Wholesale & Distribution

• Provided transactional advisory services for the owners of a chemical wholesaling company who were in the process of considering acquisition by a competitor. Evaluated several rounds of offers, provided appraisal and consulting services throughout the ongoing negotiations which ultimately resulted in the sale of the company.
• Appraised a fabricated metal part manufacturer that supplies its products to the oilfield, restaurant, and musical instrument industries. The conclusion of our valuation used in the transfers of equity interests to support management’s succession plans.
• Prepared annual appraisal update for a distributor of industrial supplies to the chemical, petrochemical and industrial industries. Value conclusion used each year in conjunction with employee stock ownership plan related transactions.
• Valued a master distributor of dust control, road/soil stabilization and land reclamation products for estate tax purposes.
• Valued an international lingerie wholesaler and distributor for management planning and for the conversion of debt to equity.
• Business valuation of a wholesaler and custom fabricator of electrical equipment for energy pipelines for potential sale by owner to employees.