designed to provide unique
advantages for the owners, management teams and businesses in which they invest.
15. Experienced Senior Professionals
Charles Compo, Managing Director
Mr. Compo has thirty years of diverse business experience and has acted as both a principal and advisor on numerous transactions
involving debt and equity financings, acquisitions, and restructurings in the middle market. Prior to the formation of Carriage Hill he was a
founding partner of Iridium Partners, a merger and acquisition advisory firm focused on private, middle market companies and an operating
partner and board member in several middle market, private companies.
Stephen Klein, Managing Director
Mr. Klein has more than twenty years of diverse business and legal transactional experience. Prior to Carriage Hill, Mr. Klein was Managing
Director and Group Head of the Business Credit Group at CapitalSource Finance a Senior Vice President with GE Capital and its
predecessor company, Heller Financial, and a mergers and acquisitions attorney with Skadden, Arps, Slate, Meagher & Flom LLP. Mr. Klein
holds an MBA from Penn State and a JD from American University.
Martin Hausman, Director
Mr. Hausman has over forty years of diverse business experience. He has held Chairman, CEO and President level positions with
numerous companies including Belding Heminway, a NYSE listed company where he directed five diversified divisions, Hospac
Corporation, a leading New York critical care area medical supplier and distributor, and Hedco Equipment, a leading heavy equipment
dealer. He has executed dozens of acquisitions and divestitures in his career both as a principal and as a senior executive and has held
numerous directorships. He holds a B.A. in economics from Franklin and Marshall College and completed the Advanced Management
Program at Harvard Business School.
Maureen McCarthy, General Counsel
Ms. McCarthy has over twenty years experience as a corporate transactional lawyer. she was a partner for eleven years at the New York
law firm Patterson, Belknap, Webb & Tyler. She has represented buyers and seller in private equity transactions and other acquisitions
and divestitures as well as JVs and strategic alliances. Ms. McCarthy is a graduate of Princeton University and Columbia Law School.
Donald Hempson, Senior Advisor
Mr. Hempson has over thirty years of international executive and general management experience including C level positions with several
private equity owned businesses. He was a highly decorated Captain in and Navy and was the CFO of the United States Submarine Force
managing an $11 billion budget. He graduated from Georgia Tech and holds an MBA from the Wharton School at the University of
Pennsylvania.
C. Evan Smith, Director
Mr. Smith has more than twenty years of diverse business, restructuring, M&A and other strategic transactional experience. Prior to
Carriage Hill, he has been both an operating manager for several F500 companies in manufacturing, technology and financial services;
and consulted to a wide array of mid-market and F1000 companies. His focus with owners and CXOs has been generating top line
growth, impactful strategy execution, and improved profitability. Mr. Smith holds an MBA from Yale University’s School of Management,
and a BS in Engineering/ BA in Liberal Arts from Penn State.
16. John Favre, VP Business Development
Carriage Hill, Inc.
245 Park Avenue 39th Floor
New York, NY 10167
212-769-7681 Office
917-816-8317 Mobile
212-769-6885 Fax
jfavre@carriagehill.com
www.carriagehill.com