| Client | Transaction Description | Service Type | Industry |
| 2008 | |||
| Sabert Corporation | Acquisition of the packaging business of Gage Industries, Inc. |
Buy-side |
Packaging |
| Michigan Spring & Stamping, a division of Precision Products Group | Sale to Hines Corporation |
Sell-side |
Diversified Manufacturing |
| Innovative Folding Carton Company, Inc., a portfolio company of ICV Capital Partners, LLC and 21st Century Group, LLC | Sale to Multi Packaging Solutions, Inc., a portfolio company of BSMB |
Sell-side |
Packaging |
| Rex Corporation | Sale to Cenveo, Inc. |
Sell-side |
Packaging |
| 2007 | |||
| Compass Environmental, Inc. | Sale to WRS Infrastructure & Environment, Inc., a portfolio company of Equity Group Investments, L.L.C. |
Sell-side |
Business/Industrial Services |
| Fidelity Container Corporation | Sale to xpedx, a division of International Paper |
Sell-side |
Distribution/Wholesale Packaging |
| Hamilton Paper Box Holding Corporation, a portfolio company of Florida Capital Partners | Sale to Rosmar Litho Inc., a portfolio company of Novacap |
Sell-side |
Packaging |
| Lincoln Snacks Company (a subsidiary of Ubiquity Brands, LLC, a portfolio company of Willis Stein & Partners) | Sale to ConAgra Foods |
Sell-side |
Consumer Products Food and Beverage |
| SARCOM, Inc. (a portfolio company of Patriarch Partners) | Sale to PC Mall |
Sell-side |
Business/Industrial Services IT Services/Security |
| Salerno Plastics Corp. (a portfolio company of Pegasus Capital Advisors) | Sale to Five-partner management group, backed by the Solidarity Fund QFL and Capital régional et coopératif Desjardins |
Sell-side |
Packaging |
| Keller Crescent Co. | Sale to Clondalkin Group. |
Sell-side |
Packaging |
| CanGro Soup Inc. (a division of CanGro Foods, Inc., a portfolio company of Sun Capital Partners, Inc.) | Sale to Baxters Food Group |
Sell-side |
Consumer Products |
| Duraco Products, Inc. | Sale to U.S. Composites and Plastic, LLC |
Sell-side |
Consumer Products Diversified Manufacturing |
| Thermasys (a portfolio company of Sun Capital Partners, Inc.) | Provided a solvency opinion in connection with a recapitalization transaction |
Solvency Opinion |
Diversified Manufacturing |
| Andrew Marc (a portfolio company of Gordon Brothers Merchant Partners) | Provided a fairness opinion in connection with the recapitalization of Andrew Marc |
Fairness Opinion |
Consumer Products |
| Longview Fibre Company | Sale of Longview Fibre Company's Central and Eastern Container Divisions (NYSE:LFB) to U.S. Corrugated, Inc., an affiliate of Four M Investments |
Sell-side |
Packaging |
| Enesco | Sale to Tinicum Capital Partners II, LP through a §363 asset sale pursuant to Chapter 11 of the U.S. Bankruptcy Code. |
§363 Sale |
Consumer Products |
| Fox Paine Capital Fund III, L.P. | Acquisition of Wire Rope Corporation of America, a portfolio company of KPS Special Situations Fund. |
Buy-side |
Diversified Manufacturing |
| 2006 | |||
| S. Walter Packaging Corp. | Sale to Brynwood Partners |
Sell-side |
Distribution/Wholesale Packaging |
| Cole Harford | Sale to Bunzl plc (NYSE:BNL) |
Sell-side |
Distribution/Wholesale |
| Firstline | Sale of Valdosta, GA facility to Fortifiber Corp.; Sale of Pearson, GA facility to Cady Acquisition Corporation, an affiliate of Morris Capital Management |
§363 Sale |
Building Products Packaging |
| Rec Room Furniture & Games | Equity Investment from Highland Capital Partners |
Private Placement |
Specialty Retail |
| Try-Foods International, Inc. | Sale to Advantage Sales and Marketing Inc., a portfolio company of J.W. Childs Associates, L.P. and Merrill Lynch Global Private Equity |
Sell-side |
Marketing Services |
| CHX Holdings (parent company of the Chicago Stock Exchange) | Sale of minority stake to Bank of America, Bear Stearns, E-Trade and Goldman Sachs |
Fairness Opinion Private Placement |
Business/Industrial Services |
| Rx Label Technology (a portfolio company of Pfingsten Partners, LLC and Hilco Equity Partners, L.P.) | Sale to Cenveo, Inc. (NYSE: CVO) |
Sell-side |
Diversified Manufacturing Packaging |
| Dot Label, Inc. (a portfolio company of Colonnade Capital) | Sale to Illinois Tool Works (NYSE:ITW) |
Sell-side |
Specialty Printing |
| Thermasys (a portfolio company of Sun Capital Partners, Inc.) | Provided a solvency opinion in connection with a recapitalization transaction |
Solvency Opinion |
Diversified Manufacturing |
| Steketee-Van Huis (SVH) | Sale to Packaging Holdings, Inc., a portfolio company of Bear Stearns Merchant Banking |
Sell-side |
Packaging Specialty Printing |
| Creative Press | Sale to New Jersey Packaging, a subsidiary of Menasha Corporation |
Sell-side |
Packaging |
| East Coast based corrugated packaging manufacturer | Recapitalization transaction with LaSalle Business Credit |
Recapitalization |
Packaging |
| Royal Ahold NV / U.S. Foodservice | Sale of Food Tray business of SQP division to Kari-Out Company |
Sell-side |
Distribution/Wholesale |
| Royal Ahold NV / U.S. Foodservice | Sale of Plastic Straw business of SQP division to Price Plastics, Inc. |
Sell-side |
Distribution/Wholesale |
| Royal Ahold NV / U.S. Foodservice | Sale of Die-Cut Lid business of SQP division to GMI, Inc. |
Sell-side |
Distribution/Wholesale |
| Atlantic Envelope (an affiliated company of Kelly Capital) | Sale to National Envelope |
Sell-side |
Specialty Printing |
| OneChicago (a joint-venture of The Chicago Board Options Exchange, The Chicago Mercantile Exchange, and The Chicago Board of Trade) | Received an equity investment from Interactive Brokers |
Private Placement |
Business/Industrial Services |
| The CAPS Group | Acquisition and financing of the Educational Product Development, Catalog, Publication and New York-Based Advertising Pre-Media Operations from Schawk, Inc. (NYSE: SGK) |
Merger Advisory |
Business/Industrial Services |
| Menasha Corporation | Sale of two Southern Complex corrugated sheet plants to Mid South Packaging LLC, a newly formed portfolio company of Coridel Capital Partners LLC |
Sell-side |
Packaging |
| 2005 | |||
| AC Label Company (a subsidiary of Impaxx, Inc. and portfolio company of Aurora Capital Group) | Sale to Emigrant Capital. |
Sell-side |
Specialty Printing |
| Exopack, LLC (a portfolio company of Sun Capital Partners, Inc.) | Provided solvency opinion in connection with the acquisition of Exopak, LLC |
Solvency Opinion |
Packaging |
| Renaissance Mark (a portfolio company of Arsenal Capital Partners) | Sale of Narrow Web Division to WS Packaging Group, Inc., a portfolio company of Brantley Partners. |
Sell-side |
Specialty Printing |
| Flexia Corporation (a portfolio company of Schroders) | Sale to Intertape Polymer Group (NYSE: ITP). |
Sell-side |
Packaging |
| GCC Drum | Sale to Greif, Inc. (NYSE: GEF). |
Sell-side |
Diversified Manufacturing Packaging |
| Forest Resources LLC (a portfolio company of Atlas Holdings) | Acquisition of the Ivex Protective Packaging Corporation, a division of Alcoa (NYSE: AA). |
Buy-side |
Packaging |
| Royal Ahold NV / U.S. Foodservice | Sale of Sofco-Mead, Inc. division to Bunzl plc (NYSE: BNL) |
Sell-side |
Distribution/Wholesale |
| The Packaging Group | Sale to Cello-Foil Products, Inc., a portfolio company of Sun Capital Partners. |
Sell-side |
Packaging |
| Cello-Foil Products, Inc. | Sale to Sun Capital Partners, Inc. |
Sell-side |
Packaging |
| Tharco Holdings, Inc. (a portfolio company of Code Hennessy & Simmons LLC) | Sale to Tricor Pacific Capital, Inc. |
Sell-side |
Packaging |
| Globe Data Systems, Inc. (a subsidiary of Seneca Enterprises, Inc., a portfolio company of Hammond, Kennedy, Whitney & Co.) | Sale to Plastag Corporation, a portfolio company of Valor Equity Partners |
Sell-side |
Specialty Printing |
| International Paper (NYSE: IP) | Sale of Thomaston, GA plant to Pinnacle Packaging Company, Inc. |
Sell-side |
Packaging |
| Wire Rope Corporation of America (a portfolio company of KPS Special Situations Fund) | Acquisition of Aceros Camesa S.A. de C.V., a division of Grupo Industrial Camesa S.A. de C.V. |
Buy-side |
Diversified Manufacturing |
| Continental Materials (AMEX: CUO) | Dutch auction issuer share repurchase and Board advisory |
Other Advisory |
Diversified Manufacturing |
| Midland Conatiner Corporation | Sale to Packaging Corporation of America (NYSE: PKG) |
Sell-side |
Packaging |
| Crane Plumbing, LLC | Sale to Sun Capital Partners, Inc. |
Sell-side |
Consumer Products Diversified Manufacturing |
| Glenmark Industries, Inc. (GMI Group) | Sale to Southern Champion Tray, LP |
Sell-side |
Packaging |
| Flexicon Inc. | Sale to Ampac Packaging, LLC, a portfolio company of Key Principal Partners |
Sell-side |
Packaging |
| 2004 | |||
| Home Products International, Inc. (Nasdaq: HOMZ) | Sale to Storage Acquisition Company, LLC, an affiliate of Equity Group Investments, Walnut Investment Partners, and Triyar Capital |
Fairness Opinion Sell-side Special Committee Representation |
Consumer Products Diversified Manufacturing |
| Inland Retail Real Estate Trust, Inc. (NYSE: IRC) | Special committee representation as part of plan of merger and acquisition of its Property Managers and Advisor |
Fairness Opinion Special Committee Representation |
Real Estate |
| Joseph Weil & Sons, Inc. | Sale to Bunzl plc (NYSE: BNL) |
Sell-side |
Distribution/Wholesale |
| Longview Fibre Company (NYSE: LFB) | Sale to Ampac Packaging, LLC, a portfolio company of Key Principal Partners |
Sell-side |
Packaging |
| Mesirow Financial, Inc. | Acquisition of KPMG's U.S. Corporate Recovery practice |
Buy-side |
Business/Industrial Services |
| DeVlieg Bullard II, Inc. (a portfolio company of KPS Special Situations Funds) | Sale of Services Group and Machine Tool Group to Bourn & Koch Inc. |
§363 Sale |
Diversified Manufacturing |
| Menasha Corporation | Sale of corrugated sheet feeder to Rock-Tenn Company (NYSE: RKT) |
Sell-side |
Packaging |
| Menasha Corporation | Sale of Promo Edge to WS Packaging Group, Inc., a portfolio company of Brantley Partners |
Sell-side |
Specialty Printing |
| Gryphon Investors | Acquisition of MSD Ignition |
Buy-side |
Diversified Manufacturing |
| Temple - Inland Inc. (NYSE: TIN) Inland Paperboard and Packaging, Inc. | Sale of litho-laminated corrugated operations to Color-Box, LLC, a division of Georgia-Pacific |
Sell-side |
Packaging |
| Willis Stein & Partners (Ubiquity Brands) | Acquisition of Jays Foods, LLC |
Buy-side |
Consumer Products Food and Beverage |
| Willis Stein & Partners (Ubiquity Brands) | Acquisition of Lincoln Snacks, a portfolio company of Brynwood Partners |
Buy-side |
Consumer Products Food and Beverage |
| America's PowerSports (a portfolio company of Wind Point Partners) | Up to $23,500,000 Senior Subordinated Notes provided by a consortium of institutional investors |
Recapitalization |
Consumer Products Specialty Retail |
| Renaissance Mark (a portfolio company of Arsenal Capital Partners) | Sale of Design Mark Industries division to the Bergquist Company |
Sell-side |
Packaging |
| 2003 | |||
| Slater Companies | Merger with Sandlapper Fabrics, Inc. |
Merger Advisory |
Diversified Manufacturing |
| Stronghaven Inc. (a portfolio company of Code Hennessy & Simmons LLC) | Sale to TransOcean Capital, Inc. |
Sell-side |
Packaging |
| Plassein International Corp. (a portfolio company of Trivest Partners, LP) | Sale of Rex , Ontario, California and Newmarket, Ontario operations to Exopack, LLC, a portfolio company of The Sterling Group |
§363 Sale |
Packaging |
| Southeastern Packaging | Sale to SCA Tuscarora |
Sell-side |
Packaging |
| Plassein International Corp. (a portfolio company of Trivest Partners, LP) | Sale of Salem, NH bag business to Europackaging plc |
§363 Sale |
Packaging |
| Fleming Packaging Corporation | Sale to Renaissance Mark, a portfolio company of Arsenal Capital Partners |
Sell-side |
Specialty Printing |
| London Litho Aluminum Co., Inc. | Sale to Enovation Graphic Systems, Inc., a division of Fujifilm |
Sell-side |
Distribution/Wholesale |
| Arko Packaging | Sale to Smurfit-Stone (Nasdaq: SSCC) |
Sell-side |
Packaging |
| International Paper (NYSE: IP) | Sale of Fleetwood Container Division to Fibre Containers Company |
Sell-side |
Packaging |
| MacFutures Ltd. | Sale to Refco Ltd. |
Sell-side |
Business/Industrial Services |
| 2002 | |||
| Accuweb, Inc. | Litigation support |
Litigation Support |
Diversified Manufacturing |
| Fleming Packaging Corporation | Sale of Spiralkote division to Clondalkin |
Sell-side |
Packaging |
| Fleming Packaging Corporation | Sale of Webkote division to Winpak Ltd. (TSX: WPK) |
Sell-side |
Packaging |
| International Paper (NYSE: IP) | Sale of Wilmington, NC plant to Pinnacle Packaging Company, Inc. |
Sell-side |
Packaging |
| Flight Vision, Inc. | Sale to CMC Electronics |
Sell-side |
Diversified Manufacturing |
| International Components Corp. | $12,000,000 Senior Secured Revolving Credit Facility. Funds provided by Fargo Business Credit, Inc. |
Recapitalization |
Diversified Manufacturing |
| Cancer Treatment Centers of America | Tax exempt financing |
Recapitalization |
Business/Industrial Services |
| Gaylord Container Corp. | Advised the Special Committee of the Board of Directors in the sale of the company to Temple-Inland Inc. |
Special Committee Representation |
Packaging |
| The Malow Corporation | Sale to Amcor Sunclipse North America |
Sell-side |
Packaging |
| Boehmer Box Corporation | Sale to Roman Corporation, Ltd. (TSE: RMN) |
Sell-side |
Packaging |
| International Paper (NYSE: IP) | Sale of Puerto Rico plant to Inland Paperboard (NYSE: TIN) |
Sell-side |
Packaging |
| Centiv, Inc. | Sale of CalGraph Technology Services Business to Graphic Enterprises, Inc. |
Sell-side |
Business/Industrial Services |
| EMC Corp. | Sale of Digital Excellence subsidiary to The Anderson Group, Inc. |
Sell-side |
Diversified Manufacturing |
| Goss Graphic Systems | Advised unsecured creditors |
Other Advisory |
Diversified Manufacturing |
| Turbo Systems Incorporated | Sale to LNS America, Inc., a subsidiary of LNS S.A. |
Sell-side |
Diversified Manufacturing |
| 2001 | |||
| Illinois Tool Works (NYSE: ITW) | Private placement for leasing subsidiary |
Private Placement |
Diversified Manufacturing |
| Pac One | Sale to Sonoco Produts Co. (NYSE: SON) |
Sell-side |
Packaging |
| Tekgraf | Sale of Channels Business to The Azalea Fund, L.P. through its portfolio company TK Acquisitions Corporation |
Fairness Opinion Sell-side |
Distribution/Wholesale |
| Rexam plc (LSE: REX) | Sale of its Lakeville, MN, flexible packaging operation to Tyco Plastics, a subsidiary of Tyco International |
Sell-side |
Packaging |
| International Paper (NYSE: IP) | Sale of Mobile, AL plant to Ampac Packaging, LLC, a portfolio company of Key Principal Partners |
Sell-side |
Packaging |
| Lester B. Knight | Sale to M+W Zander Holding AG |
Sell-side |
Business/Industrial Services |
| Rosco Manufacturing Co. | Sale to B.R. Lee Industries, Inc. |
Sell-side |
Diversified Manufacturing |
| Roli Ink Corporation | Sale to Braden Sutphin Ink Company |
Sell-side |
Diversified Manufacturing |
| 2000 | |||
| Hines Horticulture, Inc. (Nasdaq: HORT) | Issued fairness opinion with regard to credit agreement |
Fairness Opinion |
Diversified Manufacturing |
| Crane Carton Company, LLC | Sale to Caraustar Industries, Inc. (Nasdaq: CSAR) |
Sell-side |
Packaging |
| Kulenhampff & Konitzky GmblH BREMEN | Sale to Kulkoni Holding Limited |
Sell-side |
Diversified Manufacturing |
| Pax Clearing Corp. | Sale of convertible preferred stock to Madison Dearborn Partners |
Private Placement |
Business/Industrial Services |
| Prism Holidays | Strategic partnership with Far & Wide Travel Corporation |
Merger Advisory |
Business/Industrial Services |
| Rorke Data | Sale to Bell Microproducts, Inc. |
Sell-side |
Business/Industrial Services |
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