Transactions: Financial Advisory
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 (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 (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. (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.
| 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. (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. (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.
| 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. (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. (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 (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. (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 (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. (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. (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. (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 (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 |
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