Representative Clients:
- Represented Applied Logic Associates (ALA) of Houston, TX, in the acquisition by Westat of Rockville, MD, an employee-owned national research corporation, expanding the competencies of the combined entity deeper into clinical research. MCR Capital Advisors provided the valuation, negotiations and successful closure of the acquisition. http://www.westat.com
- Initiated the transaction, assisted in negotiations and acted as financial advisor to Conceptual Software, Inc. of Houston, TX, in its sale to SAS, headquartered in Cary, NC, and recognized as the largest privately held software company in the world. www.conceptual.com www.sas.com
- Represented a privately held manufacturing/fabrication entity in package/valuation preparation, idenfication of buyer candidates, and the successful consummation of a "full value", sell-side transaction.
- Assisted an online education company in sell-side acquisition after several years of enabling growth through business consulting and capital acquisition support. www.cengage.com/press/release/20080717.html
- Provided strategic planning support, financial consulting, and strategic partner analysis within the contract research organization (CRO) marketplace.
- Secured senior debt financing for a globally recognized certification training entity, nationally recognized publishing business, and other privately held businesses.
- Provided short-term, sub-debt financing to complete the buy-side acquisition of a services oriented business.
- Provide bankruptcy workout support services within the health care and professional services arenas.
- Provide strategic planning and financial advisory services for various clients focused in education technology, international e-learning content delivery, metal fabrication, K-12 education, energy market enablement, risk management, financial products preparation, clinical research, medical device research and others.