GOTTESMAN COMPANY
Mergers & Acquisitions
Canadian Public Company Seeks Management Buyout Partners in North America
BACKGROUND This is a public principal investing firm interested in manufacturing
companies, niche service companies, private label food firms, and
specialized service companies with specific competitive advantages.
Headquartered in Canada, the company is public and makes direct equity
investments in emerging privately held companies in North America. The
firm seeks management buyout situations where it can invest alongside
managers. The investment focus is small to mid-sized companies with
annual revenues of $5-90 million, established customer base, competitive
advantage, proprietary product and/ or process with a history of high client
and employee retention. The firm has 30 mm US on hand to invest.
MANAGEMENT The principals have a depth of operating, venture and merger & acquisition
experience. They are interested in assisting companies with partner buyout,
management exit strategy, equity investment and subordinated debt. There
are five platform companies in the portfolio.
TRANSACTION PROCESS After an initial review of either an executive summary and/or business plan
the Company will endeavor to communicate their intentions to proceed by
requesting an initial face to face meeting with the principals. If there is
mutual interest in proceeding, the Company will draft term sheets, perform
due diligence, document agreements and close the transaction. The company
normally desires to pay 70-80% cash.
GEOGRAPHY North America
Gottesman Company makes no representations or warranties in connection with the information contained herein.
Direct Inquiries to Intermediary:
GOTTESMAN COMPANY
Attention: John M. Gleason
Direct Line 508-735-3820
File B-1697 JMG
January 20, 2004
st
Administrative Offices – Gottesman Company 200 East 71 – New York, NY 10021
Phone: 212-570-0700 Fax: 212-734-2511 Email: office@gottesman-company.com