OSI Environmental has sold to Members of Management

Members of management have acquired OSI Environmental LLC.  Terms of the transaction were not disclosed.

EdgePoint Capital facilitated the management buyout, arranged financing, led the negotiations, and served as the exclusive financial advisor to members of management.

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Michael Lipscomb / President & CEO / SIFCO Industries (NYSE: SIF)

“EdgePoint was the right choice for our divestiture. They gave us small firm attention and big firm results. They brought to the table a synergistic UK buyer that is the perfect fit for our industrial equipment, supplies and service business, and then they got the job done.”

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John Strobel / Former President & CEO / Central Warehouse Company

“Selling a business is difficult. It is a complex and daunting task. Often the transaction is complicated by intense emotions. This was especially true for me as the 4th generation owner/operator of Central Warehouse Operations, Inc. I needed a partner in this adventure who would take control, focus solely on my best interest and track the thousands of details capably. I needed absolute confidence, complete trust, top flight financial savvy and more than a little emotional support. "

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Don Mottinger / Former CEO / Superior Products, LLC

“We’ve worked with EdgePoint since 2008, when they helped us acquire Macro Technologies of Kirkland, Washington by creatively structuring and sourcing multi-layer financing. Macro made our company much larger and more valuable, and EdgePoint continued to help us prepare for an eventual sale. When we began the sale process, they were hands-on with every key aspect of the deal, including finding motivated buyers and getting things back on track several times. They used buyer competition to negotiate a higher price and better terms. It was great to have EdgePoint on our team.”

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James Weaver / Former owner and President / Geartec, Inc.

“Several years ago, I received an offer to buy my company. It was interesting, but seemed low, so I engaged EdgePoint to advise me. EdgePoint promised an orchestrated bidding process to achieve the greatest value and delivered much more than promised. I was and remain delighted with every aspect of the process. The professionalism and attention to detail with my better interests always in mind were exceptional.”

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Denny Crews / President & CEO / Omega Sea

"EdgePoint provided expert guidance during my ownership transfer process. They presented strategic and financial buyers and helped me understand the advantages of both options. They did an outstanding job."

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Insights

A Primer: Reps & Warranties Insurance

Once a business owner has come to grips with selling his or her business, and once the buyer and seller have agreed to the key terms, then the legal documentation and closing phase of the M&A process begins.  Inevitably, the documentation and closing phase can be frustrating and stressful for both the buyer and seller and can cause deals to stall, or sometimes even die.  One aspect of documentation that usually creates issues is the negotiation of the escrow amount related to potential breaches of Representations and Warranties, or more often referred to as “Reps & Warranties” (Reps

Growth of Family Offices in Private Equity

There are several types of buyers in M&A sell-side transactions.  One group is strategic buyers who are companies that are in the industry of the seller, and could either be direct competitors or in an ancillary business that would be complementary with the seller’s business.  A second common group is financial buyers, which are typically thought of as “private equity groups” or PEGs, which are a group of investment professionals with capital that typically purchase a portfolio of companies in which they own the majority of the equity, but the management teams actually run the day to da

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International

World Access & International Experience

Alliance of International Corporate Advisors

Our industry expertise, combined with international access, enables EdgePoint to offer clients access to a global market of capital sources and transaction opportunities.  Edgepoint has closed 23 cross border transactions.

 

Our partners at the Alliance of International Corporate Advisors (AICA), an integrated global network of middle-market advisory and finance firms, have similar transactional practices and facilitate cross border transactions in the middle market. The international alliance enables EdgePoint to reach premium buyers and to eliminate any language or cultural barriers during the transaction.

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