Tag Archive for: LowerMiddleMarket

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: 

BRASCH CONSTRUCTORS, INC. HAS BEEN ACQUIRED BY A.L. POST, INC.

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ABOUT THE DEAL:

Brasch Constructors, Inc. (“Brasch” or the “Company”) has been acquired by A.L. Post, Inc. (“A.L. Post” or the “Buyer”).

Established in 1989 and headquartered in Louisville, Kentucky, Brasch is an experienced commercial construction company serving clients across multiple industries. The Company provides construction services ranging from site evaluation and preconstruction planning to new construction and design-build projects. Throughout its history, Brasch has developed extensive experience managing both large and small construction projects. The Company’s capabilities allow it to coordinate complex projects from initial planning through completion.

Established in 2001, A.L. Post, Inc. specializes in the engineering, design, and construction of commercial and industrial facilities. The company is also headquartered in Louisville, Kentucky. A.L. Post has completed projects across numerous states and serves clients with diverse construction requirements. Its portfolio includes historic, medical, dental, faith-based, commercial, and industrial projects. Furthermore, A.L. Post brings engineering, design, and construction capabilities together within an integrated approach to project delivery. These capabilities complement Brasch’s established construction experience and presence in the Louisville market.

The acquisition combines two Louisville-based construction companies with complementary experience and capabilities. Moreover, the transaction creates opportunities to leverage their combined resources, industry knowledge, and construction expertise.

Allston Advisory Group served as the exclusive financial advisor to Brasch Constructors, Inc. and its owner. Allston performed a valuation assessment and helped prepare the Company for the transaction process. Additionally, Allston developed and managed a confidential sale process on behalf of the sellers. The firm coordinated communications between the parties and assisted the sellers throughout the negotiations. As the transaction progressed, Allston assisted with due diligence and worked alongside the seller’s other professional advisors. The firm also helped address transaction issues and maintain momentum through closing. The successful transaction provided Brasch’s owners with an exit while transitioning the Company to an experienced industry buyer. Importantly, the combination positioned the business within an established construction organization with complementary capabilities and resources.

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 planning services to privately held companies across diverse industries. 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.

U.S. NUT AND BOLTS HAS BEEN ACQUIRED BY BOLTS & NUTS CORP

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ABOUT THE TRANSACTION:

U.S. Nut and Bolts (the “Company”) has been acquired by Bolts & Nuts Corporation (“Bolts & Nuts” or the “Buyer”).

Headquartered in Louisville, Kentucky, U.S. Nut and Bolts operated as a full service distributor of fasteners and related products. For nearly ten years, the Company has served customers throughout the commercial, industrial and manufacturing sectors.

U.S. Nut and Bolts developed its business by providing customers with reliable access to essential fastener products. Additionally, its Louisville location provided an established presence within an important manufacturing and distribution market.

Bolts & Nuts began operations in Chattanooga, TN, in 1979 as a regional fastener distributor. Over time, the company expanded its capabilities, geographic reach, and customer base beyond its original regional footprint.

The acquisition of U.S. Nut and Bolts represented another step in the Buyer’s continued expansion. Furthermore, the Louisville location complemented its existing operations and facility in Danville, Kentucky. Through the acquisition, Bolts & Nuts strengthened its ability to serve manufacturers and original equipment manufacturers throughout the region. The transaction also expanded its presence across Kentucky, southern Indiana, and Ohio.

Randy Crowdis, CEO of U.S. Nuts and Bolts, said, “In combining with Bolts & Nuts, our team acquires the advantages of global scale while marrying up with a company whose core values are focused on delivering value to our four key stakeholders: customers, team members, community, and suppliers.”

Allston Advisory Group served as the exclusive financial advisor to U.S. Nut and Bolts and its owner. Allston performed an Analysis of Value and prepared a comprehensive Confidential Information Memorandum. Additionally, Allston developed and managed a confidential sale process designed to identify qualified prospective buyers. The firm coordinated buyer communications, assisted with negotiations, and supported the seller throughout due diligence.

Allston also worked alongside the seller’s other professional advisors as the transaction progressed toward closing. Ultimately, the transaction provided liquidity to the owner while transitioning the Company to an established, high-growth, and well-capitalized strategic buyer.

ABOUT ALLSTON ADVISORY GROUP:

Allston Advisory Group is an independent mergers and acquisitions advisory firm serving lower middle market businesses through the United States. The firm provides sell-side advisory, business valuations, and exit planning services to privately held companies across diverse industries. 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:

Private Capital Markets: Is Now the Time to Sell?

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The private capital markets are experiencing strong transaction activity, favorable valuations, and significant demand for quality middle market companies. For business owners considering an exit, current conditions deserve careful attention. Robert T. Slee, an investment banker and influential author, examines private market cycles in Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests. Slee’s research suggests that U.S. private markets operate within approximately ten-year transfer cycles.

According to this framework, the market currently favors sellers. Strong earnings, available financing, and significant buyer demand continue to support attractive valuations for quality businesses. However, favorable market conditions rarely continue indefinitely. Slee’s market-cycle analysis suggests this seller’s market may begin weakening toward the end of 2017. Thereafter, the market could enter a period of uncertainty through approximately 2020. The framework anticipates a buyer’s market following that neutral period. Under this scenario, weaker conditions could continue through approximately 2023 before the cycle begins strengthening again.

Meanwhile, several factors continue supporting today’s active M&A environment.

Private equity groups maintain substantial capital (“dry powder”) available for acquisitions and continue pursuing quality companies. In particular, they seek businesses with sustainable cash flows, strong management teams, defensible market positions, and meaningful growth opportunities. At the same time, strategic buyers continue using acquisitions to supplement organic growth. Acquisitions may provide immediate access to customers, geographic markets, products, technologies, employees, and other strategic capabilities. Demographic trends create another important consideration within the private capital markets. A significant population of middle market business owners are approaching traditional retirement age. Consequently, more owners may pursue liquidity and succession strategies during the coming years.

An increasing supply of businesses for sale could eventually affect market dynamics. More sellers competing for buyer attention may place pressure on valuations, particularly if economic conditions or financing markets weaken. For business owners, these trends reinforce the importance of early exit planning. Preparing a company for sale may require several years of deliberate work. Owners should strengthen earnings, develop management, diversify customers, improve financial reporting, and address identifiable business risks. They should also establish realistic valuation expectations and clearly define their personal and financial objectives.

No business owner can perfectly predict the next market cycle. Nevertheless, understanding conditions within the private capital markets will help owners make informed decisions about timing. For owners considering an exit within the next several years, 2016 provides an important opportunity to evaluate their alternatives. Early preparation creates flexibility and positions owners to act while market conditions remain favorable. Whether it’s selling to a private equity group, a strategic, or watching your “baby” flourish, Allston Advisory Group has the experience to assist you with the desired transaction for your business.

BURGER KING® FRANCHISEE HAS BEEN ACQUIRED BY CARROLS

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ABOUT THE TRANSACTION:

Carrols Restaurant Group, Inc. (“Carrols”) (Nasdaq: TAST) has acquired six BURGER KING® restaurants from a Western Kentucky franchisee (the “Seller”).

The Seller has owned and operated six BURGER KING® restaurants located throughout Kentucky and Indiana. Collectively, the restaurants employ nearly 180 people and serve an established customer base across their respective markets.

Over the last 30 years, the Seller has developed a successful restaurant operation and built an experienced workforce. Additionally, the business has established loyal customer relationships that support consistent operations across its six locations.

STRATEGIC RATIONALE FOR CARROLS:

Headquartered in Syracuse, New York, Carrols is the largest BURGER KING® franchisee in the United States. The company operates more than 700 restaurants across 16 states and has operated BURGER KING® restaurants since 1976.

Carrols has maintained an active acquisition strategy focused on expanding its restaurant portfolio. The company has pursued franchise acquisitions that complement its geographic footprint and established operating infrastructure. Notably, Carrols has acquired the franchisor’s right of first refusal across 20 states, including Kentucky and Indiana. This position has made Carrols a particularly relevant strategic buyer for the Seller’s restaurant portfolio.

The acquisition has expanded Carrols’ presence within Kentucky and Indiana. Moreover, the transaction provides opportunities to integrate the restaurants into Carrols’ established operating platform. Carrols also expects the acquired restaurants to benefit from its purchasing power, management infrastructure, and operating experience. These capabilities support the buyer’s objectives of capturing operational synergies and improving restaurant profitability.

ALLSTON ADVISORY GROUP’S ROLE:

Allston Advisory Group served as the exclusive financial advisor to the Seller. The firm performed an Analysis of Value for the restaurant portfolio and prepared a comprehensive Confidential Information Memorandum. Furthermore, Allston evaluated the market and identified prospective strategic and financial buyers for the restaurant holdings. Given Carrols’ acquisition strategy, Allston identified the company as a compelling strategic buyer for the portfolio.

Thereafter, Allston approached Carrols and managed the confidential sale process on behalf of the Seller. The firm coordinated communications, facilitated negotiations, and assisted the parties throughout due diligence. Ultimately, the transaction has accomplished the Seller’s objective of obtaining liquidity from his BURGER KING® restaurant holdings. Equally important, employees have transitioned to an established and well-capitalized restaurant operator.

As a result, the acquisition has supported Carrols’ continued geographic expansion and provides additional opportunities to capture operating efficiencies. The transaction represents a strategic combination that addresses the objectives of both buyer and seller.

ABOUT ALLSTON ADVISORY GROUP:

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 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.

NEWS SOURCES:

UP-RITE SYSTEMS, INC. HAS BEEN ACQUIRED BY FLETCHLINE, INC.

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ABOUT THE TRANSACTION:

Up-Rite Systems, Inc. (“Up-Rite” or the “Company”) has been acquired by Fletchline Inc. (“Fletchline” or the “Buyer”).

Established in 1993 and headquartered in Bardstown, Kentucky, Up-Rite is a nationwide material handling installation company. The Company specializes in the installation of pallet rack and related material handling equipment.

For more than two decades, Up-Rite has developed extensive experience serving customers throughout the United States. The Company has built its reputation by providing specialized installation services across a broad range of projects. Up-Rite’s nationwide capabilities have allowed the Company to support customers with material handling requirements across multiple geographic markets. Furthermore, its specialized workforce brings valuable experience to these complex installation projects.

STRATEGIC FIT WITH FLETCHLINE: 

Headquartered in Springfield, Tennessee, Fletchline specializes in conveyor system installation throughout the United States. The company has served customers across projects of varying sizes and complexity since 1988. Fletchline provides installation services for multiple conveyor systems used within distribution, manufacturing, and other material handling environments. Additionally, the company emphasizes workplace safety, quality, teamwork, and efficient project execution.

The acquisition brings together two companies with complementary capabilities within the material handling industry. Up-Rite specializes in rack installation, while Fletchline brings extensive experience installing conveyor systems. As a result, the combination broadens the range of installation services available to customers. The transaction also strengthens Fletchline’s capabilities within an increasingly integrated material handling marketplace.

Moreover, both companies bring nationwide installation experience and established customer relationships to the combined organization. Their complementary expertise creates opportunities to serve customers across a broader range of material handling projects. The transaction provides Up-Rite with the resources and capabilities of an established strategic buyer. At the same time, Fletchline expands its service capabilities through the addition of Up-Rite’s specialized rack installation expertise.

ALLSTON ADVISORY GROUP’S ROLE: 

Allston Advisory Group served as the exclusive financial advisor to Up-Rite Systems and its owners. Allston performed an Analysis of Value and prepared a comprehensive Confidential Information Memorandum. Thereafter, Allston developed and managed a confidential sale process designed to identify qualified prospective buyers. The firm evaluated potential strategic and financial buyers and coordinated communications throughout the process.

Allston also assisted the sellers with negotiations and worked alongside their other professional advisors. During due diligence, Allston coordinated information requests and helped address transaction matters as they arose. The transaction successfully transitioned Up-Rite to an experienced strategic buyer with complementary capabilities. Furthermore, the combination positions both organizations to pursue additional opportunities with the material handling industry.

ABOUT ALLSTON ADVISORY GROUP:

Allston Advisory Group is an experienced mergers and acquisitions advisory firm serving privately held lower middle market companies. The firm provides mergers & 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.

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.

NACVA’S 2015 40 UNDER 40 HONOREES!

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Allston Advisory Group is pleased to announce that Senior Managing Director Nolan K. Kapp has received national professional recognition. Specifically, the National Association of Certified Valuators and Analysts, (“NACVA”) has selected Kapp as a 2015 NACVA 40 Under 40 Honoree.

NACVA recognizes emerging leaders throughout the business valuation and financial consulting professions. The program identifies professionals who demonstrate achievement, leadership, professional expertise, and a commitment to advancing their respective fields.

In particular, the NACVA 40 Under 40 program highlights professionals who have established themselves as emerging leaders before the age of 40. Honorees represent different areas within valuation, financial consulting, litigation support, accounting, mergers and acquisitions, and related advisory services.

ABOUT NOLAN K. KAPP

Kapp serves as Senior Managing Director of Allston Advisory Group, an independent mergers and acquisitions advisory firm. In this capacity, he advises privately held companies on mergers and acquisitions, business valuations, and exit strategies. At Allston, Kapp works closely with business owners preparing for significant financial and ownership transitions. His responsibilities include financial analysis, business valuation, transaction preparation, buyer identification, negotiations, due diligence, and transaction execution. Beyond technical expertise, successful advisory work requires an understanding of each business owner’s individual objectives. Accordingly, Kapp focuses on developing transaction strategies that reflect both financial considerations and the owner’s broader goals.

ABOUT ALLSTON ADVISORY GROUP:

At the same time, the recognition reflects Allston Advisory Group’s commitment to providing disciplined financial and transaction advisory services. The firm serves privately held, lower middle market companies across numerous industries throughout the United States.

Notably, NACVA and the Consultants’ Training Institute emphasize professional excellence, technical quality, leadership, and innovation within the financial consulting profession. Through these efforts, the organizations bring together professionals from across the valuation and advisory communities. Throughout 2015, NACVA will recognize the honorees through several of its professional publications and communications. Among them, featured outlets will include The Value Examiner, QuickReadBuzz, Association News, and other NACVA distributions.

Taken together, NACVA 40 Under 40 recognition represents a significant professional achievement for Kapp and Allston Advisory Group. Moreover, it reinforces the firm’s continued commitment to serving business owners through complex valuation and M&A decisions.

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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