This document provides a summary of potential sell-side M&A opportunities that the Forbes M+A Group is currently working on. It includes overviews of 20 different companies or projects across various industries that the firm is representing as either the sell-side advisor or intermediary. Contact information is provided for each opportunity for parties interested in learning more. The document is marked confidential and notes that further details can be obtained by contacting the associated deal team members directly.
This document provides a summary of potential sell-side M&A opportunities being pursued by Forbes M+A Group. It includes details on 14 companies across various industries that Forbes M+A is representing as sell-side mandates. For each opportunity, the document lists the company name, industry, estimated sales, estimated EBITDA, contact team members, and status of the process (e.g. in exclusivity, under LOI, in market). The opportunities span industries like business services, healthcare, consumer, industrials, and technology. Contact information for the deal teams is provided on page 15 for parties interested in learning more about any of the opportunities.
This document is a confidential list of deals from Forbes M+A Group, an investment bank. It provides details of completed transactions from 2020 to present where the Group served as advisors. Contact information for deal teams can be found on page 15. The Group focuses on businesses with strong growth, leadership, and attractive sectors, and uses customized processes to efficiently deliver value for clients ranging from $20-500M in value.
The company plans to purchase distressed marijuana license applicants in Canada cheaply and provide funding to complete the licensing process, increasing the value. It will establish large-scale growing facilities to produce and wholesale marijuana globally. Management has extensive experience in cannabis and business. Projections estimate the company could be worth over $100 million within two years of operations based on market comparables. Risks include regulatory changes reducing the legal cannabis industry.
EcoStim provides well stimulation, coiled tubing, and reservoir management services using proprietary technologies. It has positioned 50,000 HHP of equipment in Argentina ahead of increasing shale drilling activity. EcoStim's growth opportunity is attractive due to supply constraints in Argentina and barriers to entry that limit competitors from rapidly expanding capacity. The company has a strong customer base of major oil and gas producers operating in Argentina and is bidding on several new contracts worth over $50 million as customers finalize 2017 budgets. Argentina's shale development is following a similar path as U.S. plays and is expected to rapidly increase horizontal drilling in coming years, providing significant growth potential for EcoStim.
Dave and Buster's is a leading entertainment and dining concept with 73 locations across the United States and Canada. It differentiates itself from competitors by offering a full range of arcade games, alcoholic beverages, and casual dining options. While D&B has strong brand recognition and market share, the overall industry is slowing due to economic factors and substitute entertainment options available to consumers.
This document provides an overview of investment banking deals and opportunities from Q4 2020 through Q1 2021. It lists several companies available for sale across various industries, as well as those seeking capital raises or debt financing. Contact information is provided for each opportunity for parties interested in learning more.
Bill Chadwick was unexpectedly called up to speak at a company meeting by the CEO. The CEO said that Bill was personally responsible for a quarter of the employees' paychecks through the franchisees he had added to their network. Bill has over 25 years of experience in technology and real estate sales. He has held several leadership roles, including as an owner of three automotive dealerships. Throughout his career, he has consistently exceeded sales goals and transformed underperforming businesses.
This document provides information on several different businesses for sale, summarized below:
1. A regional trucking and logistics company in Chattanooga, TN with $6.4 million in annual revenue, $467,541 cash flow, and $357,211 EBITDA is asking $2.6 million. Seller financing of $1 million is available.
2. An international nutraceutical company in Beverly Hills, CA with 12 brands and $9.65 million in annual revenue is asking $6 million.
3. A high-growth online seller of baby products in San Diego, CA with $5.878 million in annual revenue, $1.384 million cash flow,
This document provides a summary of potential sell-side M&A opportunities being pursued by Forbes M+A Group. It includes details on 14 companies across various industries that Forbes M+A is representing as sell-side mandates. For each opportunity, the document lists the company name, industry, estimated sales, estimated EBITDA, contact team members, and status of the process (e.g. in exclusivity, under LOI, in market). The opportunities span industries like business services, healthcare, consumer, industrials, and technology. Contact information for the deal teams is provided on page 15 for parties interested in learning more about any of the opportunities.
This document is a confidential list of deals from Forbes M+A Group, an investment bank. It provides details of completed transactions from 2020 to present where the Group served as advisors. Contact information for deal teams can be found on page 15. The Group focuses on businesses with strong growth, leadership, and attractive sectors, and uses customized processes to efficiently deliver value for clients ranging from $20-500M in value.
The company plans to purchase distressed marijuana license applicants in Canada cheaply and provide funding to complete the licensing process, increasing the value. It will establish large-scale growing facilities to produce and wholesale marijuana globally. Management has extensive experience in cannabis and business. Projections estimate the company could be worth over $100 million within two years of operations based on market comparables. Risks include regulatory changes reducing the legal cannabis industry.
EcoStim provides well stimulation, coiled tubing, and reservoir management services using proprietary technologies. It has positioned 50,000 HHP of equipment in Argentina ahead of increasing shale drilling activity. EcoStim's growth opportunity is attractive due to supply constraints in Argentina and barriers to entry that limit competitors from rapidly expanding capacity. The company has a strong customer base of major oil and gas producers operating in Argentina and is bidding on several new contracts worth over $50 million as customers finalize 2017 budgets. Argentina's shale development is following a similar path as U.S. plays and is expected to rapidly increase horizontal drilling in coming years, providing significant growth potential for EcoStim.
Dave and Buster's is a leading entertainment and dining concept with 73 locations across the United States and Canada. It differentiates itself from competitors by offering a full range of arcade games, alcoholic beverages, and casual dining options. While D&B has strong brand recognition and market share, the overall industry is slowing due to economic factors and substitute entertainment options available to consumers.
This document provides an overview of investment banking deals and opportunities from Q4 2020 through Q1 2021. It lists several companies available for sale across various industries, as well as those seeking capital raises or debt financing. Contact information is provided for each opportunity for parties interested in learning more.
Bill Chadwick was unexpectedly called up to speak at a company meeting by the CEO. The CEO said that Bill was personally responsible for a quarter of the employees' paychecks through the franchisees he had added to their network. Bill has over 25 years of experience in technology and real estate sales. He has held several leadership roles, including as an owner of three automotive dealerships. Throughout his career, he has consistently exceeded sales goals and transformed underperforming businesses.
This document provides information on several different businesses for sale, summarized below:
1. A regional trucking and logistics company in Chattanooga, TN with $6.4 million in annual revenue, $467,541 cash flow, and $357,211 EBITDA is asking $2.6 million. Seller financing of $1 million is available.
2. An international nutraceutical company in Beverly Hills, CA with 12 brands and $9.65 million in annual revenue is asking $6 million.
3. A high-growth online seller of baby products in San Diego, CA with $5.878 million in annual revenue, $1.384 million cash flow,
SaveLocally is an online coupon service that enables local charities and businesses to raise funds and advertise. Through SaveLocally, charities can sell coupon subscriptions to raise over 50% more than traditional methods. Local businesses pay $175 for a six month subscription to post coupons and ads. Consumers pay $25 annually for online access to local coupons. SaveLocally is seeking $750,000 in investment to further develop the platform and drive growth in its fundraising and advertising business.
The document summarizes a proposed website called Expert Green Advice that would provide interviews and advice from experts in the green products industry. It would attract consumers looking for reliable information on green products. The founders believe this idea has potential for success due to the large size of the green market, proven track record of the founders, and filling an existing consumer need for trusted advice on green purchasing decisions. They are seeking $100,000 in funding to launch the initial webcast platform and marketing.
Russell (Rusty) Alban has over 24 years of experience in sales, sales management, and training. He has a proven track record of boosting sales and profits through relationship building, negotiation skills, and efficient management. He is a strong leader who can energize teams and deliver results.
This document profiles the top 10 most powerful brands in 2013 according to their market capitalization. It provides information for each brand on their market cap, industry, year founded, headquarters location, key leadership details, employee and sales figures, and a brief 1-3 sentence description of their business and products.
ICO: IT COIN OFFERING. Rewards Media, Inc., is moving it's Loyalty Rewards Program to the Blockchain.
BUSINESS: Freemium Software as a Service platform for B2C Omnichannel Loyalty, Surprise & Delight Marketing, Incentivized Traffic & Value-Based Engagement that includes Rewards Distribution Tracking & Management, Aggregate Data Collection & Reporting.
CONSUMER: Gamifiled, Proprietary Micro-Coins (Loyalty Points) soon to be tokenized, Loyalty Wallet (Waulit) & Accompanying Plastic and/or Mobile InstaPay Reloadable Redemption (Visa Debit) Card.
This document provides an overview of the U-Vend company, which operates in several business segments including novelty ice cream, automated retail through vending machines, digital advertising, fantasy sports, and sports collectibles. It describes U-Vend's growth in revenue and points of sale over the past year. The document also outlines opportunities in each of U-Vend's business segments and strategies for expanding into new markets in North America by identifying popular sports, attractions and interests in different regions. It presents financial summaries showing increased revenue and gross profit for U-Vend over the past year.
Best Buy Finance MBA Recruiting Presentation 2010Brian Kohlbeck
Best Buy is a large consumer electronics retailer founded in 1966. It has grown significantly over the years through expansion within the US and internationally. It now has over 180,000 employees worldwide and operates stores across the US, Canada, Mexico, China, and Europe. Best Buy sees the growing connectivity of devices as an important strategy and aims to connect customers to technology solutions. The finance division plays an important role in funding operations and ensuring profitability. There are opportunities for career progression from entry-level roles to executive positions.
Denver Startup Week - Amplifying Agency Growth In The Current Content Marketi...Kali Bizzul
Originally presented on 9/29/17 at Denver Startup Week (#DENStartupWeek) by Steve Pockross (CEO of BlogMutt), BJ Enoch (VP of Enterprise Accounts at SocialSEO), and Rob Keosheyan (Founder & President of Denver Brandworks).
For more information:
BlogMutt: https://www.blogmutt.com/
SocialSEO: https://www.socialseo.com/
Denver Brandworks: http://denverbrandworks.com/
InGather Research (host venue): http://ingatherresearch.com/
The document discusses B Corporations, which are for-profit companies certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency. There are currently over 1,150 certified B Corporations across 121 industries in 36 countries with 50 million customers. The certification provides a framework to help companies balance profit and purpose to meet the increasing demands for sustainable business practices.
Nicholas J. Rigola has over 25 years of experience in sales, management, and business development. He has a proven track record of exceeding sales goals across multiple industries including manufacturing, food processing, chemicals, and paper mills. Throughout his career, Rigola has successfully led sales teams, cultivated client relationships, and increased revenue for various companies.
Glenn Mantel has over 20 years of experience in business development, sales, marketing, and new product launches. He has a proven track record of success in starting new divisions, developing strategic plans, generating significant revenue, and hiring/motivating high-performing teams. Notable achievements include launching new product lines that resulted in over $1.5 million in sales in the first year and developing marketing campaigns and strategic plans for various organizations.
Series A: $650k of $1M round secured as of 2.1.17
Innovative start up that uses geo-location to instantly add branding to photos. User Generated Ads are rapidly evolving into a multi-billion new category. Mobilize is uniquely positioned with strong IP, a proven team and an in-market solution for mobile carriers to compete in this space.
Company Site: www.Mobilize.solutions
Brand Solution: www.GoldCamera.com
Mobile Carriers: www.CameraPlus.co
Brown & Brown is a decentralized insurance brokerage firm founded in 1939 that has grown organically and through acquisitions. It has a highly competitive culture focused on entrepreneurship and local leadership. The company provides property/casualty insurance, employee benefits, wholesale brokerage, and other services through over 175 offices nationwide.
William Shaw is a senior executive with over 20 years of experience in business development, sales, marketing, and operations across various industries including energy, capital markets, and construction. He has a proven track record of exceeding sales goals and growing revenue. Shaw is also a former world-class alpine ski racer who competed internationally for over a decade.
2768 - Business Development - Account ManagerBrenda Schultz
This document describes a sales position for a globally recognized contract manufacturer. The company generates $100 million annually and offers supply chain management and outsourced manufacturing services. Responsibilities include maintaining and growing accounts through networking and prospecting. The ideal candidate will have 3-5 years of consultative sales experience in consumer products and promotional goods. This is an immediate opening offering a base salary plus uncapped commissions for a potential six-figure compensation package.
AF Double Eagle is a business accelerator that provides corporate development, strategic planning, distribution, and M&A expertise to help clients increase revenue and shareholder value. It works with management to develop growth strategies and operating plans and assumes operating responsibilities to ensure goals are achieved. AF Double Eagle leverages industry expertise and relationships to help clients bring new products to market faster, secure strategic partnerships, and establish leadership positions.
FarmRaiser is reinventing product fundraising by connecting local farmers and food entrepreneurs with schools and organizations. Through their online platform and mobile apps, students can sell high-quality local products to raise money for their causes while supporting their local communities. FarmRaiser has generated over $240,000 in sales and contributions across 22 states. Their goal is to scale their model to reach $100 million in annual sales by addressing the fragmented $20 billion product fundraising market.
R. Richard Wieland II is a senior life science executive with over 30 years of experience as CFO for both public and private companies. He has raised over $800 million through public and private offerings and been involved in 11 M&A deals valued at $250 million. The document provides details on his professional experience as CFO for several life science companies, highlighting his financial management skills and experience leading financing and M&A transactions.
R. Richard Wieland II is a senior life science executive with over 30 years of experience as CFO for both public and private companies. He has raised over $800 million through public and private offerings and been involved in 11 M&A deals valued at $250 million. The document provides details on his professional experience as CFO for several life science companies, highlighting his financial management skills and experience leading financing and M&A transactions.
Profiles of Iconic Fashion Personalities.pdfTTop Threads
The fashion industry is dynamic and ever-changing, continuously sculpted by trailblazing visionaries who challenge norms and redefine beauty. This document delves into the profiles of some of the most iconic fashion personalities whose impact has left a lasting impression on the industry. From timeless designers to modern-day influencers, each individual has uniquely woven their thread into the rich fabric of fashion history, contributing to its ongoing evolution.
SaveLocally is an online coupon service that enables local charities and businesses to raise funds and advertise. Through SaveLocally, charities can sell coupon subscriptions to raise over 50% more than traditional methods. Local businesses pay $175 for a six month subscription to post coupons and ads. Consumers pay $25 annually for online access to local coupons. SaveLocally is seeking $750,000 in investment to further develop the platform and drive growth in its fundraising and advertising business.
The document summarizes a proposed website called Expert Green Advice that would provide interviews and advice from experts in the green products industry. It would attract consumers looking for reliable information on green products. The founders believe this idea has potential for success due to the large size of the green market, proven track record of the founders, and filling an existing consumer need for trusted advice on green purchasing decisions. They are seeking $100,000 in funding to launch the initial webcast platform and marketing.
Russell (Rusty) Alban has over 24 years of experience in sales, sales management, and training. He has a proven track record of boosting sales and profits through relationship building, negotiation skills, and efficient management. He is a strong leader who can energize teams and deliver results.
This document profiles the top 10 most powerful brands in 2013 according to their market capitalization. It provides information for each brand on their market cap, industry, year founded, headquarters location, key leadership details, employee and sales figures, and a brief 1-3 sentence description of their business and products.
ICO: IT COIN OFFERING. Rewards Media, Inc., is moving it's Loyalty Rewards Program to the Blockchain.
BUSINESS: Freemium Software as a Service platform for B2C Omnichannel Loyalty, Surprise & Delight Marketing, Incentivized Traffic & Value-Based Engagement that includes Rewards Distribution Tracking & Management, Aggregate Data Collection & Reporting.
CONSUMER: Gamifiled, Proprietary Micro-Coins (Loyalty Points) soon to be tokenized, Loyalty Wallet (Waulit) & Accompanying Plastic and/or Mobile InstaPay Reloadable Redemption (Visa Debit) Card.
This document provides an overview of the U-Vend company, which operates in several business segments including novelty ice cream, automated retail through vending machines, digital advertising, fantasy sports, and sports collectibles. It describes U-Vend's growth in revenue and points of sale over the past year. The document also outlines opportunities in each of U-Vend's business segments and strategies for expanding into new markets in North America by identifying popular sports, attractions and interests in different regions. It presents financial summaries showing increased revenue and gross profit for U-Vend over the past year.
Best Buy Finance MBA Recruiting Presentation 2010Brian Kohlbeck
Best Buy is a large consumer electronics retailer founded in 1966. It has grown significantly over the years through expansion within the US and internationally. It now has over 180,000 employees worldwide and operates stores across the US, Canada, Mexico, China, and Europe. Best Buy sees the growing connectivity of devices as an important strategy and aims to connect customers to technology solutions. The finance division plays an important role in funding operations and ensuring profitability. There are opportunities for career progression from entry-level roles to executive positions.
Denver Startup Week - Amplifying Agency Growth In The Current Content Marketi...Kali Bizzul
Originally presented on 9/29/17 at Denver Startup Week (#DENStartupWeek) by Steve Pockross (CEO of BlogMutt), BJ Enoch (VP of Enterprise Accounts at SocialSEO), and Rob Keosheyan (Founder & President of Denver Brandworks).
For more information:
BlogMutt: https://www.blogmutt.com/
SocialSEO: https://www.socialseo.com/
Denver Brandworks: http://denverbrandworks.com/
InGather Research (host venue): http://ingatherresearch.com/
The document discusses B Corporations, which are for-profit companies certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency. There are currently over 1,150 certified B Corporations across 121 industries in 36 countries with 50 million customers. The certification provides a framework to help companies balance profit and purpose to meet the increasing demands for sustainable business practices.
Nicholas J. Rigola has over 25 years of experience in sales, management, and business development. He has a proven track record of exceeding sales goals across multiple industries including manufacturing, food processing, chemicals, and paper mills. Throughout his career, Rigola has successfully led sales teams, cultivated client relationships, and increased revenue for various companies.
Glenn Mantel has over 20 years of experience in business development, sales, marketing, and new product launches. He has a proven track record of success in starting new divisions, developing strategic plans, generating significant revenue, and hiring/motivating high-performing teams. Notable achievements include launching new product lines that resulted in over $1.5 million in sales in the first year and developing marketing campaigns and strategic plans for various organizations.
Series A: $650k of $1M round secured as of 2.1.17
Innovative start up that uses geo-location to instantly add branding to photos. User Generated Ads are rapidly evolving into a multi-billion new category. Mobilize is uniquely positioned with strong IP, a proven team and an in-market solution for mobile carriers to compete in this space.
Company Site: www.Mobilize.solutions
Brand Solution: www.GoldCamera.com
Mobile Carriers: www.CameraPlus.co
Brown & Brown is a decentralized insurance brokerage firm founded in 1939 that has grown organically and through acquisitions. It has a highly competitive culture focused on entrepreneurship and local leadership. The company provides property/casualty insurance, employee benefits, wholesale brokerage, and other services through over 175 offices nationwide.
William Shaw is a senior executive with over 20 years of experience in business development, sales, marketing, and operations across various industries including energy, capital markets, and construction. He has a proven track record of exceeding sales goals and growing revenue. Shaw is also a former world-class alpine ski racer who competed internationally for over a decade.
2768 - Business Development - Account ManagerBrenda Schultz
This document describes a sales position for a globally recognized contract manufacturer. The company generates $100 million annually and offers supply chain management and outsourced manufacturing services. Responsibilities include maintaining and growing accounts through networking and prospecting. The ideal candidate will have 3-5 years of consultative sales experience in consumer products and promotional goods. This is an immediate opening offering a base salary plus uncapped commissions for a potential six-figure compensation package.
AF Double Eagle is a business accelerator that provides corporate development, strategic planning, distribution, and M&A expertise to help clients increase revenue and shareholder value. It works with management to develop growth strategies and operating plans and assumes operating responsibilities to ensure goals are achieved. AF Double Eagle leverages industry expertise and relationships to help clients bring new products to market faster, secure strategic partnerships, and establish leadership positions.
FarmRaiser is reinventing product fundraising by connecting local farmers and food entrepreneurs with schools and organizations. Through their online platform and mobile apps, students can sell high-quality local products to raise money for their causes while supporting their local communities. FarmRaiser has generated over $240,000 in sales and contributions across 22 states. Their goal is to scale their model to reach $100 million in annual sales by addressing the fragmented $20 billion product fundraising market.
R. Richard Wieland II is a senior life science executive with over 30 years of experience as CFO for both public and private companies. He has raised over $800 million through public and private offerings and been involved in 11 M&A deals valued at $250 million. The document provides details on his professional experience as CFO for several life science companies, highlighting his financial management skills and experience leading financing and M&A transactions.
R. Richard Wieland II is a senior life science executive with over 30 years of experience as CFO for both public and private companies. He has raised over $800 million through public and private offerings and been involved in 11 M&A deals valued at $250 million. The document provides details on his professional experience as CFO for several life science companies, highlighting his financial management skills and experience leading financing and M&A transactions.
Profiles of Iconic Fashion Personalities.pdfTTop Threads
The fashion industry is dynamic and ever-changing, continuously sculpted by trailblazing visionaries who challenge norms and redefine beauty. This document delves into the profiles of some of the most iconic fashion personalities whose impact has left a lasting impression on the industry. From timeless designers to modern-day influencers, each individual has uniquely woven their thread into the rich fabric of fashion history, contributing to its ongoing evolution.
Starting a business is like embarking on an unpredictable adventure. It’s a journey filled with highs and lows, victories and defeats. But what if I told you that those setbacks and failures could be the very stepping stones that lead you to fortune? Let’s explore how resilience, adaptability, and strategic thinking can transform adversity into opportunity.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
Part 2 Deep Dive: Navigating the 2024 Slowdownjeffkluth1
Introduction
The global retail industry has weathered numerous storms, with the financial crisis of 2008 serving as a poignant reminder of the sector's resilience and adaptability. However, as we navigate the complex landscape of 2024, retailers face a unique set of challenges that demand innovative strategies and a fundamental shift in mindset. This white paper contrasts the impact of the 2008 recession on the retail sector with the current headwinds retailers are grappling with, while offering a comprehensive roadmap for success in this new paradigm.
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
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How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....Lacey Max
“After being the most listed dog breed in the United States for 31
years in a row, the Labrador Retriever has dropped to second place
in the American Kennel Club's annual survey of the country's most
popular canines. The French Bulldog is the new top dog in the
United States as of 2022. The stylish puppy has ascended the
rankings in rapid time despite having health concerns and limited
color choices.”
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Stone Art Hub
Stone Art Hub offers the best competitive Marble Pricing in Dubai, ensuring affordability without compromising quality. With a wide range of exquisite marble options to choose from, you can enhance your spaces with elegance and sophistication. For inquiries or orders, contact us at ☎ 9928909666. Experience luxury at unbeatable prices.
The Steadfast and Reliable Bull: Taurus Zodiac Signmy Pandit
Explore the steadfast and reliable nature of the Taurus Zodiac Sign. Discover the personality traits, key dates, and horoscope insights that define the determined and practical Taurus, and learn how their grounded nature makes them the anchor of the zodiac.
The Most Inspiring Entrepreneurs to Follow in 2024.pdfthesiliconleaders
In a world where the potential of youth innovation remains vastly untouched, there emerges a guiding light in the form of Norm Goldstein, the Founder and CEO of EduNetwork Partners. His dedication to this cause has earned him recognition as a Congressional Leadership Award recipient.
The Most Inspiring Entrepreneurs to Follow in 2024.pdf
Forbes m+a current deal list july
1. CONFIDENTIAL
ForbesM+A CurrentDeal List
1
J u l y 2 0 2 1
Tolearnmoreaboutanyofthedealslisted,pleasecontacttheassociateddealteammembersdirectly.
ContactinformationcanbefoundonPg.15.
2. CONFIDENTIAL
CompanyOverview
2
The Forbes M+A Group is a market-leading boutique investment bank. We are hyper-focused
on businesses that have strong growth outlooks and solid foundations of market leadership,
compelling and enduring business models, and attractive sectors.
We’ve built a different model to create extraordinary results for these elite companies. We
work with a select few clients each year, swarm them with deep senior experience and
expertise, and engineer customized processes using unconventional techniques to move
quickly and deliver maximum value.
Our typical clients range in size from $20-500 million in enterprise value.
ADVISORY SERVICES EXPERIENCE + RESULTS
LOCAL + GLOBAL REACH
Business sales
Business acquisitions
Senior debt raises
Mezzanine debt raises
Private equity raises
ESOP corporate finance
Exit Optimization™
Founded in 2004
$85 billion and 285 years of
combined deal experience
100+ years of industry and
entrepreneurial experience
Fierce client advocate that
consistently achieves outlier results
and raving fans
20+ industry awards over past 5
years
Offices in Denver, Salt Lake and
Nashville provide local access and
accountability
AM&AA affiliation leverages over
600 transaction advisors
worldwide
Deep connectivity with 1000’s of
strategic acquirers, private equity
groups, and non-traditional lenders
across the globe
3. CONFIDENTIAL 3
Our sector specialists have extensive relationships and knowledge of trends across the following subsectors
Industryand Sector Experience
BUSINESS SERVICES
Advertising
Commercial Services & Supplies
Construction
Consulting Services
Education
Facilities Services
Financial Services
Government Contractors
Green Industries
IT Services
Janitorial & Sanitation
Lawn Care, Pest Control, Grounds
Maintenance, Irrigation &
Landscaping
Professional & Technical Services
Real Estate
Security
HEALTHCARE
Facilities & Alternate Sites
Healthcare IT
Home Health Care
Life Science Tools & Services
Medical Devices
Providers & Services
Telemedicine
CONSUMER
Consumer Products
Consumer Services
Death Care
eCommerce
Family Entertainment Centers (FECs)
Fitness & Wellness
Food & Beverage
Franchise
Hotels, Restaurants, & Entertainment
Outdoor & Leisure
Pet Care & Products
INDUSTRIALS
Aerospace & Defense
Agriculture
Automotive
Building Products
Cannabis
Construction & Specialty Trades
Distribution
Energy Equipment & Services
Environmental
Manufacturing
Transportation & Logistics
TECHNOLOGY
AdTech / Digital Marketing
Data & Analytics
Digital Gaming
Hardware, Components & Storage
Media
Software & SaaS
UAV’s
5. CONFIDENTIAL 5
Sell-Side Opportunities
Outdoor Industry and Shooting Sports Project: Ecomm Sales: $210,000,000
Contact: Steve Quisenberry, James Morgan, Cassie Dobos Region: Northeast EBITDA: $40,000,000
Status: Post-IOI. Not seeking new
parties
Functional, Value-added Pet Treat Manufacturing Project: Balto Sales: $119,500,000
Contact: Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountains / Midwest
EBITDA: $39,900,000
Status: Post-IOI. Not seeking new
parties
Functional, High Nutrition Pet Treat R&D and Production Project: Balto Sales: $72,500,000
Contact: Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountain EBITDA: $20,000,000
Status: Post-IOI. Not seeking new
parties
Full Service Pet Treat Manufacturing, Fulfillment, and Brand Project: Balto Sales: $100,900,000
Contact: Blake Shear, Cassie Dobos, Liam Narozanick Region: Midwest EBITDA: $19,900,000
Status: Post-IOI. Not seeking new
parties
Distributor and Dealer of Enterprise Class Drone Equipment Project: Lambda Sales: $84,000,000
Contact: Jon Wiley, Dan Pellegrino, JJ Lane, Brett Johnson, Chris Doyle Region: National Presence EBITDA: $7,000,000
Status: Developing Materials
National Residential Solar Lead Generation Platform Project: Sol Sales: $80,100,000
Contact: Bill Nack, Jon Wiley, JJ Lane, Cassie Dobos, John Kiernan Region: Southeast EBITDA: $12,500,000
Status: On Hold
Private-label, specialty manufacturer of value pet treats with integrated fulfillment, design, and marketing
services. With a 212,000 sq. ft facility, a 30-year history, and numerous certifications, including APHIS, SQF
Level 3, and USDA Organic, the Company can produce high quality treats for consumption in 12 countries.
Provider of residential solar installation with a programmatic lead generation sales platform.
Market leading and fastest growing distributor and dealer of enterprise class drone equipment in the US.
eCommmerce platform focused primarily on the accessories market of shooting sports and the outdoor
industry.
Private-label, specialty manufacturer of health-conscious pet treats. The Company owns all of the
formulations it develops and focuses on innovation, using highly automated production lines and
proprietary formulation processes to create best-selling products for brands.
Private-label, specialty manufacturer of health-conscious pet treats with value-added fulfillment, design,
and marketing services. The Company is counted on by emerging and global brands for their unique
capabilities to cost-effectively innovate, test, launch, and scale production of pet treats.
6. CONFIDENTIAL 6
Sell-Side Opportunities
Full Service Structural Steel Engineering and Fabrication Project: Eldorado Sales: $70,500,000
Contact: Bill Nack, Garit Lawson, JJ Lane, John Kiernan, Josh Goodman Region: Rocky Mountain EBITDA: TBD by QoE
Status: Developing Materials
Marketplace Optimization and Fulfillment Engine Project: Jaguar Sales: $62,000,000
Contact: Dan Pellegrino, Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountain EBITDA: $6,600,000
Status: In Market
Long-Term Acute Care Project: Prosper Sales: $40,500,000
Contact: Bill Nack, Garit Lawson , Cassie Dobos, Brett Johnson Region: Rocky Mountain EBITDA: $8,100,000
Status: In Market
Information Technology (IT) Solutions / Reseller Project: Sand Sales: $35,000,000
Contact: Dan Roth, Cassie Dobos Region: West EBITDA: TBD
Status: Developing Materials
Commercial Landscaping Project: Terra Sales: $26,500,000
Contact: Doug Freyschlag, Dan Pellegrino, Cassie Dobos, John Kiernan Region: Rocky Mountain EBITDA: $4,200,000
Status: Post-IOI. Not seeking new
parties
Family Entertainment Centers Project: Elevate Sales: $22,900,000
Contact: Blake Shear, Jon Wiley, JJ Lane, Brett Johnson Region: Rocky Mountain EBITDA: $8,100,000
Status: On Hold
Provider of premier commercial landscaping services. The company has multiple divisions and has strong
repeat business from major developers and general contractors.
Leading entertainment management company that develops and operates distinctive large-format
bowling anchored multi-activity Family Entertainment Centers (FEC).
IT systems integrator, reseller and services provider to healthcare, entertainment, technology, retail,
municipalities, and engineering businesses.
Provider of post-acute specialty care to pediatric and adult patients.
Tech-enabled marketplace optimization platform that combines marketing, inventory management, and
order fulfillment.
Provider of design-build services for structural steel and custom metal buildings.
7. CONFIDENTIAL 7
Sell-Side Opportunities
Integrated Plastic Packaging Manufacturer Project: Casino Sales: $16,000,000
Contact: James Morgan, Steve Quisenberry, Liam Narozanick Region: Rocky Mountain EBITDA: $4,065,000
Status: In Exclusivity
Craft Brewery Project: Elevation Sales: $14,500,000
Contact: Garit Lawson, James Morgan, John Kiernan Region: Rocky Mountain EBITDA: $1,000,000
Status: In Exclusivity
Specialized Plastic Molding Producer Project: Eve Sales: $12,600,000
Contact: Garit Lawson, Cassie Dobos, John Kiernan Region: Midwest EBITDA: $3,400,000
Status: On Hold
Houseware and Outdoor Knife & Sharpener Manufacturer Project: Edge Sales: $12,200,000
Contact: Bill Nack, Steve Quisenberry, Cassie Dobos, Jarred Olson Region: Rocky Mountain EBITDA: $5,000,000
Status: Developing Materials
Fuel, Chemical, & Lubricant Distributor Project: Spur Sales: TBD
Contact: Steve Quisenberry, Cassie Dobos, Jarred Olson Region: Rocky Mountain EBITDA: TBD
Status: Developing Materials
Natural First Aid and Personal Care Consumer Brand Project: Remedy Sales: $8,100,000
Contact: Steve Quisenberry, Blake Shear, Cassie Dobos, Liam Narozanick Region: Rocky Mountain EBITDA: ($1,100,000)
Status: On Hold
Specialty producer of thermoformed plastic packaging with integrated packaging and fulfillment
operations across the retail, medical, food and beverage, and nutraceutical spaces.
Producer of craft beers with distribution in over 20 states. The company also operates a brew pub.
Manufacturer of plastic materials and resins with a specialization in engineering complex molded
shapes with low friction coefficients for the highest operating efficiency for machinery.
Manufactures and sells award-winning knives and sharpeners for home and outdoor use.
Leading all natural, cruelty free consumer brand in the first aid and personal care industry, with a
diverse variety of products including salves, deodorants, balms, lubricants, soaps, and sanitizers.
Fuel, chemical and lubricant distribution serving regional C-stores, energy and mining companies.
8. CONFIDENTIAL 8
Sell-Side Opportunities
Lead Generator for the Personal Injury Industry Project: Glengarry Sales: $8,000,000
Contact: Bill Nack, Blake Shear, Liam Narozanick Region: Rocky Mountain EBITDA: $3,000,000
Status: On Hold
Healthcare Software & Consulting Project: Grotto Sales: TBD
Contact: Dan Roth, JJ Lane, Jarred Olson Region: Rocky Mountain EBITDA: TBD
Status: Developing Materials
Enterprise Content Management Consulting Project: Starship Sales: $6,000,000
Contact: Blake Shear, Brett Johnson Region: Northeast EBITDA: $2,600,000
Status: In Market
Provider of accounts receivable management solutions Project: Indigo Sales: $4,900,000
Contact: Dan Pellegrino, Garit Lawson, Cassie Dobos, Chris Doyle Region: Rocky Mountain EBITDA: TBD
Status: Developing Materials
Real Estate Marketing Program Project: Touchpoint Sales: $3,500,000
Contact: Doug Freyschlag, JJ Lane, Jarred Olson Region: Rocky Mountain EBITDA: < $1,000,000
Status: In Exclusivity
Franchisor of Carbonated Beverages Stores Project: Alka Seltzer Sales: $3,100,000
Contact: Garit Lawson, James Morgan Region: Rocky Mountain EBITDA: $1,400,000
Status: Developing Materials
Franchisor of carbonated beverage stores across the rocky mountain region.
Provider of a monthly subscription based marketing program for real estate agents nationwide.
Provider of high quality leads for the personal injury law industry. The company has media buying
expertise, produces television commercials, and screens leads in many markets across the nation.
Leading provider of Microsoft / Office 365 and IBM Enterprise Content Management (ECM),
Workflow / Business Process Management (BPM), and Solutions and Intelligence Automation (IPA)
solutions.
Provider of payment processing, payment management, document management, and esignature
software.
Provider of patented software and analytic solutions for health systems and networks, focused on
value-based patient care efficiency and effectiveness and based on over 70mm individuals.
9. CONFIDENTIAL 9
Sell-Side Opportunities
Erosion Control and Landscaping Project: Runoff Sales: TBD
Contact: Doug Freyschlag, Dan Pellegrino, Jarred Olson Region: Rocky Mountain EBITDA: TBD
Status: Developing Materials
Enterprise Content Management Consulting Project: Craftsman Sales: TBD
Contact: Dan Pellegrino, Cassie Dobos Region: Rocky Mountain EBITDA: TBD
Status: On Hold
Leading digital cloud and edge technology solutions provider leveraging Microsoft technologies for
Digital Transformation and provides Cloud, Mobile, and Internet of Things (“IoT”), solutions including
Microsoft Azure Cloud Transformation and SharePoint Enterprise Content Management (“ECM”).
Provider of erosion control and landscape services. The company specializes in slope stabilization,
wetland restoration, landscape irrigation, and maintenance.
10. CONFIDENTIAL 10
Capital Raise / Debt Recap Opportunities
Financial Technology Software Project: Verde Sales: $21,800,000
Contact: Jon Wiley, Dan Pellegrino , Cassie Dobos, Josh Goodman Region: US/Canada EBITDA: $5,800,000
The Company offers cannabis regulatory compliance software that
allows US Banks to comply to federal requirements.
Deal Type: Capital Raise
Buy-Side Opportunities
Military Specialty Manufacturer Project: Golden Bee
Contact: Jon Wiley, Dan Pellegrino, Brett Johnson Region: Rocky Mountain
Manufactures specialty vision goggles plus unmanned aerial aircraft
and targeting systems.
Status: In Market
11. CONFIDENTIAL 11
Deal Pipeline
Specialty Paving Company Project: Stratos Sales: $35,000,000
Contact: Doug Freyschlag Region: Rocky Mountain EBITDA: $4,500,000
Deal Type: Sell-Side
Third Party Logistics Provider Project: Hermes Sales: $33,000,000
Contact: Garit Lawson, James Morgan Region: Rocky Mountain EBITDA: $2,400,000
Deal Type: Sell-Side
Third party business to business logistics provider that connects ecommerce to clientele. Operates using
a proprietary processing software.
Regional leader of specialty paving with significant roll-over contracts.
12. CONFIDENTIAL 12
Completed Transactions
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has completed an ESOP
funded by
ESOP
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
JPCIndustries
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
a portfolio company of
Sell-side
AdvisoryServices
has been acquired by
a portfolio company of
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has received financing
from
CapitalRaiseAdvisory
Services
PROJECT LUMOS
has been acquired by
ANUNDISCLOSED
ACQUIRER
Sell-side
AdvisoryServices
has been acquired by
a portfolio company of
Sell-side
AdvisoryServices
PROJECT PLUTO
received financing from
CapitalRaise
AdvisoryServices
has been acquired by
a joint venture between
Sell-side
AdvisoryServices
has been acquired by
Sell-side
Advisory Services
13. CONFIDENTIAL 13
Completed Transactions
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
AN UNDISCLOSED
ACQUIRER
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has acquired
Buy-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
a subsidiary of
Sell-side
AdvisoryServices
14. CONFIDENTIAL 14
Completed Transactions
has been acquired by
Sell-side
AdvisoryServices
has received financing
from
CapitalRaise
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
ANUNDISCLOSED
ACQUIRER
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
has been acquired by
Sell-side
AdvisoryServices
15. CONFIDENTIAL 15
6400 S Fiddlers Green Circle
Suite 850
Greenwood Village, CO 80111
Bob Forbes 303.848.4580 Bob.Forbes@ForbesMA.com
Bill Nack 303.847.0605 Bill.Nack@ForbesMA.com
Dan Pellegrino 303.562.1960 Dan.Pellegrino@ForbesMA.com
Jon Wiley 303.872.0103 Jon.Wiley@ForbesMA.com
Garit Lawson 801.209.5700 Garit.Lawson@ForbesMA.com
Steve Quisenberry 303.589.6141 Steve.Quisenberry@ForbesMA.com
James Morgan 917.843.3181 James.Morgan@ForbesMA.com
Dan Roth 303.515.7146 Dan.Roth@ForbesMA.com
Doug Freyschlag 303.951.4704 Doug.Freyschlag@ForbesMA.com
Blake Shear 303.834.8758 Blake.Shear@ForbesMA.com
JJ Lane 303.872.6445 JJ.Lane@ForbesMA.com
Cassie Dobos 303.558.1379 Cassie.Dobos@ForbesMA.com
Liam Narozanick 303.327.9761 Liam.Narozanick@ForbesMA.com
Jarred Olson 303.848.4617 Jarred.Olson@ForbesMA.com
John Kiernan 303.854.9112 John.Kiernan@ForbesMA.com
Brett Johnson 224.766.1113 Brett.Johnson@ForbesMA.com
Christopher Doyle 303.868.4541 Chris.Doyle@ForbesMA.com
Joshua Goodman 860.338.5737 Josh.Goodman@ForbesMA.com
Chris Meunier 303.974.7724 Chris.Meunier@ForbesMA.com
The Forbes M+A Group is an award-winningDenver, CO-based mergers and acquisitionsadvisory firm.The firmserves buyers or
sellers in middle-marketM&A transactions.Itapplies meticulous attention to detail in helpingbusiness owners develop and exec ute
M&A strategy, acquirecompanies and partner with investor groups for growth, and maximizevaluein an eventual exit. The firm
utilizes senior experiencein transactions acrossa widevariety of industries.For more information on the company, pleasevisit:
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