Feb 9, 2023

Translink Advised Wealthcare On The Acquisition Of Sommers Financial Management Wealthcare Advisory Partners LLC (Wealthcare), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, acquired Sommers Financial Management (Sommers Financial). This deal marks Wealthcare’s third RIA acquisition in the past six months and expands the company’s presence in the direct advisory market. With advisors in Scappoose, OR, and Tucson, AZ, Sommers Financial was founded in 2002 and advises more than $100 million in assets under management (AUM). Following this acquisition, Wealthcare’s advisor team includes more than 150 wealth management advisors across the country with $5 billion in AUM. “We are thrilled to partner with Adam Sommers and the entire Sommers Financial team. Adam has built a top-notch organization that focuses on holistic financial planning and goals-linked investment solutions, the exact philosophy that Wealthcare has built our entire business upon,” says Matt Regan, President of Wealthcare. “We will work diligently together to continue Sommers Financial’s superior client engagement and impressive growth as they transition into the Wealthcare network. Our integrator approach to M&A growth enables our group to benefit from the experience of our new partners while we strengthen our comprehensive offering for advisors. We look forward to learning from the Sommers team as we strive to make Wealthcare even better.” The Sommers Financial team will remain fully engaged with their clients. Sommers Financial’s goal of planning effectively and investing efficiently for their clients will be enhanced through their access to Wealthcare’s proprietary goals-based technology platform and its broader wealth management services offering. “I’m excited to join Wealthcare, a firm that shares our values and offers a compelling solution through their proprietary technology and industry-leading support services. The Sommers team has always excelled at servicing our clients, and this combination will provide us an even greater ability to focus on driving successful client outcomes,” says Adam Sommers, Founder of Sommers Financial Management. “Congrats to the Sommers Financial and Wealthcare teams on this exciting acquisition. This partnership underscores Wealthcare’s commitment to provide like-minded wealth management practices an industry-leading platform that leverages a robust technology and servicing offering to enhance the client experience,” concludes Jim Ashton, General Partner NewSpring Holdings. Contact our Team Members advising in this transaction: Information on the buyer Wealthcare architected its original goals-based planning and investing methodology more than 20 years ago and holds 12 patents on its established goals management process. Powered by its patented Comfort Zone®, Wealthcare’s approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors. Information on the seller Sommers Financial Management creates wealth management solutions to fit your needs and your lifestyle. We use a disciplined, personalized approach that takes the stress out of planning and investing. Rationale on the transaction Transaction information Translink Corporate Finance acted as the advisor to Wealthcare, a portfolio company of NewSpring, on the acquisition of Sommers Financial Management. Operation Information on the buyer Trumpet Behavioral Health is a leading provider of behavioural health services. They specialise in the treatment of children and adults with autism spectrum disorders and developmental disabilities, using the principles of Applied Behaviour Analysis (ABA). Information on the seller Therapeutic Pathways provides intensive language and behaviour therapy to children on the autism spectrum. They also provide social skills training in small groups. In addition, summer social skills training camps are available. Rationale for the transaction The partnership with Therapeutic Pathways will increase access to care for Trumpet Behavioral Health clients in the Sacramento area and the Central Valley of California. Transaction information Translink Corporate Finance acted as the exclusive advisor to Therapeutic Pathways, Inc. on its partnership with Trumpet Behavioral Health, a portfolio company of WindRose Health Investors. Transaction information Information on the buyer Eagle Eye Solutions Group plc (AIM: EYE), is a leading SaaS technology company that develops digital connections enabling personalised, real-time marketing through coupons, loyalty, apps, subscriptions, and gift services. Information on the seller Untie Nots is a leading business based in France providing large retailers with AI powered promotion and gamification SaaS software solutions. Rationale for the transaction The transaction will provide Eagle Eye with additional product and technology capabilities and an enlarged talent base, including the Untie Nots co-founders and its current 30 tech-oriented employees. Untie Nots strong reach in France and growing footprint in Europe and the US will expand Eagle Eye’s geographic reach and bring additional blue-chip customers into the Group, offering global cross-selling opportunities across complementary customer bases. Transaction information Translink Corporate Finance acted as the exclusive advisor to French Untie Nots on the sale* to English Eagle Eye Solutions Group. Operation Information on the buyer Siblu owns and operates 23 large family holiday parks in France and the Netherlands. Siblu’s holiday parks are located across Normandy, the Brittany coastline, the west of France, the Loire Valley, the Mediterranean coast, Zeeland and the Wadden Sea. Information on the seller Campings Grand Sud is a selection of high-quality campsites and holiday parks in the south of France. In Les Landes, Gironde and Hérault, all our campsites are located at the water’s edge, either by the sea or by a lake. Rationale for the transaction The acquisition allows the European leader in open-air accommodation and the French leader in the sale of mobile homes to owner-occupiers to increase its total capacity by 3,500 pitches, i.e., an increase of 25%. Transaction information Translink Corporate Finance acted as the advisor to Siblu in acquiring 100% of Holding New Aire – Campings Grand Sud. Operation Information on the buyer CECOP Group is the first global community leader in the sector. It is an expert in providing strategic solutions in operational management, development, training and transformation of opticians. It currently has more than 7,500 members distributed around the 11 countries where it is present: Europe (Spain, Germany, Portugal, Italy, England, Ireland and France), Latin America (Brazil, Colombia and Mexico) and the USA. Information on the seller Optic Society works with over 40 renowned national and international optics suppliers. This ensures you clear purchasing advantages at first-class conditions and the choice to only offer your customers the best. Rationale for the transaction Transaction information Operation Information on the buyer Southern HVAC provides Air Conditioning, Heating, Electrical, and Plumbing repair and maintenance services throughout Florida, Georgia, South Carolina, North Carolina, Texas, Kansas, and Missouri. Information on the seller Pro Plumbing offers high-quality plumbing, electrical, heating, and air conditioning services to homeowners throughout the Greensboro, Winston-Salem, High Point and Lexington and NC markets. Rationale for the transaction The acquisition of Pro Plumbing by Southern HVAC builds on their already established plumbing & air service company brand servicing the greater Piedmont Triad area. Transaction information Translink Corporate Finance in the US, Dinan and Company LLC, acted as the advisor Southern HVAC on the acquisition of Pro Plumbing Air & Electric. Operation Information on the buyer Centre Technologies is a full-service IT consulting and managed services provider headquartered in Texas, focusing on mid-sized businesses. As a trusted IT partner for well over a decade, the business is recognized for its local experience and enterprise-grade cloud and cybersecurity solutions. Centre Technologies is committed to helping organizations harness the power of technology to maximize their operational efficiency and exceed their business goals. Information on the seller Since 2005, Commercial IT Solutions has served small and medium-sized businesses with managed services, cloud solutions, help desk support, and network support. Their goal has been to provide enterprises with cutting-edge IT practices and solutions to help businesses succeed. They have built and developed the perfect Cloud workspace, CIT Cloud Office, which offers small businesses a complete cloud solution at an affordable cost. Rationale for the transaction The acquisition marks the expansion of Centre Technologies coverage in the South-Central Texas area, providing San Antonio businesses with access to industry-leading managed IT services and cybersecurity. Transaction information Translink Corporate Finance in the US, Dinan & Company LLC, acted as the advisor to Centre Technologies, a portfolio company of Main Street Capital Corporation, on the acquisition of Commercial IT Solutions. Operation RE3DTECH RE3DTECH is a provider of custom manufacturing services with a comprehensive suite of both additive and traditional manufacturing technologies. The company specializes in additive manufacturing services for production-grade parts across a variety of end markets, including medical, electronics, consumer, automotive, aerospace and defence, automation and industrial, among others. CORE Industrial Partners CORE Industrial Partners is a private equity firm with $700 million of capital commitments investing in North American lower middle-market manufacturing, industrial technology, and industrial services businesses. Information on the seller Founded in 1975, Stanfordville offers CNC machining and assembly services to a variety of end markets, including semiconductor, medical, aerospace & defence, electronics, instrumentation, and packaging. Rationale on the transaction The acquisition will result in RE3DTECH offering more comprehensive manufacturing capabilities, including additive manufacturing, to Stanfordville’s customer base. Transaction information Translink Corporate Finance acted as the advisor to RE3DTECH, a portfolio company of Core Industrial Partners, on the acquisition of Stanfordville Machine and Manufacturing. Operation Information on buyer Founded in 1958 in Toulouse, the RMP Group, renamed Quatre+ after the operation, specialises in building construction, civil engineering, and real estate development. It has a solid base of private and public clients (Pierre Fabre, Kaufman & Broad, Bordeaux Métropole, etc.). Quatre+ has also been one of the preferred general contractors of the Adéo Group (Leroy Merlin, Bricoman, Zodio, etc.) for over 20 years. Rationale on the transaction This transaction enables Quatre+ to initiate a new phase in its development, by strengthening its position on the structural work market while continuing to develop its property development activity and diversifying its portfolio of activities towards new businesses. Transaction information Translink Corporate Finance acted as the exclusive adviser to Groupe RMP on the majority stake sale to Quatre+. Operation Information on Questco Inc. Since its founding in 1989, Questco has distinguished itself by providing outstanding customer support, expertise, and the resources needed to help its clients quickly reach higher levels of success. Information on Parallel 49 Equity Saci Pumps is the trading name of Bombas Saci S.A. a Spanish company specialized in the design, manufacture and distribution of swimming pool pumps in Spain and internationally. Information on Total HR Total HR (THR) is a comprehensive, “total” HR services provider, including HR Consulting and PEO services. They are a faith-based company that believes that their team’s calling is to focus on offering organisations the best HR services they can get, so their leaders can focus on what they bring to their businesses. Transaction information Translink Corporate Finance acted as the advisor to Questco, Inc., a portfolio company of Parallel49 Equity, on the partnership with Total HR. Operation About Area Wide Protective (AWP) Founded in 1981, Area Wide Protective, Inc. (AWP) has grown into North America’s leading provider of professional traffic management and protection services. The company’s capabilities include work zone flagging, design and engineering for transportation management plans, equipment sales, rental and 24/7 support. AWP employs 6,500 team members across 28 U.S. states and four Canadian provinces. About Kohlberg & Company Kohlberg is a leading private equity firm based in Mount Kisco, New York. Since its inception in 1987, the company has organised nine private equity funds, through which it has raised $12 billion of committed equity capital. Over its 35-year history, Kohlberg has completed 90 platform investments and nearly 250 add-on acquisitions, with an aggregate transaction value of approximately $35 billion. Information on the seller CrossRoads, L.P provides traffic safety equipment and services to the Dallas-Fort Worth Area. They manufacture, install and supplies signs, install street name blades, stop signs, warning signs, regulatory signs and custom signs. Rationale on the transaction About Area Wide Protective (AWP) Founded in 1981, Area Wide Protective, Inc. (AWP) has grown into North America’s leading provider of professional traffic management and protection services. The company’s capabilities include work zone flagging, design and engineering for transportation management plans, equipment sales, rental and 24/7 support. AWP employs 6,500 team members across 28 U.S. states and four Canadian provinces. About Kohlberg & Company Kohlberg is a leading private equity firm based in Mount Kisco, New York. Since its inception in 1987, the company has organised nine private equity funds, through which it has raised $12 billion of committed equity capital. Over its 35-year history, Kohlberg has completed 90 platform investments and nearly 250 add-on acquisitions, with an aggregate transaction value of approximately $35 billion. Information on the seller MOTPlans are a full-service barricade company providing complete temporary traffic control for any situation. They can provide you with everything you need from start to finish. They will draw your plan, rent you the necessary equipment, as well as perform the setup and takedown. Rationale on the transaction Information on the buyer Barentz is a leading global life science ingredients distributor. The company sources branded specialty ingredients from leading manufacturers worldwide and its ingredient experts provide value-added technical support which includes pre-mixing, blending, ingredient formulation and ingredient testing from its state-of-the-art, customized formulation centers and application laboratories in EMEA, Americas and Asia-Pacific. Information on the seller Founded in 2010, Natural is a distributor of natural, herbal, and functional ingredients for the nutraceuticals (dietary supplements) industry in France and Europe. Rationale on the transaction The acquisition will significantly strengthen Barentz’s value-add product offering of natural and functional ingredient solutions for the nutraceuticals industry. Transaction information Information on the buyer Gausepohl Fleisch GmbH is an owner-managed family business with a long tradition in the meat industry. They specialise in the slaughtering and cutting of pork, as well as trading in all types of meat for the national and international market. Information on the buyer Carne Fleischhandel GmbH was founded in 2005 and is an established player in the growing emerging market of pork head meat led by a strong management team with a value-based company culture. Rationale for the acquisition The sale to Gausepohl Fleisch GmbH will allow Carne Fleischhandel GmbH to continue organic growth and build-up additional services and implement cross-selling strategies with investor’s operations. Transaction information Translink acted as the exclusive advisor to Carne Fleischhandel GmbH on the sale to Gausepohl Food GmbH. Operation ENTRUST Solutions Group ENTRUST Solutions Group’s 3,000+ professionals across 36 locations in the United States provide comprehensive and dependable engineering, consulting, design, asset integrity, data solutions, and automation services to utilities, operators, and industrial customers with excellence from start to finish. Kohlberg & Company Kohlberg is a leading private equity firm based in Mount Kisco, New York. Since its inception in 1987, the company has organised nine private equity funds, through which it has raised $12 billion of committed equity capital. Information on the seller FiberRise Communications, LLC works exclusively with utilities to design, fund, build, and operate the fiber infrastructure required for effective grid modernisation and broadband delivery. Rationale for the acquisition The partnership with FiberRise will allow ENTRUST Solutions Group to expand its footprint in the utility broadband communications sector. Transaction information Translink Corporate Finance acted as the advisor to ENTRUST Solutions Group, a portfolio company of Kohlberg & Company, on the acquisition of FiberRise. Operation Information on the buyer Seven Isles Capital is a privately held holding and management company for the operating assets of the DeAngelo Family. They provide flexible, long-term capital, and truly partner with the businesses and people they invest in. Information on the seller Partner Rentals was founded in 2016 to meet the needs of homeowners and businesses that were tired of the usual business of the big box rental companies: high prices, red tape, and under delivered promises. At Partner Rentals, decisions are made locally, they purchase the equipment required for local jobs, and they genuinely want to see the local area prosper because they are part of it. Rationale for the transaction Transaction information Translink Corporate Finance acted as the advisor to Seven Isles Capital on the acquisition of Partner Rentals. Operation Information on the buyer PeopleShare, a portfolio company of Trivest, is headquartered in Collegeville, PA, and is one of the largest staffing firms in the Mid-Atlantic and Midwest regions. Since 2005, PeopleShare has grown from two employees to 40 branches. PeopleShare connects their clients with top talent who hit the ground running from day one. They specialise in mobilising talent in the temporary, temporary-to-hire, and direct-hire staffing roles in the clerical and light industrial sectors. Information on the seller The seasoned industry experts at DecisionPathHR® deliver what technology alone cannot – customised recruitment solutions based on face-to-face contacts, in-depth interviews, site visits and the relationships they build with their clients. Their advanced screening and on-boarding processes can make the difference between a great fit and an adequate one – between retention and rapid turnover. Rationale for the transaction The acquisition joins two companies together to provide a unique blend of staffing services to North Carolina and South Carolina. Transaction information Translink Corporate Finance acted as the advisor to PeopleShare, a portfolio company of Trivest on the acquisition of DecisionPathHR®. Operation Information on the buyer Swiss Post Solutions AG is a global full-service provider of physical and digital document management and provides a comprehensive suite of document processing and business process services. Information on the seller Avaloq Group is a leading software /SaaS developer for the banking and wealth management industry. The group is an NEC Company which is a leading Japanese multinational information technology and electronics corporation. Rationale for the transaction The sale enables Avaloq Group to focus on core activities of software/SaaS development for the banking and wealth management industry while Swiss Post Solutions AG consolidates their market leadership position in the Swiss commercial printing industry. Transaction information Translink Corporate Finance acted as the exclusive advisor to Avaloq Group on the sale of its subsidiary, Avaloq Outline to Swiss Post Solutions. Operation Information on the buyer Turenne Groupe, one of the leaders in capital investment in France, has been supporting entrepreneurs with their innovative projects, from the development of the transfer of their companies, for over 20 years. As an independent player, the group manages over 1.2 billion euros. Information on the seller Mycophyto proposes revitalising cultivable soils with exclusively indigenous micro-organisms. Mycophyto does not replace chemical products with organic products. Instead, the Mycophyto innovation is based on the natural synergies between plants and microscopic fungi (AMF) in soils capable of interacting with plant roots. Rationale of the transaction Transaction information Translink Corporate Finance acted as the advisor to Mycophyto on the raising of equity from several financial investors. Operation ENTRUST Solutions Group ENTRUST Solutions Group’s 3,000+ professionals across 36 locations in the United States provide comprehensive and dependable engineering, consulting, design, asset integrity, data solutions, and automation services to utilities, operators, and industrial customers with excellence from start to finish. Kohlberg & Company Kohlberg is a leading private equity firm based in Mount Kisco, New York. Since its inception in 1987, the company has organised nine private equity funds, through which it has raised $12 billion of committed equity capital. Information on the seller Magellan Advisors provides planning, engineering, grant writing and management of the fastest, most technologically advanced fiber and broadband networks. Their mission is to connect every community to the digital economy so that no one is left behind. Rationale for the transaction The partnership enhances ENTRUST’s capabilities and focus within the fiber broadband and grid modernisation markets and expands connectivity one community at a time. Transaction information Translink Corporate Finance acted as the advisor to ENTRUST Solutions Group, a portfolio company of Kohlberg & Company, on the acquisition of Magellan Advisors. Operation City Rise Safety City Rise Safety traces its roots back to 1988, as a single crew working on the San Francisco Bay Bridge project. Since then, City Rise has expanded to hundreds of crews that service the entire state of California. City Rise Engineering Solutions extends to all 50 states throughout the US. Lineage Capital Founded in 2003, Lineage invests exclusively in owner-managed businesses. Their unique partnership approach provides business owners with significant liquidity, while enabling them to retain a meaningful ownership position and continue to control of the board of directors. Information on the seller BATS Traffic Solutions Inc. was established in 2008 with the mission of providing the very best in traffic safety services to their customers. They are strongly committed to the safety of their employees, customers, and the general public. Rationale for the transaction The partnership allows the combined company to leverage its expanded footprint and resources to provide the most comprehensive solution for nearly any type of project, regardless of size or scope. Transaction information Translink Corporate Finance acted as the advisor to City Rise Safety, a portfolio company of Lineage Capital on the partnership with Bay Area Traffic Solutions. Operation DMC Production DMC Production is a media production company specialising in providing a variety of broadcast and digital services to broadcasters, federations, and media rights agencies around the world. Stena AB Group DMC Production’s organisation is owned by Stena AB Group, one of Sweden’s largest family companies. Information on the seller Suora Broadcast is a Finnish production house specialised in demanding live productions, and a market leader in premium sports productions with multicamera solutions. Suora Broadcast is best known especially for its live productions of ice hockey and trotting in Finland. Rationale for the transaction The transaction makes DMC one of the major TV production companies in Northern Europe with more than 4000 annual productions. DMC now has offices in Helsinki, Stockholm, Oslo, and Copenhagen. Transaction information Translink acted as the exclusive advisor to the shareholders of Suora Broadcast on its sale to DMC Production. Operation InnovaFonds Founded in 2011, InnovaFonds is an independent private equity firm that invests through growth-capital or buy-out transactions with an entrepreneurial approach. BNP Paribas Développement BNP Paribas Développement is an independent subsidiary of the international banking group BNP Paribas and has been investing its own funds directly for more than 30 years to support the development of SMEs and ETIs. Information on the seller As a premium moving specialist, DMAX offers businesses a full range of services. DMAX Group manages thousands of operations of all sizes every year, from moving housing to transferring head offices and industrial sites, treating the simplest and most sensitive projects with the same care. Rationale for the transaction InnovaFonds, supported by BNP Paribas Développement, acquired a minority stake in the DMAX Group to accelerate its development through external growth in France and in Europe. Transaction information Translink Corporate Finance acted as the exclusive advisor to DMAX on the minority stake sale to InnovaFonds and BNP Paribas Développement. Operation Information on the buyer Downing LLP is a sustainable investment manager established in London in 1986. A certified B Corporation with £1.7 billion assets under management, they focus on creating a sustainable future by investing in renewable energy, care homes, infrastructure, property and healthcare. Information on the seller The Pub People Company are one of the top 50 pub operators in the UK. They own an established estate of high-quality food and drink pubs in and around Nottingham, Derby, Chesterfield, Sheffield, and Lincoln. Rationale for the transaction Transaction information Translink Corporate Finance acted as the advisor to Downing LLP on the acquisition of Pub People Group. Operation Information on the seller Delivering world-class medical and surgical eye care since 1994, Eye Care of San Diego’s physicians and staff provide laser eye surgery, glaucoma medications and treatment, cornea and cataract surgery, and the full range of optical services. Rationale for the transaction The addition of Eye Care of San Diego greatly expands Unifeye Vision Partners presence in Southern California and further demonstrates our commitment to our West Coast patients and referring physicians. Transaction information Translink Corporate Finance acted as the advisor to Unifeye Vision Partners, a portfolio company of Waud Capital Partners on its partnership with Eye Care of San Diego. Operation Information on the buyer Established in 2008, Confie is the nation’s leading personal lines insurance distribution company. Today, Confie meets customers wherever they are – with more than 800+ retail locations in 23 states, the Bluefire general agency, and a telephone and online shared service center servicing all 50 states. Confie is a portfolio company of Alliant. Information on the seller Serving Douglas County for the past 90 years, CoWest Insurance Group, Inc. has evolved from a single agency into a thriving agency network with 30 independent insurance agencies serving the entire state of Colorado. Rationale for the transaction The partnership is an alignment of a shared commitment between Confie and CoWest Insurance Group who will continue to provide their customers with the very best insurance solutions and opportunities to lead in their industry. Transaction information Translink Corporate Finance acted as the advisor to Confie on the acquisition of CoWest Insurance Group Inc. Operation ARCXIS Headquartered in Houston, TX, ARCXIS (formerly known as DPIS Builder Services), is the leading, national provider of outsourced engineering, inspection, energy efficiency, and quality assurance services to single-family and multi-family homebuilders, and energy inspections and permitting services to existing homes. Saw Mill Capital Partners Based in Briarcliff Manor, NY, Saw Mill Capital Partners is a private equity firm that acquires facility and industrial service, specialty distribution and manufacturing businesses with enterprise values of $25 million to $200 million. Information on the seller Jacksonville Building Science LLC is a provider of design, inspection, and testing services to residential homebuilders in Florida. Rationale for the transaction The acquisition expands ARCXIS’ footprint and further establishes ARCXIS as the national partner to residential homebuilders across the US. Transaction information Translink Corporate Finance in the US, Dinan and Company LLC, acted as the advisor to ARCXIS, a portfolio company of Saw Mill Capital Partners, on the acquisition of Jacksonville Building Science LLC. Operation Information on the buyer Klett Group is one of Europe’s leading educational companies. A 125-year-old German family business, Klett employs 9,441 people globally, operates in 19 countries and owns kindergartens, schools, as well as more than 40 publishing companies. Information on the seller Studeo is a Finnish growth company focused on digital learning materials and interactive learning platforms. Studeo has created its success by developing a unique service that combines high-quality digital learning materials, pedagogical design, and technology the company has developed. Rationale for the transaction Studeo will receive access to additional resources for the publishing of educational materials and development of the company. Transaction information Operation Information on the buyer American Trailer Rental Group, a portfolio company of Wind Point Partners, is a leading provider of short-term trailer rentals for storage, cartage and over the road applications. Information on the seller Hasiuk Trailer Rentals are a family owned and operated company located in Colborne with yards in Oshawa and Prescott. They specialise in the rental of highway & storage trailers, on-site storage containers and office trailers. Rationale for the transaction Transaction information Translink Corporate Finance acted as the advisor to American Trailer Rental Group, a portfolio company of Wind Point Partners, on the acquisition of Hasiuk Trailer Rentals. Operation Information on the buyer Headquartered in Milan, and with more than 6,000 employees, Gi Group is active in more than 100 countries, due to its direct presence and strategic partnerships. Through its key brands, the company provides a suite of recruitment and HR solutions to more than 20,000 companies worldwide, generating revenues of €3.2bn (£2.79bn). Information on the seller Encore Personnel is a multi-award-winning recruitment agency recognised for its outstanding customer service and ambitious growth. Established in 2001, and employing more than 200 staff, the business has grown to become a £94m turnover agency, providing temporary and permanent jobs to the industrial, driving, energy, engineering, manufacturing, managed services, and professional services sectors. Rationale for the transaction The acquisition of Encore Personnel will allow Gi Group to consolidate its position in the UK’s driving, industrial and manufacturing sectors. Transaction information Operation Tecum Capital Partners Based in Pittsburgh, PA, Tecum Capital Partners is a multi-strategy investment firm focused on investing in lower middle market companies across the U.S. Valley Ridge Investment Partners Valley Ridge Investment Partners is an independent sponsor that unites good companies with respectful capital and helps them transition, grow and prosper. Centerfield Capital Partners Centerfield is a leading provider of junior capital to lower middle market companies. We work closely with financial sponsors (funded and independent), management teams, and business owners who seek subordinated debt and equity financing to build companies and create value. Petra Capital Partners Petra Capital Partners, based in Nashville, TN, has been a pioneer of the growth capital model, having invested more than $700 million in more than 100 high-growth private companies since they were established in 1996. Information on the seller Founded in 1983 and headquartered in Derry, PA, Keystone is a fabricator of various foam products and applications that serve the medical, packaging, furniture, and other industries. Keystone specializes in customized foam solutions using conventional polyurethane, polyethylene, viscoelastic foams, latex, and other components. Rationale for the transaction The sale will allow Keystone Foam Corporation to continue their family’s focus of re-investment into their valued people, their equipment, and facilities. Transaction information Translink Corporate Finance acted as the exclusive advisor to Keystone Foam Corporation on the sale to Valley Ridge Investment Partners and Tecum Capital, in partnership with Centerfield Capital Partners and Petra Capital Partners. Operation Magna5 Magna5, a NewSpring Holdings platform, provides managed IT services, cybersecurity, private and public cloud hosting, backup and disaster recovery and other advanced IT services to mid-market and enterprise customers, including leaders within the education, healthcare, government, financial services, manufacturing, and other industry segments. NewSpring Holdings NewSpring Holdings, NewSpring’s dedicated holding company with a strategy focused on control buyouts and platform builds, brings a wealth of knowledge, experience, and resources to take profitable, growing companies to the next level through acquisitions and proven organic methodologies. Founded in 1999, NewSpring partners with the innovators, makers, and operators of high-performing companies in dynamic industries to catalyse new growth and seize compelling opportunities. Information on the seller Interphase Systems is a Philadelphia-based managed IT services provider servicing businesses in the Philadelphia metropolitan region with a particular expertise in servicing the life sciences and financial services sectors. Rationale for the transaction The acquisition further strengthens the firm’s position as a formidable player in the Northeast and mid-Atlantic regions, offering a wide range of managed IT services. Transaction information Translink Corporate Finance acted as the advisor to Magna5, a portfolio company of NewSpring Capital, on the acquisition of Interphase Systems. Operation Lesjöfors The Lesjöfors Group provides the widest range of springs and pressings to customers in diverse industries across the world. With unique expertise in high technological, custom-made solutions and a flexible manufacturing capacity, Lesjöfors is the premier partner for all spring requirements. Beijer Alma Beijer Alma is listed on the Stockholm Stock Exchange and is an international industrial group focused on component production and industrial trading. Information on the seller Telform is a Turkish manufacturer of industrial springs to the domestic and international markets. The customer base is diversified across more than 30 countries and multiple industries such as white goods, construction, automotive, electrical and others. Rationale for the transaction The acquisition enables Lesjöfors to expand their production footprint and low-cost manufacturing capabilities, which enables further production optimisation in-line with Lesjöfors’ overall strategy. In addition, the acquisition gives Lesjöfors access to a new market that is well positioned to benefit from increased nearshoring. Transaction information Translink Corporate Finance acted as the advisor to Lesjöfors, a portfolio company of Beijer Alma, on the acquisition of Telform. Operation Information on the buyer The SRH University of Applied Sciences in North Rhine-Westphalia is a private, state-recognised university of applied sciences specializing in logistics, economics, social sciences and psychology. Information on the seller Bundesvereinigung Logistik (BVL), is the national association of firms and institutions in the logistic and transportation industry in Germany. Established in 1960 as a unique initiative of science, business and politics, the Deutsche Außenhandels- und Verkehrs-Akademie (DAV) is a nucleus of logistics thinking, research and teaching in Germany and trains specialists and managers for the logistics industry. Rationale for the transaction The strategic partnership leads to significant synergies between the two educational institutions and ensures long-term development of DAV. Transaction information Translink Corporate Finance acted as the exclusive advisor to Bundesvereinigung Logistik e.V. (BVL) on the 100% sale of Deutsche Außenhandels- und Verkehrs-Akademie (DAV) to SRH Hochschule Nordrhein-Westfalen GmbH. Operation Information on the buyer CEME is a national company of reference for electrical engineering, HVAC, and maintenance. They are involved in projects and services related to energy efficiency and thermal comfort for the tertiary sector, manufacturers, communities, and individuals. Information on the seller SEQUOR is part of Groupe SNEF, a multinational created in 1905 in France. They currently have 70 branches in France and 30 more around the world. They operate in the age of hyperintelligence for industrial development and transform data into experiences. Rationale for the transaction The acquisition allows CEME to extend their range of skills, particularly in the nuclear industry, and strengthens their geographical presence in the Mediterranean region. Transaction information Operation BlueThread Services BlueThread Services is building the next market-leading roofing and exterior services group by partnering with top-tier companies. Seaside Equity Partners Seaside Equity Partners are a San Diego-based private equity firm focused on making control investments in leading providers of mission critical services in the Western U.S. Information on the seller Founded in Albuquerque in 2008, RoofCARE is a full-service commercial roofing contractor that focuses on cost-efficient, sustainable solutions that avoid premature roof replacement. Rationale for the transaction The partnership will further develop BlueThread Services Southwestern U.S footprint, augmenting the platform’s service, repair and maintenance focus. Transaction information Translink Corporate Finance in the US, Dinan and Company LLC, acted as the advisor to BlueThread Services, a portfolio company of Seaside Equity Partners on their partnership with RoofCARE. Operation Information on the buyer CECOP is the first global community leader in the sector. It is an expert in providing strategic solutions in operational management, development, training, and transformation of opticians. It currently has more than 7,000 members distributed around the 10 countries where it is present: Europe (Spain, Portugal, Italy, England, Ireland and France), Latin America (Brazil, Colombia and Mexico) and the USA. Information on the seller Vision Unlimited is a family-owned company that consistently provides its customers with high quality vision care. The company is committed to improve the vision of all its patients and provide them with leading vision correction technology and a high level of customer service, focusing on fulfilling each patients’ individual needs. Rationale for the transaction Transaction information Translink Corporate Finance in the US, Dinan and Company LLC, acted as the advisor CECOP on the acquisition of Vision Unlimited. Operation Information on the buyer The PlanetHome Group is one of the leading real estate service providers in Germany and Austria with the core areas of brokerage and financing of residential real estate. With consolidated sales of EUR 115 million and over 700 employees at more than 100 locations, the company is a sought-after partner in Germany and Austria. Information on the seller Hamburg-based RENEWA GmbH is a holistic provider of energy consulting. The one-stop-shop concept includes renovation consulting, subsidy consulting and CO2 neutral real estate optimisation. RENEWA’s philosophy is to contribute to the German energy transition and to make it sustainable. Rationale for the transaction Transaction information Operation Information on the buyer Alvic is a Spanish company with a global presence and a leader in the manufacturing and distribution of high-quality panels and furniture components for the furniture and decoration industry. They are present in over one hundred countries across five continents. Information on the seller Since 1987, Stratagem has offered a wide range of “decorative laminate” products. From classic colours to the latest design trends, Stratagem endeavors to present you with as complete a panel as possible, both in terms of decorations and finishes. Rationale for the transaction Stratagem will enable the Alvic Group to strengthen its offer of high-quality bespoke worktops in France and Spain in the first instance, before expanding the service to other markets. Transaction information Translink Corporate Finance advised Alvic, a portfolio company of KKR and Artá Capital, on the acquisition of Stratagem. Operation Information on the buyer Industrial Service Solutions (ISS) manufactures, supplies, installs, integrates, and services critical-to-process equipment for a broad range of industries. Their regional shops are fully equipped to repair and overhaul all process and rotating equipment types, brands, and applications. They also provide nationwide field services through our in-house engineering support. Information on the seller Servo South is your single source for repair and service of servo motors, electronic boards and drives, hydraulic motors, and AC/DC electrical motors. Their company was founded by Barry Beaver with two strong principles in mind: to offer exceptional customer service and deliver a quality product on time. Rationale for the transaction The acquisition expands ISS’ position in the rapid-growth industrial automation sector, facilitating extension of servo motor and electronics repair services at key ISS facilities across the United States. Transaction information Translink Corporate Finance in the US, Dinan & Company LLC, acted as the advisor to Industrial Service Solutions in the acquisition to Servo South. Operation Information on the buyer DOC Brands Inc. is a well-established and emerging OTC supplier of consumer dental products, particularly with its leading brand Dentemp®, in the temporary tooth repair, denture and dental guard segments. Information on the seller OrVance LLC is a developer of proprietary oral health products and is based in Grand Rapids, Michigan. It is over 90% owned by orthodontists, dentists and its managing partners. Rationale for the transaction The partnership with OrVance strengthens DOC Brands’ oral care product line and their ability to continue to bring retailers and consumers meaningful advancements in consumer oral health. Transaction information Translink Corporate Finance in the US, Dinan and Company LLC, acted as the advisor to Doc Brands Inc. on its partnership with OrVance. Operation Information on the buyer Cpl is a global provider of recruitment and talent solutions to startup companies, multinationals and SMEs in every sector from Technology to Accounting. The group currently has 12 companies with a total of 21 offices spread across 14 Irish offices and 7 other European countries. Cpl Resources plc became part of OUTSOURCING Inc., a listed company based in Tokyo, in 2020. Information on the seller neusta consulting has been on the market since 2008 and was formed out of the team neusta group through an MBO. The company is active in the recruitment and placement of IT professionals and the acquisition of IT projects. The core business of neusta consulting is the placement of external, freelance IT specialists with corporate clients throughout the DACH region. Rationale for the transaction Transaction information Operation Information on the buyer Fortress Brand is a global digital marketplace accelerator that represents acclaimed brands across a multitude of industries, including beauty and personal care, health and wellness, and consumer product goods. Founded in 2012 and headquartered in New York, Fortress, along with its family of companies, School House, Finc3 Marketing Group, and Taylor & Pond, offers its clients an integrated platform to accelerate digital growth at any stage in a brand’s lifecycle including full-service marketplace management, brand strategy and creative services, 360-degree performance marketing, data analytics, and international strategy all under one roof. Fortress has been recognized as one of Inc.’s 5,000 Fastest-Growing Companies in 2020 and 2021 and is also trusted by Amazon as a verified agency partner. Information on the seller Taylor & Pond was founded in 1995 as one of the first digital agencies in the world to revolutionize the traditional print advertising and PR industry. We specialize in every aspect of digital marketing strategy, social media marketing, content creation, influencer marketing, paid digital media, creative development, email marketing and website development for the beauty & wellness industry. Rationale for the transaction The acquisition allows Fortress Brand to expand their capabilities and further deepen their beauty, health, and wellness expertise. Transaction information Translink Corporate Finance in the US, Dinan & Company LLC, acted as the advisor to Fortress Brand, a portfolio company of Trivest, in the acquisition of Taylor & Pond. Operation Information on the buyer Presto Group, the Nordic market leader in fire safety, makes 60,000+ customer visits per year to provide fire safety inspections, risk management and education, and other related services. Presto has operations in Sweden, Norway, and Finland. Information on the seller Safedo specialises in workplace safety. Their products and services include first aid products, first aid training and layperson defibrillators (AEDs). The Company is based in Kuopio, Finland. Rationale for the transaction The acquisition of Safedo also enables Presto Group to expand to the first aid consumables segment in its other markets. Transaction information Translink acted as the exclusive advisor to the shareholders of Safedo on the 100% sale to Presto Group. Operation Information on the buyer Groupe Ficade is a leading media group in the B2B field in Finance / Assets, Law / Audit / Accountancy, IT / Cybersecurity, Real estate / Town planning, and Architecture. Information on the seller Leaders League is a business services company and the rating agency with the largest presence on the ground around the world, with a team based in Paris, Lima, Rio de Janeiro, São Paulo, Milan, and Madrid. We deliver C-level events, comprehensive rankings and in-depth analysis designed to bring the world’s markets together. Rationale for the transaction Groupe Ficade bought Leaders League to create the first French B2B player in media and communication market. Transaction information Operation Information on the buyer B.group is an entrepreneurial investment company, founded in 2000 in Bologna. They invest directly in the capital of already consolidated small and medium-sized enterprises and in highly innovative scale-up projects. Information on the seller IFP Europe is a company specializing in the production of vacuum cycle metal washing machines using modified alcohols and HFE hydrocarbons. Rationale for the transaction The transaction represents a further milestone in IFP’s growth strategy in foreign markets, with a particular focus on Europe and North America. Transaction information Translink acted as the exclusive advisor to IFP Europe on the majority stake sale to a pool of industrial investors led by B.group. Operation Information on the buyer M3-operated M3 Global Research provides healthcare market research fieldwork, powered by the world’s largest proprietary provider panel of verified healthcare professionals, covering 27 countries. Offering a comprehensive portfolio of qualitative and quantitative methodologies, our ISO 20252 and ISO 27001 certifications underpin our focus on compliance and high-quality data. Information on the seller Founded in 2003 by the Baus family, and headquartered in Hilden, Germany, pharma-insight continues under the stewardship of co-founder Gabi Baus and the team, with Guido Baus supporting the integration of pharma-insight into the M3 family as a consultant. Their extensive healthcare research experience has fostered a culture of excellence in delivery, underpinned by strong social commitments and philanthropy, with their support of Wünsch Dir Was e.V., a non-profit organization supporting chronically and seriously ill children and young adults nationwide. Rationale for the transaction The acquisition further strengthens M3’s European presence, with pharma-insight’s dedicated German call centre, and coverage in Germany, UK, France, Denmark, Netherlands, Norway, Austria, Italy, Poland, Switzerland, Spain, and Czech Republic, alongside M3’s capabilities in US, Canada, Brazil, China, Japan, and South Korea. Transaction information Operation Information on the buyer DOC Brands Inc. is a well-established and emerging OTC supplier of consumer dental products, particularly with its leading brand Dentemp®, in the temporary tooth repair, denture and dental guard segments. Information on the seller OrVance LLC is a developer of proprietary oral health products and is based in Grand Rapids, Michigan. It is over 90% owned by orthodontists, dentists and its managing partners. Rationale for the transaction The partnership with OrVance strengthens DOC Brands’ oral care product line and their ability to continue to bring retailers and consumers meaningful advancements in consumer oral health. Transaction information Translink Corporate Finance in the US, Dinan and Company LLC, acted as the advisor to Doc Brands Inc. on its partnership with OrVance. Operation