GROWTH INVESTMENT FROM
Exclusive Financial Advisor
ON ITS SALE TO ITS EMPLOYEES
Sell-side Advisory & ESOP Financing
HAS BEEN ACQUIRED BY
Sell-side Advisory
FINANCING PROVIDED BY
Financing
Financial Arranger
Debt Capital Raise
Financing Arranger
Financing
Financing Arranger
Financing
Financing Arranger
HAS BEEN ACQUIRED BY
Sell-side Advisory on sale to Boise Cascade (NYSE: BCC)
HAS BEEN ACQUIRED BY
Sell-side Advisory
HAS BEEN ACQUIRED BY
Sell-side Advisory
HAS BEEN ACQUIRED BY
Sell-side Advisory
HAS BEEN ACQUIRED BY
Sell-side Advisory
HAS BEEN ACQUIRED BY
Sell-side Advisory on sale to SI Solutions, LLC, a Portfolio Company of MidOcean Partners
Financing
Financing Arranger
HAS BEEN ACQUIRED BY
Sell-side Advisory
Sell-side Advisory
Financing
Financing Arranger
Financing
Financing Arranger
HAS BEEN ACQUIRED BY
Sell-side Advisory
RECAPITALIZED BY
Growth Recapitalization
HAS ACQUIRED
Cross-Border Acquisition and Growth Financing Arranger
Financing
Financing Arranger
Sale of Minority Equity
Financing
Financing Arranger
Financing Provided By
Acquisition & Growth Financing
Has Been Acquired By
Sell-side Advisory
HAS PARTNERED WITH
Partnership / M&A
Has Been Acquired By
Sell-side Advisory on Sale to Groome, a Portfolio Company of Argosy Private Equity
Growth Refinancing
Sell-side Advisory
Sell-side Advisory
Has Been Acquired By
Sell-side Advisory
Refinancing & Growth Capital Raise
Growth Capital Raise
Financing Arranger
Has Been Acquired By
Sell-side Advisory
Has Been Acquired By
Sell-side Advisory
Debt Dividend Recapitalization
Sole Financial Arranger
Has Been Acquired By
Sell-side Advisory on Sale to Empyrean Benefit Solutions, a Subsidiary of Securian Financial Group
Has Been Acquired By
Sell-side Advisory
Growth Capital Raise
Has Been Acquired By
Sell-side Advisory to Newport Healthcare, a Portfolio of Onex Corporation (TSX: ONEX)
Has Acquired
Buy-side Advisory
Sole Financial Advisor
HAS ACQUIRED
Buy-side Advisory
Buy-side M&A Advisor
Preferred Equity Capital Raise for Portfolio Acquisition
Growth Capital Raise
Debt Capital Raise to Support Minority Shareholder Buyout
Debt Capital Raise to Finance Acquisition
Financing Arranger
HAS BEEN ACQUIRED BY
Sell-side Advisory
FINANCING PROVIDED BY
Staple Financing
HAS BEEN ACQUIRED BY
Sell-side Advisory
Debt Capital Raise to Support Growth
Sole Financial Arranger
HAS ACQUIRED
Buy-side Advisory on Acquisition of Cosmetic Specialties International
HAS BEEN ACQUIRED BY
Sell-side Advisory on Sale to Patterson Companies (NASDAQ: PDCO)
Debt Capital Raise to Support Management Acquisition
International Equipment Financing for Teradata (NYSE:TDC)
Growth Debt Financing
HAS MERGED WITH
Sell-side Advisory on Merger with Syniti
HAS BEEN RECAPITALIZED BY
Recapitalization & Growth Capital Raise
Asset-Backed Facility to Support Future Growth and Refinancing
Growth Debt Financing
HAS BEEN ACQUIRED BY
Sell-side Advisory on Sale to AdaptHealth (NASDAQ: AHCO)
HAS BEEN ACQUIRED BY
Sell-side Advisory
HAS BEEN ACQUIRED BY
Buy-side M&A Advisor
Senior & Uni-tranche Debt Financings for Debt Recapitalization
Senior & Mezzanine Debt Financings for Debt Recapitalization
HAS BEEN ACQUIRED BY
Buy-side M&A Advisor
Debt Capital Raise to Support Acquisition and Global Financing
HAS BEEN ACQUIRED BY
Sell-side Advisory
HAS BEEN ACQUIRED BY
Financial Advisor to Aulick Leasing Corp. on Sale to TFI International, Inc. (TSX: TFII)
HAS BEEN ACQUIRED BY
Sell-side Advisory on Sale to SRS Distribution, a Portfolio Company of Leonard Green & Partners
Equity & Debt Capital Raise to Support Management Acquisition
Global Financing
Uni-tranche Financing for Recapitalization
Buy-side Advisor on Multiple Acquisitions
Sole Financial Advisor
Growth Equity Capital Raise
Buy-side Advisor on Acquisition of Selected Auto Dealerships
Sell-side Advisory to Austin Complete Nutrition on its Sale to M6 Nutrition
HAS BEEN ACQUIRED BY
Buy-side M&A Advisory Related to Acquisition of Bank of Nebraska
Financial Advisor
Senior and Subordinated Acquisition Financing to Support Purchase of Austin Complete Nutrition
Bridge Debt and Equity Capital Raise
Equity and Debt Capital Raise
HAS BEEN ACQUIRED BY
Sell-side Advisory on Sale to Beacon Roofing Supply, Inc. (NYSE: BECN)
HAS BEEN ACQUIRED BY
Sell-side Advisory to Cross-Border Strategic Absolute Software (NYSE: ABT)
Senior & Subordinated Acquisition Financing
Sole Financing Arranger
Equity Capital Raise
Financial Advisor
Buy-side Advisory on Acquisition of Metal Foundry
Sole Financial Advisor
GROWTH INVESTMENT FROM
- TRANSACTION Exclusive Financial Advisor
- DATE August 2026
"Throughout this process, Bridgepoint continued to push and advocate for us, and that made all the difference. We’re excited about what’s ahead for our substation and transmission line business, and we’re especially excited to partner with Applied Invest, there’s a lot of overlap between what we do and what they’ve built, and we see real opportunity in that."
- J.A. Wever, Co-CEO of IPC
Bridgepoint Advises Integrated Power Company on Growth Investment by Applied Invest
August 31, 2026 – North Platte, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Integrated Power Company (“IPC”) in connection with its growth investment from Applied Invest.
Founded in North Platte, Nebraska, IPC has built its reputation as a leading provider of electrical infrastructure services across the U.S. IPC builds, maintains, and provides related services across the electric grid, with a focus on substations, transmission lines, and power generation facilities. The Company, through its integrated electrical and foundation expertise, offers full-service EPC (engineering, procurement, and construction) capabilities to utility, renewable energy, and oil pipeline customers.
Applied Invest, a family office with more than 20 years of direct investment experience, was drawn to IPC’s technical expertise, long-standing customer relationships and reputation for quality across the substation and transmission markets. The partnership creates a natural fit with Applied Invest’s existing energy-focused investments.
“Throughout this process, Bridgepoint continued to push and advocate for us, and that made all the difference,” said J.A. Wever, Co-CEO of IPC. “We’re excited about what’s ahead for our substation and transmission line business, and we’re especially excited to partner with Applied Invest, there’s a lot of overlap between what we do and what they’ve built, and we see real opportunity in that.”
“Bridgepoint stood by us for years,” said Josh Dezort, Co-CEO of Integrated Power Company. “They got to know our business inside and out, and their deep industry knowledge and expertise really showed through at every stage of this process. We found a trusted partner in Bridgepoint, they worked on this deal for a long time and never gave up on finding the right fit for our company and our people.”
“We’re thrilled for J.A., Josh, Kat and Corey,” said Bryan Wallace, Managing Director, Head of Industrials and the Power, Utilities and Infrastructure Lead at Bridgepoint. “They’ve built a great business, and it was an honor to help a great Nebraska company get the advice and outcome they deserve. This is a great business with a leading position in the market and it is always rewarding to work with companies where Bridgepoint was founded. We are excited to see what’s next for the IPC team and their new partner.”
Kate Loughran, Managing Director, added, "This was a highly competitive process, and Applied Invest stood out for the strategic overlap with their existing energy platform and their commitment to keeping IPC's team and culture intact through the transition. It's a strong outcome in a sector that's seeing real momentum right now.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About Integrated Power Company
Headquartered in North Platte, Nebraska, Integrated Power Company provides medium- and high-voltage substation construction, transmission line construction and EPC services to utility, renewable energy and pipeline customers throughout the central United States.
ON ITS SALE TO ITS EMPLOYEES
- TRANSACTION Sell-side Advisory & ESOP Financing
- DATE August 2026
Bridgepoint Advises Midwest Air Traffic Control on Its Sale to a 100% Employee Stock Ownership Plan and Related Financing
August 21, 2026 – Overland Park, KS – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Midwest Air Traffic Control Service, Inc. (“Midwest ATC” or the “Company”) on its sale to a newly formed Employee Stock Ownership Plan (ESOP), transitioning full ownership of the Company to its nearly 600 employees. Bridgepoint also advised Midwest ATC on the debt financing that funded the transaction.
Founded in 1978, Midwest ATC has grown from a single air traffic control tower into one of the nation's most experienced providers of air traffic control and related airport services, supporting more than 100 facilities worldwide on behalf of the Federal Aviation Administration, the Department of Defense, the North Atlantic Treaty Organization, the National Science Foundation, and other federal, state, local, and commercial clients. The Company's nearly 600 employees include a unionized workforce of professional air traffic controllers.
After evaluating a range of strategic and financial alternatives, Cordes and the Midwest ATC ownership group elected to pursue an ESOP, a structure that maximized value for the Company's owners while transferring ownership directly to the employees who operate and maintain Midwest ATC's mission-critical work. In addition to advising on the sale, Bridgepoint advised Midwest ATC on the debt financing used to fund the ESOP's purchase of the Company, which was provided by a group of institutional lenders.
"We started down a fairly conventional path to sell the Company, but Bridgepoint never let us settle for the first option on the table,” said Shane Cordes, President and CEO of Midwest ATC. “They kept presenting us with alternatives until we found a structure that actually made sense, one that maximized value for our ownership while also taking care of the employees who built this Company. The ESOP was a far more complex path than a conventional sale, but it was the right one, and I'm grateful Bridgepoint stuck with us through every twist and turn, including advising us through the financing side — to get there.”
“Shane and the Midwest ATC team have built a mission-critical business known for operational excellence, and an ESOP was the right way to reward the employees who deliver on that mission every day,” said Alex Reiss, Mobility & Diversified Industrials Managing Director at Bridgepoint. “Beyond advising on the sale itself, we advised Shane through the financing process that made the ESOP possible, giving him a single partner to help think through both sides of the transaction. It's a great outcome that provides liquidity to the Company's ownership while putting Midwest ATC's future firmly in the hands of the people who run it.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About Midwest Air Traffic Control
Midwest Air Traffic Control Service, Inc., headquartered in Overland Park, Kansas, has provided air traffic control and aviation support services since 1978. Midwest ATC operates air traffic control towers, radar approach control facilities, and area control centers, and provides airfield management, ground handling, weather forecasting, flight dispatch, and aviation training services at more than 100 locations for the FAA, Department of Defense, NATO, National Science Foundation, and other government and commercial clients worldwide.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE January 2026
“This partnership marks an exciting new chapter for Sav-Rx and the clients we proudly serve. By joining the MedImpact family, we’re gaining the scale, technology, and resources of a respected national leader—while preserving the values, personalized service, and commitment to working families that have defined Sav-Rx for decades. Together, we’ll be even better positioned to deliver affordable, high-quality pharmacy benefit solutions and stronger support for our union partners now and into the future. Throughout the process, we were grateful for Bridgepoint’s industry and execution expertise in helping us achieve this terrific outcome.”
- Christy Piti, CEO of Sav-Rx.
Bridgepoint Advises Nebraska-Based Pharmacy Benefit Manager Sav-Rx on Its Sale to MedImpact
January 6, 2026 – Fremont, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Sav-Rx on its sale to MedImpact.
Founded in 1968, Sav-Rx has built its reputation on providing personalized, transparent, and union-focused pharmacy benefit services to millions of members nationwide. That mission will not change. Sav-Rx will continue to deliver the high-touch service, union-first values, and industry-best cost savings that have defined it for more than five decades.
“This partnership marks an exciting new chapter for Sav-Rx and the clients we proudly serve. By joining the MedImpact family, we’re gaining the scale, technology, and resources of a respected national leader—while preserving the values, personalized service, and commitment to working families that have defined Sav-Rx for decades. Together, we’ll be even better positioned to deliver affordable, high-quality pharmacy benefit solutions and stronger support for our union partners now and into the future,” said Christy Piti, CEO of Sav-Rx. “Throughout the process, we were grateful for Bridgepoint’s industry and execution expertise in helping us achieve this terrific outcome,” she added.
“We’re thrilled for the Sav-Rx team and proud to have advised them on this milestone transaction,” commented Gary Grote, Healthcare sector lead at Bridgepoint. “Sav-Rx has built an exceptional, values-driven business, and this partnership positions the company for continued growth while staying true to its mission. It was especially meaningful for our team to work on a Nebraska-based transaction—supporting a company headquartered in our home state made this engagement all the more rewarding.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail.
About Sav-Rx
Sav-Rx is an employee-owned pharmacy benefit management company headquartered in Fremont, Nebraska, providing transparent, cost-effective prescription benefit solutions. Known for its service-first approach, Sav-Rx partners with clients to improve access, manage costs, and support better health outcomes.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory on sale to Boise Cascade (NYSE: BCC)
- DATE December 2025
"Bridgepoint knew exactly which groups to bring to the table and guided us through an overwhelming amount of work that we never could have handled on our own. Their team worked tirelessly to keep the process moving and ultimately helped us find the right partner in Boise. We're incredibly grateful for their dedication and expertise in getting this across the finish line."
- Lance Humphrey, President of Holden Humphrey
Bridgepoint Advises Holden Humphrey on Its Sale to Boise Cascade (NYSE: BCC)
December 15, 2025 – CHICOPEE, MA – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Humphrey Company, Inc. (“Holden Humphrey”) on its sale to Boise Cascade Company (NYSE:BCC).
Founded in 1987, Holden Humphrey’s distribution facility serves lumber dealers and one-step distributors throughout New England, New York, and New Jersey. Holden Humphrey offers a wide range of specialty building product categories, with an emphasis on siding, wood decking, and trim products.
Boise Cascade is one of the largest producers of engineered wood products and plywood in North America and a leading U.S. wholesale distributor of building products. Currently operating in 39 distribution locations in the U.S., this new location further expands its distribution business in the northeast region.
“Bridgepoint knew exactly which groups to bring to the table and guided us through an overwhelming amount of work that we never could have handled on our own,” said Lance Humphrey, President of Holden Humphrey. “Their team worked tirelessly to keep the process moving and ultimately helped us find the right partner in Boise. We’re incredibly grateful for their dedication and expertise in getting this across the finish line."
“This acquisition is a strong strategic step for Boise Cascade as they expand their presence in the Northeast,” said Steven Townsend, Building Products sector lead at Bridgepoint. “Holden Humphrey’s established reputation, product expertise, and long-standing customer relationships align seamlessly with Boise’s growth strategy to broaden their product offerings in this key geography. We’re proud to have advised the Holden Humphrey team on this transaction."
“We couldn’t be happier for Lance and Pete. They’ve poured years of hard work into building something truly unique at Holden Humphrey, and this transaction is a well-deserved outcome of their vision and dedication. It’s been an honor to support them through this process,” added Bryan Wallace, Industrial Services sector lead at Bridgepoint.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail.
About Holden Humphrey
Holden Humphrey Company is a medium-sized wholesale building materials distributor headquartered in Chicopee, Massachusetts. We serve lumber dealers, manufacturers and distributors throughout New England, New York and Northern New Jersey.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE December 2025
Testimonials
"From the beginning, we believed Bridgepoint was the right advisor to help us navigate this process. This outcome certainly makes it clear we made the right choice. Bridgepoint brought the right groups to the table and helped ensure our team ended up with a new partner who can help the business grow and provide them with future opportunities. We are very pleased with this result – the Bridgepoint team was great to work with.”
- Fred McCurley, CEO and Founder, McCurley Enterprises Inc.
Bridgepoint Investment Banking Advises McCurley Enterprises Inc. (MEI) on Their Acquisition by a Strategic Buyer Backed by a Large Cap Private Equity Fund
December 9, 2025 — Rockwell, TX — Bridgepoint is pleased to have advised McCurley Enterprises Inc. (“MEI” or the “Company”) on their acquisition by a strategic buyer backed by a large cap private equity fund. Owned and operated by Fred McCurley, CEO, and Kevin Newman, COO, MEI is a leading provider of construction and safety oversight and owner representative services to the high voltage utility industry, with a specialty in:
Transmission
Distribution
Substation
Telecom; and
Related Services
Operating primarily in Texas, MEI offers a broad range of services primarily to utility and telecom clients, including construction oversight, quality control inspection for new construction, and quality control inspection for maintenance and upkeep of existing infrastructure.
Fred McCurley, CEO and Founder commented, "From the beginning, we believed Bridgepoint was the right advisor to help us navigate this process. This outcome certainly makes it clear we made the right choice. Bridgepoint brought the right groups to the table and helped ensure our team ended up with a new partner who can help the business grow and provide them with future opportunities. We are very pleased with this result – the Bridgepoint team was great to work with.”
Kevin Newman, COO and member of the ownership team, added, “We could not be more pleased with the team at Bridgepoint and would work with them again in a heartbeat. They understand this industry, know the buyers and managed a complicated process that produced the right outcome for Fred McCurley and the entire MEI team. We are excited about what’s next and look forward to working with our new partner to continue serving great customers in Texas and throughout the Southeast.”
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE November 2025
"The process of finding a buyer is long and complex - it takes a lot of planning, work, and focus. I am pleased we had an advisor to help us navigate this path and look forward to our new partner."
- Danny Emrich, President, Steel Building Systems
Bridgepoint Investment Banking Advises Steel Building Systems (SBS) on Its Sale to a Private Investment Group
November 17, 2025 – ADEL, GA – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Steel Building Systems, Inc. (“SBS”) on its sale to a private investment group.
SBS, a family-owned company based in Adel, Georgia, has been a trusted provider of custom, pre-engineered metal buildings for over 35 years. SBS delivers durable, cost-effective solutions for agriculture, aviation, churches, mini warehouses, and more, combining advanced technologies with a customer-focused approach to serve contractors, architects, and business owners across the southeastern United States.
Danny Emrich, President, Steel Building Systems, commented, “The process of finding a buyer is long and complex - it takes a lot of planning, work, and focus. I am pleased we had an advisor to help us navigate this path and look forward to our new partner.”
“This was a special transaction to be part of. The connection between the SBS team and their new partner was genuine from the start, and that alignment helped drive a great result. It’s rewarding to see a third-generation, family-owned company find the right partner to carry its legacy forward,” said Kate Loughran, Managing Director at Bridgepoint.
Bryan Wallace, Managing Director and Head of Bridgepoint’s focus on the industrial services sector, added, “This transaction highlights Bridgepoint’s deep expertise in the manufacturing sector and represents a great outcome for Danny and his family. We’re excited to see the company continue to thrive with their new partner.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials, transportation, healthcare, business and IT services, technology and consumer and retail.
About Steel Building Systems, Inc.
Steel Building Systems (SBS) is a family-owned manufacturer of custom, pre-engineered metal buildings. Based in Adel, Georgia, SBS provides durable, cost-effective solutions for industries including agriculture, aviation, churches, and mini warehouses. With over 30 years of experience and a customer-focused approach, SBS delivers high-quality, American-made structures across the southeastern United States.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE November 2025
Bridgepoint Advises RB Global and IAA on Sale of DDI Technology to Vitu, a Portfolio Company of Accel-KKR
November 12, 2025 – Westchester, IL – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to RB Global and IAA on the sale of Decision Dynamics, LLC (d/b/a “DDI Technology” (“DDI”)), to Vitu, a portfolio company of Accel-KKR (“AKKR”).
RB Global is a leading, omnichannel marketplace and trusted provider of value-added insights, services and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide. Within the IAA marketplace, DDI Technology specializes in electronic vehicle title and registration services, offering secure, cloud-based solutions that streamline lien and title management for lenders, dealers, and state agencies.
Vitu’s acquisition of DDI Technology expands its lender and dealer network while enhancing its end-to-end title and registration capabilities. Building on the earlier Dealertrack acquisition, this marks another strategic add-on that strengthens Vitu’s market leadership and accelerates its vision to deliver fully integrated, nationwide vehicle-to-government solutions.
“We’re proud to have advised RB Global on this strategic transaction,” said Alex Reiss, Mobility sector lead at Bridgepoint. “RB Global and IAA have continued to build a strong ecosystem of technology-driven solutions, and DDI Technology has played an important part in that journey. This sale allows DDI to grow even further under Vitu, while allowing RB Global to focus on its core marketplace strategy and further expand its market leadership.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors, including transportation, industrials, healthcare, business and IT services, technology, and consumer and retail.
About DDI Technology
DDI Technology is a leading provider of electronic title and registration services, offering comprehensive title administration and processing solutions for vehicle dealers and lenders. DDI Technology is dedicated to delivering superior products, professional service, and high-touch customer support for all aspects of vehicle title management. DDI Technology works strategically with forward-thinking businesses to provide innovative solutions that drive operational efficiency and customer satisfaction.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE November 2025
Testimonials
“Working with Bridgepoint was an incredible experience. Their deep knowledge of our industry, thoughtful guidance, and hands-on support made for a smooth and manageable process. They worked tirelessly and moved quickly to find us the perfect partner – achieving an outcome that exceeded anything we could have imagined.”
- Laura Thompson Grondin, CEO of Virginia Industries, Inc., the parent company of Bingham & Taylor
Bridgepoint Advises Bingham & Taylor on Its Sale to Charlotte Pipe and Foundry
November 6, 2025 – Culpeper, VA – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Virginia Industries on its sale of subsidiary Bingham & Taylor to Charlotte Pipe and Foundry (“Charlotte Pipe”) in conjunction with Neenah Foundry Company (“Neenah”).
Founded in 1849, Bingham & Taylor has built a 175-year legacy of providing high-quality meter and valve access products, including boxes, lids, and pits. Headquartered in Culpeper, Virginia, the company operates a cast iron foundry in Culpeper and plastics injection-molding and blow-molding plants in Fredericksburg, Virginia. Known for its commitment to 100% American-made products, Bingham & Taylor has become an iconic brand in the water and gas industry with products installed throughout North America.
Charlotte Pipe was attracted to Bingham & Taylor’s strong brand and reputation, domestic manufacturing capabilities, distribution network, especially in the Northeast, industry leadership in the waterworks category, and cultural fit. This acquisition offers a unique opportunity to pair the commercial strength of Bingham & Taylor with the manufacturing expertise of Charlotte Pipe to the benefit of both companies.
“Working with Bridgepoint was an incredible experience,” said Laura Thompson Grondin, CEO of Virginia Industries, Inc., the parent company of Bingham & Taylor. “Their deep knowledge of our industry, thoughtful guidance, and hands-on support made for a smooth and manageable process. They worked tirelessly and moved quickly to find us the perfect partner – achieving an outcome that exceeded anything we could have imagined.”
“We’re thrilled to have played a part in the B&T story. Laura and her family have built upon a 175-year legacy of excellence, and it was a privilege to advise her on identifying the ideal partner in Charlotte Pipe, a Company with whom they uniquely have both a shared history and strong values alignment,” said Kate Loughran, Managing Director at Bridgepoint. “The mutual trust between the two parties was evident throughout the process, which progressed from IOI to closing in 45 days. We’re incredibly excited to see what’s ahead for this combination – the future is bright.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail.
About Bingham & Taylor
Founded in 1849, Bingham & Taylor is a leading manufacturer of underground infrastructure access solutions for water and gas utilities across North America. The company specializes in meter and valve access products, including boxes, lids, and pits, all proudly made 100% in the USA. With manufacturing facilities in Culpeper and Fredericksburg, Virginia, Bingham & Taylor has built a 175-year reputation for quality, durability, and innovation.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory on sale to SI Solutions, LLC, a Portfolio Company of MidOcean Partners
- DATE September 2025
"Without a doubt, Bridgepoint was the right advisor for us in this process. They worked tirelessly to produce not just any deal, but the right deal for me and my partners. This is a difficult process that requires a lot of time – having a partner with the right experience who executes the right strategy is critical to a successful outcome. At the end of the day, we are thrilled to be part of the SI Solutions team and look forward to what is next."
- Ben Ahlgren, President and founder of Integrity Specialists
Bridgepoint Investment Banking Advises Integrity Specialists on Its Sale to SI Solutions
September 3, 2025 – Annandale, MN – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Integrity Specialists, LLC (“Integrity” or “Integrity Specialists”) on its sale to SI Solutions, LLC (“SIS”), a portfolio company of MidOcean Partners.
Integrity Specialists, based in Annandale, MN, a critical provider of advanced non-destructive examination (NDE) and inspection for the natural gas pipeline industry, has served the natural gas industry since 2010. Integrity was founded on the highest principles of quality, safety and innovation and has consistently delivered for its clients, earning a stellar reputation for leading service and customer support. Leveraging their advanced NDE technology, the Company regularly conducts pipeline and mechanical integrity assessments, including inspections of new and existing pipelines, material verification, and direct assessments.
The addition of Integrity Specialists to SIS complements their existing advanced NDE offerings and significantly increases overall scale, depth of service offerings, and the value they can deliver to their clients.
“Without a doubt, Bridgepoint was the right advisor for us in this process. They worked tirelessly to produce not just any deal, but the right deal for me and my partners. This is a difficult process that requires a lot of time – having a partner with the right experience who executes the right strategy is critical to a successful outcome. At the end of the day, we are thrilled to be part of the SI Solutions team and look forward to what is next,” said Ben Ahlgren, President and founder of Integrity Specialists.
Bryan Wallace, Managing Director and Head of Bridgepoint’s focus on the industrial services sector, commented, “We’re proud to have supported Ben, Matt, Tommy and the entire Integrity Specialists team in their search for the right partner. This team has built a great business focused on client service and support. As part of the SIS platform, they are well-positioned for meaningful growth and expansion. We look forward to seeing the great things these two companies do together.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials, transportation, healthcare, business and IT services, technology and consumer and retail.
About Integrity Specialists, LLC
Integrity Specialists, LLC is a Minnesota-based non-destructive testing (NDT) and inspection firm serving the energy and process industries. Since 2010, the company has delivered pipeline and mechanical integrity services with an impeccable safety record and a commitment to precision, compliance, and clear communication. Headquartered in Annandale, Integrity Specialists helps clients protect assets, reduce risk, and improve performance. Learn more at www.integrityspecialists.com.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE March 2025
Testimonials
“Throughout this journey, having the right investment bank and advisor by our side made all the difference. Bridgepoint’s deep expertise in the services sector, particularly in the fire space, gave us the guidance and confidence we needed. More than just advisors, they were trusted partners who helped navigate the right path—not just for the company, but for me and my family as well."
- Jason McDonald, CEO of General Fire and Safety
Bridgepoint Investment Banking Advises General Fire and Safety on Its Sale to Summit Companies
March 18, 2025 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to General Fire and Safety on its sale to Summit Fire Protection Co., a subsidiary of SFP Holding, Inc. (Summit Companies).
General Fire and Safety, based in Omaha, Nebraska, is a trusted provider of fire protection and safety solutions for businesses and organizations. With decades of experience, the company specializes in fire suppression systems, alarm and detection services, safety training, and high-quality fire safety equipment. Bridgepoint’s industry expertise and established services franchise, which is well-versed in the fire space, was able to navigate the market and help direct the appropriate path for the owner and his family.
“Finding the perfect partner—one that shares our unwavering commitment to client service and support—was absolutely imperative in this process. Equally important was choosing a company that could help us scale, expand, and take our business to the next level. We are confident that Summit Fire Protection is the right fit to carry our legacy forward,” said Jason McDonald, CEO of General Fire and Safety.
“Throughout this journey, having the right investment bank and advisor by our side made all the difference. Bridgepoint’s deep expertise in the services sector, particularly in the fire space, gave us the guidance and confidence we needed. More than just advisors, they were trusted partners who helped navigate the right path—not just for the company, but for me and my family as well," he continued.
Bryan Wallace, Managing Director and Head of Bridgepoint’s focus on the industrial services franchise commented, “We couldn’t be more excited that Jason found the perfect partner—one that truly aligns with their commitment to exceptional client service and long-term growth. This partnership ensures that the company will not only continue to thrive but also reach new heights, providing expanded opportunities for both clients and employees. It was a privilege to support General Fire and Safety through this process, and we look forward to seeing all that’s ahead for them.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials, transportation, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About General Fire and Safety
General Fire and Safety, headquartered in Omaha, Nebraska, is a leading provider of fire protection and safety solutions for businesses and organizations across the region. With decades of experience, the company specializes in fire suppression systems, alarm and detection services, safety training, and high-quality fire safety equipment. Committed to protecting lives and property, General Fire and Safety delivers expert service, top-tier products, and customized solutions to meet the unique needs of its clients. For more information, visit gfsomaha.com
RECAPITALIZED BY
- TRANSACTION Growth Recapitalization
- DATE March 2025
"We are grateful to Bridgepoint for identifying the potential for a good match with Rubicon, making the introduction and skillfully helping us navigate through to closing.”
Jim Wolfston, Founder & CEO of CollegeNET
Bridgepoint Investment Banking Advises CollegeNET, Inc. on Growth Recapitalization by Rubicon Technology Partners
March 7, 2025 – Portland, OR – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor to CollegeNET, Inc. on their growth recapitalization.
CollegeNET is a developer of important new product markets for higher education, including the world’s first automated classroom scheduling system and the first patented system for serving institution-branded web-based admissions forms. Seeking to extend their newest patents in AI/Video into both higher ed and adjacent markets, CollegeNET began searching for a financial partner who not only recognized the company’s solid position in higher education, but also understood the new market-opening potential of their latest, patented AI/Video technology.
"Rubicon Technology Partners understands the importance of innovating in well-established markets as well as opening new and larger markets based on imaginative approaches to solving major problems. We are grateful to Bridgepoint for identifying the potential for a good match with Rubicon, making the introduction and skillfully helping us navigate through to closing.” said Jim Wolfston, Founder & CEO of CollegeNET.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation. Learn more about Bridgepoint Investment Banking at bridgepointib.com.
About CollegeNET
CollegeNET, Inc. is a prime mover and developer of important new product markets for higher education, including the world’s first automated classroom scheduling system and the first patented system for serving institution-branded web-based admissions forms. Today, CollegeNET is pioneering new AI/Supercomputing/Video markets that enhance learning and career opportunities for students and citizens. The company’s new suite of Opportunity Drivers include StandOut® Intelligent Mirror and StandOut Classroom. Intelligent Mirror provides patented AI voice analysis technology and self-guided practice for job seekers, professionals, and others who want to improve their speaking skills and self-confidence (www.standout.com). StandOut Classroom solves the long-standing “degree pathways” problem by introducing a new, asynchronous learning environment that requires no specification of time or place. CollegeNET systems are now used by more than 1,000 institutions worldwide for event and academic scheduling, virtual classroom instruction, career preparation, college admissions, campus hiring, candidate recruitment, and course evaluation.
HAS ACQUIRED
- TRANSACTION Cross-Border Acquisition and Growth Financing Arranger
- DATE February 2025
“Bridgepoint played a critical role in navigating the complexities of a cross-border financing acquisition process. This transaction is highly additive to the NFE portfolio as we execute on the razor / razor blade acquisition thesis between our capital goods and Syntec’s consumables. Bridgepoint’s expertise in managing intensive due diligence and adapting to shifting market conditions ensured a successful acquisition. Even with changing dynamics, Bridgepoint successfully adapted the process while preserving a fully non-dilutive financing package, delivering a result that worked for all parties involved.”
- Derek Olson, CEO of National Flooring
Bridgepoint Investment Banking Advises and Arranges Cross-Border Acquisition & Growth Financing for National Flooring Equipment’s Acquisition of Syntec Diamond Tools
February 27, 2025 – Minneapolis, MN – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to National Flooring Equipment (“NFE”) to raise non-dilutive acquisition and growth financing for their acquisition of Syntec Diamand Tools (“Syntec”) based in Berri, Australia.
National Flooring Equipment, a leading manufacturer of floor removal and surface preparation equipment, sought a capital partner to facilitate the acquisition without diluting existing shareholders. The transaction, structured with a refinanced line of credit, senior term loan combined with a non-dilutive, preferred equity investment, successfully met NFE’s shareholder goal of zero dilution while also enhancing its commercial banking relationship with a global provider. “Bridgepoint played a critical role in navigating the complexities of a cross-border financing acquisition process. This transaction is highly additive to the NFE portfolio as we execute on the razor / razor blade acquisition thesis between our capital goods and Syntec’s consumables.
"Bridgepoint’s expertise in managing intensive due diligence and adapting to shifting market conditions ensured a successful acquisition. Even with changing dynamics, Bridgepoint successfully adapted the process while preserving a fully non-dilutive financing package, delivering a result that worked for all parties involved,” said Derek Olson, CEO of National Flooring.
Steven Townsend, Vice President at Bridgepoint commented, “We are proud to have arranged financing for this transformative acquisition, bringing together two complementary and exceptional family and founder-owned companies. This transaction reflects our commitment to supporting entrepreneurs and growth-focused businesses with tailored financing solutions. By leveraging our deep industry expertise, capital connectivity and structuring capabilities, we were able to deliver efficient execution amidst dynamic market conditions, ensuring the combined company is well-positioned for long-term success.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials, transportation, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About National Flooring Equipment
Founded in 1968 in Minneapolis, Minnesota, and majority owned by the Olson family, National Flooring Equipment is a leading manufacturer of industrial-grade floor removal and surface preparation equipment. With over 50 global patents, the company is known for its innovative, durable, and USA-built products, including scrapers, grinders, shot blasters, and dust control systems. Committed to quality and customer support, National Flooring Equipment provides expert training and service to flooring professionals worldwide. Learn more at nationalequipmentdirect.com.
- TRANSACTION Sale of Minority Equity
- DATE November 2024
“Bridgepoint’s relentless efforts, capital connectivity, and structured capital solutions were paramount to getting a deal done in an extremely tight timeline. They have delivered several options that helped us choose the right path during one of the most critical situations. We are incredibly grateful to Bridgepoint for advising us through this important transaction.”
- Company’s Minority Owner
Bridgepoint Investment Banking Advises the Minority Shareholder of a Medical Imaging Equipment Leasing Business on Strategic Capital Advisory
November 20, 2024 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor to its client, the minority owner of a medical imaging equipment leasing business (“Company”) to provide strategic capital solutions advisory optionality including the potential purchase of the majority equity interest in the Company or potential sale of its minority equity.
Based in the Midwest, the Company is a provider of mobile medical imaging equipment units to hospitals on medium to long-term leases. The Company builds / refurbishes equipment in-house and provides routine equipment maintenance. The Company contracts with both public and private healthcare clients to fulfill their specific medical imaging equipment needs.
“Bridgepoint’s relentless efforts, capital connectivity, and structured capital solutions were paramount to getting a deal done in an extremely tight timeline. They have delivered several options that helped us choose the right path during one of the most critical situations. We are incredibly grateful to Bridgepoint for advising us through this important transaction,” said the Company’s Minority Owner.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation. Learn more about Bridgepoint Investment Banking at bridgepointib.com.
About The Company
The Company is a provider of mobile imaging units to hospitals on medium to long-term rentals. The Company builds / refurbishes units in-house, provides routine maintenance to equipment, and works with both public and private healthcare clients to fill the need for imaging equipment.
Financing Provided By
- TRANSACTION Acquisition & Growth Financing
- DATE September 2024
“This is a golden time in the wealth management industry for platforms like Coastline to attract top-tier advisors, and we needed the right capital partner to fully capitalize on the opportunity. That’s where Bridgepoint came in. The Bridgepoint team were relentless in finding us the perfect partner. Their unwavering commitment to our objectives was a game changer, and now thanks to them, we are ready to continue to execute our strategy with precision.”
- Garrett Taylor, Founder & Managing Partner of Coastline Wealth Management
Bridgepoint Investment Banking Advises RIA Coastline Wealth Management on Institutional Capital Raise
September 30, 2024 – New York, NY – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to Coastline Wealth Management (“Coastline”) to raise institutional capital to accelerate its growth and complete several acquisitions.
Established in 2012, Coastline Wealth Management provides comprehensive wealth management services to individuals, families, retirees, and business owners, including industrial wealth management, retirement planning, estate planning, and insurance strategies. Coastline has an impressive history of growth organically and via strategic acquisitions. With this new capital infusion, the company will be able to execute its long-term strategy.
“This is a golden time in the wealth management industry for platforms like Coastline to attract top-tier advisors, and we needed the right capital partner to fully capitalize on the opportunity. That’s where Bridgepoint came in. The Bridgepoint team were relentless in finding us the perfect partner. Their unwavering commitment to our objectives was a game changer, and now thanks to them, we are ready to continue to execute our strategy with precision,” said Garrett Taylor, Founder & Managing Partner of Coastline Wealth Management.
Scott Gold, Managing Partner at Z2 Investment Management added, “Working alongside Bridgepoint and Coastline has been an outstanding experience. Their market insight, strategic guidance, and ability to align all parties were instrumental in bringing this partnership to life. The Bridgepoint team’s commitment to prioritizing the client's best interests was especially impressive. We are excited to join forces with Coastline and look forward to driving growth together.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials, transportation, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About Coastline Wealth Management
Coastline Wealth Management is a leading firm with a robust $3 billion team that specializes in succession planning tailored specifically for financial advisors. By focusing on maximizing the value of advisory practices, Coastline empowers advisors to create sustainable, long-term strategies for transitioning their businesses, ensuring both financial stability and continuity for their clients. Their expertise in navigating the complexities of succession planning enables advisors to secure their legacy while optimizing growth potential, ultimately fostering a seamless transition that benefits all stakeholders involved.
About Z2 Investment Management
Z2 launched in 2022 to focus on lower middle market private debt and structured equity investments to US-based, non-sponsored companies. The firm makes investments ranging in size from $10MM to $50MM primarily in first lien term loans and preferred equity.
Z2 invests in businesses that require capital beyond what bank financing sources offer, but whose owners are not ready for a sale of the business. We design investments that fit the need of our clients and work diligently to create structures that help companies achieve their goals.
Has Been Acquired By
- TRANSACTION Sell-side Advisory
- DATE September 2024
Bridgepoint Advises Ampirical Solutions, a Leading Tech-Enabled Engineering and Design Firm for the Power Utility Industry, on Its Investment from SkyKnight Capital
July 15, 2024 – Covington, LA – Bridgepoint Investment Banking’s (“Bridgepoint”) industry-leading Industrials team focused on utility and infrastructure services acted as the exclusive financial advisor to Ampirical Solutions (“Ampirical”) on their investment from SkyKnight (“SkyKnight”) Capital.
Ampirical, headquartered in Covington Louisiana, is a tech-enabled provider of engineering and design services for the power industry, specializing in large and complex electrical infrastructure for large utilities, cooperatives, municipalities, and renewable developers.
Amid significant interest from various funder types, Ampirical elected to partner with the team from SkyKnight based on their alignment of vision, understanding of the industry and partnership mentality.
Ampirical’s Co-Founder and President, Matthew Saacks commented on his experience with Bridgepoint, stating “From start to finish, the Bridgepoint team deftly handled every nuance of a massive process that was entirely new for us. Their superior communication skills, patient and earnest listening sessions, and ability to distill the essence of our competitive advantages are what I believe yielded a tremendous response from the market, culminating in a terrific outcome for our employees and customers. Our team is ecstatic with the results and can highly recommend Bridgepoint.”
Mike Sulzer, Co-Founder and EVP of Operations at Ampirical commented, “Bryan and the team at Bridgepoint have a deep understanding of our industry which enabled them to find not just any partner, but the right partner. Their advocacy for us and our team throughout this process, as well as the significance of their guidance and advice, cannot be overstated.”
Bryan Wallace, Managing Director and Head of Bridgepoint’s focus on Utility & Infrastructure Services commented “We are thrilled to have played a role in the Ampirical story and eagerly anticipate watching this team’s future achievements. Matthew and Mike have created something remarkable that we believe is on the verge of even greater success. Positioned at the heart of a transforming industry, alongside their new partner, Ampirical is set to drive the entire sector forward.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials, transportation, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About Ampirical Solutions
Since 2006, Ampirical has an outstanding industry track record for the engineering and design of complex electrical infrastructure projects. This includes work for investor-owned utilities, municipalities, rural cooperatives, and industrial clients, with expertise that includes transmission and distribution line design, substation design, system protection and control design, 3D modeling and intelligent design, cybersecurity, and project & construction management. With over 80 years of combined experience in the industry, Ampirical’s founders have a long history of fulfilling their mission in Engineering Power-ful Solutions. For more information, visit Ampirical.com.
HAS PARTNERED WITH
- TRANSACTION Partnership / M&A
- DATE July 2024
Testimonials
Bridgepoint Advises Ampirical Solutions, a Leading Tech-Enabled Engineering and Design Firm for the Power Utility Industry, on Its Investment from SkyKnight Capital
July 15, 2024 – Covington, LA – Bridgepoint Investment Banking’s (“Bridgepoint”) industry-leading Industrials team focused on utility and infrastructure services acted as the exclusive financial advisor to Ampirical Solutions (“Ampirical”) on their investment from SkyKnight (“SkyKnight”) Capital.
Ampirical, headquartered in Covington Louisiana, is a tech-enabled provider of engineering and design services for the power industry, specializing in large and complex electrical infrastructure for large utilities, cooperatives, municipalities, and renewable developers.
Amid significant interest from various funder types, Ampirical elected to partner with the team from SkyKnight based on their alignment of vision, understanding of the industry and partnership mentality.
Ampirical’s Co-Founder and President, Matthew Saacks commented on his experience with Bridgepoint, stating “From start to finish, the Bridgepoint team deftly handled every nuance of a massive process that was entirely new for us. Their superior communication skills, patient and earnest listening sessions, and ability to distill the essence of our competitive advantages are what I believe yielded a tremendous response from the market, culminating in a terrific outcome for our employees and customers. Our team is ecstatic with the results and can highly recommend Bridgepoint.”
Mike Sulzer, Co-Founder and EVP of Operations at Ampirical commented, “Bryan and the team at Bridgepoint have a deep understanding of our industry which enabled them to find not just any partner, but the right partner. Their advocacy for us and our team throughout this process, as well as the significance of their guidance and advice, cannot be overstated.”
Bryan Wallace, Managing Director and Head of Bridgepoint’s focus on Utility & Infrastructure Services commented “We are thrilled to have played a role in the Ampirical story and eagerly anticipate watching this team’s future achievements. Matthew and Mike have created something remarkable that we believe is on the verge of even greater success. Positioned at the heart of a transforming industry, alongside their new partner, Ampirical is set to drive the entire sector forward.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials, transportation, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About Ampirical Solutions
Since 2006, Ampirical has an outstanding industry track record for the engineering and design of complex electrical infrastructure projects. This includes work for investor-owned utilities, municipalities, rural cooperatives, and industrial clients, with expertise that includes transmission and distribution line design, substation design, system protection and control design, 3D modeling and intelligent design, cybersecurity, and project & construction management. With over 80 years of combined experience in the industry, Ampirical’s founders have a long history of fulfilling their mission in Engineering Power-ful Solutions. For more information, visit Ampirical.com.
Has Been Acquired By
- TRANSACTION Sell-side Advisory on Sale to Groome, a Portfolio Company of Argosy Private Equity
- DATE March 2024
“Groome is going to be a fantastic partner for W-S, our entire team could not be more excited about the partnership and the path forward. We enjoyed working with the team at Bridgepoint and learned a lot from them during this process and would certainly utilize them again in such a situation.”
- Troy Holm, President of W-S Companies
Bridgepoint Advises W-S Companies, a Leading Provider of Industrial and Mechanical Services, on Its Sale to Groome Industrial Service Group
March 19, 2024 – Council Bluffs, IA – Bridgepoint Investment Banking’s (“Bridgepoint”) Industrials team acted as the sole financial advisor to W-S Companies (“W-S”) on its sale to Groome Industrial Service Group (“Groome”), a portfolio company of Argosy Private Equity.
W-S, headquartered in Council Bluffs, IA, is a leading provider of industrial and mechanical services to a variety of end-markets, including the power, utilities, refining, chemical, and manufacturing sectors, among others. The combination of W-S’s and Groome’s complimentary service offerings across cleaning, maintenance, and repair creates an industry leader with significant geographic and end-market reach.
“Groome is going to be a fantastic partner for W-S, our entire team could not be more excited about the partnership and the path forward. We enjoyed working with the team at Bridgepoint and learned a lot from them during this process and would certainly utilize them again in such a situation,” commented Troy Holm, President of W-S Companies.
“We are thrilled for Troy, Andy, John and the rest of the W-S Management team to have found such a complementary home for the entire W-S family. Groome and Argosy will be fantastic partners and it will be exciting to see these great service providers join forces and expand their offering across some growing and important industrial service markets,” commented Bryan Wallace, Managing Director and Industrial & Utility Services Team Lead. “We are excited to see continued traction in an industry we care about and spend a lot of time in – the utility services vertical is seeing tremendous tailwinds and investment interest, and we expect that to continue in 2024,” he added.
“We are incredibly excited to be a part of the process – this outstanding result allows for the continuation of the W-S legacy and an exciting vision for the future. Groome is a trusted, long-term partner and this combination allows the two entities to deliver even greater value to their clients and communities,” said Kate Loughran, Managing Director.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology, and consumer and retail. Bridgepoint is a division of Bridgepoint Holdings NE, LLC, offering securities through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity. Learn more about Bridgepoint at bridgepointib.com.
About W-S Companies
Founded in 1993, W-S Companies is an industrial and mechanical services company. Headquartered in Council Bluffs, Iowa, W-S is comprised of eight entities and has offices throughout the Midwest and Gulf Coast, serving power, food and beverage, refining, utilities, chemical, manufacturing, pulp and paper, municipal, upstream and downstream companies.
- TRANSACTION Growth Refinancing
- DATE January 2024
Bridgepoint Investment Banking Advises iLink Business Management on Growth Financing
January 23, 2024 – Rancho Cucamonga, CA – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to iLink Business Management (iLink) on their growth debt refinancing.
iLink Business Management is a provider of light industrial staffing, recruiting, business management, human resources and safety and risk management partner that assists small business clients with talent management strategies to attract and retain employees in an optimum work environment. They can help implement compensation and performance review systems, recognition programs and team building events. Headquartered in California, the Company has experienced tremendous growth due to their expertise and the reliability they can provide their clients.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation. Learn more about Bridgepoint Investment Banking at bridgepointib.com.
About iLink Business Management
iLink Business Management, Inc. is a provider of staffing and business management services to small businesses. iLink Business Management offers short- or long-term temporary staffing solutions, recruiting, human resources, safety and risk management services, and on-the-job training programs. The company ensures that their applicants are skilled and cross-trained in areas such as forklift training, safety training, OSHA, first aid, and hazmat experience. iLink has multiple branches across the United States.
Has Been Acquired By
- TRANSACTION Sell-side Advisory
- DATE August 2023
“The Bridgepoint team’s expertise and professionalism were invaluable throughout the process, and their industry knowledge and strong relationships brought us to this successful outcome. Bridgepoint’s efforts on behalf of Garner and our stakeholders found us the right partner to drive our continued growth.”
- Scott McLain, President of Garner
Bridgepoint Advises Nebraska-Based Manufacturer, Garner Industries, on Its Sale to ShoreView Industries
August 21, 2023 – Lincoln, NE – Bridgepoint Investment Banking’s (“Bridgepoint”) Industrials team acted as the exclusive financial advisor to Garner Industries (“Garner”) on its sale to ShoreView Industries (“ShoreView”.)
Garner, headquartered in Lincoln, NE, is an industry-leading manufacturer and supplier of level-measurement sensors, as well as a custom injection molder with a range of fabrication capabilities. Bridgepoint’s industry expertise and competitive process yielded the perfect partner in Minneapolis-based private equity group ShoreView. The partnership will allow Garner to enter the next phase of its growth strategy through both new product development and penetration into new, high-value end markets.
“Phil Mullin, the majority owner and leader of Garner for more than 50 years, was looking to retire but wanted to leave the company in excellent hands,” commented Scott McLain, President of Garner. “We found the right partner working with the Bridgepoint team who brought us ShoreView.”
“The Bridgepoint team’s expertise and professionalism were invaluable throughout the process, and their industry knowledge and strong relationships brought us to this successful outcome. Bridgepoint’s efforts on behalf of Garner and our stakeholders found us the right partner to drive our continued growth,” continued Scott McLain.
“We’re excited for Phil, Scott, and the entire Garner team. As a firm that passionately serves family- and founder-owned businesses, it was a privilege to bring together two strong Midwest companies in this transaction. We’re confident the Garner management team, employees, and the broader Lincoln community will find a successful partner in ShoreView and we’re excited for their future together,” added Kate Loughran, Managing Director and Co-Head of Industrials at Bridgepoint.
“Bridgepoint was pleased to have been selected by the owners of Garner Industries to assist them in locating a capital provider to help them achieve the next level of their corporate growth strategy. With alignment from beginning to end, Bridgepoint was able to “provide value” to one of Nebraska’s premier manufacturers. The owners of Garner achieved their goals and objectives on behalf of their great employees, excellent worldwide customer base, and the Lincoln community that they have proudly served for more than 70 years,” added General Counsel and Managing Director, Wm. Lee Merritt.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About Garner Industries
Garner Industries is an ISO 9001:2008 certified company established in 1953 and headquartered in a 75,000 square foot manufacturing facility in Lincoln, Nebraska, USA. The company provides high-quality, cost-effective precision tooling, mold building, custom machining and plastic injection molding for a diverse variety of industries including electronics, telecommunications, medical, automotive, defense and aerospace. The company is also leading worldwide manufacturer of the BinMaster® brand of bulk solid and liquid bin level indicators for the feed & grain, food, plastics, pulp & paper, power, mining, and concrete industries.
- TRANSACTION Refinancing & Growth Capital Raise
- DATE July 2023
“Thanks to Bridgepoint’s access to capital sources, expertise and strategic guidance through our successful capital raise, we are now well positioned to grow large new markets for our StandOut AI/Video Opportunity Drivers. Bridgepoint connected us with the most capital efficient solution and played a key role with our team throughout the capital raise process. Not only were they solid advisors and reliable managers, they were attentive, gracious and fun to work with.”
- Jim Wolfston, CEO of CollegeNET
Bridgepoint Investment Banking Arranges Refinancing, Growth and Shareholder Liquidity Capital for CollegeNET
July 18, 2023 – Portland, OR – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to CollegeNET, Inc. on their capital raise to fund growth through structured capital.
CollegeNET is a developer of important new product markets for higher education, including the world’s first automated classroom scheduling system and the first patented system for serving institution-branded web-based admissions forms. Today the company’s products include facility scheduling and optimization software, web-based admissions processing, AI-powered virtual classrooms, video interviewing and focus groups. Over 1,000 higher education institutions worldwide rely on CollegeNET as they seek to drive more efficient operations and greater economic mobility for their students.
“Thanks to Bridgepoint’s access to capital sources, expertise and strategic guidance through our successful capital raise, we are now well positioned to grow large new markets for our StandOut AI/Video Opportunity Drivers. Bridgepoint connected us with the most capital efficient solution and played a key role with our team throughout the capital raise process. Not only were they solid advisors and reliable managers, they were attentive, gracious and fun to work with,” said Jim Wolfston, CEO of CollegeNET.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology, and consumer and retail. Bridgepoint is a division of Bridgepoint Holdings NE, LLC, offering securities through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity. Learn more about Bridgepoint at bridgepointib.com.
About CollegeNET
CollegeNET, Inc. is a prime mover and developer of important new product markets for higher education, including the world’s first automated classroom scheduling system and the first patented system for serving institution-branded web-based admissions forms. Today, CollegeNET is pioneering new AI/Supercomputing/Video markets that enhance learning and career opportunities for students and citizens. The company’s new suite of Opportunity Drivers include StandOut® Intelligent Mirror and StandOut Classroom. Intelligent Mirror provides patented AI voice analysis technology and self-guided practice for job seekers, professionals, and others who want to improve their speaking skills and self-confidence (www.standout.com). StandOut Classroom solves the long-standing “degree pathways” problem by introducing a new, asynchronous learning environment that requires no specification of time or place. CollegeNET systems are now used by more than 1,000 institutions worldwide for event and academic scheduling, virtual classroom instruction, career preparation, college admissions, campus hiring, candidate recruitment, and course evaluation.
Has Been Acquired By
- TRANSACTION Sell-side Advisory
- DATE June 2023
Bridgepoint Advises Temco Logistics on its Sale to The Home Depot (NYSE: HD)
June 26, 2023 – Pomona, CA – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Temco Logistics (“Temco”) on its sale to The Home Depot (“Home Depot”).
Temco Logistics is the premiere white-glove delivery and installation solution provider for big and bulky goods. As one of the largest final mile providers, and the only dedicated employee model, Temco has been providing world class service for America’s largest retailers since 1968. The Home Depot is the world’s largest home improvement retailer, with approximately 500,000 associates in more than 2,300 U.S., Canadian, and Mexican stores. Together, Temco and The Home Depot will provide Home Depot customers with the industry’s best residential or commercial delivery services.
“We are extremely excited for Lance, Nick, and the entire Temco team. As a firm that passionately serves family and founder-owned transportation businesses, it is a privilege to help the Templeton family transition ownership to The Home Depot. We know the management team, employees, and the communities Temco serves will be cared for, and ‘Temco Pride’ will live on,” commented Bridgepoint Managing Director and Transportation sector head Mike Letsch.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation. Learn more about Bridgepoint Investment Banking at bridgepointib.com.
Has Been Acquired By
- TRANSACTION Sell-side Advisory
- DATE June 2023
Testimonials
Bridgepoint Advises 25th Largest Staffing Company in the U.S. on its Completed Acquisition by Jackson Healthcare
June 12, 2023 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor to Omaha-based LRS Healthcare on their completed acquisition by Jackson Healthcare, following the companies’ news of their definitive agreement to combine last month.
LRS Healthcare, which specializes in nurse and allied health staffing, will continue to run the business under the LRS brand name from its long-standing location in Omaha, Nebraska. Jeff Beckmann is continuing in his role as president of LRS Healthcare, along with the company’s management team and nearly 500 associates.
The joining of LRS Healthcare and Jackson Healthcare makes them one of the largest healthcare staffing organizations in the nation.
“LRS Healthcare is pleased to have worked with Bridgepoint Investment Banking on the sale transaction to Jackson Healthcare. Their expertise and professionalism were invaluable throughout the entire process. Bridgepoint’s deep industry knowledge and strong relationships helped us secure a successful outcome for our company and our stakeholders,” commented Steve Lawrence, founder and CEO of LRS Healthcare.
LRS Healthcare President Jeff Beckmann added, “From the first meeting all the way to signing, hiring Bridgepoint proved to be one of the best decisions we could have made. Combining effective collaboration with actionable insights, Steve and I were always informed on the broader market, industry activity and our process. In addition to their M&A expertise, their consistent communication allowed us to form a trustworthy relationship with the deal team that proved invaluable through a dynamic M&A and credit market. Ultimately, Bridgepoint’s buyer connectivity and reliable advice allowed us to pick the best partner as we enter this new phase of growth.”
“We were excited to be a part of the process to match two high-caliber companies. We are proud of the collaboration among financial, legal and operational deal teams to arrive at an outstanding result, with Steve Lawrence finding a world-class organization to carry on his legacy and nurture his employees, and Jeff Beckmann having a new larger platform on which to execute his vision for the future,” commented Bridgepoint Managing Director Gary Grote.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including including healthcare, industrials, transportation, business and IT services, technology, and consumer and retail. Bridgepoint is a division of Bridgepoint Holdings NE, LLC, offering securities through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity. Learn more about Bridgepoint at bridgepointib.com.
About LRS Healthcare
LRS Healthcare is a leading provider of medical staffing that connects exceptional nursing and allied healthcare professionals to incredible facilities nationwide. For more than 17 years, its central focus has been to help people reach their true potential and healthcare professionals provide the best patient care possible. LRS is committed to working with the best talent in the industry, while making the healthcare staffing process as simple as possible for both travelers and healthcare clients. To learn more, visit www.LRShealthcare.com.
Has Been Acquired By
- TRANSACTION Sell-side Advisory on Sale to Empyrean Benefit Solutions, a Subsidiary of Securian Financial Group
- DATE March 2023
“Throughout the process, Bridgepoint has been an invaluable advisor to our Board, providing expert guidance on strategic alternatives, transaction rationale, and process. Bridgepoint’s deep expertise in Technology M&A was particularly appreciated in the success of our transaction. The Bridgepoint team helped us navigate every aspect of the process with honesty and respect for all involved. We feel they were a great representation of Enspire and their partnership was critical to the exceptional outcome for our team.”
- Amanda Wiles, Founder & Chief Executive Officer of Enspire
Bridgepoint Software and Technology Team Advises Enspire during Acquisition with Empyrean
March 13, 2023 – Austin, TX – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor to Enspire (“Enspire”) on their sale to Empyrean Benefit Solutions (“Empyrean”), a subsidiary of Securian Financial Group, Inc. (“Securian”).
Enspire—the leading digital employee engagement and communication platform—powers a custom employee app that improves employee experiences and productivity for impressive employee retention. Enspire solves employee needs by integrating all employee communication and resources enterprise-wide into one custom-branded employee app. From benefits to company alerts, employee spotlights, and more, everything employees need through the entire employee life cycle is easily accessed through one convenient digital hub. Enspire platform analytics and engagement intelligence capabilities provide valuable insights to employers by measuring employee engagement.
Through Bridgepoint’s competitive process, a great partner was found in Empyrean, a benefits administration platform that provides scalable and tailored benefits for employees through technology.
Through the acquisition of Enspire, Empyrean adds an expanded people-centric dimension to its innovative benefits administration technology and compassionate support services. Called +YOU, the new solution integrates Enspire’s employee communication and engagement technology with Empyrean’s benefits administration platform to become a fully customizable and employer-branded people experience—a single front door to an employer’s suite of tools for employee productivity, wellness, communications, and benefits.
“We are excited to partner with Empyrean who believes that everybody deserves a workplace culture that supports their total well-being through benefits for over 5 million people. Our shared vision of leveraging technology to enhance employee experience is a driving force behind our collaboration. We are confident about the future of Enspire and the transformative growth that will be realized with Empyrean’s support,” commented Amanda Wiles, Founder & Chief Executive Officer of Enspire.
“Throughout the process, Bridgepoint has been an invaluable advisor to our Board, providing expert guidance on strategic alternatives, transaction rationale, and process. Bridgepoint’s deep expertise in Technology M&A was particularly appreciated in the success of our transaction. The Bridgepoint team helped us navigate every aspect of the process with honesty and respect for all involved. We feel they were a great representation of Enspire and their partnership was critical to the exceptional outcome for our team,” added Wiles.
“This is the second transaction over the past three years on which Bridgepoint has advised the companies I am involved with. The Bridgepoint team provided exceptional guidance and support, and their dedication to achieving the best possible outcome is truly unmatched,” commented Mark Huber, Investor and Former Chief Strategy Officer of Enspire.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology, and consumer and retail. Bridgepoint is a division of Bridgepoint Holdings NE, LLC, offering securities through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity. Learn more about Bridgepoint at bridgepointib.com.
About Enspire
Enspire is the leading digital workforce platform for employee engagement. This innovative women-owned business is transforming the HR industry with its innovative engagement intelligence technology solutions and passionate team of communication experts. Enspire provides a digital communication platform, team of digital strategy experts, and an analytics engine for engagement intelligence proven to advance employee engagement, productivity, and retention. Learn more about Enspire at enspire.com.
Has Been Acquired By
- TRANSACTION Sell-side Advisory
- DATE January 2023
Testimonials
Bridgepoint’s Expertise in Display, Signage and Print Instrumental In Media One’s Sale to American Pacific Group
January 30, 2023 – Garden Grove, CA – Bridgepoint Investment Banking’s (“Bridgepoint”) industry-leading Display, Signage and Print team (“DS&P”) acted as the exclusive financial advisor to Media One Digital Imaging Solutions (the “Company” or “Media One”) on their sale to American Pacific Group (“APG”).
Media One will become APG’s second platform investment in the display, signage and print space and will continue to offer unique and customized solutions for the digital textile printing and large format digital printing markets in the U.S. and Canada. Jason Bartusick, CEO, and Ed Prieto, COO, will remain with Media One and continue to drive the day-to-day operations.
“We are very excited to partner with American Pacific Group—they know the industry and together we have a fantastic plan to grow Media One and expand our services and the capabilities we provide to customers,” commented Jason Bartusick, CEO.
“Ultimately, this deal does not get done without the team at Bridgepoint—they were true advisors throughout the process and guided us from start to finish. Bridgepoint’s expertise in the display, signage and print market is real and that expertise was instrumental to our success—they understood what buyers were looking for and how to communicate our value add to the marketplace,” added Bartusick.
This marks the second transaction Bridgepoint has worked on with APG. The first was completed in 2021 when APG acquired Fellers, Inc.—one of the largest distributors of vinyl vehicle wraps and vinyl signage materials in the world.
Bridgepoint Managing Director Bryan Wallace added, “We are very excited for Jason and Ed as they embark on this next stage of growth with APG. We very much enjoy adding and creating value for our founder and family-owned clients and were thrilled to leverage our expertise in the display, signage, and print vertical to create the optimal outcome for Media One.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail.
About Media One
Media One has five warehouse locations across the county and is a full-service technology integration company focused on textile printing with solutions for every aspect of large format printing, from paper, fabric, to workflow, color management, digital printing equipment, sewing, precision laser cutting and finishing. Media One has a full-range of printable fabrics that form a matched-component system integrating software, equipment, ink, and profiles for optimal performance. Learn more at http://www.mediaoneusa.com/
- TRANSACTION Growth Capital Raise
- DATE January 2023
“At JT Logistics, we are always striving for growth and innovation, and this new capital will allow us to take our business to the next level. We are grateful to have Bridgepoint’s expertise and guidance on our side. With this new funding, JT Logistics is well-positioned to continue our expansion and “Create Amazing” for our clients every day. We look forward to the exciting opportunities and developments that this growth capital will bring. Thank you to Bridgepoint Investment Banking for their partnership and support in this process.”
- Jamie Cord, President and CEO of JT Logistics
Bridgepoint Investment Banking Arranges Growth Capital for JT Logistics
January 9, 2023 – Des Moines, IA – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to JT Logistics on their growth capital financing with Old National Bank and Peoples Bank.
JT Logistics (“JT” or the “Company”), recognized by Inc. 5000 as one of the fastest-growing private companies in the U.S., is a warehousing and transportation company in the 3rd party logistics and supply chain industries, headquartered in Des Moines IA. Over the last 9-months, JT has acquired two logistics companies and opened a new 330,000 square foot warehouse to continue its expansion across the country. The expansion strengthens their ability to service clients coast-to-coast and offer additional expertise and services to their customer base.
“At JT Logistics, we are always striving for growth and innovation, and this new capital will allow us to take our business to the next level,” said Jamie Cord, President and CEO of JT Logistics. “We are grateful to have Bridgepoint’s expertise and guidance on our side. With this new funding, JT Logistics is well-positioned to continue our expansion and “Create Amazing” for our clients every day. We look forward to the exciting opportunities and developments that this growth capital will bring. Thank you to Bridgepoint Investment Banking for their partnership and support in this process.”
Bridgepoint Managing Director, Mike Letsch added, “JT Logistics is a leader in the industry, and we are confident that this new funding will allow them to continue their rapid expansion and solidify their position as a go-to partner for businesses in need of reliable and efficient warehousing solutions. The team that Jamie and Troy have built is exceptional and we are honored they chose us!”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including transportation, industrials, healthcare, business and IT services, technology and consumer and retail. Learn more about Bridgepoint at bridgepointib.com.
About JT Logistics
JT Logistics is a transportation and supply chain leader in the third-party logistics industry. With over 3 million square feet of storage across 17 U.S. locations, we provide state-of-the-art warehouse, transportation, and fulfillment services to clients worldwide. Strategically headquartered in the heartland, JT Logistics goes beyond for your company.
Has Been Acquired By
- TRANSACTION Sell-side Advisory to Newport Healthcare, a Portfolio of Onex Corporation (TSX: ONEX)
- DATE November 2022
“Bridgepoint’s healthcare team worked tirelessly on our behalf to find a strategic partner—Newport Healthcare—that is dedicated to helping our management team continue its passion and mission of providing each individual patient the psychiatric care they truly need. Bridgepoint’s understanding of our business model and nuanced reimbursement issues were critical factors in maximizing the transaction’s outcome for all stakeholders. Having worked with Bridgepoint on multiple transactions, I can ardently endorse their integrity and intellect.”
- Stephen Setterberg, MD, Founder & President of PrairieCare.
Bridgepoint Advises PrairieCare on Its Sale to Newport Healthcare, a Portfolio Company of Onex Corporation
November 30, 2022 – Minneapolis, MN – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor to PrairieCare on its sale to Newport Healthcare (“Newport”), a portfolio company of Onex Corporation (“Onex”) (TSX: ONEX).
After successfully working together in 2019 to find capital for a debt recapitalization and growth financing, PrairieCare again leaned on Bridgepoint’s healthcare investment banking team to partner their company.
“Bridgepoint’s healthcare team worked tirelessly on our behalf to find a strategic partner—Newport Healthcare—that is dedicated to helping our management team continue its passion and mission of providing each individual patient the psychiatric care they truly need. Bridgepoint’s understanding of our business model and nuanced reimbursement issues were critical factors in maximizing the transaction’s outcome for all stakeholders. Having worked with Bridgepoint on multiple transactions, I can ardently endorse their integrity and intellect,” commented Dr. Stephen Setterberg, MD, Founder & President of PrairieCare.
Bridgepoint Managing Director Gary Grote added, “This transaction is the culmination of many years of working with our friends at PrairieCare over several transactions. They do remarkable work providing world-class psychiatric treatment and we are excited to see how they will expand their platform in partnership with Newport Healthcare. I’m proud of our team’s execution of a multi-faceted process that touched all parts of the capital stack and ultimately resulted in an optimal outcome for the PrairieCare team and their important mission.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including healthcare. Learn more about Bridgepoint Investment Banking at bridgepointib.com.
About Newport Health
Newport Healthcare provides evidence-based healing centers for teens, young adults, and families struggling with primary mental health issues. Newport offers a family-systems approach with individualized, integrated programs that combine clinical and experiential therapies with academic or career support. Newport’s nationwide residential and outpatient treatment programs bring teens and young adults from self-destruction to self-esteem, addressing the underlying causes of high-risk behavior from a foundation of compassionate care, clinical expertise, and unconditional love. With a commitment to advocacy, Newport is creating a movement to shift our mental health culture from awareness to action, with the primary mission to empower lives and restore families.
About PrairieCare
PrairieCare is one of the nation’s most innovative, fastest-growing psychiatric health systems, offering psychiatric services for all ages, including free mental health screenings, clinic services, intensive outpatient programs (IOP), partial hospital programs (PHP) and residential services. PrairieCare is based in Minnesota, with nine locations across the Twin Cities metro area, Mankato and Rochester. For more information about services offered, visit prairie-care.com.
About Onex
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our clients and shareholders. Onex’ two primary businesses are Private Equity and Credit. In Private Equity, we raise funds from third-party investors, or limited partners, and invest them, along with Onex’ own investing capital, through the funds of our private equity platforms, Onex Partners and ONCAP. Similarly, in Credit, we raise and invest capital across several private credit, public credit and public equity strategies. Our investors include a broad range of global clients, including public and private pension plans, sovereign wealth funds, insurance companies and family offices. In addition, through our private wealth platform, we service high net worth clients in Canada. In total, Onex has $48.4 billion in assets under management, of which $7.9 billion is Onex’ own investing capital. With offices in Toronto, New York, New Jersey, Boston and London, Onex and its experienced management teams are collectively the largest investors across Onex’ platforms.
- TRANSACTION Preferred Equity Capital Raise for Portfolio Acquisition
- DATE April 2022
“It was a pleasure working with Bridgepoint in our search for a strategic financing partner. The Bridgepoint team was able to successfully connect us with Waterfall Asset Management, a firm that shares Cook’s interest and commitment to the manufactured housing asset class. We look forward to future partnership opportunities."
- Scott Mulcahy, CFO of Cook Properties
Bridgepoint Investment Banking Arranges Preferred Equity for Portfolio Acquisition for Cook Properties
April 7, 2022 – Rochester, NY – Bridgepoint Investment Banking (“Bridgepoint”) acted as financing arranger to Cook Properties on their preferred equity capital raise with Waterfall Asset Management (“Waterfall”).
Cook Properties NY (“Cook” or the “Company”), is a family-owned and operated real estate management and development company with $325 million in assets under management. Cook Properties owns and manages 200,000+ square feet of commercial, retail office space, self-storage units and manufactured home parks totaling 6,500 pads. The Company sought the assistance of Bridgepoint to secure alternative capital to support their acquisition of a 54-park portfolio with 2,300 pads in Upstate New York. The acquisition has now elevated Cook Properties as the largest owner and operator of manufactured homes and parks in the state of New York. Bridgepoint ran a comprehensive capital raising process, which was met with substantial interest from the market from both preferred equity and private debt providers. Cook was able to choose from a variety of financing structures and growth partners. Cook ultimately selected Waterfall Asset Management due to their real estate expertise and flexible financing structure.
“It was a pleasure working with Bridgepoint in our search for a strategic financing partner,” said Scott Mulcahy, CFO of Cook Properties. “The Bridgepoint team was able to successfully connect us with Waterfall Asset Management, a firm that shares Cook’s interest and commitment to the manufactured housing asset class. We look forward to future partnership opportunities.” “We are thrilled to have formed new relationships allowing us to effectively scale our operations,” said Jeff Cook, Managing General Partner and CEO of Cook Properties. “Becoming the #1 owner and operator of MHCs in New York State is an exciting milestone for us as we continue to redefine the manufactured housing industry.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors. Learn more about Bridgepoint at www.bridgepointib.com.
About Cook Properties
Cook Properties NY is New York State’s largest owner and operator of Manufactured Housing Communities with $325 million in assets under management. Family-owned and operated since 1997, Cook’s real estate portfolio includes manufactured housing communities totaling 6,500 pads, along with retail, office, and storage facilities. Learn more about Cook Properties at www.cookpropertiesny.com.
Contact:
Subhash Marineni, Director
Bridgepoint Investment Banking
smarineni@bridgepointib.com
402.817.7960
- TRANSACTION Growth Capital Raise
- DATE March 2022
“This capital will strengthen our balance sheet, open doors to superior senior debt, and allow us to be opportunistic in a bull or bear market. We look forward to the relationship with Searchlight.”
- Adam Davidson, Davidson Homes CEO
Bridgepoint Investment Banking Arranges Growth Capital Raise for Davidson Homes
March 31, 2022 – Huntsville, AL – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to Davidson Homes on their growth capital financing with Searchlight Capital.
Davidson Homes (“Davidson” or the “Company”), a Huntsville, AL-based home builder serving markets throughout the southeastern U.S., has experienced impressive growth in recent years. The Company sought the assistance of Bridgepoint to secure growth capital to support their expansion efforts in both existing and new markets. Bridgepoint ran a comprehensive capital raising process, which was met with substantial interest from the market – both debt and preferred equity and allowed Davidson to choose from a variety of financing structures and growth partners. Davidson ultimately selected Searchlight Capital due to their industry expertise and flexible financing structure.
“Bridgepoint is thrilled to have advised Davidson Homes in their partnership with Searchlight,” said Bridgepoint Managing Director Bryan Wallace. “Adam Davidson is a visionary and is building something special at Davidson Homes – he has assembled a team and an organization poised to do great things. We are happy to have found such an experienced partner for Davidson in Searchlight Capital, who will help Adam and the Davidson Homes team drive future growth.”
“This capital will strengthen our balance sheet, open doors to superior senior debt, and allow us to be opportunistic in a bull or bear market. We look forward to the relationship with Searchlight” added Davidson Homes CEO, Adam Davidson.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including construction, engineering and industrials.
About Davidson Homes
Founded in 2009, Davidson Homes is one of the country’s fastest growing home builders, offering home buyers throughout the southeastern U.S. quality construction and materials, superior value and an unprecedented level of personalization. Learn more about Davidson Homes at davidsonhomesllc.com.
- TRANSACTION Debt Capital Raise to Support Minority Shareholder Buyout
- DATE January 2022
Testimonials
Bridgepoint Investment Banking Arranges Minority Shareholder Buyout Financing for Atlas MedStaff
January 25, 2022 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to Atlas MedStaff (“Atlas”) on their debt capital raise, which supported the buyout of multiple minority shareholders.
Bridgepoint’s leveraged finance process found Atlas MedStaff a solid financing partner in a large US bank, allowing the company to enter its next phase of growth and enabling President Steve Ryan and Chief Marketing Officer Rich Smith to consolidate ownership and fully realize the future growth of the company.
After a successful commercial bank refinancing in spring of 2021, Atlas again trusted Bridgepoint’s staffing sector team, to deliver the best deal for Atlas MedStaff, keeping the company’s best interests at the forefront throughout the process. Bridgepoint facilitated a friendly and good-faith transaction between the company, the selling shareholders and the financing sources. Bridgepoint’s staffing investment banking experts ultimately negotiated competitive pricing and terms that helped Atlas lower their cost of capital and position them for the next phase of growth.
“This is the second time Bridgepoint has come through for us in the last year. We look forward to working with them on future projects,” commented Steve Ryan, President of Atlas MedStaff.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including staffing and business services. Learn more about Bridgepoint at www.bridgepointib.com.
About Atlas MedStaff
Founded in 2012, Atlas MedStaff supplies traveling healthcare professionals to hospitals in all 50 states. Atlas MedStaff is Certified Veteran Owned and ranks as the 20th Largest Traveling Nurse Agency in the country. Atlas MedStaff operates from their corporate headquarters in Omaha, NE as well as a recently-opened satellite office in Dallas, TX. They also have a YouTube channel with over 1,500 videos dedicated to travel nursing, located at www.youtube.com/atlasmedstaffmedia. Learn more about Atlas MedStaff at www.atlasmedstaff.com.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE December 2021
Testimonials
Bridgepoint Advises TekBrands, LLC on Its Sale to WILsquare Capital
December 16, 2021 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to TekBrands, LLC on their sale to WILsquare Capital.
TekBrands, headquartered in Omaha, NE, is an organization focused on developing innovative solutions for quilters and creatives with a history of leading innovative change in the market by providing fabric and paper cutting machines, dies and other consumables to a growing customer base through its brands AccuQuilt, AccuCut, MemoryStitch and Custom Shape Pros.
Bridgepoint’s competitive process found TekBrands a great partner in Midwest-based private equity group WILsquare Capital. The partnership allows the company to pursue its next phase of growth, increase consumer awareness of their products and further penetrate domestic and international markets with WILsquare’s support and the leadership of the management team, who will stay with the company post-transaction.
TekBrands partnered with Bridgepoint to execute this transaction because of Bridgepoint’s expertise in the consumer industry, local accountability and their ability to provide an institutional Wall Street-quality process. Bridgepoint exercised their experience in branded consumer products and direct-to-consumer brands to deliver a premium market valuation for the company. By building trust with the management team, maintaining competitive tension and exemplifying leadership and perseverance throughout the process, Bridgepoint proudly delivered a successful outcome for TekBrands.
“Lynette and I relied on our team of advisors throughout this process, and we needed to have an investment banker who matched our values and whom we could trust,” said Steve Nabity, owner and executive chairman of TekBrands. “Bridgepoint worked tirelessly as an advocate for our family and our company, and we ultimately achieved an optimal outcome with a terrific partner for future growth.”
Bridgepoint Managing Director and transaction lead Gary Grote added, “We were thrilled to bring together two phenomenal Midwestern companies in this transaction, and proudly helped TekBrands showcase their explosive growth to the market through the pandemic. The growth plan of TekBrands’ exceptional management team will be turbocharged by WILsquare as the company continues to lead the creative maker movement.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including consumer, retail and branded consumer products. Learn more about Bridgepoint at www.bridgepointib.com.
About TekBrands, LLC
TekBrands, headquartered in Omaha, NE, is an organization focused on developing innovative solutions for quilters and creatives through its subsidiaries AccuQuilt, AccuCut, MemoryStitch and Custom Shape Pros. Learn more about TekBrands at www.tekbrandsllc.com.
FINANCING PROVIDED BY
- TRANSACTION Staple Financing
- DATE December 2021
“Despite being faced with numerous business, market and regulatory hurdles during the process, Bridgepoint effectively navigated every challenge with a professional, calm and honest approach and delivered an outstanding outcome to Frank Fellers and the Fellers management team. The highly competitive process run by Bridgepoint led to a market-clearing valuation and found us the right partner in APG. We are very excited to be partnering with the team at APG – they are consummate professionals who can help Fellers achieve its long-term growth objectives.”
- Tom Brophy, CEO of Fellers
Bridgepoint Advises Fellers, Inc. on Its Sale to American Pacific Group
December 6, 2021 – Tulsa, OK – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Fellers, Inc. on their sale to American Pacific Group (“APG”). APG partnered with financing sources Platinum Equity and Angelo Gordon to complete the transaction.
Fellers, the world’s largest wrap supply company, is the leading distributor of vehicle wrap products in the world and one of the largest distributors of vinyl and related sign supplies in the U.S. Fellers CEO, Tom Brophy, will remain with the company in his current capacity.
Fellers engaged Bridgepoint after an extensive interview process, ultimately selecting Bridgepoint due to the firm’s expertise, focus on core values and tenacious pursuit of the ideal outcome for the entire Fellers team. Through the process, the team at Bridgepoint is proud to have formed a deep and lasting relationship with the Fellers management team.
“Despite being faced with numerous business, market and regulatory hurdles during the process, Bridgepoint effectively navigated every challenge with a professional, calm and honest approach and delivered an outstanding outcome to Frank Fellers and the Fellers management team,” said Tom Brophy, CEO of Fellers. “The highly competitive process run by Bridgepoint led to a market-clearing valuation and found us the right partner in APG.” Brophy continued, “We are very excited to be partnering with the team at APG – they are consummate professionals who can help Fellers achieve its long-term growth objectives.”
Scot Kerns, Fellers CFO, commented, “The amount of work required to sell a company this size can be daunting, but Bridgepoint was relentless in their efforts to drive the deal forward. The Bridgepoint team provided tremendous support in the preparation, due diligence, marketing and closing processes. Their expertise was on display throughout and we were fortunate to have them represent us in this sale.”
Bridgepoint Managing Director Bryan Wallace added, “Frank Fellers is truly a visionary – his hard work and determination took Fellers from a one-location operation in his garage to the largest wrap supply company in the world with 58 locations in the U.S. We are proud to have partnered with Frank Fellers, Tom Brophy and the entire Fellers management team to find them the right partner and we are excited to see what’s in store for the Fellers and APG teams.”
In addition to serving as exclusive financial advisor to Fellers, Bridgepoint introduced the buyer to the financing partners that helped consummate the transaction. Wallace added, “This deal is a great example of the value that the Bridgepoint platform can add for clients. In this transaction, we not only ran a competitive process that identified the ultimate buyer, but also leveraged our financing relationships to introduce Platinum Equity to APG to increase deal certainty and likelihood to close.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials and distribution. Learn more about Bridgepoint at www.bridgepointib.com.
About Fellers, Inc.
Fellers, Inc., headquartered in Tulsa, OK, is the world’s largest vehicle wrap distributor and one of the largest distributors of vinyl and related sign supplies in the U.S. Learn more about Fellers at www.fellers.com.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE December 2021
“Despite being faced with numerous business, market and regulatory hurdles during the process, Bridgepoint effectively navigated every challenge with a professional, calm and honest approach and delivered an outstanding outcome to Frank Fellers and the Fellers management team. The highly competitive process run by Bridgepoint led to a market-clearing valuation and found us the right partner in APG. We are very excited to be partnering with the team at APG – they are consummate professionals who can help Fellers achieve its long-term growth objectives.”
- Tom Brophy, CEO of Fellers
Bridgepoint Advises Fellers, Inc. on Its Sale to American Pacific Group
December 6, 2021 – Tulsa, OK – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor to Fellers, Inc. on their sale to American Pacific Group (“APG”). APG partnered with financing sources Platinum Equity and Angelo Gordon to complete the transaction.
Fellers, the world’s largest wrap supply company, is the leading distributor of vehicle wrap products in the world and one of the largest distributors of vinyl and related sign supplies in the U.S. Fellers CEO, Tom Brophy, will remain with the company in his current capacity.
Fellers engaged Bridgepoint after an extensive interview process, ultimately selecting Bridgepoint due to the firm’s expertise, focus on core values and tenacious pursuit of the ideal outcome for the entire Fellers team. Through the process, the team at Bridgepoint is proud to have formed a deep and lasting relationship with the Fellers management team.
“Despite being faced with numerous business, market and regulatory hurdles during the process, Bridgepoint effectively navigated every challenge with a professional, calm and honest approach and delivered an outstanding outcome to Frank Fellers and the Fellers management team,” said Tom Brophy, CEO of Fellers. “The highly competitive process run by Bridgepoint led to a market-clearing valuation and found us the right partner in APG.” Brophy continued, “We are very excited to be partnering with the team at APG – they are consummate professionals who can help Fellers achieve its long-term growth objectives.”
Scot Kerns, Fellers CFO, commented, “The amount of work required to sell a company this size can be daunting, but Bridgepoint was relentless in their efforts to drive the deal forward. The Bridgepoint team provided tremendous support in the preparation, due diligence, marketing and closing processes. Their expertise was on display throughout and we were fortunate to have them represent us in this sale.”
Bridgepoint Managing Director Bryan Wallace added, “Frank Fellers is truly a visionary – his hard work and determination took Fellers from a one-location operation in his garage to the largest wrap supply company in the world with 58 locations in the U.S. We are proud to have partnered with Frank Fellers, Tom Brophy and the entire Fellers management team to find them the right partner and we are excited to see what’s in store for the Fellers and APG teams.”
In addition to serving as exclusive financial advisor to Fellers, Bridgepoint introduced the buyer to the financing partners that helped consummate the transaction. Wallace added, “This deal is a great example of the value that the Bridgepoint platform can add for clients. In this transaction, we not only ran a competitive process that identified the ultimate buyer, but also leveraged our financing relationships to introduce Platinum Equity to APG to increase deal certainty and likelihood to close.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including industrials and distribution. Learn more about Bridgepoint at www.bridgepointib.com.
About Fellers, Inc.
Fellers, Inc., headquartered in Tulsa, OK, is the world’s largest vehicle wrap distributor and one of the largest distributors of vinyl and related sign supplies in the U.S. Learn more about Fellers at www.fellers.com.
HAS ACQUIRED
- TRANSACTION Buy-side Advisory on Acquisition of Cosmetic Specialties International
- DATE October 2021
“We are incredibly excited for the future with CSI. We gave the Bridgepoint team a narrow list of criteria and they delivered. Throughout the entire process, they provided a thoughtful external perspective, deep market knowledge, and advisory excellence."
- Brad Crosby, Airlite CEO
Bridgepoint Investment Banking Advises Airlite Plastics on Its Acquisition of Cosmetic Specialties International, LLC
October 4, 2021 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole buy-side M&A advisor to leading Omaha-based packaging manufacturer Airlite Plastics (“Airlite”) on its acquisition of Cosmetic Specialties International (“CSI”). The acquisition of California-based CSI, a leading US manufacturer of cosmetic containers for the beauty and skincare industries, will allow Airlite to expand its footprint in the United States and enter the cosmetics industry through a well-established industry player in the space.
Airlite engaged Bridgepoint as their buy-side advisor targeting companies with proprietary product lines, a strong management team, a similar culture and a strong commitment to shared core values. Bridgepoint’s tenacity, expertise in the packaging and manufacturing sector, deep industry connectivity and ability to develop meaningful relationships were instrumental to finding the ideal acquisition target for Airlite’s next stage of growth.
Airlite CEO, Brad Crosby, commented, “We are incredibly excited for the future with CSI. We gave the Bridgepoint team a narrow list of criteria and they delivered. Throughout the entire process, they provided a thoughtful external perspective, deep market knowledge, and advisory excellence.”
Steve Kane, Airlite CFO, added, “The Bridgepoint team didn’t stop at sourcing the opportunity. They worked tirelessly at a phenomenally high level to support us, from initial discussions to negotiations to diligence to close. And, we had fun doing it.”
Bridgepoint Managing Director Mike Anderson commented, “Bridgepoint has been impressed with the level of professionalism and integrity from both companies in this M&A process. We’re committed to helping leading family- and founder-owned companies such as Airlite achieve their strategic goals. This acquisition is a good example of accomplishing that mission.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including plastics, packaging and manufacturing.
About Airlite Plastics
Airlite Plastics is a premier, privately held, family-owned packaging manufacturer headquartered in Omaha, Nebraska. A pioneer in the plastics and packaging industry, Airlite offers packaging products and services with a focus on sustainability, customer service and their core values of integrity, respect and innovation. Learn more about Airlite Plastics at airliteplastics.com.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory on Sale to Patterson Companies (NASDAQ: PDCO)
- DATE June 2021
Testimonials
Bridgepoint Advises Miller Veterinary Supply on Its Sale to Patterson Companies, Inc. (NASDAQ: PDCO)
June 10, 2021 – West Point, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor to Miller Veterinary Supply (“Miller”) on its sale to Patterson Veterinary Supply, Inc., a subsidiary of Patterson Companies, Inc. (NASDAQ: PDCO) (“Patterson”). Patterson acquired substantially all of the assets of Miller, a multi-regional veterinary distributor.
Bridgepoint also previously acted as the sole financing arranger to provide Miller an asset-backed facility to refinance their existing debt with North Mill Capital, setting the stage for a successful sale.
Miller chose Bridgepoint to execute the complicated, multi-stage refinancing and sale process due to Bridgepoint’s expertise in leveraged finance and M&A advisory, as well as its deep connectivity in the healthcare sector. After COVID-19 dismantled a prior sale process, Bridgepoint helped the company recover the sale process and engage a strategic acquiror that complemented the values and service offerings that Miller has built since its founding in 1920.
“After our proprietary sale process stalled due to COVID-19, the Bridgepoint team helped us structure our capital stack and ran an aggressive and broad process that resulted in finding the perfect partner in Patterson Vet. Bridgepoint ultimately completed three processes for our animal health companies in the midst of a global pandemic. My shareholders and I benefitted greatly from Bridgepoint’s skills and values,” commented Miller President and CEO, Dr. David Gnad.
Bridgepoint Managing Director Gary Grote commented, “Dr. Gnad and his management team had grown Miller rapidly and reached the point of desiring a great partner to elevate the company to the next level in a highly competitive and consolidating animal health distribution market. Our team at Bridgepoint was pleased to assist Miller in both arranging appropriate financing and navigating a complex sale process with a large, publicly traded company.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including veterinary services. Learn more about Bridgepoint Investment Banking at www.bridgepointib.com.
About Miller Veterinary Supply
Founded in 1920, Miller Veterinary Supply is a family-owned and -operated veterinary distribution wholesaler. Miller offers veterinary equipment, supplies, instruments, diagnostics, prescriptions, pet food, and generic pharmaceuticals. Learn more about Miller Veterinary Supply at www.millervet.supply.
About Patterson Companies Inc.
Patterson Companies Inc. (Nasdaq: PDCO) connects dental and animal health customers in North America and the U.K. to the latest products, technologies, services and innovative business solutions that enable operational and professional success. Its comprehensive portfolio, distribution network and supply chain are equaled only by their dedicated, knowledgeable people who deliver unrivaled expertise and unmatched customer service and support. Learn more about Patterson Companies, Inc. at pattersoncompanies.com.
- TRANSACTION Debt Capital Raise to Support Management Acquisition
- DATE August 2021
Testimonials
Bridgepoint Investment Banking Advises Utah Law Firm Siegfried & Jensen on Partner Buyout and Growth Financing — Demonstrating M&A Advisory Experience in the Legal Services Sector
August 3, 2021 – Salt Lake City, UT – Bridgepoint Investment Banking ("Bridgepoint"), an M&A advisor to law firms and professional services owners, acted as the sole financing arranger to Siegfried & Jensen — the largest personal injury law firm in Salt Lake City — on a debt capital raise to fund a law firm partner buyout. The financing supports the acquisition and continued growth of the firm by Luke Peterson and Todd Bradford, two longtime attorneys at Siegfried & Jensen.
The founders of Siegfried & Jensen turned to Bridgepoint in search of a law firm succession and ownership transition solution that would monetize their life's work while keeping the firm intact for the next generation of leadership. For law firm partners weighing retirement, internal sale, or third-party buyer paths, a management-led buyout structured by an experienced M&A advisor can preserve culture, client relationships, and legacy in ways an outside sale often cannot.
Siegfried & Jensen selected Bridgepoint to execute this transaction because of the firm's expertise advising law firms and professional services companies on M&A and capital raising, its experience structuring leveraged finance solutions for partner buyouts, and its track record serving owners in Utah and across the U.S. Mountain West.
Bridgepoint founder and CEO Matt Plooster commented, “We are proud to work with a well-known Utah-based firm like Siegfried & Jensen. Our team ran a creative and accelerated process that provided Siegfried & Jensen with a unique financing arrangement to support management’s acquisition and the firm’s next stages of growth. It is our pleasure to help this growing law firm take another major step forward.”
“We are extremely pleased with the process and outcome of our work with Bridgepoint. Bridgepoint found a creative and aggressive financing package and was a trusted partner throughout the entire process. This transition will allow us to take this great firm to the next level while honoring our legacy,” added Ned Siegfried, founder of Siegfried & Jensen.
“We would like to thank Ned Siegfried and Mitch Jensen for building a phenomenal law firm. We are excited for the opportunity to lead and grow Siegfried & Jensen going forward. Bridgepoint Investment Banking was instrumental in the process of purchasing Siegfried & Jensen. We could not be happier with the service and expertise they provided us,” commented Luke Peterson and Todd Bradford.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a boutique investment bank that serves as an M&A advisor and capital raising partner to law firms, professional services firms, and other owner-led businesses across their corporate lifecycles. Bridgepoint's team — through its broker-dealer relationship with M&A Securities Group, Inc., an unaffiliated entity — provides sell-side M&A advisory, partner buyout and succession financing, and growth capital raising for clients in the legal, business, and professional services sectors. Law firm partners considering a sale, succession plan, recapitalization, or management buyout can contact Bridgepoint here
About Siegfried & Jensen
Founded in 1990, Siegfried & Jensen is the largest personal injury law firm in Salt Lake City, serving over 35,000 clients from four offices throughout Utah.
Learn more about Siegfried & Jensen at www.siegfriedandjensen.com.
- TRANSACTION International Equipment Financing for Teradata (NYSE:TDC)
- DATE July 2021
Bridgepoint Arranges International Equipment Financing for Teradata
July 12, 2021 – Omaha, NE – Bridgepoint Investment Banking served as the sole financing arranger for Teradata on its recent international equipment financing facility.
Bridgepoint’s deep connectivity in leveraged finance and expertise in the technology and IT services space helped Teradata, the connected multi-cloud data platform for enterprise analytics, secure an international equipment financing solution with a large banking partner.
“It was our distinct privilege to work with the Teradata team on this international financing transaction. Bridgepoint was thrilled to assist Teradata in implementing a solution that provides capacity for international equipment financing needs,” commented Matt Plooster, Bridgepoint founder and CEO.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves privately-owned companies over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including technology, software and IT services.
- TRANSACTION Growth Debt Financing
- DATE May 2021
"Bridgepoint continues to be a trusted advisor and an integral partner in all of our strategic growth efforts. This recapitalization has positioned Atlas MedStaff for our next stage of growth. It will help us fund and execute on our growth efforts as we continue our current trajectory as one of the largest traveling nurse agencies in the country."
- Steve Ryan, CEO at Atlas MedStaff
Bridgepoint Investment Banking Arranges Growth Facility for Atlas MedStaff
May 4, 2021 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to Atlas MedStaff on their growth debt financing. The new facility refinances existing debt and supports future growth.
Atlas MedStaff chose Bridgepoint to execute this transaction because of the firm’s unique expertise in leveraged finance and its laser-focus on serving the business services sector, with a specific focus on and track record in the staffing industry.
"Bridgepoint continues to be a trusted advisor and an integral partner in all of our strategic growth efforts. This recapitalization has positioned Atlas MedStaff for our next stage of growth. It will help us fund and execute on our growth efforts as we continue our current trajectory as one of the largest traveling nurse agencies in the country," commented Steve Ryan, CEO at Atlas MedStaff.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including staffing.
About Atlas MedStaff
Founded in 2012, Atlas MedStaff supplies traveling healthcare professionals to hospitals in all 50 states. Atlas MedStaff is Certified Veteran Owned and ranks as the 17th Largest Traveling Nurse Agency in the country. Atlas MedStaff operates from their corporate headquarters in Omaha, NE as well as a recently-opened satellite office in Dallas, TX. They also have a YouTube channel with over 1,000 videos dedicated to travel nursing, located at www.youtube.com/atlasmedstaffmedia.
HAS MERGED WITH
- TRANSACTION Sell-side Advisory on Merger with Syniti
- DATE May 2021
Testimonials
Bridgepoint Advises Data Migration Resources on Its Merger With Syniti
Mission, KS – May 11, 2021 – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor to Data Migration Resources (“DMR”) on its merger with Syniti, a portfolio company of Bridge Growth Partners.
Prior to the merger, Bridgepoint previously acted as the sole financing arranger to DMR on its growth capital raise and as sole financial advisor on its cross-border acquisition of Mexico-based Dabarc Systems. These prior transactions strengthened the position of DMR and set the stage for a successful merger and value maximization.
The long-term relationship between Bridgepoint and DMR resulted in a multi-stage process that put DMR in a strong position to grow and expand its business. DMR will join Syniti, the global leader in enterprise data management, to service Fortune 2000 companies across the globe. DMR and Syniti both have global leadership, a prominent global presence, and proprietary software platforms as well as the largest collection of data specialists. The combined entity will become the largest market leader in the data management space.
“Throughout the process of DMR’s three transactions, the Bridgepoint team has continuously demonstrated their expertise in the software and IT services space and intimately understood our short-term and long-term goals. They have been a trusted advisor over the years, utilizing both their leveraged finance and M&A capabilities and expertise to help us with our growth capital raise, cross-border acquisition, and now finding us the perfect partner in Syniti. My shareholders and I greatly appreciate Bridgepoint’s experience and the exceptional outcomes they have created for us,” commented Data Migration Resources Founder & CEO, Ryan Rodenburg.
Bridgepoint Managing Director Mike Anderson added, “The team at Bridgepoint is proud to have become a trusted partner for Data Migration Resources. As we have just completed our third transaction for DMR, we couldn’t be more pleased to have been able to help with the transition of a company through their first institutional debt capital raise, a cross-border acquisition and ultimately this merger. Increasing the value of the company through this process and generating exceptional value for the shareholders highlights our impact investment banking mission.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves privately-owned companies over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including technology, software and IT services.
About Data Migration Resources
Headquartered in Mission, KS, Data Migration Resources helps the world’s leading organizations with the challenge of SAP data management. DMR offers specialized tools and professional services that support data migration, data quality, and master data governance. DMR helps its customers take data “off the critical path” of their SAP journey and empowers them to achieve data-driven business outcomes using SAP solutions for EIM. Learn more about Data Migration Resources at www.datamigrationresources.com.
About Syniti
Syniti solves the world’s most complex data challenges by uniquely combining intelligent AI-driven software and vast data expertise to yield certain and superior business outcomes. For over 25 years, Syniti has partnered with the Fortune 2000 to unlock valuable insights that propel growth, reduce risk and increase their competitive edge. Its full end-to-end platform of capabilities span data conversion and data quality, data archival and replication, master data management, analytics, information governance, and data strategy. Syniti is a portfolio company of private equity firm Bridge Growth Partners LLC. Read more at www.syniti.com.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Please see www.sap.com/copyright for additional trademark information and notices. All other product and service names mentioned are the trademarks of their respective companies.
HAS BEEN RECAPITALIZED BY
- TRANSACTION Recapitalization & Growth Capital Raise
- DATE January 2021
Testimonials
Bridgepoint Investment Banking Announces Recapitalization and Growth Capital Raise for Nebraska Veterinary Services and Heritage Animal Health to Main Street Capital Corporation
January 12, 2021 – West Point, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the exclusive financial advisor and financing arranger to Nebraska Veterinary Services (“NVS”) and Heritage Animal Health (“Heritage”) on their minority recapitalization and growth debt capital raise to Main Street Capital Corporation (“NYSE: MAIN”). Main Street provided growth equity, a unitranche facility and a delayed draw term loan to the management of NVS and Heritage to support their growth and acquisition strategy.
Bridgepoint Managing Director Gary Grote commented, “This was an exhilarating process, culminating in a combination of Main Street’s robust and creative financing structure with Dr. David Gnad’s visionary leadership that will undoubtedly prove to be a game-changing platform in the highly fragmented mixed-animal veterinary space. Dr. Gnad and his management team’s expertise and connections in the industry are unmatched.”
“Bridgepoint proved to be incredibly resourceful in advising Nebraska Veterinary Services. Their understanding of the animal health industry and their contacts within the private equity and debt world enabled Bridgepoint to run a highly effective and fast-paced process with excellent results. We feel quite optimistic about the growth that’s ahead for this new partnership,” said Dr. Gnad.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including veterinary services.
About Nebraska Veterinary Services
Founded in 1985, NVS is a mixed-animal veterinary practice headquartered in West Point, NE that offers both production and companion animal services to its producers and customers. Learn more about NVS at nebraskavetservices.com.
About Heritage Animal Health
Heritage is a leading animal health products supplier and veterinarian service provider based in Wisconsin. Founded in 2018, Heritage Animal Health brings together companies and people who have been part of the animal health landscape for decades.
About Main Street Capital Corporation
Main Street (www.mainstcapital.com) is a principal investment firm that primarily provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies.
- TRANSACTION Asset-Backed Facility to Support Future Growth and Refinancing
- DATE January 2021
Testimonials
Bridgepoint Investment Banking Arranges Asset-backed Facility for Miller Veterinary Supply
January 21, 2021 – Fort Worth, TX – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to Miller Veterinary Supply on their debt capital raise with North Mill Capital. North Mill provided an asset-backed facility to Miller Veterinary Supply to refinance existing debt and support future growth.
Bridgepoint Managing Director Gary Grote commented, “I’m proud of our team’s efforts to collaborate with North Mill in introducing Miller to a new type of financing that will fund the company’s explosive growth in 2021 and beyond.”
“Bridgepoint’s tenacity, industry knowledge and deep connectivity in the alternative finance space enabled us to navigate a complex period in our business and maximize our borrowing capacity. We could not have found this solution without their assistance,” added Dr. Gnad, President & CEO of Miller Veterinary Supply.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including veterinary services.
About Miller Veterinary Supply
Founded in 1920, Miller Veterinary Supply is a family-owned and -operated veterinary distribution wholesaler. MVS offers veterinary equipment, supplies, instruments, diagnostics, prescriptions, pet food, and generic pharmaceuticals. Learn more about Miller Veterinary Supply at www.millervet.supply.
About North Mill Capital
North Mill Capital (www.northmillcapital.com) is a direct lender that primarily offers asset-based loans and factoring facilities to middle market businesses with a range of borrowing needs.
- TRANSACTION Growth Debt Financing
- DATE October 2020
“Bridgepoint’s leveraged finance group once again sourced the optimal niche debt capital to allow our company to further scale and entrench ourselves as a leading provider of sustainable produce. Bridgepoint ran a highly tailored process from start to finish. Their team’s deep debt capital markets relationships once again proved to be an integral component for setting up the long-term success of our company.”
- Steve Campione, CFO of BrightFarms
Bridgepoint Advises BrightFarms, Inc. on Its Growth Debt Financing
Transaction will allow BrightFarms to further expand its geographic footprint and continue its trajectory as a leading impact company providing a cutting-edge, scalable solution to Americans’ increasing demand for local and sustainable food.
October 2020 – New York, NY – Bridgepoint Investment Banking is pleased to announce it advised BrightFarms, Inc. (“BrightFarms”) on its debt capital raise to refinance its existing credit facility and construct new sustainable greenhouses throughout the United States.
“Bridgepoint’s leveraged finance group once again sourced the optimal niche debt capital to allow our company to further scale and entrench ourselves as a leading provider of sustainable produce. Bridgepoint ran a highly tailored process from start to finish. Their team’s deep debt capital markets relationships once again proved to be an integral component for setting up the long-term success of our company,” said Steve Campione, CFO of BrightFarms.
“We are thankful to have partnered with BrightFarms. They are a leading impact company doing very important work on America’s food supply chain. Our trusted, repeat relationship with BrightFarms management highlights our core values and dedication to providing paradigm-shifting capital markets solutions to our clients across the country,” said Matt Plooster, President & CEO of Bridgepoint Investment Banking.
BrightFarms is a leading supplier of packaged, leafy green produce to supermarkets throughout the United States. BrightFarms’ produce is grown in local, indoor greenhouse farms, which is fresher, safer, cleaner and healthier than long-distance, field-grown produce. BrightFarms’ low-impact greenhouses provide permanent green collar jobs, significantly reduce food miles and improves the environmental impact of the food supply chain. BrightFarms’ greenhouses use 80% less water, 90% less land and 95% less shipping fuel than tradition suppliers.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including consumer and food & beverage.
About BrightFarms, Inc.
BrightFarms is the No. 1 brand of locally grown packaged salads, serving the freshest, tastiest and most responsibly grown produce to consumers nationwide. BrightFarms operates hydroponic greenhouse farms in the communities it serves, enabling it to eliminate time, distance, and costs from the food supply chain. BrightFarms’ growing methods, a model for the future of scalable, sustainable local farming, use far less energy, land and water than long distance, field-grown agriculture. Forbes has recognized BrightFarms as one of the “100 Most Consumer Centric Companies” and Fast Company has recognized BrightFarms as “One of World’s 50 Most Innovative Companies” and one of the “Top 10 Most Innovative Companies in Food.” BrightFarms is funded by leading investors Cox Enterprises, Catalyst Investors, WP Global Partners and NGEN Partners. For more information, please visit http://www.brightfarms.com.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory on Sale to AdaptHealth (NASDAQ: AHCO)
- DATE August 2020
Testimonials
Bridgepoint Advises Diabetes Supply Center of the Midlands on Impact Sale to AdaptHealth
Transaction will cement Company as one of the largest diabetes supply companies in the Midwest and spur important nonprofit investments into education and research to support the diabetes community.
Aug. 31, 2020 – Omaha, NE – Bridgepoint Investment Banking is pleased to announce it advised Diabetes Supply Center of the Midlands (DSCM) on its sale to AdaptHealth (Nasdaq:AHCO), a leading full-service medical equipment distribution company.
DSCM is wholly owned by Diabetes Education Center of Midlands (DECM), a nonprofit with a 30-plus year legacy dedicated to improving the lives of diabetics. DSCM is a distributor of diabetes devices and ancillary products throughout the Midwest. This transaction will allow DECM to increase diabetes awareness and have a greater impact by using the proceeds to promote diabetes education, research and compliance throughout the region.
As 34.2 million or 10.5% of Americans currently live with diabetes and an additional 88 million or 34.5% are pre diabetic, the need to operate on a level playing field with national providers was essential for DSCM to provide the highest number of patients the optimal treatment solutions. DSCM’s new partner will further augment its national footprint and provide more cutting-edge diabetes products to the region.
“After 29 years of consistent growth, DSCM had outgrown our nonprofit and needed a partner to compete in the ever-changing diabetes and payor reimbursement market. I am proud of what the board of directors at DECM and the management team at DSCM have accomplished,” said Mark Huber, Chairman of the Board. Huber added, “Bridgepoint has served as a trusted advisor to the Board on this critical decision and has helped accomplish all of the Board’s goals. Bridgepoint’s process-oriented approach has resulted in a tremendous outcome for the Board. We are excited to deploy the endowment funds to continue to impact the lives of diabetes patients throughout Nebraska, the region and nationwide.”
“Our industry is experiencing rapid, significant changes. Bridgepoint’s dedicated healthcare team, through its deep industry relationships, brought to bear multiple, highly attractive partnership opportunities to help us remain competitive into our next phase of growth. Bridgepoint has found us the ideal buyer through a thoughtful approach and relentless persistence that will ensure an excellent patient experience long into the future.” said John Pryor, President of DSCM.
“It was a pleasure to work collaboratively with such a professional management team and a respected board of directors to arrive at a fantastic outcome for a values-focused business. We are proud of the impact the proceeds of this transaction will have on the lives of diabetics in our region and are excited to watch the DSCM management team work with its new partner as they bring more solutions to diabetic patients across the country,” said Bridgepoint Managing Director Gary Grote. “We truly believe this next step in the company’s life cycle will not only fund an important Nebraska nonprofit but spur great growth and advancements within the diabetes arena, potentially providing lifesaving research.”
“This is the type of impact that we’re proud to be associated with as impact investment bank – one that is aligned with our core values and mission of paying it forward,” said President & CEO Matt Plooster. “We, along with DSCM, firmly believe that this is part of our responsibility to the communities in which we work and live.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique impact investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including healthcare.
About Diabetes Supply Center of the Midlands
The Diabetes Supply Center of the Midlands began with the request of patients attending classes at the Diabetes Education Center. Patients were in need of help obtaining certain unique diabetes products, like continuous glucose monitoring systems. DSCM was formed in 1991 to help fund the nonprofit Diabetes Education Center of the Midlands. It grew quickly with a reputation as the place to turn to in the Nebraska/Iowa area for diabetes products. In 1997, DSCM expanded by adding on-staff pharmacists to assist with drug card orders. For more information about DSCM, please visit https://diabetes-supply.com/.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE August 2020
Testimonials
Bridgepoint Announces Majority Recapitalization of DBI, Inc. with Spire Capital
August 4, 2020 – Lenexa, KS – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole sell-side financial advisor to DBI, Inc. (“DBI”) on their majority recapitalization with Spire Capital (“Spire”). DBI is an industry-leading nondestructive testing and inspection services company that has been providing timely and quality services to the oil & gas pipelines, power generation, and infrastructure industries throughout the Midwest for 28 years.
Bridgepoint Managing Director Mike Anderson commented, “We are proud to work with DBI, a company with a reputation for excellence. Our team ran a great process during an extremely difficult time dealing with COVID-19 and we were able to deliver a terrific outcome for DBI’s shareholders. It is a pleasure to help partner another Kansas City based business with a capital provider that brings both capital and experience to help them take their business to the next level.”
Jeff Hilfiker, President & CEO of DBI, stated “Bridgepoint ran a tailored, best-in-class process that partnered us with a premier private equity group, Spire Capital. During these unprecedented times with the pandemic, Bridgepoint still showed great trust, leadership and perseverance to ensure our company and shareholders received the optimal transaction for this next stage of growth.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including trucking and transportation.
About DBI, Inc.
Founded in 1992, DBI, Inc. is a leader in providing nondestructive testing, special inspections, mechanical integrity inspections, industry training and consulting services throughout the United States.
HAS BEEN ACQUIRED BY
- TRANSACTION Buy-side M&A Advisor
- DATE January 2020
Testimonials
Bridgepoint Investment Banking Advises Data Migration Resources on its Cross-Border Acquisition of Dabarc Systems
January 24, 2020 – Mexico City, Mexico – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole M&A advisor to Data Migration Resources (“DMR”) on its acquisition of Mexico-based Dabarc Systems (“Dabarc”). This acquisition provides DMR immediate strategic value with the resources and expertise of Dabarc, the premier local enterprise data management consulting firm in Central and South America.
Ryan Rodenburg, Founder & Managing Partner of Kansas City-based DMR, stated, “We are excited about the Latin American market and the Dabarc team will immediately establish us as a regional leader. Dabarc has deep domain experience in executing large-scale data transformation projects, with a proven track record delivering enterprise information solutions. Our respective cultures share the same foundational principles. We are both focused on acquiring the best data management talent in the world and are 100% dedicated to client results.”
DMR currently supports a broad portfolio of clients across Latin America from its offices in Mexico, Brazil and Argentina. DMR is a global leader in enterprise information management, offering services to the world’s leading organizations. DMR’s services include SAP S/4 data migrations, master data governance, and big data analytics. Dabarc is the leading specialty provider of SAP data management solutions in Mexico, with one of the largest consulting practices in Mexico focused on SAP data migration and MDG implementations.
DMR Latin America (“DMR LATAM”) recorded triple-digit organic growth in 2019 and expects continued growth in 2020 and beyond. The acquisition has increased DMR’s footprint in the region by over 300% effective immediately. “The Dabarc team will be instrumental in servicing the growing demand we are experiencing across the region”, said Arturo Ramirez, Managing Director of DMR LATAM.
The Dabarc leadership team expressed confidence in the market strategy of the combined entity. Dabarc founding partner, Omar Gamboa, added, “We see immediate opportunities to deliver more value to the Mexico market – especially with our new ability to offer DMR’s Concento™ data management platform to our existing clientele. We are excited about the immediate benefits for our customers, partners and employees”. The DMR Concento™ solution is an industry-leading platform that facilitates data governance, data quality, and data migration. It is currently used by some of the world’s largest organizations to manage their digital transformation initiatives.
Bridgepoint Managing Director Mike Anderson commented, “We are proud to continue our partnership with DMR as their trusted strategic advisor and full-service investment bank. This cross-border acquisition and recent related financings have positioned Ryan and DMR as industry leaders capable of taking the global enterprise data consulting market by storm.” Ryan Rodenburg continued, “Bridgepoint remains our committed investment banking partner who has successfully negotiated a capital raise and international acquisition on our behalf. Their consultative approach and Board level advisory will continue to be valuable as DMR enters its next stage of growth.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including business services.
About Data Migration Resources
Data Migration Resources has been a leading data management services firm for the Fortune 500 companies worldwide since 2010. The Company provides enterprise data migration, data governance and data analytics services for large scale digital transformation initiatives.
To learn more about Data Migration Resources, please visit datamigrationresources.com
About Dabarc Systems
Dabarc Systems is the premier enterprise data consulting and integral data solution provider in Central and South America. The Company provides data migration, governance, master data and data quality assurance to Fortune 500 companies.
To learn more about Dabarc, please visit dabarc.com/en
- TRANSACTION Senior & Uni-tranche Debt Financings for Debt Recapitalization
- DATE December 2019
Testimonials
Bridgepoint Investment Banking Advises Data Migration Resources on its Debt Recapitalization & Growth Financing
December 20, 2019 – Mission, KS – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to Data Migration Resources (“DMR”) on its recapitalization and growth financing by Graycliff Partners (“Graycliff”) and JPMorgan Chase. This transaction provides best-in-market capital availability and firepower for DMR.
Bridgepoint Managing Director Mike Anderson commented, “We are proud to work with one of the most dynamic IT consulting companies in the US, DMR. Our team ran an efficient and highly competitive capital raise process that provided DMR with highly attractive growth and liquidity options at this pivotal growth stage. It is our pleasure to help one of Kansas City’s fastest growing companies take another major step forward.”
Ryan Rodenburg, Founder & Managing Partner of DMR, stated “Bridgepoint continues to be a trusted advisor and an integral partner in all of our strategic growth efforts. This institutional recapitalization and growth capital partnership has solidified us as a committed leader in enterprise data management consulting as we prepare for the next stage of growth. It will help us fund and execute on both organic and in-organic growth efforts as we continue our current trajectory as the global leader in enterprise data management. Bridgepoint partnered us with a committed capital provider in Graycliff, which will allow us to scale and solidify ourselves as an industry-leader.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including business services.
About Data Migration Resources
Data Migration Resources has been a leading data management services firm for the Fortune 500 companies worldwide since 2010. The Company provides enterprise data migration, data governance and data analytics services for large scale digital transformation initiatives.
To learn more about Data Migration Resources, please visit datamigrationresources.com
- TRANSACTION Senior & Mezzanine Debt Financings for Debt Recapitalization
- DATE December 2019
“Bridgepoint continues to be a trusted advisor and an integral partner in our capitalization, strategic and growth efforts. Their on-demand accessibility, healthcare expertise and consultative approach provided PrairieCare with a menu of financing alternatives that could meet our objectives. Their tailored process and commitment to our Company have made them our investment bank for years to come.”
- Stephen Setterberg, MD, Founder & President of PrairieCare
Bridgepoint Acts as Sole Financing Arranger to PrairieCare on its Debt Recapitalization and Growth Financing
December 31, 2019 – Minneapolis, MN – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to PrairieCare and PrairieCare Medical Group (“PrairieCare”) on their debt recapitalization and growth financing by BMO Harris N.A. (“BMO”) and Lake Country Capital (“Lake Country”). This recapitalization provides increased growth capital capacity in addition to shareholder liquidity.
Dr. Stephen Setterberg, MD, Founder & President of PrairieCare, stated “Bridgepoint continues to be a trusted advisor and an integral partner in our capitalization, strategic and growth efforts. Their on-demand accessibility, healthcare expertise and consultative approach provided PrairieCare with a menu of financing alternatives that could meet our objectives. Their tailored process and commitment to our Company have made them our investment bank for years to come.”
Bridgepoint Managing Director Gary Grote commented, “We are proud to work with the premier child psychiatric provider in the Midwest. Our team ran an outstanding capital raise process on a very short time schedule. The PrairieCare, BMO and Lake Country deal teams delivered a terrific outcome, taking another major step toward achieving PrairieCare’s ultimate corporate and shareholder goals. It is our privilege to assist such a meaningful business that is creating significant impact in an essential segment of healthcare.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including healthcare.
About PrairieCare
PrairieCare is a privately-owned clinician led organization providing partial hospital program (PHP) and inpatient services to the Twin Cities metro area, while PrairieCare Medical Group, also privately-owned, provides outpatient clinic and intensive outpatient programs (IOP) in the Twin Cities and Rochester, MN. PrairieCare employs nearly 400 staff, with PrairieCare Medical Group consisting of nearly 100 clinicians including child and adult psychiatrists, advance practice nurses, occupational therapists, play therapists, psychologists, neuropsychologists and more. PrairieCare inpatient and partial hospital programs earned Joint Commission accreditation in 2011. PrairieCare and PrairieCare Medical Group’s growth has been fueled by the demand for services and reputation for high quality and individualized care.
To learn more about PrairieCare, please visit prairie-care.com
HAS BEEN ACQUIRED BY
- TRANSACTION Buy-side M&A Advisor
- DATE August 2019
Testimonials
Bridgepoint Assists Badlands Tank Lines, LLC as Sole Buy-side M&A Advisor and Financing Arranger
August 30, 2019 – Omaha, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole buy-side M&A financial advisor and financing arranger to Badlands Tank Lines, LLC (“Badlands”) on their acquisition of Twin Eagle Transport, LLC, a division of Twin Eagle Midstream Assets, LLC (“Twin Eagle Transport”). Twin Eagle Transport is a provider of wholesale marketing and midstream services in the energy and gas industry. The acquisition creates a premier crude oil transportation company with scale among the largest carriers in the industry with over 170 trucks.
Bridgepoint Managing Director Wm. Lee Merritt commented, “We are proud to work with an iconic local company like Badlands Tank Lines. Our team ran an outstanding M&A process simultaneously with an equally as impressive Capital Raising process. On a very short time schedule the Badlands deal team delivered a terrific outcome for Badlands Tank Lines. It is a pleasure to help another Omaha business grow and take another major step toward achieving their ultimate corporate goals.”
Roger Johnson, Founder & CEO of Badlands, stated “Bridgepoint proved to be a trusted advisor and an integral partner in our acquisition of Twin Eagle Transport. Their local accountability, commitment and quality of service was second to none. Their tailored process partnered us with a committed capital provider, which will allow us to scale and solidify ourselves as an industry-leading carrier.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including trucking and transportation.
About Badlands Tank Lines
Badlands Tank Lines is an active crude oil and natural gas liquids carrier in the Bakken (North Dakota and Montana); the Niobrara (Wyoming and Colorado); the Permian Basin (West Texas and Southeast New Mexico); and, the Eagle Ford (South Texas).
- TRANSACTION Debt Capital Raise to Support Acquisition and Global Financing
- DATE August 2019
Testimonials
Bridgepoint Assists Badlands Tank Lines, LLC as Sole Buy-side M&A Advisor and Financing Arranger
August 30, 2019 – Omaha, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole buy-side M&A financial advisor and financing arranger to Badlands Tank Lines, LLC (“Badlands”) on their acquisition of Twin Eagle Transport, LLC, a division of Twin Eagle Midstream Assets, LLC (“Twin Eagle Transport”). Twin Eagle Transport is a provider of wholesale marketing and midstream services in the energy and gas industry. The acquisition creates a premier crude oil transportation company with scale among the largest carriers in the industry with over 170 trucks.
Bridgepoint Managing Director Wm. Lee Merritt commented, “We are proud to work with an iconic local company like Badlands Tank Lines. Our team ran an outstanding M&A process simultaneously with an equally as impressive Capital Raising process. On a very short time schedule the Badlands deal team delivered a terrific outcome for Badlands Tank Lines. It is a pleasure to help another Omaha business grow and take another major step toward achieving their ultimate corporate goals.”
Roger Johnson, Founder & CEO of Badlands, stated “Bridgepoint proved to be a trusted advisor and an integral partner in our acquisition of Twin Eagle Transport. Their local accountability, commitment and quality of service was second to none. Their tailored process partnered us with a committed capital provider, which will allow us to scale and solidify ourselves as an industry-leading carrier.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, Inc., an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors including trucking and transportation.
About Badlands Tank Lines
Badlands Tank Lines is an active crude oil and natural gas liquids carrier in the Bakken (North Dakota and Montana); the Niobrara (Wyoming and Colorado); the Permian Basin (West Texas and Southeast New Mexico); and, the Eagle Ford (South Texas).
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory
- DATE June 2019
“Bridgepoint showed great determination and perseverance with a disciplined process to ensure we got a great deal with the right partner. It was important for us to continue to provide a quality family-oriented fitness center to the communities we’ve served for over three decades.”
- Dean Rasmussen, CEO of Prairie Life
Bridgepoint Announces Sale of Prairie Life Fitness to The Athletic Club
June 30, 2019 – Omaha, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole sell-side financial advisor to Prairie Life Fitness, LLC (“Prairie Life”) on their sale to The Athletic Club, partner of TruFit Athletic Clubs, which has 35 clubs throughout Colorado and Texas. Prairie Life is one of the Midwest’s leading operators of upscale health and fitness clubs. Prairie Life was founded in 1985 in Lincoln, NE and later expanded with an additional 8 locations in Omaha, NE; Des Moines, IA; Olathe, KS; Overland Park, KS; and Franklin, TN.
The real estate of six Prairie Life fitness clubs were sold to and financed in a sale-leaseback structure by a publicly traded real estate investment trust (REIT) that specializes in middle market real estate capital and net lease solutions.
Bridgepoint Managing Director Gary Grote commented, “We are proud to work with an iconic local company like Prairie Life Fitness. Our team ran a great process, utilizing a creative structure pairing a REIT and an industry-leading fitness operator to deliver a terrific outcome for the Prairie Life shareholders. It is a pleasure to help another Omaha business transition their legacy to a new partner.”
Dean Rasmussen, CEO of Prairie Life, stated “Bridgepoint showed great determination and perseverance with a disciplined process to ensure we got a great deal with the right partner. It was important for us to continue to provide a quality family-oriented fitness center to the communities we’ve served for over three decades.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors.
About Prairie Life Fitness
Prairie Life operates nine health and fitness clubs in four states, Nebraska, Iowa, Kansas and Tennessee, with over 1,000 employees and approximately 42,000 members.
HAS BEEN ACQUIRED BY
- TRANSACTION Financial Advisor to Aulick Leasing Corp. on Sale to TFI International, Inc. (TSX: TFII)
- DATE April 2019
“Bridgepoint ran a best-in-class process that partnered us with the perfect buyer, TFI International, for both Aulick Leasing and ShirAul. We were able to preserve our family’s legacy, while providing continuity to our management and employees.”
- Shane Aulick, Owner and CEO of Aulick Leasing
Bridgepoint Announces Sale of Aulick Leasing to Publicly-traded TFI International
April 1, 2019 – Scottsbluff, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole sell-side financial advisor to Aulick Leasing Corp. (“Aulick Leasing”) and ShirAul, LLC (“ShirAul”) on their sale to publicly-traded Canadian company TFI International, Inc. (TSX: TFII). Aulick Leasing provides contract hauling services for aggregate materials, wood byproduct, agriculture/commodities, beets, dry bulk materials, railroad traction sand, and food grade product materials. ShirAul designs and manufactures the exclusive BulletTM trailer, which is an aluminum-bottom dump tank trailer capable of hauling a variety of products across a multitude of industries.
Bridgepoint Managing Director Gary Grote commented “It was gratifying to assist a bellwether Nebraska company like Aulick Leasing in finding the perfect strategic partner to carry on their legacy. The Aulick family is an integral part of the Scottsbluff business community and we were honored to be part of a top-notch deal team in representing them in this cross-border deal with TFI International.”
Shane Aulick, owner and CEO of Aulick Leasing stated “Bridgepoint ran a best-in-class process that partnered us with the perfect buyer, TFI International, for both Aulick Leasing and ShirAul. We were able to preserve our family’s legacy, while providing continuity to our management and employees.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a market-leading boutique investment bank. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint serves clients globally across a range of focus sectors
About Aulick Leasing Corp.
Founded in 1978 and based in Scottsbluff, Nebraska, Aulick Leasing operates over 120 tractors and 300 trailers (including more than 180 BulletTM trailers) out of its four terminals across the Central and Western U.S.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory on Sale to SRS Distribution, a Portfolio Company of Leonard Green & Partners
- DATE April 2018
“I could not have found a better company than Bridgepoint to represent my family business of over forty years. Their number one concern was what was best for my family. They are very experienced and their communication was at the highest level. My main point of contact during the eight months working together never once sent me to his voicemail.”
- Darren Brewer, Owner and President at W.E.B., Inc.
Bridgepoint Announces Sale of W.E.B., Inc. to SRS Distribution, Inc.
April 27, 2018 – OMAHA, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole sell-side financial advisor to W.E.B., Inc. d/b/a Contractors Siding, Windows & Roofing Supply (“Contractors”) on its sale to SRS Distribution, Inc. Contractors is an Omaha-based building products distributor. Terms of the transaction were not disclosed.
“I could not have found a better company than Bridgepoint to represent my family business of over forty years. Their number one concern was what was best for my family. They are very experienced and their communication was at the highest level. My main point of contact during the eight months working together never once sent me to his voicemail.” said Darren Brewer, the owner and President of W.E.B., Inc.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a leading boutique middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
About Contractors Siding, Windows & Roofing Supply
Contractors Siding, Windows & Roofing Supply has been a family-owned and operated business for over 35 years with locations in Lincoln (NE), Grand Island (NE), South Sioux City (NE), Omaha (NE) and Sioux Falls (SD). The company’s foundation was built on a vision to wholesale vinyl siding, accessories, tools and equipment to local contractors. Today the company has a solution for all exterior building needs.
To learn more about Contractors Siding, Windows & Roofing Supply, please visit http://contractorssiding.com/
- TRANSACTION Equity & Debt Capital Raise to Support Management Acquisition
- DATE May 2018
“Our process was unique in that we engaged Bridgepoint in an effort to raise capital post-LOI with seller. As the management team that brought the deal, we were in need of a creative solution to fund the acquisition. Bridgepoint’s creativity was founded in a pragmatic approach – one focused on finding the RIGHT partner, not just capital. Overall, I appreciated their accessibility, midwestern work ethic, and singular focus on finding the strategic partner that aligned with our vision for the business.”
- Jim Pike, Chief Commercial Officer
Bridgepoint Investment Banking Raises Equity & Debt to Support Acquisition of Rocky Mountain Honey Smoked Fish Co.
May 9, 2018 – Omaha, NE – Bridgepoint Investment Banking principals raised equity and debt to support the acquisition of Rocky Mountain Honey Smoked Fish Co. By McCarthy Capital and management. The transaction closed on May 8, 2018. Bridgepoint principals, through their broker dealer relationship with M&A Securities group, were the sole financial advisor and placement agent on the transaction.
Jim Pike, Chief Commercial Officer of the Company, commented “Our process was unique in that we engaged Bridgepoint in an effort to raise capital post-LOI with seller. As the management team that brought the deal, we were in need of a creative solution to fund the acquisition. Bridgepoint’s creativity was founded in a pragmatic approach – one focused on finding the RIGHT partner, not just capital. Overall, I appreciated their accessibility, midwestern work ethic, and singular focus on finding the strategic partner that aligned with our vision for the business.”
Bridgepoint Investment Banking Managing Director Matt Plooster commented “This transaction highlights our deep capital connectively and ability to source aggressive financing and capital to support management buyouts, acquisition financing and recapitalizations.”
Terms of the transaction were not publicly disclosed.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a leading boutique middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
- TRANSACTION Global Financing
- DATE February 2018
“Bridgepoint was good to work with, very thorough on preparation and quick to follow through on questions and concerns.”
- Brian K. Wood, Owner and President at TransWood
Bridgepoint Announces $60mm Financing for TransWood Carriers, Inc.
February 16, 2018 – Omaha, NE – Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financing arranger to TransWood Carriers, Inc. (“TransWood”) on its $60mm global refinancing. Bank of America Merrill Lynch provided financing to support the transaction.
Bridgepoint Managing Director Wm. Lee Merritt commented “We thoroughly enjoyed assisting TransWood on this transaction. We enjoyed serving TransWood and utilizing our process and network of funders to source them optimal capital for this transaction, which position them well to continue to grow the Company.”
While reflecting on the new financing transaction, Brian K. Wood, the owner and President of TransWood said “Bridgepoint was good to work with, very thorough on preparation and quick to follow through on questions and concerns.” Bridgepoint wishes to thank Brian Wood and TransWood for the opportunity to allow our process and funder relationships to meet their current and future anticipated financing needs.
About Bridgepoint Investment Banking
Bridgepoint is a leading boutique middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing corporate finance advisory and merger and acquisition services.
About TransWood Carriers, Inc.
TransWood has been in the specialized bulk transportation and logistics business since 1928. The Company is headquartered in Omaha, NE with over 900 employees across the U.S. at 40 terminals in 21 states. TransWood is currently ranked as the 11th largest tank truck carrier in the United States. Its services include dry & liquid bulk transportation, common carrier, contract carriage, equipment leasing, logistics, transloading and other specialized services.
To learn more about TransWood, please visit www.transwood.com
- TRANSACTION Uni-tranche Financing for Recapitalization
- DATE December 2017
Bridgepoint Raises $45mm Uni-tranche Facility to Support Recapitalization
December 2017 – Omaha, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”), in their roles as registered representatives of M&A Securities Group, Inc. (“MAS”), acted as the sole financing arranger to Rural Media Group on it’s $45mm uni-tranche recapitalization.
“This transaction speaks to our connectivity to move aggressive capital outside of the local ecosystem, which provides additional options to Midwest companies and their ownership for liquidity, growth or acquisition,” said Matt Plooster, co-founder & Managing Director of Bridgepoint.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with MAS, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
To learn more about Bridgepoint Investment Banking, please visit www.bridgepointib.com.
- TRANSACTION Growth Equity Capital Raise
Bridgepoint Announces Capital Raise for ScoreVision
OMAHA, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as financial advisor to ScoreVision, an Omaha-based technology company, on its growth capital raise. Terms of the transaction were not disclosed.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings NE, LLC, is a middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
About ScoreVision
ScoreVision is an Omaha technology company that provides schools and sports facilities with jumbotrons and related technologies. ScoreVision’s system is app-driven and uses digital ad-sequencing software.
To learn more about ScoreVision, please visit www.scorevision.com.
- TRANSACTION Buy-side Advisor on Acquisition of Selected Auto Dealerships
Bridgepoint Announces Acquisition of Auto Dealerships by H&H Automotive
OMAHA, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole buy-side M&A advisor to H&H Automotive, an assembly of family-owned auto dealerships in both Nebraska and Iowa, in its acquisition of a network of auto dealerships. Terms of the transaction were not disclosed.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a lower and middle market investment banking and private equity firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
About H&H Automotive
Founded in 1930, H&H Automotive sells and services a selection of new and used Chevrolet, GMC, Kia, BMW, Mini, Jaguar and Land Rover vehicles in Omaha and Council Bluffs and surrounding communities in Iowa and Nebraska.
To learn more about H&H Automotive, please visit www.hhautomotive.com | www.hhchevy.com | www.hhkia.com
- TRANSACTION Sell-side Advisory to Austin Complete Nutrition on its Sale to M6 Nutrition
- DATE December 2015
“When I was considering purchasing Austin Complete Nutrition, I knew based on my prior dealings with them that Bridgepoint could bring the required expertise, integrity and work ethic that it would require to complete an attractive and properly capitalized acquisition of Austin Complete Nutrition. The Bridgepoint team worked tirelessly and with Wall Street level sophistication to source the best capital the market would bear to support this acquisition and partnership. I would highly recommend Matt and the Bridgepoint team to anyone seeking sophisticated advice and connectivity to institutional capital.”
- Jeff Mehmood, President of M6 Nutrition, LLC.
Bridgepoint Announces Capital Raise for M6 Nutrition, LLC’s Management Buyout of Austin Complete Nutrition
FRISCO, TX – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor on M6 Nutrition, LLC’s Management Buyout acquisition of Austin Complete Nutrition, a 19 store super-franchisee network of high-quality nutritional supplement retail stores, securing attractive and favorable financing necessary to complete the transaction, including senior debt and seller financing.
“When I was considering purchasing Austin Complete Nutrition, I knew based on my prior dealings with them that Bridgepoint could bring the required expertise, integrity and work ethic that it would require to complete an attractive and properly capitalized acquisition of Austin Complete Nutrition. The Bridgepoint team worked tirelessly and with Wall Street level sophistication to source the best capital the market would bear to support this acquisition and partnership. I would highly recommend Matt and the Bridgepoint team to anyone seeking sophisticated advice and connectivity to institutional capital,” said Jeff Mehmood, President of M6 Nutrition, LLC.
Matt Plooster, Managing Director of Bridgepoint, acting in the capacity of a registered representative of M&A Securities Group, commented on assisting Jeff Mehmood, President of M6 Nutrition, LLC on the transaction. “We thoroughly enjoyed assisting Jeff and M6 Nutrition in this great transaction. Jeff is a seasoned and talented executive. We enjoyed serving Jeff and utilizing our process and network of funders to source him optimal capital for this acquisition, which position him well to continue to grow the Company and create value. We look forward to an ongoing relationship with Jeff and Complete Nutrition.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a lower and middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
About Complete Nutrition
Complete Nutrition is a network of high-quality nutritional supplement retail stores whose mission is to create safe and effective weight loss management, sports nutrition and general health programs to help customers look better, feel better and perform better.
To learn more about Complete Nutrition, please visit www.completenutrition.com.
- TRANSACTION Senior and Subordinated Acquisition Financing to Support Purchase of Austin Complete Nutrition
- DATE December 2015
Bridgepoint Announces Capital Raise for M6 Nutrition, LLC’s Management Buyout of Austin Complete Nutrition
FRISCO, TX – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole financial advisor on M6 Nutrition, LLC’s Management Buyout acquisition of Austin Complete Nutrition, a 19 store super-franchisee network of high-quality nutritional supplement retail stores, securing attractive and favorable financing necessary to complete the transaction, including senior debt and seller financing.
“When I was considering purchasing Austin Complete Nutrition, I knew based on my prior dealings with them that Bridgepoint could bring the required expertise, integrity and work ethic that it would require to complete an attractive and properly capitalized acquisition of Austin Complete Nutrition. The Bridgepoint team worked tirelessly and with Wall Street level sophistication to source the best capital the market would bear to support this acquisition and partnership. I would highly recommend Matt and the Bridgepoint team to anyone seeking sophisticated advice and connectivity to institutional capital,” said Jeff Mehmood, President of M6 Nutrition, LLC.
Matt Plooster, Managing Director of Bridgepoint, acting in the capacity of a registered representative of M&A Securities Group, commented on assisting Jeff Mehmood, President of M6 Nutrition, LLC on the transaction. “We thoroughly enjoyed assisting Jeff and M6 Nutrition in this great transaction. Jeff is a seasoned and talented executive. We enjoyed serving Jeff and utilizing our process and network of funders to source him optimal capital for this acquisition, which position him well to continue to grow the Company and create value. We look forward to an ongoing relationship with Jeff and Complete Nutrition.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a lower and middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
About Complete Nutrition
Complete Nutrition is a network of high-quality nutritional supplement retail stores whose mission is to create safe and effective weight loss management, sports nutrition and general health programs to help customers look better, feel better and perform better.
To learn more about Complete Nutrition, please visit www.completenutrition.com.
- TRANSACTION Bridge Debt and Equity Capital Raise
- DATE July 2014
“The market is calling for us to accelerate our business plan and we needed to raise capital. Bridgepoint was instrumental in helping us prepare for and execute the process of seeking venture capital on a nationwide basis. Their expertise and institutional relationships were highly valuable to us. Bridgepoint gave us the information and guidance we needed to make important decisions, including the confidence to close the round in a short time frame.”
- Todd Skokan, President and CEO of BirdDog
Bridgepoint Announces Series A Equity Funding for BirdDog
New capital to fund expansion of SaaS-based software that provides a systematic recruitment process to shrink the talent gap
DES MOINES, Iowa – July 16, 2014 – Bridgepoint Investment Banking is pleased to announce that its principals exclusively advised BirdDog on its Series A venture financing. The financing was led by Next Level Ventures.
BirdDog is the leader in recruitment and applicant tracking solutions (ATS) for the construction and skilled trades industries The investment will be used to further BirdDog’s already impressive growth. Specifically, the funding will be used to scale the company, expand its Software as a Service (SaaS) product offering, and grow the already passionate customer community.
The investment in BirdDog was the first from Next Level’s new fund. They join prior and return investor Bridgepoint Investment Partners.
BirdDog’s focus is to help recruiting and HR leaders address the escalating challenge of attracting top talent with the best skills. The BirdDog ATS simplifies job distribution, applicant tracking, candidate management and reporting by creating a systematic recruitment process. The result is an easy-to-use, streamlined, documented and repeatable process for attracting more qualified applicants and making better hires.
“The market is calling for us to accelerate our business plan and we needed to raise capital. Bridgepoint was instrumental in helping us prepare for and execute the process of seeking venture capital on a nationwide basis. Their expertise and institutional relationships were highly valuable to us,” said Todd Skokan, President and CEO of BirdDog. “Bridgepoint gave us the information and guidance we needed to make important decisions, including the confidence to close the round in a short time frame.”
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
About BirdDog
BirdDog provides recruitment and applicant tracking solutions including candidate sourcing and screening, recruitment management, and reporting for compliance. As a leader in delivering easy-to-use recruiting software and services, BirdDog’s proven cloud-based solution drives candidate flow, shortens time to hire, centralizes communication, and reduces the cost of recruiting. BirdDog’s clients span all industries with an emphasis on construction, engineering and supply. BirdDog is proud of its high satisfaction rating across their 700 customers who have transformed the “panic hire” in to an organized and effective talent acquisition strategy.
To learn more about BirdDog, please visit www.birddoghr.com
- TRANSACTION Equity and Debt Capital Raise
- DATE November 2015
Bridgepoint Investment Banking Advises International Ag Insurance Solutions
November 24, 2015 – Bridgepoint Investment Banking acted as the sole financial advisor for International Ag Insurance Solutions, a domestic crop insurance company, in sourcing a growth equity capital raise from Land O’Lakes, allowing the company to execute strategic growth initiatives to create significant value for shareholders.
“We were looking for an investment banker to help us negotiate and structure transactions with industry heavy-weights sitting across the table from us. We asked around and were introduced to Bridgepoint. They ran an excellent process that resulted in numerous capital options from the type of partners we were hoping to work with. Their expertise in valuation and structure negotiations were invaluable to our management team and Board,” said Rob Boysen, CEO.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking is a leading boutique middle market investment banking firm that serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory / capital raising services.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory on Sale to Beacon Roofing Supply, Inc. (NYSE: BECN)
- DATE December 2015
“Joining the Beacon team presents a tremendous opportunity for my family and RCI’s loyal customers and employees. We are very happy with the exceptional quality of work provided by the entire Bridgepoint team whose hard work was instrumental in achieving such a wonderful outcome for my family. They have done a great job.”
-Richard Lynch, President & CEO of RCI
Bridgepoint Announces Sale of RCI Roofing Supply to Beacon Roofing Supply (NASDAQ: BECN)
OMAHA, NE – Principals of Bridgepoint Investment Banking (“Bridgepoint”) acted as the sole sell-side M&A advisor for RCI Roofing Supply Company, Inc. (“RCI”), a wholesale distributor of residential and non-residential roofing and building supply products, in its sale to Beacon Roofing Supply (NASDAQ: BECN) (“Beacon”).
“Joining the Beacon team presents a tremendous opportunity for my family and RCI’s loyal customers and employees. We are very happy with the exceptional quality of work provided by the entire Bridgepoint team whose hard work was instrumental in achieving such a wonderful outcome for my family. They have done a great job,” said Richard Lynch, President & CEO of RCI.
Matt Plooster, Co-Founder and Managing Director of Bridgepoint, acting in the capacity of a registered representative of M&A Securities Group, commented, “We were thrilled to serve the Lynch family on the sale of their great company to Beacon. Not only was it the right deal, it was also the right partner for the family, RCI and their employees. Our process yielded not only a great outcome, but a great relationship and partner for RCI.”
More information can be found on the transaction online and in public filings, including at http://www.businesswire.com/news.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a lower and middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, an unaffiliated entity, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.
About RCI Roofing Supply Company, Inc.
RCI Roofing Supply has been a distributor of quality exterior building materials since 1983, providing professional builders, contractors and homeowners with the most complete selections of building supplies and materials for all residential and commercial projects.
To learn more about RCI Roofing Supply, please visit www.rciroofingsupply.com.
HAS BEEN ACQUIRED BY
- TRANSACTION Sell-side Advisory to Cross-Border Strategic Absolute Software (NYSE: ABT)
- DATE July 2013
Bridgepoint Advises Palisade Systems on Sale to Public Canadian Software Firm
Des Moines, Iowa – July 10, 2013 – Bridgepoint Investment Banking is pleased to announce that its principals advised Palisade Systems Inc. on its sale to Absolute Software Corporation (TSX: ABT), a publicly-traded Canadian software firm. Terms of the cross-border transaction were not disclosed. Bridgepoint served as sell-side financial advisor to Palisade.
Palisade Systems, a data security and data loss prevention software company based in Des Moines, Iowa, provides solutions to healthcare, corporate, government and education organizations to monitor and secure intellectual property, and to prevent it from leaving company endpoints and networks. Palisade’s software capabilities allow users to remotely use security commands to prevent and mitigate data breaches using keywords and other sophisticated measures.
Absolute Software Corporation is an industry leader in persistent endpoint security and management for computers and mobile devices such as tablets and smartphones. The Vancouver-based company’s solutions – Computrace, Absolute Manage, Absolute Service, Absolute Secure Drive and Computrace LoJack for Laptops – provide organizations with actionable intelligence to prove compliance, securely manage BYOD, and deliver comprehensive visibility and control over all of their devices and data.
About Bridgepoint Investment Banking
Bridgepoint Investment Banking, a division of Bridgepoint Holdings, LLC, is a leading boutique middle market investment banking firm. The Bridgepoint team, through their broker dealer relationship with M&A Securities Group, serves clients over their corporate lifecycles by providing merger and acquisition and corporate finance advisory services.