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SELECTED INFORMATION TECHNOLOGY TRANSACTIONS
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CLIENT
Altair Avionics Corporation
INDUSTRY
Aircraft engine monitoring and data acquisition software systems
SUMMARY
Altair retained Stonebridge to explore a range of strategic alternatives, which ultimately led to the sale of the Company.
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TRANSACTION TYPE
Sell-side advisory
BUYER
Pratt & Whitney Canada, a United Technologies company
DEAL SIZE
Not disclosed |
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CLIENT
Compliance International, Inc.
INDUSTRY
Electronic publishing of regulatory information to the financial services industry
SUMMARY
Stonebridge was hired by Compliance to conduct a targeted sale process to a defined group of prominent international publishing companies.
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TRANSACTION TYPE
Sell-side advisory
BUYER
CCH, a subsidiary of Wolters Kluwer nv
DEAL SIZE
Not disclosed |
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CLIENT
Custom One Design, Inc. ("C1D")
INDUSTRY
Designs and manufactures advanced analog, mixed-mode, and radio frequency application specific integrated circuits.
SUMMARY
C1D retained Stonebridge to assist in raising private equity capital to fund the Company's projected rapid growth and to retire existing endebtedness.
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TRANSACTION TYPE
Private placement
DEAL SIZE
$12.5 million Series A Convertible Preferred Stock |
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CLIENT
IntraServer Technology, Inc.
INDUSTRY
Developer of complex host bus adaptor boards for servers used in data and telecommunications applications
SUMMARY
IntraServer retained Stonebridge to manage a pre-emptive sale process involving LSI and a second strategic acquirer.
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TRANSACTION TYPE
Sell-side advisory
BUYER
LSI Logic
DEAL SIZE
$70 million |
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CLIENT
The MacGregor Group
INDUSTRY
Vendor of trade order management enterprise software systems to buy-side institutional investment firms
SUMMARY
MacGregor retained Stonebridge to assist the Company in structuring and negotiating the acquisition of Merrin Financial, and in arranging the financing required to complete the transaction.
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TRANSACTION TYPE
Buy-side advisory and private placement
SELLER
Merrin Financial, a subsidiary of ADP Corporation
DEAL SIZE
Not disclosed |
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CLIENT
Markem Corporation
INDUSTRY
Worldwide manufacturer of specialized industrial printing systems and inks for product marking, identification, and decoration applications
SUMMARY
Having completed numerous assigments for Markem over the course of a ten year advisory relationship, Stonebridge was retained to assist the company in the sale of its business to a select group of strategic acquirers.
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TRANSACTION TYPE
Sell-side advisory; co-advisor with Goldman Sachs
BUYER/SELLER
Dover Technologies International Inc., a subsidiary of Dover Corporation
DEAL SIZE
Not disclosed |
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CLIENT
Retail Expert, Inc.
INDUSTRY
Provider of performance management enterprise software applications that enable retailers to track, measure, manage and improve store operational performance
SUMMARY
Retail Expert retained Stonebridge to manage a pre-emptive sale process.
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TRANSACTION TYPE
Sell-side advisory
BUYER
Tyco Fire and Security
DEAL SIZE
Not disclosed |
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CLIENT
Retail Solutions, Inc.
INDUSTRY
Hosted business intelligence software solutions for retailers and consumer packaged goods manufacturers
SUMMARY
Retail Solutions retained Stonebridge to assist the Company in managing a pre-emptive sale process.
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TRANSACTION TYPE
Sell-side advisory
BUYER
VeriSign, Inc.
DEAL SIZE
$24.5 million |
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CLIENT
Setra Systems, Inc.
INDUSTRY
Manufacturer of sensors used in a wide variety of industrial automation, semiconductor, process control, and other applications.
SUMMARY
Setra retained Stonebridge to conduct a targeted sales process designed to maximize shareholder value.
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TRANSACTION TYPE
Sell-side advisory
BUYER
Danaher Corporation
DEAL SIZE
Not disclosed |
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CLIENT
Silver Oak Solutions
INDUSTRY
Technology-leveraged service provider of strategic sourcing analytics software and services used to significantly improve customers' procurement of goods and services
SUMMARY
Silver Oak retained Stonebridge to assist the Company in securing subordinated debt to be used for funding additional growth and expansion.
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TRANSACTION TYPE
Private placement
DEAL SIZE
Subordinated debt; not disclosed |
SPECIALTY
MATERIALS
COMPANY
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CLIENT
Not Disclosed
INDUSTRY
Manufacturer of specialty optical materials
SUMMARY
The Company retained Stonebridge to evaluate several strategic options to fund growth and liquidity needs. Ultimately, Stonebridge assisted the Company in arranging $10 million in subordinated debt financing with no equity give-up.
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TRANSACTION TYPE
Private placement
DEAL SIZE
$10 million of subordinated debt |
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CLIENT
Telequip, Inc.
INDUSTRY
Manufacturer of point-of-sale (POS) coin dispensing solutions to leading retailers and OEM vendors in North America and Europe
SUMMARY
Telequip, a former advisory client, engaged Stonebridge to explore a sale of the business to a select group of prospective strategic acquirers.
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TRANSACTION TYPE
Sell-side advisory
BUYER/SELLER
Crane Merchandising Systems, a division of Crane Co.
DEAL SIZE
$45 million |
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