Deal List

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DEALS BY INDUSTRY

DEALS BY SERVICES

  • 1-800 CONTACTS Inc.

    Retail

    Direct marketer and manufacturer of contact lenses

    $28 million initial public offering of common stock

  • American Consumer Products Inc.

    Retail

    Distributor of keys, knives, gloves and house numbers to hardware retailers

    Sold to: Vista 2000, Inc. (Roswell, GA)

  • American Consumer Products Inc. (Sharon Fastener Company division)

    Retail

    Distributor of fasteners to hardware retailers

    Sold to: Pawtucket Fasteners, LP (Pawtucket, RI)

  • American Greetings Corporation

    Retail

    Designer, manufacturer, marketer and retailer of seasonal and everyday greeting cards and other social expression products

    $260 million placement of senior subordinated debt

  • American Greetings Corporation

    Retail

    Designer, manufacturer, marketer and retailer of seasonal and everyday greeting cards and other social expression products

    $150 million placement of senior convertible notes

  • Bindley Western Industries Inc.

    Retail

    Pharmaceutical distribution and services company

    $65 million offering of convertible subordinated debentures

  • Borders Group Inc.

    Retail

    Retailer of books and other media

    Financing of 12 Borders locations

  • Brightpoint Inc.

    Retail

    Wireless communications distributor

    $40 million follow-on offering of common stock

  • Charming Shoppes Inc.

    Retail

    Retailer of women's apparel

    $130 million follow-on offering of common stock

  • Circuit City

    Retail

    Retailer of consumer electronics and household products

    $28 million credit tenant lease

  • Circuit City

    Retail

    Retailer of consumer electronics and household products

    $40 million credit tenant lease

  • Cole National Corporation

    Retail

    Provider of optical products and services and personalized gifts

    $28 million follow-on offering of common stock

  • Cole National Corporation

    Retail

    Provider of optical products and services and personalized gifts

    $122 million follow-on offering of common stock

  • Consolidated Stores Corp.

    Retail

    Discount retail chain

    $195 million follow-on offering of common stock

  • Creative Cabinet Systems, Inc.

    Retail

    Manufacturer of custom store fixtures and woodworking projects for national retailers

    Certain assets sold to: idX Corporation (St. Louis, MO), a portfolio company of Acon Investments LLC

    Creative Cabinet Systems, Inc.

    Western Reserve Partners served as financial advisor to Creative Cabinet Systems, Inc. in the sale of certain assets to idX Corporation.  The transaction was led by Managing Director David Dunstan, Director Charles Aquino and Vice President Andrew Male of the firm’s Business Services and Consumer group, who were supported by Analyst Alexander Trouten.

    Founded in 1968, Dayton, Ohio-based Creative Cabinet Systems is a leading manufacturer of custom store fixtures and woodworking projects for national retailers.  Products and services include fixtures composed of hardwood, veneer, laminate, metal and glass and a full suite of engineering capabilities including prototyping and national rollout programs.

    Incorporated in 1999 and headquartered in St. Louis, Missouri, idX Corporation manufactures wood, metal, glass, laminate, veneer and acrylic store display fixtures.  Products include kiosks, loose fixtures, retail counters, retail display fixtures and signage for the banking, financial, hospitality and point-of-purchase industries.  idX operates through thirteen locations globally and is a portfolio company of Acon Investments.

  • Dots LLC

    Retail

    Retailer of extreme value fashion apparel for women

    Recapitalized by: William Blair Capital (Chicago, IL)

  • Elder-Beerman Department Stores Inc.

    Retail

    Retail department store chain

    $71 million initial public offering of common stock

  • Elder-Beerman Department Stores Inc.

    Retail

    Retail department store chain

    Acquired: Stone & Thomas Inc. (Wheeling, WV)

  • Elder-Beerman Department Stores Inc.

    Retail

    Retail department store chain

    Financial advisor for the equity holders in bankruptcy restructuring; provided appraisal of the $375 million estate

  • Elder-Beerman Department Stores Inc. (Bee-Gee Shoes division)

    Retail

    Retailer of shoes

    Sold to: Jam Shoe Concepts (Dayton, OH)

  • ESSCO Inc.

    Retail

    Distributor of vacuum cleaners and repair parts to independent vacuum dealers

    Sold to: MCM Capital Partners (Beachwood, OH)

    ESSCO Inc.

    Western Reserve acted as exclusive financial advisor to Merc Acquisitions, Inc. (d/b/a Electric Sweeper Service Company) (“ESSCO”) in its sale to MCM Capital Partners.

    ESSCO, an 81 year old business headquartered in Valley View, Ohio, is the leading wholesaler of vacuum cleaner parts and a leading distributor of vacuum cleaners to more than 3,200 of the 10,000 independent vacuum dealers in the U.S.

    As the market leader in a unique niche, ESSCO was faced with significant growth opportunities, including exclusive distribution arrangements, new brands and product lines and potential acquisitions.  Western Reserve was engaged by ESSCO to assist in identifying a suitable equity partner to help execute the company’s growth plan, and through a competitive auction process, Western Reserve introduced ESSCO to several potential financial and strategic partners, 18 of which submitted first round offers.

    ESSCO was acquired by MCM in August 2005.  Based in Cleveland, Ohio, MCM is a well-regarded financial sponsor with a recognized track record of successful investments in small growth companies.  The MCM transaction provided ESSCO’s shareholders with partial liquidity, an ongoing equity ownership in the business and a sophisticated equity partner to help execute its growth plan, all while retaining operational control.

    ESSCO President Bob Merckle said, “The entire Western Reserve team was very helpful from beginning to end and was the right group to guide us through this very important process.”

    . . .

    The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others.  The testimonials are not paid and are not indicative of future performance or success.

  • ESSCO Inc. (portfolio company of MCM Capital Partners)

    Retail

    Distributor of vacuum cleaners and repair parts to independent vacuum dealers

    Sold to: Cardinal Equity Partners (Indianapolis, IN)

    ESSCO Inc. (portfolio company of MCM Capital Partners)

    Western Reserve served as the exclusive investment banker to MCM Capital Partners in the firm’s sale of ESSCO, the leading distributor of floor care products to independent storefront and internet retailers in the United States.  ESSCO was acquired by Cardinal Equity Partners, an Indianapolis-based private equity firm.

    Founded in 1924 and based in Twinsburg, Ohio, ESSCO distributes over 12,000 SKUs of floor care cleaning equipment and consumable parts, including products from Hoover, Kirby, Bissell, Oreck and Panasonic.  ESSCO’s unique nationwide distribution network allows it to provide time sensitive floor care retailers with the fastest lead times and broadest product selection in the industry.  ESSCO is also a leading provider of drop ship services for specialty floor care internet retailers and internet order fulfillment services for mass merchant retailers.

    Leading the transaction for Western Reserve was Managing Director David Dunstan, Vice President Andrew Male and Analyst Jessica Fleck.  Western Reserve also represented ESSCO in its original sale to MCM Capital Partners in 2005.

    “Western Reserve is proud to have represented ESSCO in its sale first to MCM and now to Cardinal,” said Mr. Dunstan.  “ESSCO has built the leading nationwide distribution platform and an exceptional management team under MCM’s guidance.  The company, now the well entrenched market leader, is exceptionally well positioned for future growth.”

    Steve Ross, Managing Director and Partner of MCM Capital Partners, said of Western Reserve’s involvement, “The Western Reserve team executed a highly efficient process that allowed MCM to realize an excellent return for its shareholders and find an ideal partner for ESSCO’s management team and employees going forward.”

    ESSCO Chief Executive Officer Tom Bianco said, “Western Reserve’s assistance was critical for our management team throughout the sale process.  Our team is excited to be partnering with Cardinal Equity Partners as we continue to develop new and innovative ways to best service the floor care industry.”

    . . .

    The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others.  The testimonials are not paid and are not indicative of future performance or success.

  • Fire-Dex, Inc.

    Retail

    Manufacturer and distributor of fire protection apparel

    Recapitalized by: JP Morgan Chase, Brown Brothers Harriman and StoneCreek Capital

    Fire-Dex, Inc.

    Western Reserve acted as exclusive financial advisor to Fire-Dex, LLC in its recapitalization by Brown Brothers Harriman and StoneCreek Capital.

    Headquartered in Medina, Ohio, Fire-Dex is one of the country’s largest fire safety apparel manufacturers.  The company produces custom firefighting turnouts – outer protective clothing worn by firefighters.  In addition, Fire-Dex manufactures EMS, search and rescue, wildlands and proximity apparel, as well as gloves and hoods.

    Fire-Dex’s shareholders engaged Western Reserve to recapitalize the business in order to enable Charlie Grossman, Chairman and majority shareholder, to receive full liquidity and Bill Burke, President, to acquire a majority ownership position.  A recapitalization would also enable the company to facilitate continued growth.  Through a competitive auction process, Western Reserve introduced Fire-Dex to several potential partners.

    Fire-Dex was recapitalized by Brown Brothers Harriman and StoneCreek Capital in January 2007.  JPMorgan Chase Bank provided the senior secured credit facility.

    Mr. Grossman said, “The advice we received from Western Reserve was extremely helpful throughout the transaction.”

    Mr. Burke said, “Western Reserve allowed both Charlie and me to achieve our objectives, resulting in a favorable outcome for the company’s shareholders, as well as a new relationship with two valuable financial partners. We are very pleased with the Western Reserve team and the expertise they provided us in executing this complex transaction.”

    . . .

    The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others.  The testimonials are not paid and are not indicative of future performance or success.

  • Fire-Dex, Inc.

    Retail

    Manufacturer and distributor of fire protection apparel

    Recapitalized by: Peninsula Capital Partners (Detroit, MI) and management

    Fire-Dex, Inc.

    Western Reserve acted as exclusive financial advisor to Fire-Dex, LLC in its recapitalization with Peninsula Capital Partners L.L.C. This transaction represented the firm’s second engagement by Fire-Dex, as Western Reserve assisted the company in its 2007 recapitalization by Brown Brothers Harriman and StoneCreek Capital.

    Headquartered in Medina, Ohio, Fire-Dex, LLC is one of North America’s largest and fastest growing manufacturers of turnouts and related gear for firefighters, consistently recognized for its superior customer service and a high quality, broad product line.  The Company manufactures and supplies custom fire fighting turnouts, EMS, search and rescue, wild lands and proximity apparel, as well as gloves, hoods, boots and accessories throughout the United States, Canada and South America.

    As a result of the transaction, Fire-Dex provided liquidity to its previous junior capital providers and facilitated continued growth of the business with a new financial partner, Peninsula Capital Partners L.L.C. (“Peninsula”) through its Peninsula Fund V L.P., which provided subordinated debt and preferred equity.

    JPMorgan Chase Bank provided the senior secured credit facility.  The recapitalization was structured to allow Bill Burke, Chairman and majority shareholder, to acquire an increased equity ownership position and provide a strong financial partner to facilitate the continued growth of the business.

    Mr. Burke said, “Western Reserve ultimately delivered significant value to Fire-Dex’s shareholders. Their knowledge of our industry and attention to detail at every stage were essential to achieving an outcome much better than I had anticipated at the outset of the process. We are now well-positioned with a strong financial partner to capitalize upon our growth strategy.”

    . . .

    The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others.  The testimonials are not paid and are not indicative of future performance or success.

  • Forest City Auto Parts

    Retail

    Fifty-store retail automotive parts chain

    Sold to: Tyler Corporation (Dallas, TX)

  • Four Wheel Drive Hardware Inc.

    Retail

    Catalog retailer of Jeep aftermarket products

    Sold to: Pfingsten Partners LP (Deerfield, IL)

  • Friedman’s, Inc.

    Retail

    Jewelry retailer

    $47 million follow-on offering of common stock

  • Gorges Quik-To-Fix Foods Inc.

    Retail

    Supplier of meat to retail grocers and food service industries

    Financial advisor for the company in its Chapter 11 case; sold to Smithfield Foods, Inc. (Smithfield, VA)

  • Homeland Stores Inc.

    Retail

    Grocery retailer

    Arranger and placement agent for $65 million of debtor-in-possession financing

  • Hy-Vee Inc.

    Retail

    Chain of grocery stores

    Sale leaseback of five grocery stores

  • I&K Distributors Inc.

    Retail

    Manufacturer, wholesaler and distributor of branded and private label potato salads and other foods

    Sold to: Chef Solutions, Inc. (Schaumburg, IL) a subsidiary of LSG Lufthansa Service Holding AG (Neu-Isenburg, Germany)

  • International Outsourcing Services LLC

    Retail

    Provider of coupon processing services to nearly 20,000 retail stores throughout the U.S

    Sold to: ProLogic Redemption Solutions, Inc. (Bloomington, IN), a portfolio company of Marlin Equity (El Segundo, CA)

    International Outsourcing Services LLC

    Western Reserve acted as exclusive financial advisor to International Outsourcing Services, Inc. (“IOS”) in the sale of its coupon redemption operations to ProLogic Redemption Solutions, a portfolio company of Marlin Equity Partners.

    IOS was one of the world’s largest coupon processing companies and remains a provider of outsourced data services to a variety of end markets.  The company’s coupon division regularly processed more than one billion coupons annually for customers such as Food Lion, Kroger, SUPERVALU and Winn Dixie.  IOS’ data services division provides data entry, forms processing, mail resolution and other back-office functions.

    In March of 2007, a federal grand jury indicted IOS and 11 of its executives on 25 counts and $250 million worth of coupon fraud; subsequently, 23 of the largest consumer product companies, including Kellogg Co., Kraft Foods, General Mills, Johnson & Johnson and PepsiCo., filed a civil lawsuit against IOS for $150 million in damages.  Western Reserve was hired by IOS’ board-appointed interim management company, FTI Palladium Partners, to sell the company’s coupon redemption operations.

    Western Reserve worked in conjunction with FTI, IOS’ board of directors, the company’s five-member bank group and its indicted founding family to facilitate a complex multiparty transaction.  ProLogic acquired IOS’ coupon redemption operations in June 2008.  ProLogic was a newly-formed portfolio company of Marlin Equity, a private investment firm based in El Segundo, California focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs.

  • Jo-Ann Stores

    Retail

    Fabric and craft retailer

    Acquired: House of Fabrics, Inc. (Sherman Oaks, CA)

  • L.L. Bean Inc.

    Retail

    Direct marketer of outdoor and leisure apparel and accessories via catalogues and website

    $50 million placement of senior notes

  • LDI Ltd. (Major Video Concepts Inc. subsidiary)

    Retail

    Distributor of video tapes and video games to independent and chain video rental stores

    Sold to: Ingram Entertainment, Inc. (La Vergne, TN)

  • LESCO Inc.

    Retail

    Provider of products for professional turf care segment of green industry

    Follow-on offering of common stock

  • LESCO Inc.

    Retail

    Provider of products for professional turf care segment of green industry

    Sold to: Deere & Co. (Moline, IL)

    LESCO Inc.

    Western Reserve acted as financial advisor to LESCO, Inc. (NASDAQ: LSCO) in its sale to Deere & Company (NYSE: DE).  This transaction represented the firm’s second engagement by LESCO, as Western Reserve advised the company in its 2005 divestiture of its manufacturing and distribution operations to Platinum Equity Partners, LLC.

    Headquartered in Cleveland, Ohio, LESCO is a leading provider of products for the professional green and pest control industries. At the time of the transaction, LESCO served customers worldwide through more than 345 LESCO Service Center® locations, 114 LESCO Stores-on-Wheels® vehicles and other direct sales efforts. Its customers included golf courses, athletic fields and professional lawn care companies that maintain landscapes around apartments, office complexes, government buildings, cemeteries and private homes.

    Following the divestiture of its manufacturing and distribution operations, LESCO continued to rely on Western Reserve for periodic counsel regarding the company’s strategic alternatives.  One such alternative was the sale of the company to a strategic buyer, and Western Reserve worked closely with management to drive value for LESCO’s shareholders through a detailed analysis of the synergistic fit and financial impact of combining the company with several of the most likely strategic buyers.

    LESCO was acquired by Deere in May 2007.  Headquartered in Moline, Illinois, Deere is the world’s leading provider of advanced products and services for agriculture and forestry and a major provider of advanced products and services for construction, lawn and turf care, landscaping and irrigation.  LESCO was combined with Deere’s John Deere Landscapes division, significantly increasing the volume of consumable products sold by the division, expanding the customer base for both LESCO and John Deere Landscapes and complementing Deere’s work in the Golf & Turf One Source business, which focuses on bringing total solutions to those who maintain golf course properties.

    LESCO President and Chief Executive Officer Jeffrey Rutherford said, “The Western Reserve team did an outstanding job in advising LESCO’s senior management and Board of Directors in our strategic alternatives over the past three years. Their keen understanding of our business model and knowledge of our industry set the stage for this important milestone in LESCO’s history. The team at Western Reserve was with us every step of the way, contributing significantly to the success of this transaction.”

    . . .

    The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others.  The testimonials are not paid and are not indicative of future performance or success.

  • Marsh Supermarkets, Inc.

    Retail

    Operates supermarkets, fresh produce markets and convenience stores in Indiana and Ohio

    $50 million private placement of senior notes

  • NCS Healthcare Inc.

    Retail

    Long-term healthcare pharmacies

    Acquired: Corinthian Health Care (Indianapolis, IN)

  • NCS Healthcare Inc.

    Retail

    Long-term healthcare pharmacies

    $70 million initial public offering of common stock

  • NCS Healthcare Inc.

    Retail

    Long-term healthcare pharmacies

    $121 million follow-on offering of common stock

  • OfficeMax

    Retail

    Office supply store retailer

    $678 million initial public offering of common stock

  • OfficeMax

    Retail

    Office supply store retailer

    Follow-on offering of common stock

  • OfficeMax

    Retail

    Office supply store retailer

    Sold to: Boise Cascade (Boise, ID); provided fairness opinion

  • Pioneer-Standard Electronics

    Retail

    Distributor of computer systems and electronic components

    $45 million follow-on offering of common stock

  • Riser Foods Inc.

    Retail

    Wholesaler and retailer of grocery products

    Sold to: Giant Eagle, Inc. (Pittsburgh, PA); provided fairness opinion

  • Shoe Carnival Inc.

    Retail

    Discount shoe retailer

    $27 million initial public offering of common stock

  • Shoe Carnival Inc.

    Retail

    Discount shoe retailer

    $44 million follow-on offering of common stock

  • Signature Styles, LLC (portfolio company of Patriarch Partners)

    Retail

    Direct catalog/internet marketer of women’s apparel

    Financial advisor for the company in its bankruptcy case; sold to: Artemiss LLC, an affiliate of Patriarch Partners

    Signature Styles, LLC (portfolio company of Patriarch Partners)

    Western Reserve represented Signature Styles, LLC in its bankruptcy reorganization pursuant to Section 363 of the Bankruptcy Code.  Based in New York, NY, Signature Styles is a direct-to-consumer marketer of women’s fashion apparel comprising three distinct brands: Spiegel, Newport News and Shape FX.

    Signature Styles commenced a Chapter 11 bankruptcy case in June and filed a motion to sell the company to a stalking horse bidder, Artemiss, LLC.  Artemiss had entered into an asset purchase agreement for aggregate consideration of the assumption of certain liabilities and obligations of the company.  In its final form, Artemiss also paid cash consideration of $2.0 million to unsecured creditors.

    In accordance with procedures approved by the bankruptcy court, written offers were solicited by Western Reserve from over 270 other prospective purchasers to “top” the stalking horse bid.  Artemiss emerged from the process as the prevailing bidder, and its acquisition of Signature Styles was approved by the court on September 7, 2011.

     

  • Spartan Stores Inc.

    Retail

    Retailer and distributor of groceries

    Merged with: Seaway Food Town, Inc. (Maumee, OH); provided fairness opinion

  • Spartan Stores Inc. (L.L./Jiroch and J.F. Walker subsidiaries)

    Retail

    Distributor of products to convenience stores

    Sold to: The H.T. Hackney Co. (Knoxville, TN)

  • Spring Arbor Distributors

    Retail

    Distributor of Christian books

    Sold to: Ingram Industries, Inc. (Nashville, TN)

  • Stylin’ Concepts Corporation

    Retail

    Direct marketer of aftermarket accessories to truck and sport truck enthusiasts

    Sold to: The Riverside Company (Cleveland, OH)

  • The Astrup Company

    Retail

    Distributor of fabric, hardware and trimmings to the awning, marine and casual furniture industries in the U.S.

    Sold to: Glen Raven, Inc. (Burlington, NC)

    The Astrup Company

    Western Reserve acted as exclusive financial advisor to The Astrup Company in its sale to Glen Raven, Inc.

    Founded in 1876 and based in Cleveland, Ohio, Astrup is the leading distributor of outdoor, recreational, industrial and technical fabric, hardware and trimmings to the awning, marine and casual furniture industries in the U.S.  Over the past 130 years, Astrup has evolved from a single-facility sail manufacturer to the leading national specialty fabric distributor with, at the time of the transaction, 11 sales and distribution centers located throughout the U.S.  In addition, Astrup is a significant equity holder in two leading specialty fabric distributors in both Canada and Mexico, making the company a virtual one-stop shop for customers throughout North America.

    The shareholders of Astrup elected to explore a potential sale of the company to its largest supplier, Glen Raven, who had enjoyed a business relationship with Astrup for more than a century.  Astrup retained Western Reserve as its exclusive investment banker who advised the company throughout the transaction.

    Based in Burlington, North Carolina, Glen Raven markets performance fabrics in more than 100 countries worldwide.  Concurrent with the Astrup transaction, Glen Raven acquired John Boyle & Co., another leading manufacturer and distributor of specialty fabrics who was also a major customer of Glen Raven’s and who, like Astrup, continued to operate as a wholly-owned subsidiary.  Post-transaction, Astrup continued to be led by its President and Chief Operating Officer, Jeffrey W. Kirk.  John H. Kirk, Astrup’s Chairman and CEO, retired at the close of the transaction.

    John Kirk said, “The team at Western Reserve worked diligently with us through the many details and nuances of the transaction and created significant value for Astrup’s shareholders.  I’ve known the firm for many years, and they are truly dedicated to providing superior service to their clients.”

    . . .

    The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others.  The testimonials are not paid and are not indicative of future performance or success.

  • The Finish Line

    Retail

    Retailer of athletic shoes and apparel

    Provided buy-side advisory services

  • United Auto Group

    Retail

    Second largest automotive retailer in the U.S.

    Provided fairness opinion in the private placement of $119 million of common stock to Mitsui & Co. (New York, NY)

  • Veteran Supply Company Inc. (Bankruptcy Estate of Grabill Corporation)

    Retail

    Wholesaler and retailer of restaurant supplies

    Financial advisor for the company in its parent's Chapter 11 case; sold to: Mr. Leslie Barnard (Chicago, IL)

  • Video Towne Inc.

    Retail

    Niche retailer of video cassettes

    Sold to: SuperClub NV (Antwerp, Belgium)

  • Vikimatic Sales, Inc.

    Retail

    Full service distributor of communications products

    Recapitalized by: Primus Venture Partners (Cleveland, OH)

  • Vision Care Holdings (Eyeglass World LLC subsidiary) (portfolio company of Summit Partners)

    Retail

    Chain of eyewear retail stores

    Sold to: National Vision, Inc. (Lawrenceville, GA), a portfolio company of Berkshire Partners, LLC (Boston, MA)

    Vision Care Holdings (Eyeglass World LLC subsidiary) (portfolio company of Summit Partners)

    Western Reserve acted as exclusive financial advisor to Vision Care Holdings, a portfolio company of Summit Partners, in the sale of its Eyeglass World, LLC subsidiary to National Vision, a portfolio company of Berkshire Partners.

    Headquartered in Lake Worth, Florida, Eyeglass World provides retail optical products and services through 62 vision superstores in 24 states.  According to Vision Monday Magazine, Eyeglass World is the 14th largest optical retail chain in the U.S.  Eyeglass World’s strategy is to offer value-conscious customers a large selection of high-quality, brand name eyewear and superior customer service at discount prices.

    Vision Care was in need of additional capital to execute its strategic plan in a difficult economic environment and engaged Western Reserve to assist in the sale of the business.  Western Reserve leveraged its expertise in specialty retail, and the optical sector in particular, to orchestrate a sale process that included conversations with the leading domestic and international strategic buyers as well as private equity groups with related interests.

    In January 2009, Eyeglass World was acquired by National Vision, the fifth largest optical retail chain in the U.S.  Western Reserve’s delivery of an effective and timely solution maximized the outcome for Summit and Vision Care’s other stakeholders despite a challenging economic environment.

  • Vista Eyecare Inc.

    Retail

    Provider of professional eye care services and products

    Financial advisor to the company in its Chapter 11 case

  • Whitney Automotive Group (portfolio company of The Riverside Company)

    Retail

    E-commerce and catalog merchant of automotive aftermarket parts

    Sold to: US Auto Parts Network Inc. (Carson, CA)

  • Wild Oats Markets Inc.

    Retail

    Owner and operator of natural foods supermarkets

    Provided strategic advisory services

  • Wilmar

    Retail

    Distributor of repair and maintenance products to multi-family housing, lodging, and institutional facilities

    Acquired: Barnett Inc.

  • Wolohan Lumber

    Retail

    Engages in the retail sale of a full-line of lumber and building materials and related products

    Sold to: Wolohan Acquisition Co. (Saginaw, MI) in a management buyout

  • Zale Corporation

    Retail

    Jewelry retailer

    $41 million follow-on offering of common stock

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