Deal List

Customized Solutions. Superior Execution.
Unparalleled Results.

DEALS BY INDUSTRY

DEALS BY SERVICES

  • Anaheim Manufacturing Company

    Consumer

    Manufacturer of residential and commercial food waste disposers

    Sold to: Moen Incorporated (Cleveland, OH), a subsidiary of Fortune Brands (Deerfield, IL)

    Anaheim Manufacturing Company

    Western Reserve Partners announced that it served as exclusive financial advisor to Anaheim Manufacturing Company (“AMC”), a portfolio company of Graham Partners, in its sale to Moen Incorporated, a subsidiary of Fortune Brands.

    Based in Brea, California, AMC is a leading manufacturer of residential and commercial garbage products under its own brands, Waste King, Whirlaway, Sink Master and Quick & Hot, as well as through private label channels.

    Moen Incorporated, based in North Olmsted, Ohio, designs and manufactures faucets, showerheads, accessories and kitchen sinks for residential and commercial applications.  The company operates as a subsidiary of Fortune Brands.

    Fortune Brands (NYSE: FBHS), based in Deerfield, Illinois, provides home and security products for use in residential home repair, remodeling, new construction, security applications and storage.  It operates in four segments:  Kitchen & Bath Cabinetry, Plumbing & Accessories, Advanced Materials Windows & Door Systems and Security & Storage.

    William Timmerman, Principal at Graham Partners, said, “The Western Reserve Team provided an outstanding level of service to our firm through the entire process.  As advisors, their commitment to managing a customized process led to a great strategic outcome for Anaheim Manufacturing Company and Graham Partners.”

    Kevin Mayer, Managing Director and Co-Head of Western Reserve’s Industrial practice, stated, “Anaheim Manufacturing Company will expand Moen’s current, broad product offering and allow it to enter into the garbage disposer market.”

    Charles Aquino, Managing Director of Western Reserve’s Consumer and Business Services Practices, said, “We are delighted to have advised AMC and Graham during this process and are excited for this strategic combination between Anaheim Manufacturing and Moen to evolve.”

    . . .

    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.

  • Anderson Banking Company

    Services

    Commercial bank in Indiana

    Sold to: Merchants National Corporation (Indianapolis, IN)

  • Anomatic Corporation

    Consumer

    Manufacturer of high-volume anodized aluminum packaging components and custom decorative assemblies to global cosmetics packaging companies

    Recapitalized by: Brookstone Partners (New York, NY)

    Anomatic Corporation

    Western Reserve acted as exclusive financial advisor to Anomatic Corporation in its recapitalization by Brookstone Partners.

    Anomatic, headquartered in Newark, Ohio, is the leading provider of high-volume anodized aluminum packaging components and custom decorative assemblies to global cosmetics packaging companies.  The company has the ability to stamp, clean, buff, anodize, decorate and assemble a wide variety of aluminum components, including lipstick cases, mascara shells and collars, caps and threaded closures for lotions and fragrances.

    In an effort to improve shareholder value through domestic and international growth, Anomatic’s shareholders engaged Western Reserve to identify a financial partner that would enable the company to execute its growth plan domestically, as well as pursue international expansion.  Through a competitive auction process, Western Reserve introduced Anomatic to several potential financial partners.

    Anomatic was recapitalized by Brookstone in November 2005.  Brookstone, headquartered in New York, New York, is a private equity firm that seeks to acquire companies or invest in growth equity situations in the middle market.  Brookstone was selected based on its shared vision for the business and its recognized track record of success in international expansion and unique expertise in creating manufacturing efficiencies.  The transaction provided Anomatic’s shareholders with partial liquidity, an ongoing equity ownership in the business and a sophisticated financial partner to help execute its growth plan, all while retaining operational control.

    Scott Rusch, Vice President of Anomatic, said, “Western Reserve did an outstanding job of identifying the right financial partner for us and helping us through all stages of the transaction. Their experience and dedication to the project resulted in a timely and efficient result.  They were great to work with.”

    . . .

    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.

  • Anthem Inc.

    Services

    Largest provider of private health insurance in the U.S.

    $2 billion initial public offering of common stock

  • Anthony & Sylvan Pools Corporation

    Consumer

    Marketer and installer of inground swimming pools

    Recapitalized by: JP Morgan Chase

  • Apartment Investment & Management Co.

    Real Estate

    REIT engaged in the ownership, acquisition, development, expansion, and management of multi-family apartment properties

    Sold to: Brookdale Living Communities (Chicago, IL)

  • Apex Corporation

    Industrial

    Manufacturer of high precision jet turbine components and assemblies

    Sold to: RDK Capital LP (Cleveland, OH)

  • ARNCO Corporation

    Industrial

    Manufacturer of HDPE conduit

    Sold to: Audax Group (Boston, MA)

    ARNCO Corporation

    Western Reserve acted as exclusive financial advisor to ARNCO Corporation in its sale to Audax Group.

    Founded in 1974 as ARNCO Equipment Sales Inc., ARNCO is the North American leader in developing and manufacturing high-quality, high-density polyethylene (“HDPE”) conduit used primarily by the telecommunication and energy industries.  Headquartered in Elyria, Ohio, ARNCO also manufactures and markets a fully integrated, cost-effective “system” of materials and placing equipment designed to make the entire cable installation process faster and easier.  ARNCO sells its customized products and system solutions to the power utility, electrical, telecommunication, cable TV, data communication and pressure pipe industries.

    The shareholders of ARNCO elected to explore a potential sale of the company for estate-planning purposes and to identify a partner with the financial resources to support the company’s growth strategy.  ARNCO retained Western Reserve as its exclusive investment banker who advised the company through a highly confidential, but competitive, process.

    ARNCO was recapitalized by Audax in March 2007.  Robert F. Smith, ARNCO’s Chairman, invested alongside Audax in the transaction.  Headquartered in Boston, Massachusetts, Audax is a leading investor in lower-middle market companies.  At the time of the transaction, Audax simultaneously acquired a chief competitor of ARNCO’s, Dura-Line Corporation, and ARNCO was expected to benefit from the combined synergies of the two companies, including significant cross-selling opportunities and access to international markets.

    Mr. Smith said, “The Western Reserve team worked hard to achieve the best possible result for ARNCO’s shareholders and employees.  They gave us extraordinary customer service and were with us every step of the way.  They did a terrific job in working through the many details of the 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.

  • Artesian Plumbing Products Inc.

    Consumer

    Manufacturer and retailer of china, plastic and faux-marble plumbing products

    Sold to: Crane/Fiat Ltd. (Evanston, IL)

  • ARTS Technology Inc.

    Industrial

    Aluminum dross recycling company

    $7 million in venture capital placements for common stock

;