Partner Experience

Selected Transactions

Acquisition of $16 million S Corp. information technology (IT) services company that provides out-sourced network management, mission-critical application development and ERP system implementation to U.S. federal agency and Department of Defense clients. Completed as a tax-free reorganization, with significant portion of consideration in buyer stock.

Acquisition of a $30 million C Corp. information technology (IT) services firm serving civilian government and defense markets. Completed as a stock transaction using buyer equity for the entire consideration.

Acquisition of a $28 million S Corp. business specializing in outsourcing network management services, including on-site help desk and technical support. Structured as an IRC Sect. 338 (h)10 election via cash payment for the predominance of consideration plus a multiple-year note to principal stockholder/founder.

Purchase of a $21 million S Corp. in the IT staffing business, with a focus on financial services. Completed as an IRC Sect. 338(h)10 election using cash for three-quarters of the consideration and a performance-based cash payment for the other one quarter.

Purchase of a $3 million manufacturer that designed and built data collection instrumentation for marine analysis. Deal structured as an asset purchase using all cash.

Merger of two like-sized companies using stock of a newly formed company to create a $120 million information technology firm.

Divestiture of a developmental stage business unit with cutting-edge analytic tool for network performance.

Strategic Plans

Plan development for an equity-backed system integrator and software developer that focused on acquisition and strong internal growth to create a $200 million company positioned for IPO.

Strategic planning to spin out an IT services unit from a NYSE parent company and create a separate corporation with IPO potential

Transition plan for defense-oriented software engineering company to consolidate smaller firms in the same market via stock transactions.

Creation of a business plan to form a separate unit that exploited expert system technology for application in the emergency response market.