Transactions – Middle Market Investment Banking

Bluefire Wireless

The undersigned acted as financial and strategic advisor.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Bluefire Wireless

Transaction Type:

Financial advisory and private placement of debt securities.

Private Public:

Private

Financing/M&A Sale Amount:

Business Description:

Mobile Virtual Network Operator providing customized company branded Subscriber Identity Module (“SIM”) cards.

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Permira Funds to Acquire Maker of PopCorners® and Other Better-For-You Branded and Private Label Snack Products

NEW YORK – June 9, 2015 – Permira, the international private equity firm, announced today that a company backed by the Permira funds has signed definitive agreements to simultaneously acquire Medora Snacks, LLC (“Medora”) and Ideal Snacks Holding Corporation (“Ideal”)....

Passing of Co-Founder William A. Kaynor, Esq.

New York, NY May 26, 2011: (For immediate release) - Akin Bay Company LLC (“Akin Bay”), a New York investment banking boutique, announced today the death on May 25, 2011 of one of its founding partners, William Akin Kaynor, Esq....

Maker of Frisbee, Hula Hoop sold to Hong Kong distributor

USA Today - Money SAN FRANCISCO (AP) — Wham-O, the maker of vintage toys like the Frisbee, Slip'N Slide and Hula Hoop, has been sold to a Hong Kong distributor that's trying to build a one-stop shop for outdoor fun....

Emeryville’s Wham-O sold / Manufacturer of Hula Hoops, Frisbees goes to Hong Kong firm

Wham-O, the manufacturer of the Frisbee, the Hula Hoop and other venerable toys, was sold this week to a Hong Kong distributor that plans to expand the Emeryville company, the parties said Thursday. Read Full Article

Cornerstone

Cornerstone Overseas Investments Ltd

acquired

Wham-O, Inc.

The undersigned acted as exclusive financial advisor to Conerstone Overseas.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Cornerstone

Transaction Type:

Identified, negotiated, and advised on the acquisition of Wham-O for our client. This transaction was completed within 11 days of signing the LOI.

Private Public:

Private

Financing/M&A Sale Amount:

Business Description:

Leading US outdoor recreational product designer and manufacturer

Zizzle Toys LLC

$20,000,000

Series A Conv. Preferred Shares

The undersigned acted as exclusive financial advisor in placement of securities.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Zizzle Toys LLC

Transaction Type:

Financial advisor on valuation, structuring and placement

Private Public:

Private

Financing/M&A Sale Amount:

$20 million convertible prefered shares

Business Description:

Leading US toy company

Strike Holdings, LLC

$7,000,000

$5,000,000 Senior Revolver
$2,000,000 Subordinated Loan

(placed with GE Capital)

The undersigned acted as exclusive financial advisor in the placement of the securities.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:
Strike Holdings, LLC

Transaction Type:
Raised senior and subordinated debt from an institutional lender

Private Public:
Private

Financing/M&A Sale Amount:
NA

Business Description:
Operator of recreation/restaurant facilities across the country

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Permira Funds to Acquire Maker of PopCorners® and Other Better-For-You Branded and Private Label Snack Products
NEW YORK – June 9, 2015 – Permira, the international private equity firm, announced today that a company backed by the Permira funds has signed definitive agreements to simultaneously acquire Medora Snacks, LLC (“Medora”) and Ideal Snacks Holding Corporation (“Ideal”)....

Passing of Co-Founder William A. Kaynor, Esq.
New York, NY May 26, 2011: (For immediate release) - Akin Bay Company LLC (“Akin Bay”), a New York investment banking boutique, announced today the death on May 25, 2011 of one of its founding partners, William Akin Kaynor, Esq....

Maker of Frisbee, Hula Hoop sold to Hong Kong distributor
USA Today - Money SAN FRANCISCO (AP) — Wham-O, the maker of vintage toys like the Frisbee, Slip'N Slide and Hula Hoop, has been sold to a Hong Kong distributor that's trying to build a one-stop shop for outdoor fun....

Emeryville’s Wham-O sold / Manufacturer of Hula Hoops, Frisbees goes to Hong Kong firm
Wham-O, the manufacturer of the Frisbee, the Hula Hoop and other venerable toys, was sold this week to a Hong Kong distributor that plans to expand the Emeryville company, the parties said Thursday. Read Full Article

In search of the perfect buyer
Family Business Magazine The Barrett family’s VitalChek Network was a high-tech startup in a fast-growing business. Could they raise cash for expansion without selling their souls? By Stan Luxenberg Herb Barrett’s fortune, like that of many entrepreneurs, began with a...

ChoicePoint buys VitalChek
CBS MarketWatch ALPHARETTA, Ga. (CBS.MW) -- ChoicePoint, a risk management and fraud prevention company, said Monday it has acquired VitalChek for $120 million in cash. ChoicePoint CPS, +1.16% will shell out additional funds if VitalChek exceeds certain financial targets over...

From the L.A Times: Wham-O Sale
From the L.A. Times: Wham-O sale -- An article in the Jan. 20 Business section about the sale of Wham-O Inc. to Cornerstone Overseas Investments Ltd. listed Silly String as one of the products that Wham-O makes. Car-Freshner Corp. has...

ChoicePoint acquires VitalChek
Atlanta Business Chronicle ChoicePoint Inc. acquired VitalChek Network Inc. of Nashville, Tenn., which provides technology and data management services that allows the remote ordering of certified birth, death, marriage and divorce certificates. Read Complete Article

VitalChek bought by ChoicePoint
Nashville Business Journal Nashville-based VitalChek Network Inc. has been purchased by ChoicePoint Inc. for an initial cash payment of $120 million as well as the possibility for additional money if VitalChek exceeds certain financial targets. Read complete Press Release

Toymax Inc.

(NASDAQ:TMAX)

has acquired

Go Fly A Kite, Inc.

The undersigned acted as exclusive financial advisor to Toymax.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:
Toymax Inc.

Transaction Type:
Advised on the acquisition of Go Fly A Kite, Inc.

Private Public:
Public

Financing/M&A Sale Amount:
NA

Business Description:
Diversified toy manufacturer and distributor

Related News

Permira Funds to Acquire Maker of PopCorners® and Other Better-For-You Branded and Private Label Snack Products
NEW YORK – June 9, 2015 – Permira, the international private equity firm, announced today that a company backed by the Permira funds has signed definitive agreements to simultaneously acquire Medora Snacks, LLC (“Medora”) and Ideal Snacks Holding Corporation (“Ideal”)....

Passing of Co-Founder William A. Kaynor, Esq.
New York, NY May 26, 2011: (For immediate release) - Akin Bay Company LLC (“Akin Bay”), a New York investment banking boutique, announced today the death on May 25, 2011 of one of its founding partners, William Akin Kaynor, Esq....

Maker of Frisbee, Hula Hoop sold to Hong Kong distributor
USA Today - Money SAN FRANCISCO (AP) — Wham-O, the maker of vintage toys like the Frisbee, Slip'N Slide and Hula Hoop, has been sold to a Hong Kong distributor that's trying to build a one-stop shop for outdoor fun....

Emeryville’s Wham-O sold / Manufacturer of Hula Hoops, Frisbees goes to Hong Kong firm
Wham-O, the manufacturer of the Frisbee, the Hula Hoop and other venerable toys, was sold this week to a Hong Kong distributor that plans to expand the Emeryville company, the parties said Thursday. Read Full Article

In search of the perfect buyer
Family Business Magazine The Barrett family’s VitalChek Network was a high-tech startup in a fast-growing business. Could they raise cash for expansion without selling their souls? By Stan Luxenberg Herb Barrett’s fortune, like that of many entrepreneurs, began with a...

ChoicePoint buys VitalChek
CBS MarketWatch ALPHARETTA, Ga. (CBS.MW) -- ChoicePoint, a risk management and fraud prevention company, said Monday it has acquired VitalChek for $120 million in cash. ChoicePoint CPS, +1.16% will shell out additional funds if VitalChek exceeds certain financial targets over...

From the L.A Times: Wham-O Sale
From the L.A. Times: Wham-O sale -- An article in the Jan. 20 Business section about the sale of Wham-O Inc. to Cornerstone Overseas Investments Ltd. listed Silly String as one of the products that Wham-O makes. Car-Freshner Corp. has...

ChoicePoint acquires VitalChek
Atlanta Business Chronicle ChoicePoint Inc. acquired VitalChek Network Inc. of Nashville, Tenn., which provides technology and data management services that allows the remote ordering of certified birth, death, marriage and divorce certificates. Read Complete Article

VitalChek bought by ChoicePoint
Nashville Business Journal Nashville-based VitalChek Network Inc. has been purchased by ChoicePoint Inc. for an initial cash payment of $120 million as well as the possibility for additional money if VitalChek exceeds certain financial targets. Read complete Press Release

Toymax Inc.

(NASDAQ:TMAX)

has acquired

Monogram International, Inc.

The undersigned acted as exclusive financial advisor to Toymax.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:
Toymax Inc.

Transaction Type:
Advised on the acquisition of Monogram International, Inc.

Private Public:
Public

Financing/M&A Sale Amount:
NA

Business Description:
Diversified toy manufacturer and distributor

Related News

Permira Funds to Acquire Maker of PopCorners® and Other Better-For-You Branded and Private Label Snack Products
NEW YORK – June 9, 2015 – Permira, the international private equity firm, announced today that a company backed by the Permira funds has signed definitive agreements to simultaneously acquire Medora Snacks, LLC (“Medora”) and Ideal Snacks Holding Corporation (“Ideal”)....

Passing of Co-Founder William A. Kaynor, Esq.
New York, NY May 26, 2011: (For immediate release) - Akin Bay Company LLC (“Akin Bay”), a New York investment banking boutique, announced today the death on May 25, 2011 of one of its founding partners, William Akin Kaynor, Esq....

Maker of Frisbee, Hula Hoop sold to Hong Kong distributor
USA Today - Money SAN FRANCISCO (AP) — Wham-O, the maker of vintage toys like the Frisbee, Slip'N Slide and Hula Hoop, has been sold to a Hong Kong distributor that's trying to build a one-stop shop for outdoor fun....

Emeryville’s Wham-O sold / Manufacturer of Hula Hoops, Frisbees goes to Hong Kong firm
Wham-O, the manufacturer of the Frisbee, the Hula Hoop and other venerable toys, was sold this week to a Hong Kong distributor that plans to expand the Emeryville company, the parties said Thursday. Read Full Article

In search of the perfect buyer
Family Business Magazine The Barrett family’s VitalChek Network was a high-tech startup in a fast-growing business. Could they raise cash for expansion without selling their souls? By Stan Luxenberg Herb Barrett’s fortune, like that of many entrepreneurs, began with a...

ChoicePoint buys VitalChek
CBS MarketWatch ALPHARETTA, Ga. (CBS.MW) -- ChoicePoint, a risk management and fraud prevention company, said Monday it has acquired VitalChek for $120 million in cash. ChoicePoint CPS, +1.16% will shell out additional funds if VitalChek exceeds certain financial targets over...

From the L.A Times: Wham-O Sale
From the L.A. Times: Wham-O sale -- An article in the Jan. 20 Business section about the sale of Wham-O Inc. to Cornerstone Overseas Investments Ltd. listed Silly String as one of the products that Wham-O makes. Car-Freshner Corp. has...

ChoicePoint acquires VitalChek
Atlanta Business Chronicle ChoicePoint Inc. acquired VitalChek Network Inc. of Nashville, Tenn., which provides technology and data management services that allows the remote ordering of certified birth, death, marriage and divorce certificates. Read Complete Article

VitalChek bought by ChoicePoint
Nashville Business Journal Nashville-based VitalChek Network Inc. has been purchased by ChoicePoint Inc. for an initial cash payment of $120 million as well as the possibility for additional money if VitalChek exceeds certain financial targets. Read complete Press Release

Blackbaud Inc.

(NASDAQ:BLKB)

acquired

Riverside Software Incorporated

The undersigned was exclusive financial advisor to Riverside Software.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:
Blackbaud Inc.

Transaction Type:
Advised on sale of all of 100% of the shares to Blackbaud, Inc. (BLKB).

Private Public:
Public

Financing/M&A Sale Amount:
NA

Business Description:
Developer and vendor of specialty software for charitable grant-making institutions

Related News

Permira Funds to Acquire Maker of PopCorners® and Other Better-For-You Branded and Private Label Snack Products
NEW YORK – June 9, 2015 – Permira, the international private equity firm, announced today that a company backed by the Permira funds has signed definitive agreements to simultaneously acquire Medora Snacks, LLC (“Medora”) and Ideal Snacks Holding Corporation (“Ideal”)....

Passing of Co-Founder William A. Kaynor, Esq.
New York, NY May 26, 2011: (For immediate release) - Akin Bay Company LLC (“Akin Bay”), a New York investment banking boutique, announced today the death on May 25, 2011 of one of its founding partners, William Akin Kaynor, Esq....

Maker of Frisbee, Hula Hoop sold to Hong Kong distributor
USA Today - Money SAN FRANCISCO (AP) — Wham-O, the maker of vintage toys like the Frisbee, Slip'N Slide and Hula Hoop, has been sold to a Hong Kong distributor that's trying to build a one-stop shop for outdoor fun....

Emeryville’s Wham-O sold / Manufacturer of Hula Hoops, Frisbees goes to Hong Kong firm
Wham-O, the manufacturer of the Frisbee, the Hula Hoop and other venerable toys, was sold this week to a Hong Kong distributor that plans to expand the Emeryville company, the parties said Thursday. Read Full Article

In search of the perfect buyer
Family Business Magazine The Barrett family’s VitalChek Network was a high-tech startup in a fast-growing business. Could they raise cash for expansion without selling their souls? By Stan Luxenberg Herb Barrett’s fortune, like that of many entrepreneurs, began with a...

ChoicePoint buys VitalChek
CBS MarketWatch ALPHARETTA, Ga. (CBS.MW) -- ChoicePoint, a risk management and fraud prevention company, said Monday it has acquired VitalChek for $120 million in cash. ChoicePoint CPS, +1.16% will shell out additional funds if VitalChek exceeds certain financial targets over...

From the L.A Times: Wham-O Sale
From the L.A. Times: Wham-O sale -- An article in the Jan. 20 Business section about the sale of Wham-O Inc. to Cornerstone Overseas Investments Ltd. listed Silly String as one of the products that Wham-O makes. Car-Freshner Corp. has...

ChoicePoint acquires VitalChek
Atlanta Business Chronicle ChoicePoint Inc. acquired VitalChek Network Inc. of Nashville, Tenn., which provides technology and data management services that allows the remote ordering of certified birth, death, marriage and divorce certificates. Read Complete Article

VitalChek bought by ChoicePoint
Nashville Business Journal Nashville-based VitalChek Network Inc. has been purchased by ChoicePoint Inc. for an initial cash payment of $120 million as well as the possibility for additional money if VitalChek exceeds certain financial targets. Read complete Press Release

Winterland Productions Inc.

The undersigned acted as exclusive advisor to Winterland Productions in its acquisition by a private equity firm.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:
Winterland Productions Inc.

Transaction Type:
Financial advisory to leading apparel screen-printer in the acquisition and financing of Winterland from MCA

Private Public:
Private

Financing/M&A Sale Amount:
NA

Business Description:
Legendary music –oriented apparel screen printer and concert merchandise vendor

Related News

Permira Funds to Acquire Maker of PopCorners® and Other Better-For-You Branded and Private Label Snack Products
NEW YORK – June 9, 2015 – Permira, the international private equity firm, announced today that a company backed by the Permira funds has signed definitive agreements to simultaneously acquire Medora Snacks, LLC (“Medora”) and Ideal Snacks Holding Corporation (“Ideal”)....

Passing of Co-Founder William A. Kaynor, Esq.
New York, NY May 26, 2011: (For immediate release) - Akin Bay Company LLC (“Akin Bay”), a New York investment banking boutique, announced today the death on May 25, 2011 of one of its founding partners, William Akin Kaynor, Esq....

Maker of Frisbee, Hula Hoop sold to Hong Kong distributor
USA Today - Money SAN FRANCISCO (AP) — Wham-O, the maker of vintage toys like the Frisbee, Slip'N Slide and Hula Hoop, has been sold to a Hong Kong distributor that's trying to build a one-stop shop for outdoor fun....

Emeryville’s Wham-O sold / Manufacturer of Hula Hoops, Frisbees goes to Hong Kong firm
Wham-O, the manufacturer of the Frisbee, the Hula Hoop and other venerable toys, was sold this week to a Hong Kong distributor that plans to expand the Emeryville company, the parties said Thursday. Read Full Article

In search of the perfect buyer
Family Business Magazine The Barrett family’s VitalChek Network was a high-tech startup in a fast-growing business. Could they raise cash for expansion without selling their souls? By Stan Luxenberg Herb Barrett’s fortune, like that of many entrepreneurs, began with a...

ChoicePoint buys VitalChek
CBS MarketWatch ALPHARETTA, Ga. (CBS.MW) -- ChoicePoint, a risk management and fraud prevention company, said Monday it has acquired VitalChek for $120 million in cash. ChoicePoint CPS, +1.16% will shell out additional funds if VitalChek exceeds certain financial targets over...

From the L.A Times: Wham-O Sale
From the L.A. Times: Wham-O sale -- An article in the Jan. 20 Business section about the sale of Wham-O Inc. to Cornerstone Overseas Investments Ltd. listed Silly String as one of the products that Wham-O makes. Car-Freshner Corp. has...

ChoicePoint acquires VitalChek
Atlanta Business Chronicle ChoicePoint Inc. acquired VitalChek Network Inc. of Nashville, Tenn., which provides technology and data management services that allows the remote ordering of certified birth, death, marriage and divorce certificates. Read Complete Article

VitalChek bought by ChoicePoint
Nashville Business Journal Nashville-based VitalChek Network Inc. has been purchased by ChoicePoint Inc. for an initial cash payment of $120 million as well as the possibility for additional money if VitalChek exceeds certain financial targets. Read complete Press Release

Dynatec Technologies Inc.

$5,000,000

Senior Revolver

The undersigned acted as exclusive financial advisor.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:
Dynatec Technologies Inc.

Transaction Type:
Advised on restructuring and placing new senior debt facility

Private Public:
Private

Financing/M&A Sale Amount:
NA

Business Description:
Designer and manufacturer of telecommunications accessories

Related News

Permira Funds to Acquire Maker of PopCorners® and Other Better-For-You Branded and Private Label Snack Products
NEW YORK – June 9, 2015 – Permira, the international private equity firm, announced today that a company backed by the Permira funds has signed definitive agreements to simultaneously acquire Medora Snacks, LLC (“Medora”) and Ideal Snacks Holding Corporation (“Ideal”)....

Passing of Co-Founder William A. Kaynor, Esq.
New York, NY May 26, 2011: (For immediate release) - Akin Bay Company LLC (“Akin Bay”), a New York investment banking boutique, announced today the death on May 25, 2011 of one of its founding partners, William Akin Kaynor, Esq....

Maker of Frisbee, Hula Hoop sold to Hong Kong distributor
USA Today - Money SAN FRANCISCO (AP) — Wham-O, the maker of vintage toys like the Frisbee, Slip'N Slide and Hula Hoop, has been sold to a Hong Kong distributor that's trying to build a one-stop shop for outdoor fun....

Emeryville’s Wham-O sold / Manufacturer of Hula Hoops, Frisbees goes to Hong Kong firm
Wham-O, the manufacturer of the Frisbee, the Hula Hoop and other venerable toys, was sold this week to a Hong Kong distributor that plans to expand the Emeryville company, the parties said Thursday. Read Full Article

In search of the perfect buyer
Family Business Magazine The Barrett family’s VitalChek Network was a high-tech startup in a fast-growing business. Could they raise cash for expansion without selling their souls? By Stan Luxenberg Herb Barrett’s fortune, like that of many entrepreneurs, began with a...

ChoicePoint buys VitalChek
CBS MarketWatch ALPHARETTA, Ga. (CBS.MW) -- ChoicePoint, a risk management and fraud prevention company, said Monday it has acquired VitalChek for $120 million in cash. ChoicePoint CPS, +1.16% will shell out additional funds if VitalChek exceeds certain financial targets over...

From the L.A Times: Wham-O Sale
From the L.A. Times: Wham-O sale -- An article in the Jan. 20 Business section about the sale of Wham-O Inc. to Cornerstone Overseas Investments Ltd. listed Silly String as one of the products that Wham-O makes. Car-Freshner Corp. has...

ChoicePoint acquires VitalChek
Atlanta Business Chronicle ChoicePoint Inc. acquired VitalChek Network Inc. of Nashville, Tenn., which provides technology and data management services that allows the remote ordering of certified birth, death, marriage and divorce certificates. Read Complete Article

VitalChek bought by ChoicePoint
Nashville Business Journal Nashville-based VitalChek Network Inc. has been purchased by ChoicePoint Inc. for an initial cash payment of $120 million as well as the possibility for additional money if VitalChek exceeds certain financial targets. Read complete Press Release

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