Our Complete Deal Sheet
Brought to you by years of hard work.
** Denotes deals completed by Cary Street Partners' Investment Bankers at prior firms.
Business Services | Consumer | Distribution | Financial Services | Healthcare | Manufacturing & Industrial | Media & Entertainment | Real Estate | Restaurant | Technology | Telecommunications
Business Services
| Client | Business Description | Transaction |
|---|---|---|
| A Southeast-based lead generation business | Market research and lead generation business. | Sellside Advisory |
|
Adesa, Inc.** Indianapolis, IN |
Engages in the operation of auto auction facilities. | Initial Public Offering |
|
Adesa, Inc.** Indianapolis, IN |
Engages in the operation of auto auction facilities. | Senior Debt Facility and Syndication |
|
Atlantic Engineering Group Brazelton, GA |
Fiber optics engineering. | Sellside Advisory |
|
Auction Broadcasting Corp.** Indianapolis, IN |
Engages in the operation of auto auction facilities. | Private Placement |
|
Belenos, Inc.** Boston, MA |
Provider of network-based information technology services. | Private Placement |
|
Comdata Network, Inc.** Brentwood, TN |
Data processing and preparation. | Buyside Advisory |
|
Comdata Network, Inc.** Brentwood, TN |
Data processing and preparation. | Buyside Advisory |
|
Comdata Network, Inc.** Brentwood, TN |
Data processing and preparation. | Fairness Opinion |
|
Comdata Network, Inc.** Brentwood, TN |
Data processing and preparation. | Equity Follow-on |
|
Comdata Network, Inc. Brentwood, TN |
Data processing and preparation. | Equity Follow-on |
|
eCompany Store** Alpharetta, GA |
Provides promotional product solutions for mid to large companies and organizations. |
Fairness Opinion |
|
First Financial Management Corp.** Atlanta, GA |
Provides information services to commercial establishments, government agencies, and consumers. | Initial Public Offering |
|
First Financial Management Corp.** Atlanta, GA |
Provides information services to commercial establishments, government agencies, and consumers. | Equity Follow-on |
|
First Financial Management Corp.** Atlanta, GA |
Provides information services to commercial establishments, government agencies, and consumers. | Equity Follow-on |
|
First Financial Management Corp.** Atlanta, GA |
Provides information services to commercial establishments, government agencies, and consumers. | Equity Follow-on |
|
First Financial Management Corp.** Atlanta, GA |
Provides information services to commercial establishments, government agencies, and consumers. | Buyside Advisory |
|
Grizzard Communications** Atlanta, GA |
Direct marketing, printing and fulfillment services company. | Sellside Advisory |
|
HeadHunter.NET, Inc.** Norcross, GA |
Online recruiting services provider. | Initial Public Offering |
|
HeadHunter.NET, Inc.** Norcross, GA |
Online recruiting services provider. | Buyside Advisory |
|
Innotrac Corp.** Duluth, GA |
Provides order processing, order fulfillment, and call center services to corporations that outsource these functions. | Initial Public Offering |
|
InterCept Group, Inc.** Norcross, GA |
Provides software systems, data processing services, and related equipment and services to financial institutions in the United States. | Initial Public Offering |
|
InterCept Group, Inc.** Norcross, GA |
Provides software systems, data processing services, and related equipment and services to financial institutions in the United States. | Equity Follow-on |
|
InterCept Group, Inc.** Norcross, GA |
Provides software systems, data processing services, and related equipment and services to financial institutions in the United States. | Equity Follow-on |
|
iXL Enterprises** Richmond, VA |
Business and technology consultancy. | M&A Advisory |
|
NetZee, Inc.** Atlanta, GA |
Provides internet-enabled software products to community financial institutions. | Initial Public Offering |
|
nFront, Inc.** Norcross, GA |
Provides products and services designed to enable small to mid-sized banks to provide internet banking and other financial services to their retail and commercial customers. | Initial Public Offering |
|
Proxicom, Inc.** Reston, VA |
E-business consultancy and development company. | Fairness Opinion |
|
SignalTree Solutions Irvine, CA |
Provides out-sourced IT solutions. | Sellside Advisory |
|
Sunstates Maintenance Corporation Greensboro, NC |
Provider of building maintenance services. | Sellside Advisory |
|
Total System Services, Inc.** Columbus, GA |
Provides electronic payment processing and related services to financial and nonfinancial institutions. | Initial Public Offering |
|
Towne Services, Inc.** Suwanee, GA |
Provider of services and products that process sales and payment information and related financing transactions for businesses and banks. | Initial Public Offering |
|
Towne Services, Inc.** Suwanee, GA |
Provider of services and products that process sales and payment information and related financing transactions for businesses and banks. | Equity Offering |
|
Towne Services, Inc.** Suwanee, GA |
Provider of services and products that process sales and payment information and related financing transactions for businesses and banks. | Sellside Advisory |
|
UXB International, Inc. Blacksburg, VA |
Provider of specialized ordinance and explosive waste services. | Senior Debt Facility |
|
Xcelerate Corporation** Fort Lauderdale, FL |
Provider of business-to-business e-commerce solutions and wireless Internet solutions. | Private Placement |
|
The EPI Companies, LLC** Atlanta GA |
Commercial printing. | Financial Advisory |
|
CapTrust Advisors** Raleigh, NC |
Investment advisory services. | Financial Advisory |
|
Professional Sound Images** Atlanta, GA |
CD/DVD replication and duplication. | Financial Advisory |
|
Life of the South** Jacksonville, FL |
Credit life insurance. | Equity Follow-On |
|
Outweb, Inc** Atlanta, GA |
IT services. | Equity Follow-On |
|
Electroguard** Atlanta, GA |
Security monitoring. | Equity Follow-On |
|
French Quarter Holdings** Atlanta, GA |
Hotel management services. | M&A Advisory |
Consumer
| Client | Business Description | Transaction |
|---|---|---|
|
Aaron Rents, Inc.** Atlanta, GA |
Engages in the ownership and operation of rent-to-own stores. | Equity Follow-On |
|
Aaron's** Atlanta, GA |
Engages in the ownership and operation of rent-to-own stores. | Equity Follow-On |
|
Action Performance Companies, Inc.** Phoenix, AZ |
Marketer of licensed apparel and collectibles. | Sellside Advisory |
|
Action Performance Companies, Inc.** Phoenix, AZ |
Marketer of licensed apparel and collectibles. | Fairness Opinion |
|
Big 5 Sporting Goods Corporation** Los Angeles, CA |
Engages in the ownership and operation of sporting goods retail stores. | Equity Follow-On |
|
Burly Bear Network** New York, NY |
College cable television network. | Sellside Advisory |
|
Carolina Beverage Salisbury, NC |
Manufacturer and distributor of Cheerwine® and other beverages | Strategic Advisory |
|
Coinmach Services, Inc.** Plainview, NY |
Operator of route based laundry services network. | Equity Follow-On |
|
Coinmach Services, Inc.** Plainview, NY |
Operator of route based laundry services network. | Initial Public Offering |
|
Concessions International** Atlanta, GA |
Airport concessions. | M&A Advisory |
|
CustomInk, LLC McLean, VA |
Internet retailer of custom printed t-shirts and other apparel. | Strategic Advisory |
|
Dollar General Corporation** Goodlettsville, TN |
Operates as a discount retailer of general merchandise in the United States. | Equity Follow-on |
|
drugemporium.com** San Francisco, CA |
Online retailer of drugstore related products. | Sellside Advisory |
|
Entertainment Holdings** Atlanta, GA |
Amusement ride equipment. | Subordinated Debentures |
|
FGX International, Inc.** |
Designer and marketer of non-prescription reading glasses and sunglasses. | Initial Public Offering |
|
FGX International, Inc.** Providence, RI |
Designer and marketer of non-prescription reading glasses and sunglasses. | Senior Debt Facility and Syndication |
|
FurnitureOrigins Singapore |
International furniture manufacturer. | Buyside Advisory |
|
FurnitureOrigins Singapore |
International furniture manufacturer. | Buyside Advisory |
|
Gart Sporting Goods, Inc.** Denver, CO |
Engages in the ownership and operation of sporting goods retail stores. | Equity Follow-On |
|
Good Guy’s, Inc.** Oakland, CA |
Engages in the ownership and operation of consumer electronics retail stores. | PIPE |
|
Hartmann, Inc. (Brown-Forman)** Lebanon, TN |
Designer and marketer of premium luggage and accessories. | Sellside Advisory |
|
Herff Jones Photography Division Indianapolis, IN |
Provider of K-12 and college portrait photography and related products and services. |
Sellside Advisory |
|
Hibbett Sporting Goods** Birmingham, AL |
Engages in the ownership and operation of sporting goods retail stores. | Equity Follow-On |
|
Hibbett Sporting Goods** Birmingham, AL |
Engages in the ownership and operation of sporting goods retail stores. | Equity Follow-On |
|
Lobster Trap Co. Bourne, MA |
Lobster wholesaler and processor. | Recapitalization |
|
Office Innovations** Lawrenceville, GA |
Office supplies. | Equity Follow-On |
|
Prestige Brands, Inc.** Irvington, NY |
Owns and markets leading consumer brands. | Initial Public Offering |
|
Rent A Center, Inc.** Plano, TX |
Engages in the ownership and operation of rent-to-own stores. | Equity Follow-On |
|
Rent Way, Inc.** Erie, PA |
Engages in the ownership and operation of rent-to-own stores. | PIPE |
|
Rent-A-Center** Erie, PA |
Engages in the ownership and operation of rent-to-own stores. | Buyside Advisory |
|
Rent-A-Center** Erie, PA |
Engages in the ownership and operation of rent-to-own stores. | Fairness Opinion |
|
Russell Corporation** Atlanta, GA |
An athletic and sporting goods company that markets athletic uniforms, apparel, and equipment for a variety of sports, outdoor, and fitness activities. | Equity Follow-on |
|
Shane Co.** Denver, CO |
Engages in the ownership and operation of retail jewelry stores. | Recapitalization |
|
Slumberland, Inc.** Little Canada, MN |
Operates a chain of furniture retail stores. | Strategic Advisory |
|
Thorley Industries Pittsburgh, PA |
Developer and marketer of innovative juvenile products. | Private Placement |
|
Ultimate Electronics, Inc.** Denver, CO |
Engages in the ownership and operation of consumer electronics retail stores. | Equity Follow-On |
|
Viscom International** Atlanta, GA |
Pre-paid phone and debit cards. | Financial Advisory |
Distribution
| Client | Business Description | Transaction |
|---|---|---|
|
AHD International** Atlanta, GA |
Distributor of ingredients and nutritional supplements. | Financial Advisory |
|
Atlanta Equity Atlanta, GA |
Private equity firm focused primarily on Southeast growth companies. | Buyside Advisory |
|
Carolina Door Controls** Durham, NC |
Distributor and servicer of automatic doors and door controls. | Sellside Advisory |
|
CD&L, Inc.** South Hackensack, NJ |
Provider of customized delivery services to commercial, industrial, retail and e-commerce customers. | Fairness Opinion |
|
Goodmark Industries** Lawrenceville, GA |
After-market auto parts distribution. | Senior Debt Facility |
|
Old Dominion Freight Line, Inc.** Thomasville, NC |
Super regional provider of less-than-truckload carrier and logistics services. | Strategic Advisory |
|
Patriot Timber Products** Greensboro, NC |
Global importer and distributor of lumber and timber products. | Private Placement |
|
Patriot Timber Products** Greensboro, NC |
Global importer and distributor of lumber and timber products. | Strategic Advisory |
|
Patriot Timber Products** Greensboro, NC |
Global importer and distributor of lumber and timber products. | Management Buyout |
|
Performance Food Group, Inc.** Richmond, VA |
Foodservice distributor. | Equity Follow-On |
|
Performance Food Group, Inc.** Richmond, VA |
Foodservice distributor. | Convertible Debentures |
|
The Country Vintner Ashland, VA |
Wine distributor. | Sellside Advisory |
|
Top Supplies, Inc. High Point, NC |
Distributor of functional furniture and cabinet hardware and accessories | Sellside Advisory |
Financial Services
| Client | Business Description | Transaction |
|---|---|---|
|
Alliance Mutual Insurance Company** Greensboro, NC |
Mutual property and casualty insurance company. | Corporate Advisory Services |
|
Bancorp South** Tupelo, MS |
Full service commercial bank. | Convertible Debenture |
|
Bank of Virginia Beach** Virginia Beach, VA |
Full service commercial bank. | Sellside Advisory |
|
Commercial Defeasance, LLC Charlotte, NC |
Specializes in defeasing commercial mortgage-backed securities (“CMBS”) loans. | Sellside Advisory |
|
Dealer Services Corp.** Indianapolis, IN |
Arranger and servicer of floorplan financing for auto dealers. | Private Placement |
|
Eastgate Corporation** London, England |
Insurance services company. | Fairness Opinion |
|
First American Corporation** Santa Ana, CA |
Provides business information and related products and services. | Debt/Equity Swap |
|
First Greensboro Home Equity** Greensboro, NC |
Mortgage origination and banking company. | Strategic Advisory |
|
First Market Bank Richmond, VA |
Provides community banking services in Virginia. | Sellside Advisory |
|
Link2Gov Corp. Nashville, TN |
Enables municipalities, utilities and other government agencies to offer electronic payment options to their customers. | M&A Advisory |
|
PMT Systems, Inc.** Nashville, TN |
Financial services. | Initial Public Offering |
|
PMT Systems, Inc.** Nashville, TN |
Financial services. | Equity Follow-on |
|
Pre Solutions** Norcross, GA |
Develops prepaid transaction solutions that connect retailers and agents to communication carriers and product providers. | Fairness Opinion |
|
Silver Construction Capital, LLC Fredericksburg, VA |
Provides loans to residential home builders and developers. Sold to Marquette Financial Companies. | Sellside Advisory |
Healthcare
| Client | Business Description | Transaction |
|---|---|---|
|
Agility Healthcare Solutions, LLC Richmond, VA |
Provider of RFID solutions for healthcare facilities. | Private Placement |
|
Agility Healthcare Solutions, LLC Richmond, VA |
Provider of RFID solutions for healthcare facilities. | Sellside Advisory |
|
Care Centric, Inc.** Atlanta, GA |
Provides enterprise information technology systems and related services to the healthcare industry. | Privatization of Company |
|
Children's Comprehensive Care, Inc.** Nashville, TN |
Special housing for troubled youth. | Initial Public Offering |
|
Children's Comprehensive Care, Inc.** Nashville, TN |
Special housing for troubled youth. | Equity Follow-on |
|
DJ Orthopedics, Inc.** Vista, CA |
Manufacturer and marketer of surgical and non-surgical products and services that repair, regenerate and rehabilitate soft tissue and bone. | Buyside Advisory |
|
ENVOY Corporation** Nashville, TN |
Provides electronic data interchange (EDI) services to participants in the health care market. | Initial Public Offering |
|
Fairfield Chase Partners** New York, NY |
Financial sponsor acquired DonJoy, maker of orthopedic products. | Buyside Advisory |
|
Healthstream Inc.** Nashville, TN |
Provides e-learning solutions to the healthcare industry. | Initial Public Offering |
|
Institute for Family Centered Services Richmond, VA |
Provider of behavioral health and human services to government sponsored families and troubled individuals. | Sellside Advisory |
|
MedCost, LLC Winston-Salem, NC |
Offers preferred provider network and health management programs in the Carolinas. | Strategic Advisory |
|
Medifax, Inc.** Nashville, TN |
Provider of online, real-time access to patient eligibility information through the Internet. | Sellside Advisory |
|
MMR Holdings, Inc. Richmond, VA |
Operator of free standing MRI imaging centers. | Corporate Advisory Services |
|
OmniCare, Inc.** Covington, KY |
Provider of pharmaceuticals and related pharmacy services. | Equity Follow-on |
|
OmniCare, Inc.** Covington, KY |
Provider of pharmaceuticals and related pharmacy services. | Convertible Debentures |
|
Serologicals Corporation** Norcross, GA |
Worldwide provider of biological products and enabling technologies for the research, development and manufacturing of life science products. | Sellside Advisory |
|
Sheridan Healthcare, Inc.** Hollywood, FL |
Provider of physician services to hospitals, ambulatory surgical facilities and in office-based settings. |
Sellside Advisory
|
Manufacturing & Industrial
| Client | Business Description | Transaction |
|---|---|---|
|
Allred Metal Stamping Works, Inc. High Point, NC |
Manufacturer of precision metal stamping products. | Sellside Advisory |
|
Asheboro Elastics Corporation** Asheboro, NC |
Manufacturer of knitted elastics. | Buyside Advisory |
|
Atlantic Scrap & Processing, LLC** Kernersville, NC |
Processor, recycler and distributor of scrap and secondary metals. | Corporate Advisory Services |
|
Beaulieu Canada** Quebec, Canada |
Carpet manufacturing. | Financial Advisory |
|
Beaulieu Canada** Quebec,Canada |
Carpet manufacturing. | Senior Debt Facility |
|
Benton-Georgia** Douglasville, GA |
Underground utility construction. | Financial Advisory |
|
Blue Ridge Carpet Mills** Ellijay, GA |
Designer and manufacturer of mid- to high-end commercial carpeting. | Sellside Advisory |
|
Candor Hosiery Mills** West Robbins, NC |
Manufacturer of socks, hosiery and related apparel. | Restructuring Advisory & DIP Financing |
|
Comptronix, Inc.** Nashville, TN |
Contract manufacturing and testing of products and assemblies for use in the computer, communications, medical, instrumentation, consumer, and peripherals industries. | Sellside Advisory |
|
Confluence Watersports** Easley, SC |
Manufacturer and distributor of canoes, kayaks and related supplies. | Restructuring Advisory |
|
Culp, Inc. High Point, NC |
Manufacturer and marketer of mattress and upholstery fabrics. | Buyside Advisory |
|
Culp, Inc. High Point, NC |
Manufacturer and marketer of mattress and upholstery fabrics. | Strategic Advisory |
|
D.H. Griffin Wrecking Co.** Greensboro, NC |
Provider of demolition and environmental services and recycler of scrap metals. | Strategic Advisory |
|
DanChem Technologies Danville, VA |
Specialty chemicals. | M&A Advisory |
|
Delta Woodside Industries, Inc.** Greenville, SC |
Manufacturer and wholesaler of textile fabrics and apparel. | Strategic Advisory |
|
Delta Woodside Industries, Inc.** Greenville, SC |
Manufacturer and wholesaler of textile fabrics and apparel. | Chapter 11 Advisory |
|
Delta Woodside Industries, Inc.** Greenville, SC |
Manufacturer and wholesaler of textile fabrics and apparel. | Sellside Advisory |
|
Endura Products, Inc.** Colfax, NC |
Manufacturer and distributor of door components. | Buyside Advisory |
|
Ensign-Bickford Industries** Walthan, MA |
Diversified holding company. | Strategic Advisory |
|
Ensign-Bickford Industries/EnviroLogix** Portland, ME |
Diversified holding company. | M&A Advisory |
|
Ethyl Corporation Richmond, VA |
Developer, manufacturer and marketer of fuel and lubricant additives technology and products. | Corporate Advisory Services |
|
Ethyl Corporation Richmond, VA |
Developer, manufacturer and marketer of fuel and lubricant additives technology and products. | Fairness Opinion |
|
Gains Manufacturing, Inc.** McKenzie, TN |
Designs, manufactures and distributes low to medium price upholstered furniture. | Sellside Advisory |
|
Gencor Industries** Orlando,FL |
Roadway construction equipment. | Financial Advisory |
|
Giant Industries** Scottsdale, AZ |
Refines and sells petroleum products in the Southwest and East Coast of the United States. | Strategic Advisory |
|
Healey Railroad Midlothian, VA |
Railroad infrastucture. | Buyside Advisory |
|
Hendessi & Associates** Atlanta, GA |
A, E & C consulting firm catering to the higher education facilities market. | Financial Advisory |
|
Inertial Airline Services, Inc.** Cleveland, OH |
Manufacturer and repair facility for inertial navigation equipment. | Sellside Advisory |
|
James River Corp.** Richmond, VA |
Diversified manufacturer and marketer of consumer products, packaging and business and printing papers. | Hostile Takeover Defense Advisory |
|
Klaussner Corporation Asheboro, NC |
Manufacturer and wholesaler of home furniture. | Management Buyout |
|
Klaussner Corporation Asheboro, NC |
Manufacturer and wholesaler of home furniture. | Restructuring Advisory |
|
Klaussner Corporation Asheboro, NC |
Manufacturer and wholesaler of home furniture. | Strategic Advisory |
|
Labsphere** North Sutton, NH |
Light test and measure equipment and consumables. | M&A Advisory |
|
Mesa Airlines** Phoenix, AZ |
Regional airline. | Buyside Advisory |
|
Mesa Airlines** Phoenix, AZ |
Regional airline. | Fairness Opinion |
|
Megawood Industries** Fairfield, NJ |
Manufacturer of premium windows and doors. | Senior Debt Facility |
|
MVP Group International Charleston, SC |
Manufacturer and distributor of private label candles. | Buyside Advisory |
|
MVP Group International Charleston, SC |
Manufacturer and distributor of private label candles. | Sellside Advisory |
|
Newmark Rug Company** Dalton, GA |
Carpet manufacturing. | Financial Advisory |
|
North Carolina Granite Corporation Mount Airy, NC |
Producer of cut stone and stone products, primarily for use in building and construction projects. | Strategic Advisory |
|
Oakwood Homes** Greensboro, NC |
Manufacturer and marketer of manufactured and modular homes. | Strategic Advisory |
|
Optical Cable Roanoke, VA |
Manufacturer of fiber optic cables. | Buyside Advisory |
|
Palmetto Industries** Grovetown, GA |
Industrial packaging. | Strategic Advisory |
|
Penn State Textile** Philadelphia, PA |
Apparel manufacturer. | Sellside Advisory |
|
Phoenix Stamping** Atlanta, GA |
Specialized metal fabrication. | Sellside Advisory |
|
Recast Energy LLC Richmond, VA |
Develops, acquires, and operates biomass-to-energy projects to deliver steam and/or power on an industrial scale. | Private Placement |
|
Source Capital/MSR Industrial Services** Burton, MI |
Industrial rigging contractor. | Buyside Advisory |
|
Southeast Connections LLC Conyers, GA |
Provides directional boring and utility installation services. | Sellside Advisory |
|
Spurlin Industries** Palmetto, GA |
Tub and shower manufacturer. | Buyside Advisory |
|
Stanley Furniture Company, Inc. Stanleytown, VA |
Designs and manufactures residential wood furniture products. | Strategic Advisory |
|
Trintex Corporation** Bowdon, GA |
Supplier and manufacturer of semi-pneumatic rubber tires and plastic wheels for the lawn and garden industry. | Sellside Advisory |
|
U.S. Label Corporation** Greensboro, NC |
Manufacturer of apparel identification products. | Restructuring Advisory |
|
U.S. Label Corporation** Greensboro, NC |
Manufacturer of apparel identification products. | Sellside Advisory |
|
ValuJet Airlines, Inc.** Atlanta, GA |
Low cost regional airline. | Initial Public Offering |
|
VistaScape Technology Corp.** Atlanta, GA |
Specialty imaging equipment. | Equity Follow-On |
|
Wellco Enterprises** Waynesville, NC |
Manufacturer of military boots and protective footwear products. | Corporate Advisory Services |
|
Wellco Enterprises** Waynesville, NC |
Manufacturer of protective footwear products. | Strategic Advisory |
|
Wikoff Color Corporation** Fort Mill, SC |
Manufacturer and supplier of printing inks, varnishes, and coatings for the graphic arts industry. | Buyside Advisory |
Media & Entertainment
| Client | Business Description | Transaction |
|---|---|---|
|
IBS Interactive** Philadelphia, PA |
Internet commerce and content company. | Fairness Opinion |
|
Information Holdings Inc.** Stamford, CT |
Provider of information products, software and services to intellectual property, scientific and technology information industries. | Buyside Advisory |
|
NanoChemonics, Inc. Pulaski, VA |
Producer and supplier of nanoparticles. | Private Placement |
|
NanoChemonics, Inc. Pulaski, VA |
Producer and supplier of nanoparticles. | Private Placement |
|
Naviant, Inc.** Philadelphia, PA |
Systems integrator of one-to-one marketing solutions. | Private Placement |
|
Naviant, Inc.** Philadelphia, PA |
Systems integrator of one-to-one marketing solutions. | Buyside Advisory |
|
Speedway Motorsports, Inc.,** Concord, NC |
Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities. | Senior Subordinated Notes |
|
Speedway Motorsports, Inc.** Concord, NC |
Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities. | Senior Subordinated Notes |
|
Speedway Motorsports, Inc.** Concord, NC |
Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities. | Convertible Subordinated Debentures |
|
Speedway Motorsports, Inc.** Concord, NC |
Owner and operator of motor speedways and promoter, marketer and sponsor of motorsports activities. | Fairness Opinion |
|
TBA Entertainment Nashville, TN |
Media and entertainment company. | Sellside Advisory |
Real Estate
| Client | Business Description | Transaction |
|---|---|---|
|
Commercial Net Lease Realty Inc.** Orlando, FL |
Acquires, owns, manages and develops single tenant retail, office and industrial properties leased under long-term commercial leases. | Equity Follow-On |
|
Highwoods Properties, Inc.** Raleigh, NC |
Offers leasing, management, development, construction and other customer-related services. | Equity Follow-On |
Restaurant
| Client | Business Description | Transaction |
|---|---|---|
|
Caribou Coffee Company, Inc.** Minneapolis, MN |
Engages in the ownership and operation of coffeehouses. | Initial Public Offering |
|
Chipotle Mexican Grill** Denver, CO |
Engages in the ownership and operation of fast casual mexican themed restaurants. | Initial Public Offering |
|
Cooker Restaurant Corporation** Nashville, TN |
Restaurant operator. | Initial Public Offering |
|
Cooker Restaurant Corporation** Nashville, TN |
Restaurant operator. | Equity Follow-on |
|
Cooker Restaurant Corporation** Nashville, TN |
Restaurant operator. | Convertible Debentures |
|
Cracker Barrel Old Country Store, Inc.** Lebanon, TN |
Owner and operator of over 500 restaurants and gift shops in the southern United States. | Initial Public Offering |
|
Cracker Barrel Old Country Store, Inc.** Lebanon, TN |
Owner and operator of over 500 restaurants and gift shops in the southern United States. | Equity Follow-on |
|
Cracker Barrel Old Country Store, Inc.** Lebanon, TN |
Owner and operator of over 500 restaurants and gift shops in the southern United States. | Equity Follow-on |
|
Cracker Barrel Old Country Store, Inc.** Lebanon, TN |
Owner and operator of over 500 restaurants and gift shops in the southern United States. | Equity Follow-on |
|
Cracker Barrel Old Country Store, Inc.** Lebanon, TN |
Owner and operator of over 500 restaurants and gift shops in the southern United States. | Buyside Advisory |
|
Fado Pubs, Inc. Atlanta, GA |
Engages in the ownership and operation of casual dining restaurants. | Financial Advisory |
|
Fado Pubs, Inc. Atlanta, GA |
Engages in the ownership and operation of casual dining restaurants. | Management Buyout |
|
Fogo de Chao, Inc.** Dallas, TX |
Engages in the ownership and operation of Brazilian churrascaria restaurants. | Recapitalization |
|
Honey Baked Ham Co. ** Atlanta, GA |
Engages in the ownership and operation of food retail stores. | Financial Advisory |
|
Hooters of America** Atlanta, GA |
Engages in the ownership and franchising of casual dining restaurants. | Private Placement |
|
J. Alexander's, Inc.** Nashville, TN |
Engages in the ownership and operation of casual dining restaurants. | Fairness Opinion |
|
J. Alexander's, Inc.** Nashville, TN |
Engages in the ownership and operation of casual dining restaurants. | Equity Follow-On |
|
J. Alexander's, Inc.** Nashville, TN |
Engages in the ownership and operation of casual dining restaurants. | Equity Follow-On |
|
J. Alexander's, Inc.** Nashville, TN |
Engages in the ownership and operation of casual dining restaurants. | Convertible Debentures |
|
J. Alexander's, Inc.** Nashville, TN |
Engages in the ownership and operation of casual dining restaurants. | M&A Advisory |
|
Jersey Mike's Wall, NJ |
Engages in the ownership and franchising of quick service restaurants | Financial Advisory |
|
Landry's Restaurants, Inc.** Houston, TX |
Engages in the ownership and operation of full-service, casual dining restaurants in the United States. | Initial Public Offering |
|
Landry's Restaurants, Inc.** Houston, TX |
Engages in the ownership and operation of full-service, casual dining restaurants in the United States. | Equity Follow-On |
|
Landry's Restaurants, Inc.** Houston, TX |
Engages in the ownership and operation of full-service, casual dining restaurants in the United States. | Equity Follow-On |
|
Landry's Restaurants, Inc.** Houston, TX |
Engages in the ownership and operation of full-service, casual dining restaurants in the United States. | Equity Follow-On |
|
Landry's Restaurants, Inc.** Houston, TX |
Engages in the ownership and operation of full-service, casual dining restaurants in the United States. | Equity Follow-On |
|
Logan's Roadhouse, Inc.** Nashville, TN |
Engages in the ownership and operation of full-service, casual dining restaurants in the United States. | Initial Public Offering |
|
Logan's Roadhouse, Inc.** Nashville, TN |
Engages in the ownership and operation of full-service, casual dining restaurants in the United States. | Equity Follow-On |
|
Max & Erma's, INc.** Columbus, OH |
Engages in the ownership, operation and franchising of restaurants. | M&A Advisory |
|
Morrison's Restaurants** Atlanta, GA |
Operator of casual dining restaurants. | Sellside Advisory |
|
New York Bagel Enterprises, Inc.** Stillwater, OK |
Engaged in the ownership and franchising of bagel restaurants. | Initial Public Offering |
|
O'Charley's, Inc.** Nashville, TN |
Operator of casual dining restaurants. | Initial Public Offering |
|
O'Charley's, Inc.** Nashville, TN |
Operator of casual dining restaurants. | Equity Follow-On |
|
O'Charley's, Inc.** Nashville, TN |
Operator of casual dining restaurants. | Equity Follow-On |
|
RARE Hospitality, Inc.** Atlanta, GA |
Operates as a multi concept restaurant company primarily in the eastern half of the United States. | Initial Public Offering |
|
RARE Hospitality, Inc.** Atlanta, GA |
Operates as a multi concept restaurant company primarily in the eastern half of the United States. | Equity Follow-On |
|
RARE Hospitality, Inc.** Atlanta, GA |
Operates as a multi concept restaurant company primarily in the eastern half of the United States. | Equity Follow-On |
|
Reb Robin Gourmet Burgers, INc.** Denver, CO |
Engages in the ownership and operation of casual dining restaurants. | Equity Follow-On |
|
Red Robin Gourmet Burgers, Inc. ** Greenwood Village, CO |
Engages in the ownership and operation of casual dining restaurants. | Equity Follow-On |
|
RTM Restaurants, Inc.** Atlanta, GA |
Engages in the operation of franchised Arby's quick service restaurants | Financial Advisory |
|
Sandwich Acquisition Corp.** Atlanta, GA |
Engages in the ownership and franchising of quick service restaurants. | Buyside Advisory |
|
Shoney's, Inc.** Nashville, TN |
Operates and franchises a chain of casual dining restaurants in the Southeast. | Equity Follow-On |
|
Shoney's, Inc.** Nashville, TN |
Operates and franchises a chain of casual dining restaurants in the Southeast. | Equity Follow-On |
|
Shoney's, Inc.** Nashville, TN |
Operates and franchises a chain of casual dining restaurants in the Southeast. | Convertible Debentures |
|
Steak & Shakes, Inc.** Indianapolis, IN |
Operates a casual dining restaurant chain in the United States. | M&A Advisory |
|
The Krystal Company** Chattanooga, TN |
Engages in the ownership and franchising of quick service restaurants. | Private Placement |
|
Triangle Toledo, Inc.** Toledo, OH |
Engages in the operation of franchised KFC quick service restaurants. | Sellside Advisory |
|
Uncle Julio's** Dallas, TX |
Engages in the ownership and operation of casual dining restaurants. | Sellside Advisory |
Technology
| Client | Business Description | Transaction |
|---|---|---|
|
Aigis Mechtronics LLC Winston-Salem, NC |
Designs, manufactures and markets high end products for use in closed circuit TV. | Sellside Advisory |
|
Applied Control Technology Morrisville, NC |
Total solutions provider in electrical and instrumentation/automation field. | Sellside Advisory |
|
Aspen Technology, Inc.** Cambridge, MA |
Supplier of integrated software and services to the chemical process industries. | Buyside Advisory |
|
Caredata.com, Inc.** Atlanta, GA |
Online syndicator of healthcare content and applications to a range of internet portals and e-commerce sites. | Initial Public Offering |
|
CARS Information Systems Corp** Cincinatti, OH |
Developer of integrated software for the education market. | Sellside Advisory |
|
CorMine LLC Hampton Roads, VA |
Spend and procurement management software. | Buyside Advisory |
|
DataPath, Inc. Duluth, GA |
Provides mission-critical connectivity for voice, video and Internet communications anywhere. | Corporate Advisory Services |
|
E3 Corporation** Atlanta, GA |
Provider of inventory management solutions. | Sellside Advisory |
|
Edgewater Funds Chicago, IL |
Premiere private equity and venture capital fund. | Buyside Advisory |
|
Endata, Inc.** Nashville, TN |
Technology services company. | Initial Public Offering |
|
FlashNet Communications** Fort Worth, TX |
Provides consumer internet access services and business services. | Initial Public Offering |
|
MicroBuilt** Atlanta, GA |
Technology services company. | Initial Public Offering |
|
MicroBuilt** Atlanta, GA |
Technology services company. | Equity Follow-on |
|
RedCelsius Software** Alpharetta, GA |
Provider of e-business and CRM software solutions. | Private Placement |
|
SGB Enterprises Inc. Valencia, CA |
Designs and manufactures custom CRTs and LCDs for the military and commercial simulation and training markets. | Private Placement |
|
Surebridge** Lexington, MA |
Delivers fully managed name brand ERP, CRM, and e-commerce applications to mid-size companies. | Fairness Opinion |
|
Telemate.Net Software** Atlanta, GA |
Develops internet access and IP usage management, eBusiness intelligence and call accounting solutions. | Initial Public Offering |
|
WebTone Technologies, Inc. Atlanta, GA |
Enterprise software provider for the financial services industry. | Buyside Advisory |
Telecommunications
| Client | Business Description | Transaction |
|---|---|---|
|
Advanced Telecommunications Corp.** Atlanta, GA |
Telecommunications services corporation. | Fairness Opinion |
|
Advanced Telecommunications Corp.** Atlanta, GA |
Telecommunications services corporation. | Equity Follow-on |
|
Advanced Telecommunications Corp.** Atlanta, GA |
Telecommunications services corporation. | Convertible Debenture |
|
Advanced Telecommunications Corp.** Atlanta, GA |
Telecommunications services corporation. | Private Placement |
|
Advanced Telecommunications Corp.** Atlanta, GA |
Telecommunications services corporation. | Private Placement |
|
Communications Central, Inc.** Roswell, GA |
Owner and operator of coin-operated payphones and inmate phones. | Initial Public Offering |
|
Communications Central, Inc.** Roswell, GA |
Owner and operator of coin-operated payphones and inmate phones. | Equity Follow-on |
|
Communications Central, Inc.** Roswell, GA |
Owner and operator of coin-operated payphones and inmate phones. | Sellside Advisory |
|
Education Networks of America Nashville, TN |
Provides managed data, voice and video solutions to school systems, libraries and governements | Sellside Advisory |
|
ITC DeltaCom, Inc.** West Point, GA |
Develops integrated communications services for businesses and consumers in the southeastern United States. | Initial Public Offering |
|
ITC Holdings** Ann Arbor, MI |
Provides electricity transmission services. | Fairness Opinion |
|
MindSpring Enterprises** Atlanta, GA |
National internet service provider. | Initial Public Offering |
| MindSpring Enterprises** | National internet service provider. | Equity Follow-On |
|
MindSpring Enterprises** Atlanta, GA |
National internet service provider. | Convertible Subordinated Debentures |
|
MindSpring Enterprises** Atlanta, GA |
National internet service provider. | Senior Debt Facility |
|
MindSpring Enterprises** Atlanta, GA |
National internet service provider. | Equity Follow-On |
|
NTC Communications Harrisonburg, VA |
Provider of internet, telephony and cable services. | Private Placement |
|
Pay-Tel Communications, Inc.** Greensboro, NC |
Provider of inmate calling services. | Private Placement |
|
Pay-Tel Communications, Inc. ** Greensboro, NC |
Provider of inmate calling services | Sellside Advisory |
|
Resurgens Communications Group** Westchester, IL |
Telecommunications services company. | Fairness Opinion |
|
Resurgens Communications Group ** Westchester, IL |
Telecommunications services company. | Convertible Debentures |
|
Tel-Man, Inc.** Greenville, SC |
Telecommunications services company. | Initial Public Offering |
|
WorldCom, Inc.** Jackson, MS |
Global telecommunications provider. | Convertible Debentures |
