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  • CLIENT: Leonard E. Belcher, Inc.
  • Client Description: A leading retail, commercial and wholesale fuels distributor in the Northeast
  • Transaction Description: Advised on the sale of the retail assets and wholesale businesses to Petroleum Marketing Group, Inc.
  • TYPE: Corporate Carve Out
  • Client Location: Springfield, MA
  • DATE: April 2017
  • CLIENT: Bradley Petroleum, Inc. and Sav-O-Mat
  • Client Description: A leading petroleum marketer and convenience retailer
  • Transaction Description: Advised on the sale to Stinker Stores, Inc.
  • TYPE: Company Sale
  • Client Location: Centennial, CO
  • DATE: February 2017
  • CLIENT: Leonard E. Belcher, Inc.
  • Client Description: A leading retail, commercial and wholesale fuels distributor in the Northeast
  • Transaction Description: Advised on the sale of the distillate terminal assets, commercial fuels and wholesale distillate businesses to Sprague Operating Resources LLC
  • TYPE: Corporate Carve Out
  • Client Location: Springfield, MA
  • DATE: February 2017
  • CLIENT: Campbell Oil Company
  • Client Description: A leading petroleum marketing and convenience retailer under the BellStores® brand, as well as a distributor of heating oil and other commercial fuels
  • Transaction Description: Advised on the sale of the heating oil and commercial fuels business to Lykins Energy Solutions
  • TYPE: Corporate Carve Out
  • Client Location: Masillon, OH
  • DATE: December 2016
  • CLIENT: Castlewood Treatment Center
  • Client Description: Nationally recognized eating disorder treatment provider that offers a full continuum of care, ranging from intensive outpatient to full-time residential treatment services, and a portfolio company of Trinity Hunt Partners
  • Transaction Description: Advised on the sale to The Riverside Company
  • TYPE: Company Sale
  • Client Location: St. Louis, MO
  • DATE: December 2016
  • CLIENT: 7-Eleven, Inc.
  • Client Description: Operates, franchises and/or licenses more than 60,000 convenience stores in 17 countries, including 10,700 in North America
  • Transaction Description: Advised on the sale of two truck stops and one convenience store located in Wyoming to Parkland Fuel Corporation
  • TYPE: Corporate Carve Out
  • Client Location: Irving, TX
  • DATE: December 2016
  • CLIENT: Old Dominion Security Co., Inc.
  • Client Description: A differentiated provider of security services to the healthcare market
  • Transaction Description: Advised on the sale to U.S. Security Associates, Inc.
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: November 2016
  • CLIENT: F.L. Roberts and Company, Inc.
  • Client Description: Owner/operator of 26 convenience stores and retail fuel outlets, 22 Golden Nozzle car washes, and 9 Jiffy Lube quick lube facilities in the greater Springfield, MA, Hartford, CT & northern and western MA. Also operates a wholesale motor fuels distribution business & a fuels transportation business
  • Transaction Description: Advised on the sale of the Jiffy Lube business to Atlantic Coast Enterprises, LLC
  • TYPE: Company Sale
  • Client Location: Springfield, MA
  • DATE: October 2016
  • CLIENT: F.L. Roberts and Company, Inc.
  • Client Description: Owner/operator of 26 convenience stores and retail fuel outlets, 22 Golden Nozzle car washes, and 9 Jiffy Lube quick lube facilities in the greater Springfield, MA, Hartford, CT & northern and western MA. Also operates a wholesale motor fuels distribution business & a fuels transportation business
  • Transaction Description: Advised on the sale of the convenience store and car wash businesses to affiliated companies of Nouria Energy Corporation
  • TYPE: Company Sale
  • Client Location: Springfield, MA
  • DATE: October 2016
  • CLIENT: Dealers Building Supply, Inc.
  • Client Description: A value-added distributor of doors, door hardware, and fireplaces to homeowners, professional contractors and developers in the residential and commercial end-markets
  • Transaction Description: Advised on the sale of Dealers Building Supply, Inc. to an Investor Group including The Firefly Group and Kocolene Development Corporation
  • TYPE: Company Sale
  • Client Location: Indianapolis, IN
  • DATE: October 2016
  • CLIENT: State Oil Company
  • Client Description: A petroleum marketer and fuels distributor in the greater Chicago metropolitan area
  • Transaction Description: Advised on the sale of the retail assets and wholesale fuels distribution business to CrossAmerica Partners LP (NYSE:CAPL)
  • TYPE: Company Sale
  • Client Location: Libertyville, IL
  • DATE: September 2016
  • CLIENT: Budget Signs, LLC
  • Client Description: A full service sign and crane company that fabricates, installs and services signs in western VA, southern WV and northern NC
  • Transaction Description: Advised on the sale of Budget Signs, LLC to a franchisee of FASTSIGNS/portfolio company of Levine Leichtman Capital Partners
  • TYPE: Company Sale
  • Client Location: Roanoke, VA
  • DATE: September 2016
  • CLIENT: RAVentures
  • Client Description: Investor in and developer of retail properties, including early childhood education centers
  • Transaction Description: Advised on the sale of seven properties to Store Capital
  • TYPE: Company Sale
  • Client Location: Westford, MA
  • DATE: June 2016
  • CLIENT: Mutual Oil Co., Inc.
  • Client Description: A wholesale distributor of unbranded refined fuels to high volume retailers, resellers, commercial entities, governments and municipalities, and marinas
  • Transaction Description: Advised on the sale to Truman Arnold Companies
  • TYPE: Corporate Carve Out
  • Client Location: Brockton, MA
  • DATE: June 2016
  • CLIENT: District Petroleum Products, Inc.
  • Client Description: A leading petroleum marketer and convenience retailer (d/b/a Hy-Miler Convenience), fuels distributor and fuel transporter throughout Ohio
  • Transaction Description: Advised on the sale to Dunne Manning, Inc.
  • TYPE: Company Sale
  • Client Location: Huron, OH
  • DATE: May 2016
  • CLIENT: Harbor Petroleum of New England, Inc.
  • Client Description: Owners and operators of convenience stores and supplier of fuels throughout Connecticut
  • Transaction Description: Advised on the sale of the contract dealer assets to 7-Eleven, Inc., and its wholly owned subsidiary SEI Fuels
  • TYPE: Corporate Carve Out
  • Client Location: Naugatuck, CT
  • DATE: May 2016
  • CLIENT: BLR
  • Client Description: A leading provider of compliance and training solutions
  • Transaction Description: Advised on the recapitalization by Management and Tenth Street Capital & Northcreek Mezzanine
  • TYPE: Recapitalization
  • Client Location: Brentwood, TN
  • DATE: March 2016
  • CLIENT: Next Generation Children’s Centers
  • Client Description: A leading provider of early childhood education
  • Transaction Description: Advised on the sale to Cadence Education, a portfolio company of Audax Group
  • TYPE: Company Sale
  • Client Location: Sudbury, MA
  • DATE: February 2016
  • CLIENT: Alta East, Inc.
  • Client Description: A leading petroleum marketer and fuels distributor, supplying approximately 57 million gallons of Mobil, Sunoco, Valero, and unbranded motor fuels annually, with operations from the greater New York City metropolitan area to just north of Lake George, New York
  • Transaction Description: Advised on the sale of Alta East, Inc. and certain related entities’ fuels distribution and transportation business to a wholly owned subsidiary of Sunoco LP (NYSE: SUN)
  • TYPE: Company Sale
  • Client Location: Middletown, NY
  • DATE: December 2015
  • CLIENT: CMA Supply Co., Inc.
  • Client Description: A regional distributor of concrete and masonry products and accessories to professional contractors in the residential, commercial, and industrial end-markets
  • Transaction Description: Advised on the sale to Carter-Waters, LLC, a portfolio company of Merit Capital Partners and Aiglon Capital Management, LLC
  • TYPE: Company Sale
  • Client Location: Indianapolis, IN
  • DATE: December 2015
  • CLIENT: PlanG
  • Client Description: An innovative online charitable giving platform
  • Transaction Description: Advised on the sale to YouDecide, the leading voluntary benefits outsourcing provider
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: November 2015
  • CLIENT: Biscayne Petroleum, LLC & Everglades Petroleum, LLC
  • Client Description: Owners and operators of convenience stores and fuels distributors throughout Miami, Dade, Palm Beach and Broward Florida
  • Transaction Description: Advised on the sale of 102 high-volume company operated, commission marketer, lessee dealer and supply only stores to 7-Eleven, Inc. and its wholly owned subsidiary, SEI Fuel Services, Inc.
  • TYPE: Company Sale
  • Client Location: Miami, FL
  • DATE: November 2015
  • CLIENT: CrossAmerica Partners LP (formerly operated by wholly owned subsidiary, Petroleum Marketers, Inc.)
  • Client Description: A wholesale distributor of petroleum products, including fuels transportation, residential heating oil and tank wagon commercial fuels businesses throughout the Commonwealth of Virginia
  • Transaction Description: Advised on the sale of the residential heating oil and tank wagon commercial fuels businesses of Petroleum Marketers, Inc. to Quarles Petroleum, Inc., Davenport Energy, Inc. and Woodfin Heating, Inc.
  • TYPE: Corporate Carve Out
  • Client Location: Roanoke, VA
  • DATE: November 2015
  • CLIENT: CrossAmerica Partners LP (formerly operated by wholly owned subsidiary, Petroleum Marketers, Inc.)
  • Client Description: A wholesale distributor of petroleum products, including fuels transportation, residential heating oil and tank wagon commercial fuels businesses throughout the Commonwealth of Virginia
  • Transaction Description: Advised on the sale of the fuels transportation business of Petroleum Marketers, Inc. to Reliable Tank Line, LLC, a division of Quality Oil Company, LLC
  • TYPE: Corporate Carve Out
  • Client Location: Roanoke, VA
  • DATE: November 2015
  • CLIENT: Safe Foods International Holdings, LLC
  • Client Description: A leading contract research and development organization serving the global, food, beverage & nutrition industries, involved in product development through scaling production and product integrity testing
  • Transaction Description: Advised on the sale to Laboratory Corporation of America® Holdings (NYSE: LH)
  • TYPE: Company Sale
  • Client Location: Chicago, IL
  • DATE: October 2015
  • CLIENT: Pester Marketing Company and Subsidiaries
  • Client Description: A leading petroleum marketer and convenience retailer, blender of motor fuels and components through its terminals, and distributor of motor fuels and lubricants to wholesale, commercial and agricultural customers
  • Transaction Description: Advised on the sale of one hundred percent of the equity securities of Pester Marketing Company and its wholly owned subsidiaries, Alta Fuels, LLC and Alta Transportation, LLC to World Fuel Services, Inc. (NYSE:INT)
  • TYPE: Company Sale
  • Client Location: Denver, CO
  • DATE: October 2015
  • CLIENT: Stop-a-Sec, Inc. and Seck Enterprises Inc.
  • Client Description: An operator of eight, Holiday franchised stores in Western Wisconsin, offering high quality fuel and a full range of convenience store items
  • Transaction Description: Advised on the sale to TravelCenters of America LLC (NYSE: TA)
  • TYPE: Company Sale
  • Client Location: Luck, WI
  • DATE: October 2015
  • CLIENT: Kocolene Marketing, LLC
  • Client Description: A petroleum marketer and operator of conveniences stores and discount tobacco outlets in Indiana and Kentucky
  • Transaction Description: Advised on the sale of 13 convenience stores with gasoline offerings to Mac’s Convenience Stores, LLC (a wholly owned subsidiary of Alimentation Couche-Tard, Inc.) (TSX: ATD.A, ATD.B)
  • TYPE: Corporate Carve Out
  • Client Location: Seymour, IN
  • DATE: September 2015
  • CLIENT: Savings Oil Company
  • Client Description: A leading petroleum marketer and convenience store chain, d/b/a Dodge’s, in the Southeast
  • Transaction Description: Advised on the sale to various individual buyers
  • TYPE: Corporate Carve Out
  • Client Location: Tupelo, MS
  • DATE: September 2015
  • CLIENT: Thoroughbred Energy, LLC and Related Entities
  • Client Description: A petroleum marketing and convenience store companies with 34 stores and 11 supply accounts in the greater Lexington, Kentucky market
  • Transaction Description: Advised on the sale to TravelCenters of America, LLC (NYSE:TA)
  • TYPE: Company Sale
  • Client Location: Lexington, KY
  • DATE: August 2015
  • CLIENT: Tedeschi Food Shops, Inc. and Related Real Estate Entities
  • Client Description: A leading convenience retailing and foodservice company, which directly operates 104 corporate stores and is a franchisor of 77 stores located in the New England area
  • Transaction Description: Advised on the sale to 7-Eleven, Inc.
  • TYPE: Company Sale
  • Client Location: Rockland, MA
  • DATE: August 2015
  • CLIENT: Narcote, LLC
  • Client Description: A leading provider of technical textile solutions, including coated and laminated composite fabrics
  • Transaction Description: Advised on the recapitalization by LNC Partners
  • TYPE: Recapitalization
  • Client Location: Piney Flats, TN
  • DATE: July 2015
  • CLIENT: Arista Laboratories, Inc.
  • Client Description: A leading independent tobacco testing laboratory and subsidiary of Molins PLC
  • Transaction Description: Advised on the sale of assets for Arista Laboratories, Inc.
  • TYPE: Corporate Advisory
  • Client Location: Richmond, VA
  • DATE: June 2015
  • CLIENT: Area Equipment Sales & Rentals
  • Client Description: A premier full-line equipment rental company, serving the Eastern Virginia and Northeastern North Carolina markets
  • Transaction Description: Advised on the sale to Blue Line Rental, a portfolio company of Platinum Equity
  • TYPE: Company Sale
  • Client Location: Chesapeake, VA
  • DATE: April 2015
  • CLIENT: Best Oil Company
  • Client Description: An operator of 19 Little Store brand convenience stores and a fuels distributor in Northeastern Minnesota and Superior, Wisconsin
  • Transaction Description: Advised on the sale of the wholesale fuel supply business and transportation division to NuWay Cooperative
  • TYPE: Company Sale
  • Client Location: Cloquet, MN
  • DATE: April 2015
  • CLIENT: Best Oil Company
  • Client Description: An operator of 19 Little Store brand convenience stores and a fuels distributor in Northeastern Minnesota and Superior, Wisconsin
  • Transaction Description: Advised on the sale of the retail assets to TravelCenters of America LLC (NYSE: TA)
  • TYPE: Company Sale
  • Client Location: Cloquet, MN
  • DATE: April 2015
  • CLIENT: Erickson Oil Products, Inc.
  • Client Description: A leading petroleum marketing and convenience store company, d/b/a Freedom Valu Centers, in Michigan, Minnesota, South Dakota and Wisconsin
  • Transaction Description: Advised on the sale of the equity to CrossAmerica Partners LP (NYSE: CAPL)
  • TYPE: Company Sale
  • Client Location: Hudson, WI
  • DATE: February 2015
  • CLIENT: Mutual Oil Co., Inc.
  • Client Description: A leading motor fuels distributor in the Northeast with branded contract dealer and transportation businesses consisting of 156 contract dealer accounts, structured finance agreements and 22 transports
  • Transaction Description: Advised on the sale of the branded contract dealer assets to 7-Eleven, Inc., and its wholly owned subsidiary SEI Fuels
  • TYPE: Corporate Carve Out
  • Client Location: Brockton, MA
  • DATE: February 2015
  • CLIENT: Mutual Oil Co., Inc.
  • Client Description: A leading motor fuels distributor in the Northeast with branded contract dealer and transportation businesses consisting of 156 contract dealer accounts, structured finance agreements and 22 transports
  • Transaction Description: Advised on the sale of the transportation assets to Kenan Advantage Group, Inc.
  • TYPE: Corporate Carve Out
  • Client Location: Brockton, MA
  • DATE: February 2015
  • CLIENT: Arey Oil Company, Inc.
  • Client Description: A petroleum marketer and convenience store operator, d/b/a One Stop Food Stores, in North Carolina and South Carolina
  • Transaction Description: Advised on the sale of select retail assets to GPM Investments, LLC d/b/a Fas Mart, Shore Stop
  • TYPE: Company Sale
  • Client Location: Shelby, NC
  • DATE: February 2015
  • CLIENT: Mid-Atlantic Petroleum Properties, LLC
  • Client Description: A petroleum marketer and convenience store operator, d/b/a W-Express/Washingtonian, in the Mid-Atlantic region
  • Transaction Description: Advised on the sale of the retail and wholesale assets to Petroleum Marketing Group
  • TYPE: Company Sale
  • Client Location: Germantown, MD
  • DATE: January 2015
  • CLIENT: Warren Equities, Inc.
  • Client Description: A leading motor fuels distributor and operator of 147 convenience stores in the Northeast and Mid-Atlantic
  • Transaction Description: Advised on the sale to a subsidiary of Global Partners LP (NYSE: GLP)
  • TYPE: Company Sale
  • Client Location: Providence, RI
  • DATE: January 2015
  • CLIENT: Southern Filter Media LLC
  • Client Description: A leading manufacturer and distributor of wet and dry environmental filtration products and a portfolio company of GenCap America
  • Transaction Description: Advised on the sale to Micronics, a portfolio company of Vance Street Capital LLC
  • TYPE: Company Sale
  • Client Location: Hixson, TN
  • DATE: December 2014
  • CLIENT: Stevens Manufacturing Co., Inc.
  • Client Description: A leading supplier of high-quality precision parts, flight-critical components and complete sub-assemblies to the aerospace industry
  • Transaction Description: Advised on the transition to J.H. Whitney & Co.
  • TYPE: Company Sale
  • Client Location: Milford, CT
  • DATE: August 2014
  • CLIENT: Banker Steel Company
  • Client Description: A leading fabricator of structural steel components used in commercial and infrastructure projects, with a production capacity of 50,000 tons of steel per year
  • Transaction Description: Advised on the recapitalization by Atlas Holdings and Turnspire Capital Partners
  • TYPE: Recapitalization
  • Client Location: Lynchburg, VA
  • DATE: August 2014
  • CLIENT: Guttman Energy, Inc.
  • Client Description: A provider of energy procurement solutions and logistics management services, for petroleum, natural gas and electricity based in Columbus, OH
  • Transaction Description: Advised on the sale of the propane division to Energy Distribution Partners
  • TYPE: Corporate Carve Out
  • Client Location: Belle Vernon, PA
  • DATE: June 2014
  • CLIENT: Atlas Oil Company
  • Client Description: A petroleum marketer and convenience store operator of BP branded assets in the Midwest
  • Transaction Description: Advised on the sale of the 106 BP branded Chicago assets to Lehigh Gas and Parent Petroleum, Inc.
  • TYPE: Corporate Carve Out
  • Client Location: Taylor, MI
  • DATE: May 2014
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based petroleum distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Mid-Atlantic
  • DATE: April 2014
  • CLIENT: Cumberland Farms, Inc.
  • Client Description: A petroleum marketer and convenience store operator in the Northeast and Florida with 27 company operated convenience stores located in New Jersey, Pennsylvania, and Delaware, including 17 that also offer motor fuels
  • Transaction Description: Advised on the sale of Mid-Atlantic retail assets to Petroleum Marketing Group
  • TYPE: Corporate Carve Out
  • Client Location: Framingham, MA
  • DATE: April 2014
  • CLIENT: Confidential
  • Client Description: Southeastern based petroleum distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Southeast
  • DATE: April 2014
  • CLIENT: Confidential
  • Client Description: New England based chain of convenience stores
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: New England
  • DATE: April 2014
  • CLIENT: Swifty Oil
  • Client Description: A leading motor fuels distributor and operator of 152 convenience stores in the Midwest
  • Transaction Description: Advised on the sale of to Herdrich Petroleum Corporation, Kocolene Marketing, LLC, National Oil & Gas, Inc., Ricker's and various other buyers
  • TYPE: Company Sale
  • Client Location: Seymour, IN
  • DATE: March 2014
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Mid-Atlantic
  • DATE: March 2014
  • CLIENT: Ports Investments LLC/Horizontal Wireline Services
  • Client Description: A private equity investment company founded and managed by Mike Ports, primary shareholder and President of Ports Petroleum Company, Inc.
  • Transaction Description: Advised on the sale of the controlling interest in Horizontal Wireline Services to Allied Wireline, a portfolio company of Turnbridge Capital
  • TYPE: Company Sale
  • Client Location: Wooster, OH
  • DATE: February 2014
  • CLIENT: Ashton Lewis Lumber Co.
  • Client Description: One of the premier producers of Southern Yellow Pine Lumber in the Southeastern United States
  • Transaction Description: Advised on the sale of the assets of The Coxe Companies, including Ashton Lewis Lumber Co., to a privately held company
  • TYPE: Company Sale
  • Client Location: Gatesville, NC
  • DATE: February 2014
  • CLIENT: Confidential
  • Client Description: A real estate investment trust
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Northeast
  • DATE: February 2014
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based petroleum distributor and convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Mid-Atlantic
  • DATE: February 2014
  • CLIENT: Butler Woodcrafters, Inc.
  • Client Description: A leading manufacturer of institutional furniture for the education and human services markets, and one of the largest manufacturers of seating products for the worship, healthcare and education markets
  • Transaction Description: Advised on the sale to Sauder Manufacturing Co., a subsidiary of Sauder Woodworking Company
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: January 2014
  • CLIENT: Manchester Marketing Incorporated
  • Client Description: A wholesale motor fuels distributor and company-operated convenience stores in Central and Northern Virginia
  • Transaction Description: Advised on the sale of the wholesale motor fuels distribution assets to Lehigh Gas Partners LP (NYSE:LGP)
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: December 2013
  • CLIENT: Dimex LLC
  • Client Description: A leading plastics manufacturer serving diverse markets, including industrial matting, landscaping, marine products, masonry construction, and office chair mats, and a portfolio company of The Brookside Group
  • Transaction Description: Advised on the sale to Grey Mountain Partners
  • TYPE: Company Sale
  • Client Location: Marietta, OH
  • DATE: December 2013
  • CLIENT: SMO, Inc.
  • Client Description: A retail and wholesale petroleum distribution gas station network and supplies a large network of motor fuels retailers operating throughout Maryland, Delaware, and Virginia.
  • Transaction Description: Advised on the sale of SMO's Tidewater Virginia assets to PAPCO, Inc.
  • TYPE: Corporate Carve Out
  • Client Location: LaPlata, MD
  • DATE: September 2013
  • CLIENT: Rogers Petroleum, Inc.
  • Client Description: A convenience store operator and fuels distributor, d/b/a Zoomerz, in eastern Tennessee and southwestern Virginia
  • Transaction Description: Advised on the sale of select assets to Lehigh Gas Partners, LP (NYSE:LGP)
  • TYPE: Corporate Carve Out
  • Client Location: Morristown, TN
  • DATE: September 2013
  • CLIENT: Jump Oil Company, Inc.
  • Client Description: A motor fuels distributor with 48 dealer locations throughout Missouri
  • Transaction Description: Advised on the sale to Lion Petroleum, Inc., Casey's General Stores, Inc. and various other buyers
  • TYPE: Corporate Recovery
  • Client Location: Jefferson City, MO
  • DATE: September 2013
  • CLIENT: Confidential
  • Client Description: Midwestern based convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Midwest
  • DATE: September 2013
  • CLIENT: Confidential
  • Client Description: Hedge Fund
  • Transaction Description: Advised on corporate advisory services
  • TYPE: Corporate Advisory
  • Client Location: Northeast
  • DATE: September 2013
  • CLIENT: RWJ Management Co., Inc. & Related Entities
  • Client Description: A convenience store operator of 10 large format, BP branded stores that also offered motor fuels in the greater Chicago area
  • Transaction Description: Advised on the sale of select assets pursuant to its Chapter 11 Section 363 Bankruptcy Sale to Graham Enterprise, Inc.
  • TYPE: Corporate Recovery
  • Client Location: Oak Brook, IL
  • DATE: August 2013
  • CLIENT: Hurst Harvey Oil, Inc.
  • Client Description: A petroleum marketing and convenience store company, d/b/a Get & Zip located on the Northern Neck and Upper Peninsula communities in Virginia
  • Transaction Description: Advised on the sale of the retail assets to GPM Investments, LLC
  • TYPE: Company Sale
  • Client Location: Kilmarnock, VA
  • DATE: August 2013
  • CLIENT: Bagwell Gas & Oil Company
  • Client Description: A distributor of propane, heating oil, and commercial fuels
  • Transaction Description: Advised on the sale of select assets to Pep-Up, Inc.
  • TYPE: Company Sale
  • Client Location: Onancock, VA
  • DATE: August 2013
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based petroleum distributor with operations from New Hampshire to Florida
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Mid-Atlantic
  • DATE: July 2013
  • CLIENT: Confidential
  • Client Description: East Coast based distributor of motor fuels
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: East Coast
  • DATE: May 2013
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based fuels distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Mid-Atlantic
  • DATE: May 2013
  • CLIENT: Confidential
  • Client Description: Midwestern petroleum distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Midwest
  • DATE: April 2013
  • CLIENT: Confidential
  • Client Description: Southwestern based chain of convenience stores
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Southwest
  • DATE: April 2013
  • CLIENT: Dickerson Petroleum, Inc.
  • Client Description: An owner and operator of 29 convenience stores and 29 wholesale dealer assets headquartered in the greater St. Louis, Missouri area
  • Transaction Description: Advised on the sale to Mac's Convenience Stores, LLC
  • TYPE: Company Sale
  • Client Location: Belleville, IL
  • DATE: February 2013
  • CLIENT: Confidential
  • Client Description: New England based fuels distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: New England
  • DATE: January 2013
  • CLIENT: Confidential
  • Client Description: Publicly traded convenience store chain
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Southeast
  • DATE: January 2013
  • CLIENT: VIP Parts, Tires & Service
  • Client Description: One of the largest companies in Northern New England that specializes in the sale of automotive parts and accessories, tires, and services through a network of 56 locations in Maine, New Hampshire and Massachusetts
  • Transaction Description: Advised on the sale of the retail auto parts stores to O'Reilly Auto Parts
  • TYPE: Company Sale
  • Client Location: Lewiston, ME
  • DATE: December 2012
  • CLIENT: Richmond Electric Supply Co., Inc.
  • Client Description: Operates as a full-line, stocking electrical wholesale distributor that serves commercial contractors, the government & military, residential contractors and industrial & OEM markets on both a regional and national scale
  • Transaction Description: Advised on the management buy-in led by CEO Mike Bourn and a Private Investment Group
  • TYPE: Buy-Side Advisory
  • Client Location: Richmond, VA
  • DATE: December 2012
  • CLIENT: Red Eagle Oil, Inc.
  • Client Description: An owner and operator of 16 convenience stores with gas, several bulk plants, and transportation equipment located in Montana & Wyoming
  • Transaction Description: Advised on the sale pursuant to the Chapter 11 Plan of Liquidation to Brad Hall & Associates
  • TYPE: Corporate Recovery
  • Client Location: Cody, WY
  • DATE: December 2012
  • CLIENT: Ontario Hardwood Co., Inc.
  • Client Description: A hardwood lumber manufacturer
  • Transaction Description: Advised on the valuation of the common equity of Ontario Hardwood Co., Inc.
  • TYPE: Corporate Valuation
  • Client Location: Keysville, VA
  • DATE: December 2012
  • CLIENT: Mutual Oil Co., Inc.
  • Client Description: A leading wholesale petroleum distributor
  • Transaction Description: Advised on the sale of select retail assets to Global Partners LP and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Brockton, MA
  • DATE: December 2012
  • CLIENT: Getty Realty Corp.
  • Client Description: A REIT focused on the ownership and leasing of retail petroleum, convenience store, and terminal properties
  • Transaction Description: Advised on the repositioning of the portfolio of properties, which included 443 properties on a long-term triple net basis with eight different tenants
  • TYPE: Corporate Carve Out
  • Client Location: Jericho, NY
  • DATE: December 2012
  • CLIENT: Express Lane, Inc.
  • Client Description: An owner and operator of 45 convenience stores and gas stations located in Florida
  • Transaction Description: Advised on the sale to Lehigh Gas Partners, LP
  • TYPE: Company Sale
  • Client Location: Panama City Beach, FL
  • DATE: December 2012
  • CLIENT: VIP Parts, Tires & Service
  • Client Description: One of the largest companies in Northern New England that specializes in the sale of automotive parts and accessories, tires, and services through a network of 56 locations in Maine, New Hampshire and Massachusetts
  • Transaction Description: Advised on the valuation of VIP Parts, Tires & Service
  • TYPE: Corporate Valuation
  • Client Location: Lewiston, ME
  • DATE: December 2012
  • CLIENT: Old Dominion Peanut Company
  • Client Description: The largest manufacturer and marketer of branded brittle and peanut candy in the U.S. and a wholly owned subsidiary of The Virginia Food Group, Inc.
  • Transaction Description: Advised on the sale to Hammond's Candies
  • TYPE: Company Sale
  • Client Location: Norfolk, VA
  • DATE: December 2012
  • CLIENT: ANS
  • Client Description: A leading distributor of petroleum handling equipment
  • Transaction Description: Advised on the sale to KLH Capital
  • TYPE: Company Sale
  • Client Location: Phoenix, AZ
  • DATE: November 2012
  • CLIENT: Confidential
  • Client Description: Midwestern fuels distributor and convenience store operator
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Midwest
  • DATE: November 2012
  • CLIENT: Confidential
  • Client Description: Southeastern convenience store operator
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Southeast
  • DATE: November 2012
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Mid-Atlantic
  • DATE: September 2012
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Mid-Atlantic
  • DATE: September 2012
  • CLIENT: RCC Western Stores
  • Client Description: One of the oldest and most respected retailers in the western apparel and footwear industry, with 30 stores in 12 states throughout the South and Midwest
  • Transaction Description: Advised on the sale to BootBarn, a portfolio company of Freeman Spogli & Co.
  • TYPE: Company Sale
  • Client Location: Rapid City, SD
  • DATE: August 2012
  • CLIENT: Florida Oil Holdings, LLC.
  • Client Description: An owner and operator of 29 convenience stores located in the greater Orlando, FL area
  • Transaction Description: Advised on the sale of select assets to Circle K Stores, Inc.
  • TYPE: Company Sale
  • Client Location: Atlanta, GA
  • DATE: August 2012
  • CLIENT: Confidential
  • Client Description: Midwestern based petroleum distributor and convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Midwest
  • DATE: August 2012
  • CLIENT: Confidential
  • Client Description: Midwestern based petroleum distributor and convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Midwest
  • DATE: August 2012
  • CLIENT: The Wagner Group
  • Client Description: A leading manufacturer and exporter of hardwood lumber in the Northeast region and one of the largest sawmill operations in the nation
  • Transaction Description: Advised on the sale to Baillie Lumber
  • TYPE: Company Sale
  • Client Location: Owega, NY
  • DATE: July 2012
  • CLIENT: E. J. Pope & Son, Inc.
  • Client Description: A petroleum marketer and convenience store operator, d/b/a Handy Mart, in the Southeast
  • Transaction Description: Advised on the sale of select retail assets to various buyers
  • TYPE: Corporate Carve Out
  • Client Location: Mt. Olive, NC
  • DATE: July 2012
  • CLIENT: Alliance Energy LLC
  • Client Description: A petroleum marketer and convenience store operator in the Northeast
  • Transaction Description: Advised on the sale of select retail assets to various buyers
  • TYPE: Corporate Carve Out
  • Client Location: Waltham, MA
  • DATE: July 2012
  • CLIENT: Strasburger Enterprises, Inc.
  • Client Description: A Shell, Mobil, Chevron and Citgo branded petroleum distributor and convenience store operator, d/b/a Quix, in Texas
  • Transaction Description: Advised on the sale of select retail assets to 7-Eleven
  • TYPE: Corporate Carve Out
  • Client Location: Temple, TX
  • DATE: June 2012
  • CLIENT: NAMCO, LLC
  • Client Description: A leading retailer of pools, pool supplies and recreational equipment
  • Transaction Description: Advised on the senior secured lending facility with Salus Capital Partners
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Manchester, CT
  • DATE: June 2012
  • CLIENT: Confidential
  • Client Description: Southeastern based distributor of motor fuels
  • Transaction Description: Advised on corporate recovery services
  • TYPE: Corporate Recovery
  • Client Location: Southeast
  • DATE: May 2012
  • CLIENT: Pester Marketing Company
  • Client Description: A Midwest petroleum marketer and operator of 49 retail convenience stores, d/b/a Alta. Through its wholly-owned subsidiaries, Alta Fuels, LLC and Alta Transportation, LLC, the Company distributes and transports motor fuels and lubricants to wholesale, commercial and agricultural customers
  • Transaction Description: Advised on the refinancing, structuring and expanding senior credit facilities and treasury management services
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Denver, CO
  • DATE: April 2012
  • CLIENT: Confidential
  • Client Description: Mid-Western based convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Midwest
  • DATE: April 2012
  • CLIENT: High’s of Baltimore, Inc.
  • Client Description: A petroleum marketer and convenience store operator of 46 company operated retail units trading as High’s Dairy Stores in the Mid-Atlantic
  • Transaction Description: Advised on the sale of select retail assets to Carroll Independent Fuel Co.
  • TYPE: Company Sale
  • Client Location: Hanover, MD
  • DATE: March 2012
  • CLIENT: Carroll Independent Fuel Company
  • Client Description: Operator of 46 retail convenience stores and gas stations located in Maryland, Washington, D.C. and Baltimore, MD
  • Transaction Description: Advised on the sale of the heating oil and HVAC assets to Star Gas Partners, L.P.
  • TYPE: Corporate Carve Out
  • Client Location: Baltimore, MD
  • DATE: March 2012
  • CLIENT: Mid-Atlantic Convenience Stores, LLC
  • Client Description: A petroleum marketing, convenience store company and fuels transporter including a fleet consisting of over 35 tractors and trailers hauling approximately 500 million gallons of fuels
  • Transaction Description: Advised on the sale of MACS’s fuels transportation division to Samuel Coraluzzo Co., Inc. The division hauled ~ 500 million gallons to primarily retail customers throughout Virginia and Maryland.
  • TYPE: Corporate Carve Out
  • Client Location: Richmond, VA
  • DATE: February 2012
  • CLIENT: Energy US Propane, a North American Propane Company
  • Client Description: A leading retail and wholesale distributor of propane, distillates and industrial gases throughout the Northeast and Mid-Atlantic
  • Transaction Description: Advised on the sale to NGL Energy Partners LP (NYSE: NGL)
  • TYPE: Company Sale
  • Client Location: Taunton, MA
  • DATE: February 2012
  • CLIENT: United Fuel & Energy Corporation
  • Client Description: A large regional distributor of gasoline, diesel and lubricant products primarily in certain markets of TX, CA, NM, AZ and OK
  • Transaction Description: Advised on a fairness opinion on its merger with Southern Counties Oil Co.
  • TYPE: Fairness Opinion
  • Client Location: Orange, CA
  • DATE: January 2012
  • CLIENT: Supreme Oil
  • Client Description: A regional petroleum marketer and convenience store chain in the Mid-Atlantic
  • Transaction Description: Advised on the sale of select retail assets to LAP Groups and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Suffolk, VA
  • DATE: December 2011
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based distributor of petroleum products
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Mid-Atlantic
  • DATE: December 2011
  • CLIENT: Confidential
  • Client Description: Private Equity Fund
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Northeast
  • DATE: December 2011
  • CLIENT: Coastal Lumber/American Industrial Partners
  • Client Description: Regional producer of high grade, green sawn and kiln dried hardwood lumber
  • Transaction Description: Advised on the acquisition of Coastal Lumber Company
  • TYPE: Buy-Side Advisory
  • Client Location: Charlottesville, VA
  • DATE: October 2011
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based distributor of petroleum products
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Mid-Atlantic
  • DATE: September 2011
  • CLIENT: ShelterLogic, LLC
  • Client Description: A leading, global manufacturer and marketer of fabric-covered, steel frame shelters and canopies for diverse consumer and commercial applications, including sheds, garages and recreational pop-up canopies, and a portfolio company of Albion Investors
  • Transaction Description: Advised on the sale to management, RFE Investment Partners and Charter Oak Equity
  • TYPE: Company Sale
  • Client Location: Watertown, CT
  • DATE: August 2011
  • CLIENT: Lawrenceville Brick, Inc.
  • Client Description: A leading regional brick manufacturer that serves both residential and commercial customers offering a wide range of brick styles, colors and textures
  • Transaction Description: Advised on the sale of the assets to Redland Brick, Inc., a subsidiary of Belden Brick Company
  • TYPE: Company Sale
  • Client Location: Lawrenceville, VA
  • DATE: July 2011
  • CLIENT: Cumberland Farms, Inc.
  • Client Description: A petroleum marketer and convenience store operator in the Northeast and Florida
  • Transaction Description: Advised on the sale of select retail assets to Sam's Food Stores and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Framingham, MA
  • DATE: June 2011
  • CLIENT: Confidential
  • Client Description: A petroleum marketer and fuels distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Northeast
  • DATE: May 2011
  • CLIENT: High’s of Baltimore, Inc.
  • Client Description: A petroleum marketer and convenience store operator in the Mid-Atlantic
  • Transaction Description: Advised on the sale of select retail assets to 7-Eleven and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Hanover, MD
  • DATE: April 2011
  • CLIENT: Confidential
  • Client Description: Real Estate investment trust
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Northeast
  • DATE: April 2011
  • CLIENT: Confidential
  • Client Description: Real Estate investment trust
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Northeast
  • DATE: April 2011
  • CLIENT: Triton Marketing, Inc.
  • Client Description: A 70 gallon wholesale distributor of branded and unbranded motor fuels in Atlanta
  • Transaction Description: Advised on the sale of the wholesale distribution assets to Cary Oil
  • TYPE: Company Sale
  • Client Location: Atlanta, GA
  • DATE: January 2011
  • CLIENT: Lehigh Gas Corporation
  • Client Description: A petroleum marketer and convenience store operator in the Northeast
  • Transaction Description: Advised on the sale of select retail assets to Sunoco and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Allentown, PA
  • DATE: December 2010
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic based distributor of petroleum products
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Mid-Atlantic
  • DATE: December 2010
  • CLIENT: Power Plate
  • Client Description: A global leader in whole body vibration technology for exercise equipment
  • Transaction Description: Advised on the valuation of common equity and partnership interests
  • TYPE: Corporate Valuation
  • Client Location: Irvine, CA
  • DATE: December 2010
  • CLIENT: Confidential
  • Client Description: Mid-Western based convenience store operator
  • Transaction Description: Advised on corporate advisory services
  • TYPE: Corporate Advisory
  • Client Location: Midwest
  • DATE: December 2010
  • CLIENT: Confidential
  • Client Description: Southwestern based chain of convenience stores
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Southwest
  • DATE: December 2010
  • CLIENT: Confidential
  • Client Description: Southeastern based motor fuels distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Southeast
  • DATE: September 2010
  • CLIENT: Advantor Systems Corporation
  • Client Description: A leading global designer, manufacturer and integrator of physical security systems with extensive experience securing high profile government, Department of Defense and commercial organizations
  • Transaction Description: Advised on the minority investment from McCarthy Capital
  • TYPE: Recapitalization
  • Client Location: Orlando, FL
  • DATE: August 2010
  • CLIENT: Quarles Petroleum, Inc.
  • Client Description: Mid-Atlantic fuel oil distributor, propane supplier, motor fuels supplier, fleet fuel site provider, and convenience store chain
  • Transaction Description: Advised on the sale of select retail assets to 7-Eleven and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Fredericksburg, VA
  • DATE: June 2010
  • CLIENT: Confidential
  • Client Description: Northwestern based petroleum distributor
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Northwest
  • DATE: May 2010
  • CLIENT: Stalcop LP
  • Client Description: A leading manufacturer of custom designed cold formed and precision machined components and sub-assemblies, serving a variety of end markets, including the power semiconductor, automotive, power transmission & distribution, heavy duty truck, specialty battery, ordinance and ammunition markets
  • Transaction Description: Advised on the growth and recapitalization investment by Alpha Capital Partners
  • TYPE: Recapitalization
  • Client Location: Thorntown, IN
  • DATE: April 2010
  • CLIENT: O’Sullivan Films, Inc.
  • Client Description: A leading provider of customized, high-performance polymer and finishing film technologies serving the building products, consumer, healthcare and automotive markets
  • Transaction Description: Advised on the sale to Hornschuch, Konrad Hornschuch AGA, a portfolio company of Barclays
  • TYPE: Company Sale
  • Client Location: Winchester, VA
  • DATE: March 2010
  • CLIENT: Confidential
  • Client Description: Private Equity Fund
  • Transaction Description: Advised on corporate advisory services
  • TYPE: Corporate Advisory
  • Client Location: Northeast
  • DATE: March 2010
  • CLIENT: Confidential
  • Client Description: Privately held real estate holding company
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Canada
  • DATE: March 2010
  • CLIENT: Confidential
  • Client Description: New England based chain of convenience stores
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: New England
  • DATE: January 2010
  • CLIENT: Uni-Marts, LLC
  • Client Description: Mid-Atlantic based petroleum marketer/wholesaler with over 200 assets across PA, NY and OH
  • Transaction Description: Advised on the sale of the retail and wholesale assets to Lehigh Gas and various other buyers
  • TYPE: Corporate Recovery
  • Client Location: State College, PA
  • DATE: December 2009
  • CLIENT: Jones & Frank Corp.
  • Client Description: A leading provider of petroleum equipment and services to the retail and commercial segments of the petroleum industry along the East Coast
  • Transaction Description: Advised on the recapitalization by management and BB&T Capital Partners
  • TYPE: Recapitalization
  • Client Location: Norfolk, VA
  • DATE: December 2009
  • CLIENT: Confidential
  • Client Description: Southeastern based motor fuels distributor
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Southeast
  • DATE: December 2009
  • CLIENT: Connecticut Department of Transportation
  • Client Description: Connecticut DOT's fuel and food service plaza facilities on state highways
  • Transaction Description: Advised Connecticut's DOT on its agreement with Project Service, LLC to redevelop and manage the State's 23 highway travel plaza facilities
  • TYPE: Corporate Advisory
  • Client Location: Newington, CT
  • DATE: October 2009
  • CLIENT: Crescent Oil Company, Inc.
  • Client Description: A large motor fuels distributor and convenience store operator in Kansas, Oklahoma, and Missouri
  • Transaction Description: Advised on the sale of select assets to the official committee of unsecured creditors pursuant to its Chapter 11 bankruptcy case
  • TYPE: Corporate Recovery
  • Client Location: Kansas City, MO
  • DATE: August 2009
  • CLIENT: Tru-Kay
  • Client Description: A leading manufacturer and designer of gold and silver jewelry
  • Transaction Description: Advised on the distribution agreement with Richline Group, Inc., a subsidiary of Berkshire Hathaway, Inc.
  • TYPE: Company Sale
  • Client Location: Lincoln, RI
  • DATE: July 2009
  • CLIENT: Confidential
  • Client Description: A petroleum marketing and convenience store chain
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Northeast
  • DATE: July 2009
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic convenience store operator
  • Transaction Description: Advised on buy-side services
  • TYPE: Buy-Side Advisory
  • Client Location: Mid-Atlantic
  • DATE: July 2009
  • CLIENT: Herndon Oil Corporation
  • Client Description: A petroleum marketing and convenience store chain in the Gulf Coast region
  • Transaction Description: Advised on the sale of the retail assets to The Pantry
  • TYPE: Company Sale
  • Client Location: Abbeville, AL
  • DATE: June 2009
  • CLIENT: Delek U.S. Holdings, Inc./East Coast Oil
  • Client Description: Delek US Holdings (NYSE:DK), branded chain of convenience stores and petroleum marketing outlets located, d/b/a East Coast, in central and eastern Virginia
  • Transaction Description: Advised on the sale of the Virginia retail assets to Wilco and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Brentwood, TN
  • DATE: May 2009
  • CLIENT: ASAP Industries, LLC
  • Client Description: A full service, API certified, precision machining and fabrication business that specializes in the manufacture, repair, and refurbishment of equipment used in the drilling and production of oil and natural gas
  • Transaction Description: Advised on the recapitalization by Hudson Ferry Capital and the ASAP Management Team
  • TYPE: Recapitalization
  • Client Location: Houma, LA
  • DATE: December 2008
  • CLIENT: Peterborough Oil
  • Client Description: An owner and operator of retail petroleum marketing outlets and convenience stores, d/b/a Mr. Mike’s, in Massachusetts, New Hampshire and Maine
  • Transaction Description: Advised on the sale of the retail and fuels distribution assets to Alliance Energy, LLC
  • TYPE: Company Sale
  • Client Location: Leominster, MA
  • DATE: July 2008
  • CLIENT: Sharon Stairs
  • Client Description: A leading designer and specialty manufacturer of steel egress stair systems for commercial applications and a portfolio company of Alliance Holdings, Inc.
  • Transaction Description: Advised on the sale to Worthington Integrated Business Systems
  • TYPE: Company Sale
  • Client Location: Akron, OH
  • DATE: June 2008
  • CLIENT: ZOOTS Dry Cleaning
  • Client Description: A national dry cleaning chain A national dry cleaning chain based in Massachusetts d/b/a Zoots and Widmer’s
  • Transaction Description: Advised on the sale of select assets to US Dry Cleaning, SORT LLC, C&C Clean Team Enterprises LLC and various other buyers
  • TYPE: Corporate Recovery
  • Client Location: Sturbridge, MA
  • DATE: February 2008
  • CLIENT: Southern Oil Company, Inc.
  • Client Description: An owner and operator of a chain of convenience stores and petroleum marketing outlets, d/b/a Southern Food Stores, located in Virginia
  • Transaction Description: Advised on the sale of select retail assets to Shlok Enterprises
  • TYPE: Company Sale
  • Client Location: Suffolk, VA
  • DATE: February 2008
  • CLIENT: Riddleberger Brothers, Inc.
  • Client Description: An established leader in the engineering, installation and maintenance of mechanical systems in Central and Western Virginia and serves a diverse group of commercial and institutional clients
  • Transaction Description: Advised on the sale to Comfort Systems USA (NYSE:FIX)
  • TYPE: Company Sale
  • Client Location: Mount Crawford, VA
  • DATE: February 2008
  • CLIENT: Confidential
  • Client Description: Mid-Atlantic convenience store operator
  • Transaction Description: Advised on corporate valuation services
  • TYPE: Corporate Valuation
  • Client Location: Mid-Atlantic
  • DATE: February 2008
  • CLIENT: Neighborhood Convenience, Inc. /Little Sue
  • Client Description: An Eastern Virginia based convenience store chain, d/b/a Little Sue
  • Transaction Description: Advised on the sale of the retail assets to 7-Eleven, Inc.
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: January 2008
  • CLIENT: C.R. Quesenberry, Inc.
  • Client Description: An owner and supplier of motor fuels to a chain of convenience stores and petroleum marketing outlets in Southwest VA and Eastern TN
  • Transaction Description: Advised on the sale of the assets to Petroleum Marketing Group, Inc.
  • TYPE: Company Sale
  • Client Location: Abingdon, VA
  • DATE: January 2008
  • CLIENT: Rennie Petroleum Corporation
  • Client Description: A Virginia-based operator of convenience stores and a motor fuels distributor
  • Transaction Description: Advised on the sale of the retail and wholesale assets to Zota Petroleums
  • TYPE: Corporate Recovery
  • Client Location: Richmond, VA
  • DATE: January 2008
  • CLIENT: Huffman Oil Company, Inc.
  • Client Description: A Burlington, North Carolina based motor fuels distributor and convenience store chain trading as Huff’s Neighborhood Stores.
  • Transaction Description: Advised on the sale of the retail assets to Quality Oil Company, LLC and various other buyers
  • TYPE: Company Sale
  • Client Location: Burlington, NC
  • DATE: January 2008
  • CLIENT: Paladin Tools
  • Client Description: A leading provider of hand tools and accessories for the communications wiring industry, including computers, networks, telephones, home entertainment and other applications
  • Transaction Description: Advised on the sale to Greenlee, a subsidiary of Textron, Inc.
  • TYPE: Company Sale
  • Client Location: Oilville, VA
  • DATE: December 2007
  • CLIENT: General Energy
  • Client Description: A petroleum marketing and convenience store company operating in several Southeastern states
  • Transaction Description: Advised on the sale of select retail assets to Tom Thumb Food Stores, Inc. and various other buyers
  • TYPE: Corporate Carve Out
  • Client Location: Davie, FL
  • DATE: September 2007
  • CLIENT: Wooten Oil
  • Client Description: A Goldsboro, North Carolina based owner and operator of retail petroleum marketing outlets and convenience stores d/b/a Kwik Mart
  • Transaction Description: Advised on the sale of the retail assets to Wilco Hess and Sampson-Bladen Oil Company, Inc.
  • TYPE: Company Sale
  • Client Location: Goldsboro, NC
  • DATE: August 2007
  • CLIENT: Affiliated Mortgage Protection
  • Client Description: A leader in the mortgage protection marketplace
  • Transaction Description: Advised on the recapitalization by Wachovia
  • TYPE: Recapitalization
  • Client Location: Clark, NJ
  • DATE: July 2007
  • CLIENT: Club Colors
  • Client Description: A leading value-added provider of promotional products and logo apparel to the corporate and collegiate market, and a portfolio company of RAF Industries, Inc.
  • Transaction Description: Advised on the sale to CID Capital
  • TYPE: Recapitalization
  • Client Location: Schaumburg, IL
  • DATE: June 2007
  • CLIENT: Spencer Turbine Company
  • Client Description: A market leader in the air and gas handling systems market, offering high-end blower, vacuum, and gas booster solutions to industrial, commercial, municipal, and institutional customers
  • Transaction Description: Advised on the sale to Alliance Holdings, Inc.
  • TYPE: Company Sale
  • Client Location: Windsor, CT
  • DATE: May 2007
  • CLIENT: Addressograph
  • Client Description: The world's largest manufacturer of card imprinters used by the credit card and healthcare industries and a division of DataCard Corporation, a manufacturer of photo ID, embossing and encoding systems
  • Transaction Description: Advised on the management buyout by NewBold Corporation, a company formed by Management
  • TYPE: Management Buyout
  • Client Location: Rocky Mount, VA
  • DATE: May 2007
  • CLIENT: Garsite
  • Client Description: A leading manufacturer of vacuum tanks, refined fuel tanks, and aviation refueler trucks and a portfolio company of 13i Capital Corporation
  • Transaction Description: Advised on the sale to Walker Industries, a portfolio company of Insight Equity
  • TYPE: Company Sale
  • Client Location: Kansas City, KS
  • DATE: April 2007
  • CLIENT: Briggs Hospitality
  • Client Description: Owner of hotel properties in the Richmond, VA
  • Transaction Description: Advised on the sale of three hospitality properties to various buyers
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: April 2007
  • CLIENT: Uni-Marts, LLC
  • Client Description: A retailer and distributor of premium petroleum products
  • Transaction Description: Advised on the acquisition of select retail and wholesale fuel assets of BP Products North America, Inc. in Youngstown, OH
  • TYPE: Buy-Side Advisory
  • Client Location: State College, PA
  • DATE: January 2007
  • CLIENT: Hartley Company
  • Client Description: A Cambridge, Ohio based owner and operator of retail petroleum marketing outlets and convenience stores throughout Ohio
  • Transaction Description: Advised on the sale of 24 retail assets to Premium Petroleum and individual buyers as dealer-owned and operated properties
  • TYPE: Corporate Carve Out
  • Client Location: Cambridge, OH
  • DATE: January 2007
  • CLIENT: Fast Fabricators
  • Client Description: A leading fabricator of ductile iron pipe products used in the water and wastewater treatment industries and the recognized leader for short lead-time, small quantity orders
  • Transaction Description: Advised on the sale to Mueller Water Products, Inc.
  • TYPE: Company Sale
  • Client Location: Bloomfield, CT
  • DATE: January 2007
  • CLIENT: Tri State Foam Products, Inc.
  • Client Description: A leading manufacturer of expanded polystyrene foam with products ranging from protective packaging to building products applications
  • Transaction Description: Advised on the sale to Harbert Private Equity Fund II, LLC
  • TYPE: Recapitalization
  • Client Location: Martinsville, VA
  • DATE: December 2006
  • CLIENT: Southern Convenience Stores, Inc.
  • Client Description: An owner and operator of a chain of convenience stores and petroleum marketing outlets located in North Carolina and South Carolina
  • Transaction Description: Advised on the sale of the retail assets to various buyers
  • TYPE: Company Sale
  • Client Location: Mooresboro, NC
  • DATE: December 2006
  • CLIENT: Thermex Thermatron, Inc.
  • Client Description: A leading manufacturer of highly engineered microwave heating and drying equipment and radio frequency welding and sealing machines that are used in a wide range of industrial applications
  • Transaction Description: Advised on the sale to Dyad Partners
  • TYPE: Company Sale
  • Client Location: Louisville, KY
  • DATE: October 2006
  • CLIENT: American Commercial, Inc.
  • Client Description: The leading North American designer and manufacturer of underground steel supports used primarily in the underground construction and mining industries
  • Transaction Description: Advised on the sale to Dywidag-Systems International, a leading mining and construction manufacturer
  • TYPE: Company Sale
  • Client Location: Bristol, VA
  • DATE: October 2006
  • CLIENT: Aeriform
  • Client Description: A leading industrial gas and welding supply distributor and a portfolio company of American Capital
  • Transaction Description: Advised on the sale to Airgas
  • TYPE: Company Sale
  • Client Location: Houston, TX
  • DATE: September 2006
  • CLIENT: Ports Petroleum Co., Inc.
  • Client Description: A leading petroleum marketing, distribution and convenience store company in the Midwest
  • Transaction Description: Advised on recapitalization alternatives
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Wooster, OH
  • DATE: August 2006
  • CLIENT: Bagwell Oil Company, Inc.
  • Client Description: A Chevron branded motor fuels jobber and convenience and petroleum marketer, d/b/a Corner Mart, operating on the Eastern Shore of Virginia
  • Transaction Description: Advised on the sale of the retail assets to Petroleum Marketing Group, Inc.
  • TYPE: Corporate Carve Out
  • Client Location: Onancock, VA
  • DATE: July 2006
  • CLIENT: FFP Marketing Company, Inc.
  • Client Description: An operator of over 100 convenience and gas retail outlets in 11 states throughout the South and Midwest
  • Transaction Description: Advised on the sale pursuant to its Chapter 11 plan of liquidation to various buyers
  • TYPE: Corporate Recovery
  • Client Location: Fort Worth, TX
  • DATE: July 2006
  • CLIENT: O’Sullivan Films, Inc. – PolyOne
  • Client Description: A leading provider of customized, high-performance polymer and finishing film technologies serving the building products, consumer, healthcare and automotive markets
  • Transaction Description: Advised on the management buyout by management, Matrix and PolyOne, of the Engineered Films Business Unit from PolyOne Corp (NYSE:POL)
  • TYPE: Management Buyout
  • Client Location: Winchester, VA
  • DATE: January 2006
  • CLIENT: Carroll Branded Fuels
  • Client Description: A leading distributor of premium petroleum products in the Mid-Atlantic
  • Transaction Description: Advised on the acquisition of select retail and wholesale fuel assets of BP Products North America, Inc.
  • TYPE: Buy-Side Advisory
  • Client Location: Baltimore, MD
  • DATE: January 2006
  • CLIENT: Board Dudes, Inc.
  • Client Description: A leading designer and distributor of branded products for the school, home and office supply markets sold through mass retail channels nationwide
  • Transaction Description: Advised on the sale to RoseArt Industries, Inc. a wholly owned subsidiary of Mega Bloks, Inc.
  • TYPE: Company Sale
  • Client Location: Corona, CA
  • DATE: January 2006
  • CLIENT: Ann Arbor Machine Co.
  • Client Description: A leader in the design and manufacture of custom made machine tools, develops specialized manufacturing solutions used to produce medium to high-volume machined parts, including auto parts such as intake manifolds, brake calipers and steering knuckles
  • Transaction Description: Advised on the sale to a private investment company
  • TYPE: Company Sale
  • Client Location: Chelsea, MI
  • DATE: December 2005
  • CLIENT: Angus I. Hines, Inc. d/b/a Sentry Food Mart
  • Client Description: A petroleum marketer and convenience store chain, d/b/a Sentry Food Marts, located primarily in the western and Tidewater regions of Virginia
  • Transaction Description: Advised on the sale of the retail assets to The Pantry
  • TYPE: Company Sale
  • Client Location: Suffolk, VA
  • DATE: December 2005
  • CLIENT: Aces Limited
  • Client Description: One of New England's leading providers of freight-forwarding and logistics services coordinating the shipment of thousands of containers both domestically and internationally
  • Transaction Description: Advised on the sale to Kuehne + Nagel
  • TYPE: Company Sale
  • Client Location: Scituate, MA
  • DATE: December 2005
  • CLIENT: Walsh Fuel & Oil Co.
  • Client Description: A regional distributor of retail fuel oil
  • Transaction Description: Advised on the sale to Tevis Oil and Propane
  • TYPE: Company Sale
  • Client Location: Hampstead, MD
  • DATE: December 2005
  • CLIENT: Kadant Composites
  • Client Description: A leading manufacturer of composite decking and roofing products under the GeoDeck brands and a subsidiary of Kadant Inc. (NYSE: KAI)
  • Transaction Description: Advised on the sale to Liberty Diversified Industries
  • TYPE: Company Sale
  • Client Location: Green Bay, WI
  • DATE: November 2005
  • CLIENT: Flowers Sent Today
  • Client Description: One of the country’s largest providers of flowers and floral arrangements to consumers nationwide
  • Transaction Description: Advised on the recapitalization by Woodside Funding Partners and Mercantile-Safe Deposit & Trust Co.
  • TYPE: Recapitalization
  • Client Location: Haymarket, VA
  • DATE: November 2005
  • CLIENT: Confidential
  • Client Description: A regional chain of petroleum marketing outlets and convenience stores
  • Transaction Description: Advised on corporate recovery services
  • TYPE: Corporate Recovery
  • Client Location: Northeast
  • DATE: November 2005
  • CLIENT: Standard Commercial Corporation
  • Client Description: The world's third largest dealer of leaf tobacco
  • Transaction Description: Advised on the merger with Dimon
  • TYPE: Company Sale
  • Client Location: Wilson, NC
  • DATE: May 2005
  • CLIENT: RPF Oil Company – Fleck’s Mart
  • Client Description: A Midwest distributor of BP Petroleum Products and owner/operator of the Fleck's Mart convenience store chain
  • Transaction Description: Advised on the sale of the retail assets to various buyers
  • TYPE: Corporate Carve Out
  • Client Location: Grand Blanc, MI
  • DATE: May 2005
  • CLIENT: Donsons Distributing, Inc.
  • Client Description: A leading independent broadline foodservice distributor serving eating establishments, healthcare facilities, schools and institutions located along the Rocky Mountain Front Range
  • Transaction Description: Advised on the sale to Vistar
  • TYPE: Company Sale
  • Client Location: Henderson, CO
  • DATE: May 2005
  • CLIENT: Ports Petroleum Co., Inc.
  • Client Description: A leading petroleum marketing, distribution and convenience store company, d/b/a Fuel Mart, headquartered in Wooster, OH
  • Transaction Description: Advised on the sale of select retail assets to various buyers
  • TYPE: Corporate Carve Out
  • Client Location: Wooster, OH
  • DATE: May 2005
  • CLIENT: Paddock Pools
  • Client Description: The largest contractor of underground pools, patios and spas in Arizona and Nevada
  • Transaction Description: Advised on the sale to select members of management and Lincolnshire Management, Inc.
  • TYPE: Company Sale
  • Client Location: Scottsdale, AZ
  • DATE: April 2005
  • CLIENT: Fleet Laboratories – Clean Chemical Sweden AB
  • Client Description: A leading international manufacturer and marketer of branded personal care and hygiene products
  • Transaction Description: Advised on the acquisition of the stock of Clean Chemical Sweden AB
  • TYPE: Management Buyout
  • Client Location: Lynchburg, VA
  • DATE: January 2005
  • CLIENT: DB Companies, Inc.
  • Client Description: A regional chain of convenience stores, d/b/a DB Mart, in Connecticut, Massachusetts, Rhode Island and the Hudson Valley of New York
  • Transaction Description: Advised on the sale of select assets to Amerada Hess Corp., Getty Properties Corp., & various other buyers
  • TYPE: Corporate Recovery
  • Client Location: Providence, RI
  • DATE: December 2004
  • CLIENT: Fleet Laboratories – SunTrust Bank NA
  • Client Description: A leading international manufacturer and marketer of branded personal care and hygiene products
  • Transaction Description: Advised on a multi-currency credit facility in the amount of $50MM with Sun Trust Bank NA
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Lynchburg, VA
  • DATE: December 2004
  • CLIENT: Excel Homes
  • Client Description: One of the largest builders of high-end modular homes in the country with three plants in Pennsylvania and West Virginia
  • Transaction Description: Advised on the recapitalization by Huron Capital Partners
  • TYPE: Recapitalization
  • Client Location: Harrisburg, PA
  • DATE: December 2004
  • CLIENT: Dimex Corporation
  • Client Description: A plastics extrusion business with a sophisticated raw material supply capability that involves reprocessing off-spec and scrap plastic material
  • Transaction Description: Advised on the recapitalization by Brookside International, Inc.
  • TYPE: Recapitalization
  • Client Location: Marietta, OH
  • DATE: December 2004
  • CLIENT: ProMark Utility Locators
  • Client Description: An outsourced provider of underground utility line locating services and subsurface utility engineering services
  • Transaction Description: Advised on the merger with Consolidated Utility Services, Inc.
  • TYPE: Company Sale
  • Client Location: Chatham, VA
  • DATE: November 2004
  • CLIENT: Standard Commercial Corporation
  • Client Description: The world's third largest dealer of leaf tobacco
  • Transaction Description: Advised on a fairness opinion
  • TYPE: Fairness Opinion
  • Client Location: Wilson, NC
  • DATE: November 2004
  • CLIENT: Aerodyne Alloys, Inc.
  • Client Description: A worldwide distributor of high temperature nickel, cobalt, and titanium alloys, and a wholly-owned subsidiary of Ulbrich Stainless Steel & Specialty Metals, Inc.
  • Transaction Description: Advised on the sale to O'Neal The Metals Company
  • TYPE: Corporate Carve Out
  • Client Location: South Windsor, CT
  • DATE: October 2004
  • CLIENT: Swifty Serve, Inc.
  • Client Description: A chain of convenience stores and petroleum marketing outlets in the Southeast
  • Transaction Description: Provided bankruptcy advisory services
  • TYPE: Corporate Recovery
  • Client Location: Quitman, GA
  • DATE: October 2004
  • CLIENT: Restructure Partners
  • Client Description: A Southeast convenience store chain
  • Transaction Description: Advised on the sale of select assets to Waring Oil Company and Gulf Coast Properties
  • TYPE: Corporate Recovery
  • Client Location: Tampa, FL
  • DATE: September 2004
  • CLIENT: ATCO
  • Client Description: A producer of prefinished, engineered hardwood flooring with a special focus on the management of quality hardwood timber stands and the production of hardwood lumber for domestic and foreign use
  • Transaction Description: Advised on the management buyout of Anderson Tully Engineered Wood and Capella Hardwood Floors to an investment group affiliated with management
  • TYPE: Management Buyout
  • Client Location: Jackson, MS
  • DATE: July 2004
  • CLIENT: RPF Oil Company – BP
  • Client Description: A petroleum marketer and distributor of motor fuels in Detroit
  • Transaction Description: Advised on the acquisition of select retail and wholesale fuel assets of BP Products North America, Inc.
  • TYPE: Buy-Side Advisory
  • Client Location: Grand Blanc, MI
  • DATE: June 2004
  • CLIENT: Western Branch Metals, Inc.
  • Client Description: The largest U.S. distributor of value-added, stainless steel marine propeller shafts distributed under the name Aqualoy for the small and mid-sized U.S. boat market
  • Transaction Description: Advised on the recapitalization and acquisition of the assets of Southmet, Inc. d/b/a Gulf Global
  • TYPE: Buy-Side Advisory
  • Client Location: Portsmouth, VA
  • DATE: June 2004
  • CLIENT: New England Surfaces
  • Client Description: New England’s leading distributor of kitchen and bathroom building products, including Dupont branded solid surface (Corian) and engineered stone (Zodiaq) countertops and Merillat branded cabinetry and vinyl & laminate flooring
  • Transaction Description: Advised on the recapitalization by Citizens Capital, Inc. and Banknorth NA
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Lewiston, ME
  • DATE: June 2004
  • CLIENT: Bolection Door
  • Client Description: A producer of medium density fiberboard doors
  • Transaction Description: Advised on the sale to Marshfield Door Systems, a portfolio company of Wind Point Partners
  • TYPE: Company Sale
  • Client Location: Greensboro, NC
  • DATE: June 2004
  • CLIENT: Williamson Oil Company, Inc.
  • Client Description: A leading petroleum marketing and convenience store chain d/b/a Discount Food Mart
  • Transaction Description: Advised on the sale of the equity to Delek US Holdings, Inc.
  • TYPE: Company Sale
  • Client Location: Fort Payne, AL
  • DATE: May 2004