overview our approach - amherst partners...• distressed transaction advisory • joint-venture...
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OVERVIEW
OUR APPROACH
SERVICES
INDUSTRY EXPERTISE
With a track record that spans over 20 years, Amherst Partners is one of the most reputable boutique invest-
ment banking, corporate restructuring and management advisory firms in the Midwest. Amherst is completely
independent and committed to serving its middle-market clients (i.e., businesses with revenue between $10
million and $500 million) with hands-on guidance from senior deal advisors. We have assembled a collection
of accomplished professionals linked by our success at developing a “trusted advisor” relationship with our
clients and referral partners.
Amherst Partners is proud of its reputation in the market as an aggressive advocate focused on achieving the objectives of its clients. Amherst’s unique approach features several differentiating characteristics, including:
• Direct engagement with senior deal advisors
• Deep in-house resources and capabilities
• Active interaction with financing sources
• Comprehensive access to foreign markets
• Creative solutions to complex deal issues
Amherst Partners has completed hundreds of engagements and developed deep expertise working in several targeted industries, including:
• Automotive, Transportation & Industrial Products
• Business Services
• Construction & Building Materials
• Energy
• Healthcare
• Consumer/Retail, Food & Beverage
• Plastics & Packaging
Amherst professionals have an extraordinary track record of
success, with over 450 domestic and cross-border transactions exceeding $20 billion in total
transaction value.
• Privately-Held Company Sales
• Division/Subsidiary Divestitures
• Acquisition Advisory Services
• Distressed Transaction Advisory
• Joint-Venture Advisory
Through unique industry and functional knowledge and
experience, we deliver effective and value-maximizing solutions to financially challenged companies.
• Debt Restructuring
• Turnaround Management
• Orderly Liquidations
• Bankruptcy Planning
• Receivership/Trustee
Amherst assists middle-market companies with $3 million or
more of EBITDA, private equity firms, and independent
sponsors in securing debt and equity capital with flexibility to
meet our clients’ objectives.
• Acquisitions & Consolidation Strategies
• Buyouts & Recapitalizations
• Dividend Recapitalizations
• Growth Capital
• Refinancings
Experience. Solutions. Results. www.amherstpartners.com
Mergers & Acquisitions(1) Restructuring Advisory
(1) Through its wholly-owned subsidiary, Amherst is a registered broker/dealer and member of FINRA and SIPC
Capital Raising
Acted as advisor to Stewart MacDonaldManufacturing Company, Inc.
Stewart-MacDonaldManufacturing Company, Inc.
Champlain CapitalPartners II, LP
Athens, OH
has been acquired by
San Francisco, CA
Experience. Solutions. Results. www.amherstpartners.com
(1) Through its wholly-owned subsidiary, Amherst is a registered broker/dealer and member of FINRA and SIPC
Chas [email protected]
Scott [email protected]
Sheldon [email protected]
Jeremy FalendyszManaging [email protected]
Thomas McCabeManaging [email protected]
James MordenManaging [email protected]
John W. PattersonManaging [email protected]
Brian PhillipsManaging [email protected]
Matt [email protected]
RECENT ENGAGEMENTS
EXECUTIVE TEAM
has been acquired by
a subsidiary of
Acted as advisor toBenson Industries
Benson IndustriesPortland, OR
MiTek Industries, Inc.
Berkshire Hathaway Inc.
Chesterfield, MO
1
has divested its Sleep Therapy,Respiratory and DME service lines to
a subsidiary of
Acted as advisor toWright & Filippis, Inc.
Wright & FilippisRochester Hills, MI
Lincare, Inc.Clearwater, FL
1
has acquired
Acted as advisor toKSR International Co.
KSR International Co.Ridgetown, Ontario, Canada
Electronic Motion SystemsHoldings Limited
Swansea, Wales, United Kingdom
1
has been acquired by
Acted as advisor toMarshall Distributing Inc.
Marshall Distributing Inc.Cass City, Michigan
Western Power SportsBoise, Idaho
1
AUTOMOTIVE/INDUSTRIAL
has been acquired by
Westerman, Inc.Bremen, OH
Worthington Industries, Inc.(NYSE: WOR)
Columbus, OH
Acted as advisorto Westerman, Inc.
†
HEALTHCARE
CONSUMER/RETAIL
BUSINESS SERVICES/BUILDING PRODUCTS