Tag Archive for: Confidentiality

Express Waste Removal and Recycling has been Acquired by a Private Investment Group

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ABOUT THE DEAL:

Express Waste Removal and Recycling (“the “Company” or “Sellers”) has been acquired by a private investment group (the “Buyer”).

Headquartered in Ellettsville, Indiana, Express Waste Removal and Recycling has provided dependable, cost-effective waste collection and recycling services to residential and commercial customers throughout Bloomington, Ellettsville, and the surrounding Monroe County area for more than a decade. Throughout its history, the Company established a reputation for exceptional customer service, reliable operations, and disciplined route density. These strengths supported consistent growth and created a scalable operating platform that attracted buyer interest.

The acquisition positions the Company for continued growth while providing the Sellers with a successful ownership transition. Furthermore, the transaction allows the Buyer to expand its presence in an attractive market through an established business with a loyal customer base and an experienced operating platform.

Allston Advisory Group served as the exclusive financial advisor to Express Waste Removal and Recycling throughout the transaction. The engagement included a business valuation, transaction planning, buyer identification, coordination of due diligence, negotiation support, and management of a confidential sale process. By creating a competitive marketplace among qualified buyers, Allston helped position the Company to achieve the Sellers’ liquidity objectives while maintaining strict confidentiality throughout the transaction.

The successful completion of this transaction reflects the importance of careful planning, disciplined execution, and effective collaboration among the Sellers, Buyer, and professional advisors. Allston Advisory Group is proud to have represented Express Waste Removal and Recycling during this important milestone.

ABOUT ALLSTON ADVISORY GROUP, LLC:

Allston Advisory Group is an experienced mergers and acquisitions advisory firm serving lower middle market businesses throughout the United States. The firm provides sell-side advisory, business valuations, and exit planning services across diverse industries. Allston combines transaction expertise with personalized client service to help business owners maximize value and achieve successful outcomes.

For additional information on this transaction, please contact one of our advisors.

PEDIA RESEARCH, LLC HAS BEEN ACQUIRED BY QUALMEDICA RESEARCH, LLC

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ABOUT THE TRANSACTION:

Pedia Research, LLC (“Pedia” or the “Company”) has been acquired by Qualmedica Research, LLC (“Qualmedica” or the “Buyer”).

Headquartered in Evansville, Indiana, Pedia Research, LLC has conducted clinical research for pharmaceutical and healthcare organizations for more than twenty years. The Company operates with a focused mission of “Improving Health Through Research.”

Pedia’s multidisciplinary team includes physicians, scientists, nurses, study coordinators, and administrative specialists. Together, they conduct clinical studies involving infants, children, adolescents, and adults. These studies help evaluate the safety and efficacy of new and improved pharmaceutical and healthcare products.

Throughout its history, Pedia has provided important clinical research data to pharmaceutical companies developing treatments for various diseases and conditions. Additionally, the Company advances medical knowledge through published research findings and contributions to scientific literature. Pedia has also developed innovative approaches to participant recruitment and clinical trial execution. These capabilities have strengthened the Company’s relationships with sponsors and supported its commitment to efficient, high-quality clinical research.

Qualmedica Research, LLC is a multi-site clinical research organization with more than twenty years of experience conducting pharmaceutical research. The company partners with physicians and sponsors to advance safe, effective, and meaningful therapeutics for patients. Furthermore, Qualmedica conducts Phase II, III, and IV clinical trials across a broad range of therapeutic areas. Its customer base includes more than 100 pharmaceutical companies and contract research organizations.

The acquisition brings together two experienced clinical research organizations with complementary capabilities and a shared commitment to advancing patient health. Moreover, the transaction provides Pedia with additional resources and infrastructure to support its continued development.

Allston Advisory Group served as the exclusive financial advisor to Pedia Research, LLC throughout the transaction process. Allston performed an Analysis of Value and developed a confidential marketing strategy for the Company. Additionally, Allston identified prospective buyers and managed a competitive sale process on behalf of the Sellers. As the transaction progressed, Allston coordinated buyer communications, assisted with due diligence, and supported negotiations through closing. These efforts helped maintain transaction momentum while allowing Pedia’s leadership to remain focused on the business.

ABOUT ALLSTON ADVISORY GROUP, LLC:

Allston Advisory Group is an independent mergers and acquisitions advisory firm serving lower middle market businesses throughout the United States. The firm provides sell-side advisory, business valuations, and exit planning services to privately held companies across diverse industries. Allston combines practical transaction experience with a disciplined and confidential approach to mergers and acquisitions. The firm works closely with business owners to understand their objectives and manage each stage of the transaction process.

For additional information about this transaction, please contact one of our advisors.

Independent Stave Company

KENTUCKY BOURBON BARREL HAS BEEN ACQUIRED BY INDEPENDENT STAVE COMPANY

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ABOUT THE TRANSACTION:

Kentucky Bourbon Barrel (“KBB” or the “Company”) has been acquired by Independent Stave Company (“ISC” or the “Buyer”).

Headquartered in Louisville, Kentucky, KBB operates at the center of one of the world’s most important bourbon markets. The family-owned company supplies high-quality, ready-for-filling used barrels to distilleries, wineries, and breweries worldwide.

KBB has built a reputation around the quality and diversity of its used bourbon and whiskey barrels. Previously filled barrels can impart distinctive aromas, flavors, and characteristics to spirits, wine, and beer. As a result, these barrels provide producers with additional opportunities to develop unique products and flavor profiles.

Independent Stave Company is a family-owned cooperage serving customers in more than 40 countries. The Boswell family founded ISC in 1912, establishing a business centered on cooperage craftmanship, innovation, and customer service. Today, ISC produces new oak barrels and other cooperage products for the spirits, wine, and brewing industries. The acquisition of KBB expands ISC’s ability to provide customers with sought-after previously filled barrels. Furthermore, the combination broadens access to barrels that previously aged bourbon, whiskey, and other distinctive liquids. These barrels can provide unique characteristics for customers developing new or differentiated products.

Tim Ratliff, President and co-owner of KBB, expressed enthusiasm about partnering with an organization sharing the Company’s vision and founding principles. He also emphasized KBB’s continued commitment to quality, service, product availability, and a diverse barrel portfolio. The transaction brings together two family-owned companies with complementary capabilities and strong positions within the cooperage and barrel industries. Additionally, Independent Stave Company provides KBB with resources and industry experience to support future opportunities while maintaining its commitment to customers.

Allston Advisory Group served as the exclusive financial advisor to Kentucky Bourbon Barrel and its owners. Allston performed an Analysis of Value and developed a confidential marketing strategy for the Company. Additionally, Allston identified prospective buyers, managed negotiations, assisted with due diligence, and facilitated the transaction through closing. Consequently, the transaction provided liquidity to KBB’s owners while establishing a strategic partnership with an experienced industry leader. The transaction structure also incorporated a stock exchange designed to address the Sellers’ objectives. Importantly, the combination provided KBB’s employees and customers with continuity under an established, well-capitalized new owner.

ABOUT ALLSTON ADVISORY GROUP:

Allston Advisory Group is an independent mergers and acquisitions advisory firm serving lower middle market companies throughout the United States. The firm provides sell-side advisory, business valuations, and exit strategies, to privately held companies across diverse industries. Allston works closely with business owners to understand their financial, strategic, and personal objectives before entering the market. The firm then manages a confidential and disciplined transaction process from initial preparation through closing.

For additional information on this transaction, please contact one of our advisors.

NEWS SOURCES: 

LYNN’S PARADISE CAFÉ HAS BEEN ACQUIRED BY FRESH CAPITAL GROUP

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ABOUT THE TRANSACTION:

The former Lynn’s Paradise Café property in Louisville, Kentucky has been acquired by Fresh Capital Group (“Fresh Capital” or the “Buyer”).

Lynn’s Paradise Café opened its doors in 1991 and became one of Louisville’s most recognizable restaurant destinations. The Café attracted a diverse clientele through its distinctive atmosphere, creative menu, and unconventional approach to dining. For more than two decades, owner Lynn Winter developed a concept centered around food, entertainment, and community. The colorful property became closely associated with the Café’s personality and Winter’s original vision. Following the Café’s unexpected closure, the property presented a unique opportunity for a new owner. However, identifying the appropriate buyer required recognizing both the property’s economic potential and its distinctive character.

STRATEGIC FIT WITH FRESH CAPITAL GROUP: 

Fresh Capital Group is a Nashville-based commercial real estate development and management company focused primarily on the Southeastern United States. At this time, the company manages a real estate portfolio valued above $350 million. Fresh Capital specializes in restaurant build-to-suit projects and multi-tenant restaurant developments. Additionally, its portfolio includes office buildings, single-tenant properties, and retail centers.

The company’s experience with restaurant properties makes the former Lynn’s Paradise Café location a natural addition to its portfolio. Moreover, Fresh Capital brings development expertise and financial resources to the property. Fresh Capital also emphasizes preserving properties that contribute economic and cultural value to their surrounding neighborhoods. That philosophy aligns well with the history and recognizable character of the Lynn’s Paradise Café property. Lynn Winter expressed confidence in the buyer’s financial resources and operating capabilities. She also emphasized the value of finding an experienced organization capable of moving the property forward.

ALLSTON ADVISORY GROUP’S ROLE: 

Following the Café’s closure, the restaurant and property remained on the market for approximately twelve months without generating a satisfactory offer. Thereafter, the sellers engaged Allston Advisory Group as their exclusive financial advisor. Allston performed an Analysis of Value and evaluated the property’s marketability under the circumstances. The firm also prepared a comprehensive Confidential Information Memorandum presenting the opportunity to prospective buyers.

Nest, Allston developed a targeted marketing process and contacted qualified buyers locally, regionally, and nationally. The outreach included prospective buyers with the financial resources and experience necessary to pursue the opportunity. Throughout the process, Allston managed communications and maintained confidentiality on behalf of the sellers. The firm also facilitated negotiations and worked with the parties as the transaction progressed toward closing.

As a result, the transaction provided the seller with the desired liquidity after an extended marketing period. The property also transitioned to an established and well-capitalized new owner with significant restaurant real estate experience. The successful transaction demonstrates the value of targeted buyer identification when traditional marketing efforts fail to produce an acceptable outcome.

ABOUT ALLSTON ADVISORY GROUP:

Allston Advisory Group is an independent mergers and acquisitions advisory firm serving privately held lower middle market companies. The firm provides mergers and acquisitions, business valuations, and exit strategies. Allston works closely with business owners to understand their objectives and prepare their companies for the transaction process. The firm then manages a disciplined and confidential sale process from initial preparation through closing.

For additional information on this transaction, please contact one of our advisors.

NEWS SOURCES:

TRAFFIC BUILDERS HAS BEEN ACQUIRED BY GS MARKETING

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ABOUT THE TRANSACTION:

GS Marketing, Inc. (“GSM” or the “Buyer”) has acquired Traffic Builders, Inc. (“Traffic Builders” or the “Company”).

Headquartered in Louisville, Kentucky, Traffic Builders is a multichannel direct marketing agency serving more than 300 automobile dealerships nationwide. The Company works with dealerships representing a broad range of automobile manufacturers. With approximately 20 full-time employees, Traffic Builders specializes in results-driven automotive marketing programs. Its programs help dealerships attract new customers, increase existing customer activity, and reengage customers who have stopped doing business. For nearly two decades, Traffic Builders has developed integrated marketing solutions across multiple delivery platforms. The Company combines automotive industry knowledge with targeted marketing strategies designed to generate measurable customer activity.

STRATEGIC FIT WITH GS MARKETING:

Headquartered in Houston, Texas, GS Marketing is a full-service direct marketing company serving the automotive industry. GSM has nearly three decades of experience working with automobile dealerships, dealer groups, and manufacturers. The company employs approximately 85 associates and operates as part of The Friedkin Goup. GSM provides marketing products and services designed specifically for automotive retailers and manufacturers.

The acquisition combines two companies with extensive experience serving automobile dealerships. In particular, Traffic Builders adds established customer relationships, integrated products, and additional marketing capabilities to GSM’s existing platform. GSM President Shelley Washburn highlighted Traffic Builders’ experience and integrated marketing products as significant benefits of the combination. She also noted the companies’ shared commitment to customer satisfaction and engaging workplace cultures.

Following the acquisition, GS Marketing continues operations in both Houston and Louisville. The two locations provide complementary capabilities within the combined organization. Specifically, the Houston offices focus on technology and digital marketing. Meanwhile, the Louisville facility concentrates on expanded print production and related marketing capabilities. The combination allows GSM to broaden its automotive marketing platform while maintaining Traffic Builders’ established Louisville presence. Furthermore, GSM expects the acquisition to strengthen its position within the automotive marketing industry.

ALLSTON ADVISORY GROUP’S ROLE:

Allston Advisory Group served as the exclusive financial advisor to Traffic Builders, Inc. and its owners. Allston performed an Analysis of Value and prepared the Company for the sale process. Additionally, Allston developed a comprehensive Confidential Information Memorandum presenting Traffic Builders’ operations, financial performance, capabilities, and growth opportunities. The firm also identified qualified strategic and financial buyers capable of completing the transaction.

Thereafter, Allston conducted a confidential and competitive sale process involving both strategic buyers and private equity groups. The process created competition while allowing the sellers to evaluate multiple potential transaction alternatives. Allston managed buyer communications, coordinated management discussions, and assisted the sellers throughout negotiations. The firm also worked alongside the sellers’ other professional advisors during due diligence and closing. As a result, Traffic Builders has transitioned to an established strategic buyer with complementary capabilities and substantial automotive industry experience. The transaction also provides GSM with additional resources, customers, and capabilities to support its continued growth.

ABOUT ALLSTON ADVISORY GROUP:

Allston Advisory Group is an independent mergers and acquisitions advisory firm serving privately held lower middle market companies. The firm provides mergers and acquisitions, business valuations, and exit strategies. Allston works closely with business owners to understand their objectives and prepare their companies for the transaction process. The firm then manages a disciplined and confidential sale process from initial preparation through closing.

For additional information on this transaction, please contact one of our advisors.

Allston Advisory Group is an experienced boutique M&A advisory firm providing a variety of services to lower middle market companies. See our footer for contact information.

(502) 742-2933
[email protected]
P.O. Box 21266, Louisville, KY 40221

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