Transactions
CoveView Advisors selected transactions
Senior Credit Facilities
Acquisition Finance
CoveView served as financial advisor to The Cadmus Group, a CI Capital portfolio company, in the arrangement of senior credit facilities to finance select bolt-on acquisitions
About Cadmus:
Cadmus is a strategic and technical consultancy that serves government agencies, electric and natural gas utilities, and commercial clients
About CI Capital:
CI Capital Partners LLC is a leading North American private equity investment firm that has invested in middle-market companies since 1993
Senior Credit Facilities
Refinancing
CoveView served as financial advisor to Vereco, LLC, a Stella Point Capital portfolio company, in the arrangement of senior credit facilities to help support the refinancing of existing debt
About Vereco:
Vereco is a national healthcare company that creates and manages document services programs for hospitals and healthcare systems
About Stella Point Capital:
Stella Point Capital is a New York-based private equity firm focused on industrial, consumer, and business services investments
Senior Credit Facilities
Acquisition Finance
CoveView served as financial advisor to Stella Point Capital in the arrangement of senior credit facilities to help finance the acquisition of Qualified Digital
About Qualified Digital:
Qualified Digital is a leading full-service digital agency with teams throughout the US, specializing in customer experience and digital transformation
About Stella Point Capital:
Stella Point Capital is a New York-based private equity firm focused on industrial, consumer, and business services investments
Second-Lien Credit Facilities
Financing
CoveView has served as financial advisor to Sigma Defense Systems LLC, a Sagewind Capital portfolio company, in the arrangement of second-lien credit facilities.
About Sigma Defense Systems:
Sigma Defense Systems LLC is a leading technology company that works closely with its customers in the U.S. Department of Defense, government agencies, and partner nations to develop innovative solutions that connect service members across all branches of the armed services, from the tactical edge to command.
$312 million
Total Credit Facilities
Incremental Facilities
CoveView Advisors served as financial advisor to CI Capital in the arrangement of credit facilities for Mariani Enterprises, LLC, raising an aggregate of $100 million in incremental capital to support acquisitions, bringing total credit facilities to $312 million.
About Mariani Enterprises:
Mariani is the leading estate and high-end residential landscaping provider in the United States with expertise across a full spectrum of landscaping services.
About CI Capital Partners:
CI Capital Partners LLC is a leading North American private equity investment firm dedicated to investing in middle-market companies with over $2.4 billion of invested capital.
$67 million
ABL and Term Loan Facilities
Refinancing
CoveView acted as financial advisor to a specialty manufacturer in the arrangement of $67 million in credit facilities to support the refinancing of its existing debt.
About Specialty Manufacturer:
The specialty manufacturer is a long-standing market leader in healthcare and food safety products.
$115 million
Senior Secured Credit Facilities
Refinancing
CoveView served as financial advisor to VettaFi LLC, in the arrangement of Senior Secured credit facilities to support the refinancing of its existing debt
About VettaFi:
VettaFi, a leading asset manager services provider, operates three main business lines: Indexing (Benchmark Energy Indexes, Thematic & Income Indexes), Digital Distribution (web-based Sales & Marketing support), and Analytics.
Senior Credit Facilities
Acquisition Finance
CoveView served as financial advisor to Stella Point Capital in the arrangement of senior credit facilities to help finance the acquisition of TotalMed
About TotalMed:
TotalMed is a premier national provider of healthcare staffing services with the mission of providing hospitals, medical groups, health plans, and life sciences companies with highly skilled and reliable healthcare professionals
About Stella Point Capital:
Stella Point Capital is a New York-based private equity firm focused on industrial, consumer, and business services investments
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to CI Capital in the arrangement of senior credit facilities to finance select bolt-on acquisitions
About Arch Amenities Group:
With over 50 years of combined experience, the experts from WTS International, known for activating the very best in spa and wellness spaces, along with LifeStart, Meet Hospitality, and Synergy Fitness, leaders in corporate lifestyle amenities, fitness, and meetings, have come together to form Arch Amenities Group
About CI Capital:
CI Capital Partners LLC is a leading North American private equity investment firm that has invested in middle-market companies since 1993
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind in the arrangement of senior credit facilities to finance the acquisition
About ArrowStream:
ArrowStream is the leader in supply chain management software for the foodservice industry, enabling clients to capitalize on data to improve their supply chain operations.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$212 million
Total Credit Facilities
Incremental Facilities
CoveView served as financial advisor to CI Capital in the arrangement of credit facilities for Mariani Enterprises, LLC, raising an aggregate of $53 million in incremental capital across multiple transactions to support acquisitions, bringing total credit facilities to $212 million.
About Mariani Enterprises:
Mariani is the leading estate and high-end residential landscaping provider in the United States with expertise across a full spectrum of landscaping services.
About CI Capital Partners:
CI Capital Partners LLC is a leading North American private equity investment firm dedicated to investing in middle-market companies with over $2.4 billion of invested capital.
$26 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Stella Point Capital in the arrangement of $26 million of senior credit facilities to finance the acquisition
About Velir Studios, Inc.:
Velir is a leading independent full-service digital agency focused on designing, delivering and supporting digital experiences for non-profits, associations, healthcare and other large corporations
About Stella Point Capital:
Stella Point Capital is a New York-based private equity firm focused on industrial, consumer, and business services investments
ABL & Split Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to New State Capital Partners in the arrangement of ABL & split lien credit facilities to help finance the acquisition of a majority equity stake in KMS, Inc.
About KMS, Inc.:
KMS is a leading wholesale distributor of closeout, overstock, and factory refurbished merchandise, including clothing, hardware, housewares, small appliances, alongside its own line of KMS-sourced products
About New State Capital Partners:
New State is a leading middle market New York based private equity firm with an entrepreneurial spirit focused on growth-oriented investments within the business services, industrial and consumer sectors
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind in the arrangement of senior credit facilities to finance the acquisition
About Banner Solutions:
Banner is a wholesale distributor of mechanical door hardware products and electronic access controls. Banner’s product offering includes mechanical locks and parts, exit devices and door closures, electronic access controls and other parts and accessories.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind in the arrangement of senior credit facilities to finance the acquisition
About Ventiv Technology:
Ventiv is a provider of integrated risk management solutions for enterprises and government entities. Ventiv’s software platform enables enterprises to manage incidents and claims, and evaluate, mitigate, and monitor risks with analytics, data-discovery, and reporting capabilities. Ventiv’s other products allow users to administer claims and insurance policies. Headquartered in Atlanta, GA with offices in Europe and Asia, Ventiv serves over 540 organizations and 350,000 users in more than 40 countries.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$940 million
Senior Credit Facilities
Acquisition Finance
Anvil International has completed its merger with Smith-Cooper International. Tailwind Capital, the existing sponsor of Smith-Cooper, will be majority owner of the combined company.
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $940 million of senior credit facilities to finance the acquisition.
About Anvil:
Anvil International is one of the largest and most complete manufacturers of pipe fittings, couplings, pipe hangers and piping support systems in the world.
About Smith-Cooper:
Smith-Cooper is a leading distributor of valves, fittings and related products.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
Senior Credit Facillities
Acquisition Finance
CoveView acted as financial advisor to New State Capital Partners in the arrangement of senior credit facilities to finance the acquisition
About Mako Steel:
Mako Steel is a best-in-class self-storage construction Company headquartered in Carlsbad, CA.
About New State Capital Partners:
New State is a leading middle market, New York-based private equity firm with an entrepreneurial spirit focused on growth-oriented investments in targeted sectors within healthcare, business services, industrial and consumer.
$225 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind to arrange $225 million of senior credit facilities to finance an add-on acquisition and refinance existing debt.
About LRW:
Lieberman Research Worldwide (LRW) is a leading provider of consultative market research, data analytics, and data collection services to a broad range of Fortune 500 clients. LRW provides a consultative, highly analytical approach to market research and data collection in order to generate actionable business insights for its customers.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$135 million
Senior Credit Facilities
Acquisition Finance
RANDYS, a leading automotive aftermarket distributor, has been acquired by Tailwind Capital.
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $135 million of senior credit facilities to finance the acquisition.
About RANDYS:
RANDYS is a designer and asset-light supplier of highly-engineered drivetrain products to the automotive aftermarket.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$252 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $252 million senior credit facility to finance an add-on acquisition
About Diversified:
Diversified is a leading provider of media technology design, consulting, engineering and managed services to Fortune 500 corporate customers, educational institutions, broadcast facilities and large scale performance venues.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor in the arrangement of first lien credit facilities to finance the acquisition
About BDP International:
BDP International is a global industry leader in international logistics, transportation and supply chain solutions. BDP supports the unique supply chain needs of its diverse customer base, including those in the chemical and petrochemical, healthcare and life sciences, oil and gas, manufacturing, and retail and consumer good sectors.
About Greenbriar Equity:
Greenbriar Equity is a New York-based private equity firm with substantial experience in the international logistics space.
$111 million
Convertible Notes
Growth Capital
CoveView acted as financial advisor to the Company to structure and arrange $111 million of convertible notes
About Bedrock Manufacturing:
Based in Dallas, Texas, Bedrock is a privately-held strategic development group, building brands in three main areas: entertainment, digital, and consumer products. Bedrock Manufacturing is the parent of two iconic American brands: Shinola and Filson. Shinola provides high-quality, hand crafted products including watches, bicycles and leather goods that are “Built in America,” creating quality jobs in Detroit, MI and beyond. Filson, founded in 1987 and headquartered in Seattle, WA, is renowned for making products in the USA to outfit America’s outdoor enthusiasts.
$65 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $65 million senior credit facilities to finance the acquisition
About Loenbro:
Loenbro is a provider of specialized services to the energy, industrial, and infrastructure markets. Its range of service offerings include inspection, industrial maintenance, instrumentation and electrical, industrial insulation and coatings, pipeline construction, and other complementary specialty services.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$50 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Stella Point Capital in the arrangement of $50 million of senior credit facilities to finance the acquisition
About Vereco:
Vereco is a national healthcare company that creates and manages document services programs for hospitals and healthcare systems.
About Stella Point Capital:
Stella Point Capital is a New York-based private equity firm focused on industrial, consumer, and business services investments.
Undisclosed
ABL & Split Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of ABL and split lien credit facilities to finance the acquisition
About Core BTS:
Core BTS is a solution provider focused on Cisco-centric software, technology and related IT infrastructure, and technology services to corporate and government clients.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$48 million
Senior Credit Facility
Amendment to Credit Facility
CoveView acted as financial advisor and provided corporate finance advice to the Company to amend a $48 million credit facility.
About Cumberland Consulting Group:
Cumberland is a consulting firm that provides services to healthcare providers, payors, and life sciences clients.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
€12.3 million
M&A Advice
Sell-Side Advisory
CoveView acted as financial advisor to the Company on the sale of a business unit for €12.3 million
About Westport Fuel Systems:
Westport Fuel Systems Inc. engineers, manufactures, and supplies alternative fuel systems and components for transportation applications worldwide.
$101 million
Senior Credit Facilities and Subordinated Notes
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $101 million of senior credit facilities and subordinated notes to finance the acquisition
About Abode Healthcare:
Abode is a provider of hospice and home health services across 10 states.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$90 million
M&A Advice
Sell-Side Advisory
CoveView acted as financial advisor to the owners of Beaulieu on the §363 sale of substantially all their assets to Engineered Floors
About Beaulieu:
Founded in 1978, Beaulieu manufactures and distributes carpet, engineered hardwood and laminate and luxury vinyl tile (LVT) flooring.
About Engineered Floors:
Engineered Floors, LLC is a privately held carpet producer founded by Robert E. Shaw in 2009.
$20 million
Senior Credit Facilites
Working Capital Financing
CoveView acted as financial advisor to Westport in the arrangement of a $20 million first lien term loan
About Westport Fuel Systems:
Westport Fuel Systems Inc. engineers, manufactures, and supplies alternative fuel systems and components for transportation applications worldwide.
$1.6 billion
M&A Advice
Merger
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$178 million
Senior Credit Facilities and Subordinated Notes
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $178 million of senior credit facilities and subordinated notes to finance the acquisition
About Smith-Cooper International:
Smith-Cooper is a leading distributor of valves, fittings and related products.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$103 million
Senior Credit Facilities and Subordinated Notes
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $103 million of senior credit facilities and subordinated notes
About HMT:
HMT is a provider of aboveground storage tank services and products. The company provides inspection, construction and repair & maintenance services complemented by a portfolio of highly-engineered products, including seals, domes, and floating roofs.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$101 million
ABL and Split Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $101 million ABL and split lien credit facilities to finance an add-on acquisition
About Premier Store Fixtures (Now PremierXD):
PremierXD is an integrated designer, manufacturer and logistics provider of customized merchandising displays and accessories for use in retail environments.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$68 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $68 million of senior credit facilities to finance the acquisition
About DermaRite:
DermaRite is a manufacturer and distributor of skin and wound care products.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$30 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $30 million senior credit facility to finance the acquisition
About Edenbridge:
Edenbridge is a specialty generic pharmaceutical company focused on niche markets. In addition to its portfolio of approved products, the company has in-house R&D capabilities to develop new products.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$48 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $48 million senior credit facility to finance the acquisition
About AST:
AST is a leading implementation and managed services provider of Oracle software and systems.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$55 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $55 million senior credit facility to finance the acquisition
About Lone Peak:
Lone Peak is a dental services organization focusing on the underserved pediatric market segment. The company has over 60 offices across 13 states.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$1.2 billion
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$98 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $98 million senior credit facility to finance an add-on acquisition
About Metrogistics (Now Acertus):
Acertus is a technology-enabled, non-asset-based third-party vehicle lifecycle solutions provider, offering a comprehensive service including Car Haul, Drive Away, Storage, Title and Registration, Compliance, Care and more for OEMs, Dealerships and Rental and Fleet Management Companies.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$118 million
Senior Credit Facilities and Subordinated Notes
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $118 million of senior credit facility and subordinated notes to finance the acquisition
About Cumming Group:
Cumming is a global project and cost management consulting firm with offices in the United States, Middle East and Europe.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$50 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $50 million senior credit facility to finance the acquisition
About Metrogistics (Now Acertus):
Acertus is a technology-enabled, non-asset-based third-party vehicle lifecycle solutions provider, offering a comprehensive service including Car Haul, Drive Away, Storage, Title and Registration, Compliance, Care and more for OEMs, Dealerships and Rental and Fleet Management Companies.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$50 million
Bridge Loan
Growth Capital
CoveView acted as financial advisor to the Company to structure and arrange a $50 million bridge loan
About Bedrock Manufacturing:
Based in Dallas, Texas, Bedrock is a privately-held strategic development group, building brands in three main areas: entertainment, digital, and consumer products. Bedrock Manufacturing is the parent of two iconic American brands: Shinola and Filson. Shinola provides high-quality, hand crafted products including watches, bicycles and leather goods that are “Built in America,” creating quality jobs in Detroit, MI and beyond. Filson, founed in 1987 and headquartered in Seattle, WA, is renowned for making products in the USA to outfit America’s outdoor enthusiasts.
$112.5 million
First and Second Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind to arrange $112.5 million of first and second lien credit facilities to finance a dividend recapitalization
About Longs Pharmacy Solutions:
Longs is an independent specialty pharmacy in the South East, with locations in South Carolina, North Carolina, Georgia, Louisiana and Texas
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$54 million
ABL and Split Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $54 million ABL and split lien credit facilities to finance the acquisition
About Stratix:
Stratix is a provider of managed mobility services, helping companies execute their mobile strategy.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$165 million
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$40 million
ABL Credit Facility
Growth Capital and Working Capital
CoveView acted as financial advisor to the Company to structure and arrange a $40 million ABL credit facility
About Bedrock Manufacturing:
Based in Dallas, Texas, Bedrock is a privately-held strategic development group, building brands in three main areas: entertainment, digital, and consumer products. Bedrock Manufacturing is the parent of two iconic American brands: Shinola and Filson. Shinola provides high-quality, hand crafted products including watches, bicycles and leather goods that are “Built in America,” creating quality jobs in Detroit, MI and beyond. Filson, founed in 1987 and headquartered in Seattle, WA, is renowned for making products in the USA to outfit America’s outdoor enthusiasts.
$77 million
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
M&A Advice
Spin-off
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$70 million
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$65 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $65 million senior credit facility to finance the acquisition
About Colony:
Colony is a distributor of safety equipment, power tools and other small-ticket job site essentials to multiple trades of contractors serving the commercial construction and public infrastructure construction markets.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$56 million
First and Second Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $56 million of first and second lien credit facilities to finance the acquisition
About National HME:
National HME is the largest provider of outsourced medical equipment management solutions to the hospice market.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$54 million
First and Second Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $54 million of first and second lien credit facilities to finance the acquisition
About Premier Store Fixtures (Now PremierXD):
PremierXD is an integrated designer, manufacturer and logistics provider of customized merchandising displays and accessories for use in retail environments.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$125 million
Growth Equity
Growth Capital
CoveView acted as financial advisor to the Company to structure and arrange $125 million in growth equity
About Bedrock Manufacturing:
Based in Dallas, Texas, Bedrock is a privately-held strategic development group, building brands in three main areas: entertainment, digital, and consumer products. Bedrock Manufacturing is the parent of two iconic American brands: Shinola and Filson. Shinola provides high-quality, hand crafted products including watches, bicycles and leather goods that are “Built in America,” creating quality jobs in Detroit, MI and beyond. Filson, founed in 1987 and headquartered in Seattle, WA, is renowned for making products in the USA to outfit America’s outdoor enthusiasts.
$172.5 million
First and Second Lien Credit Facilities
Refinancing
CoveView acted as financial advisor to Hunter Defense Technologies, Inc. in the arrangement of $172.5 million of credit facilities to refinance existing debt
About HDT:
HDT Global delivers innovative solutions to military, government, industrial, and commercial market customers around the world. HDT Global is widely recognized for its industry-leading production of state-of-the-art, fully integrated deployable solutions, including shelters, generators, heaters, air filtration devices, robotics and other engineered technologies.
$1 billion
M&A Advice
Separation
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
Corporate Finance and Capital Markets Advisory Services
CoveView acted as financial advisor and provided corporate finance advice to the Company
About Cox Enterprises:
Cox Enterprises, Inc. is a communications, media, and automotive services company in the United States.
Undisclosed
M&A Advice
Sell-Side Advisory
CoveView acted as financial advisor to the owners of Hudson Home Healthcare, Inc. on the sale to National Seating & Mobility
About Hudson Home Healthcare:
Hudson Home Health Care, Inc. offers wholesale distribution of surgical and other medical instruments, apparatus, and equipment.
About National Seating & Mobility:
Founded in 1992, National Seating & Mobility (NSM), Inc. provides custom mobility, rehabilitation, and adaptive seating systems
$1.3 billion
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$130 million
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$135 million
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
Magnatrax Corporation
$280 million
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
Plastic Specialties
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$1.5 billion
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
Proxy Battle
Advice to Board of Directors
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$164 million
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$2 billion
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
$1.1 billion
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$2.8 billion
M&A Advice
sell-side advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$177 million
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
Shareholder Defense
Shareholder Defense
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
Evaluation of Leveraged Credit
Strategic Advisory
CoveView acted as an advisor to Australia and New Zealand Banking Group Limited and provided an evaluation of this credit
About ANZ:
Founded in 1835 and headquartered in Docklands, Australia, Australia and New Zealand Banking Group Limited (ANZ) provides various banking and financial products & services. The Company has operations in Australia, the Asia Pacific, Europe, the Americas, and New Zealand.
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
W.A Krueger
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$200 million
M&A Advice
sell-side advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$100 million
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$265 million
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$25 million
ABL Credit Facility
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $25 million of an ABL credit facility for the Company
Oceus Networks:
Oceus Networks delivers communications solutions to the U.S. federal government and certain commercial customers and foreign governments.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$100 million
M&A Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$65 million
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
Strategic Advice
Buy-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
Strategic Advice
sell-side advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$20 million
Senior Credit Facilities
Acquisition Finance and Growth Capital
CoveView acted as financial advisor to USRP in the arrangement of $20 million of senior credit facilities to fund future acquisitions and organic growth
About USRP:
U.S. Retirement Partners is an independent national financial services firm specializing in public school, governmental, and not-for-profit employee benefits plans and employer-sponsored retirement plans.
Alcan Plastic Bottles
$180 million
M&A Advice
Sell-Side Advisory
CoveView executives acted as financial advisor on this transaction prior to joining CoveView Advisors
$45 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $45 million of senior credit facilities to finance the acquisition
About Apex Companies:
Apex is a national environmental services firm serving private and public sector clients. Apex has expertise in specialty environmental services such as stormwater, wastewater, air quality, industrial hygiene, remediation, and restoration. The company serves clients in multiple end markets including industrial, retail, energy, and real estate. Apex employs a range of professionals, including hydro-geologists, geologists, environmental scientists, and engineers.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
Corporate Finance Advice
Strategic Advisory
CoveView acted as financial advisor and provided corporate finance advice to the Company
About Westport Fuel Systems:
Westport Fuel Systems Inc. engineers, manufactures, and supplies alternative fuel systems and components for transportation applications worldwide.
$250 million
Corporate Finance Advice
Strategic Advisory
CoveView acted as financial advisor and provided corporate finance advice to the Company to amend a $250 million revolving credit facility
About Gasco Energy:
Gasco Energy is a Rocky Mountain-focused oil & gas exploration & production company with operations in Utah and California.
Expert Witness Testimony
Strategic Advisory
CoveView provided expert witness reports and testimony in connection with this case litigated in the Delaware Court of Chancery
Expert Witness Testimony
Strategic Advisory
CoveView provided expert witness reports and testimony in connection with this case litigated in the Delaware Court of Chancery
$190 million
Senior Credit Facilities
Dividend Recapitalization
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $190 million of senior credit facilities as part of a refinancing
About Longs Pharmacy Solutions:
Longs is an independent specialty pharmacy in the South East, with locations in South Carolina, North Carolina, Georgia, Louisiana and Texas
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$105 million
First and Second Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $105 million of first and second lien credit facilities to finance an acquisition
About LRW:
Lieberman Research Worldwide (LRW) is a leading provider of consultative market research, data analytics, and data collection services to a broad range of Fortune 500 clients. LRW provides a consultative, highly analytical approach to market research and data collection in order to generate actionable business insights for its customers.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$377 million
M&A Advice
Buyout
CoveView executives acted as lead principal and/or financial advisor on this transaction prior to forming CoveView Advisors
10% Convertible Notes
Advice to Special Committee
CoveView acted as financial advisor to the Special Committee of the Board of Directors
About Merisel:
Merisel Inc. provides visual communications and brand imaging solutions.
$34.6 million
Convertible Preferred Stock
Fairness Opinion
CoveView acted as financial advisor and delivered a fairness opinion to the Company and the Special Committee of the Board of Directors
About Merisel:
Merisel Inc. provides visual communications and brand imaging solutions.
Valuation Services
Advice to Special Committee
CoveView provided a valuation letter to the Special Committee of the Merisel Inc. Board of Directors for this transaction
About Merisel:
Merisel Inc. provides visual communications and brand imaging solutions.
$77 million
First and Second Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $77 million first and second lien credit facilities to finance an add-on acquisition
About National HME:
National HME is the largest provider of outsourced medical equipment management solutions to the hospice market.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$187 million
First and Second Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $187 million of first and second lien credit facilities to finance the acquisition
About Longs Pharmacy Solutions:
CoveView acted as financial advisor to Tailwind Capital in the arrangement of $187 million of first and second lien credit facilities to finance the acquisition
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$65 million
Senior Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind Capital in the arrangement of a $65 million first lien credit facility to finance the acquisition
About Diversified:
Diversified is a leading provider of media technology design, consulting, engineering and managed services to Fortune 500 corporate customers, educational institutions, broadcast facilities and large scale performance venues.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
$28 million
First and Second Lien Credit Facilities
Acquisition Finance
CoveView acted as financial advisor to Tailwind to arrange $28 million of incremental first and second lien credit facilities to finance an add-on acquisition
About LRW:
Lieberman Research Worldwide (LRW) is a leading provider of consultative market research, data analytics, and data collection services to a broad range of Fortune 500 clients. LRW provides a consultative, highly analytical approach to market research and data collection in order to generate actionable business insights for its customers.
About Tailwind Capital:
Tailwind Capital is a leading middle market private equity firm focused on growth-oriented investments in targeted sectors within industrial services, healthcare and business services.
€10 million
Senior Credit Facility
Refinancing
CoveView acted as financial advisor to in the arrangement of a €10 million credit facility to refinance existing debt
About EMER:
EMER, a subsidiary of Westport Fuel Systems, manufactures compressed natural gas (CNG) and liquefied petroleum gas (LPG) valves and components for light and heavy duty vehicles.
Consumer Services Company
Financial and Operational Assessment
Strategic Advisory
CoveView acted as a financial advisor to a European financial institution and provided a strategic and operational assessment of a specialized consumer services company
$64.5 million
Convertible Senior Notes
Refinancing
CoveView acted as financial advisor to the Company in the exchange of $64.5 million convertible senior notes
About Gasco Energy:
Gasco Energy is a Rocky Mountain-focused oil & gas exploration & production company with operations in Utah and California.