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Transactions: Financial Advisory

 

AAON, Inc.

AAON, Inc.

Company Description: Manufacturer of heating and cooling equipment to the commercial and industrial construction markets
Transaction: Adoption of shareholder rights plan
Transaction Value: N/A
Our Role: Served as advisor to the Board of Directors
Quest Education Corporation

Quest Education Corporation (formerly, Nasdaq: QEDC)

Company Description: Provider of career oriented postsecondary education
Transaction: Adoption of shareholder rights plan
Transaction Value: N/A
Our Role: Served as advisor to the Board of Directors
Cooker Restaurant Corporation

Cooker Restaurant Corporation (formerly, NYSE: CGR)

Company Description: Owner/operator/franchisor of casual dining restaurants
Transaction: Adoption of shareholder rights plan
Transaction Value: N/A
Our Role: Served as advisor to the company
Mexican Restaurants, Inc.

Mexican Restaurants, Inc. (Nasdaq: CASA)

Company Description: Owner/operator/franchisor of Mexican-theme restaurants
Transaction: Review of strategic alternatives
Transaction Value: N/A
Our Role: Served as advisor to the company
Surgis, Inc.

Surgis, Inc.

Company Description: Operator of outpatient ambulatory surgery centers
Transaction: Review of various strategic initiatives
Transaction Value: N/A
Our Role: Served as advisor to the company
ShoLodge, Inc.

ShoLodge, Inc. (formerly, Nasdaq: LODG)

Company Description: Franchisor/operator of lodging facilities and related reservation services and commercial construction
Transaction: Balance sheet restructuring involving an exchange offer and consent solicitation of public notes
Transaction Value: $54 million
Our Role: Served as advisor to the company
Kitty Hawk, Inc.

Kitty Hawk, Inc. (AMEX: KHK)

Company Description: Provider of air freight services in the U.S. and Canada
Transaction: Adoption of shareholder rights plan
Transaction Value: N/A
Our Role: Served as advisor to the Board of Directors
SHC Services, Inc.

SHC Services, Inc.

Company Description: Healthcare staffing company
Transaction: Valuation services
Transaction Value: N/A
Our Role: Served as advisor to the Board of Directors
Youth Services International, Inc.

Youth Services International, Inc. (formerly, Nasdaq: YSII)

Company Description: Leading national provider of private educational, developmental and rehabilitative programs for youth
Transaction: Merger with Correctional Services Corporation (Nasdaq: CSCQ)
Transaction Value: $60 million
Our Role: Served as advisor and rendered a fairness opinion
CKE Restaurants, Inc.

CKE Restaurants, Inc. (NYSE: CKR)

Company Description: Owner/operator/franchisor of quick service restaurants, including Carl’s Jr., Green Burrito, La Salsa, and Hardee’s
Transaction: Divestiture of company-owned restaurants
Transaction Value: Undisclosed
Our Role: Rendered a fairness opinion to the Special Committee
CORT Business Services Corporation

CORT Business Services Corporation (formerly, NYSE: CBZ)

Company Description: Leading national provider of rental furniture and accessories
Transaction: Sale of company to Wesco Financial Corporation (AMEX: WSC), an affiliate of Berkshire Hathaway, Inc.
Transaction Value: $470 million
Our Role: Served as advisor and rendered a fairness opinion
Service Experts, Inc.

Service Experts, Inc. (formerly, NYSE: SVE)

Company Description: Leading provider of residential HVAC services and replacement equipment
Transaction: Sell of company to Lennox International, Inc. (NYSE: LII)
Transaction Value: $300 million
Our Role: Served as co-advisor and rendered a fairness opinion
BI Incorporated

BI Incorporated (formerly, Nasdaq: BIAC)

Company Description: Leading manufacturer and provider of electronic monitoring equipment and services to the criminal justice market
Transaction: Sale of company to Kohlberg & Co. in a going private transaction
Transaction Value: $85 million
Our Role: Served as advisor and rendered a fairness opinion to the Special Committee
Digital Biometrics, Inc.

Digital Biometrics, Inc. (formerly, Nasdaq: DBII; since acquired by Identix Inc.)

Company Description: Leading provider of identification information systems that employ biometric technology
Transaction: Acquisition of Visionics Corporation
Transaction Value: $45 million
Our Role: Served as advisor and rendered a fairness opinion
Tumbleweed, Inc.

Tumbleweed, Inc. (formerly, Nasdaq: TWED)

Company Description: Owner/operator/franchisor of casual dining restaurants
Transaction: Going private transaction
Transaction Value: $27 million
Our Role: Served as advisor and rendered a fairness opinion to the Special Committee
SCB Computer Technology, Inc.

SCB Computer Technology, Inc. (formerly, Nasdaq: SCBI)

Company Description: Provider of IT services to commercial and governmental clients
Transaction: Sale of company to Ciber, Inc. (NYSE: CBR)
Transaction Value: $90 million
Our Role: Served as co-advisor and rendered a fairness opinion
Smartdisk Corporation

Smartdisk Corporation (Formerly, Nasdaq: SMDK)

Company Description: Provider of consumer portable, network and multimedia storage products
Transaction: PIPE (private investment in public equity) by existing shareholder
Transaction Value: $2.4 million
Our Role: Rendered a fairness opinion to the Special Committee