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案例分析

Case Study: Private Placement
Client: Neuro Resource Group (“NRG”)
Situation: NRG is a next-generation medical device company committed to non-invasive solutions for sport and post-op rehab, and chronic pain.
Transaction Strategy: CB Capital Partners' investment bankers played an integral role in the successful financing of NRG. The financing process included:
  • Preparing a confidential private placement memorandum and assessing valuation
  • Contacting interested accredited and institutional investors
  • Soliciting indications of interest
  • Requesting Letters of Intent from a limited number of investors
  • Coordinating a due diligence process
  • Evaluating the proposals and renegotiating with the investor groups culminating in a syndicated financing.
Result: The syndication invested $10 million of aggregate funding into NRG at a favorable per share valuation.
Value to Client: The Management team of NRG was able to focus on the continuation of the Company's new product development and clinical trials while the investment bankers were able to manage the financing in line with the objectives of the Company and its shareholders.
Case Study: Sale of Company
Client: Boyd Coddington Wheels, Inc. (“Boyd Coddington Wheels”)
Situation: Boyd Coddington Wheels is a manufacturer and international distributor of automotive aftermarket wheels and accessories.
Transaction Strategy:

CB Capital Partners' investment bankers played an integral role in the successful sale of Boyd Coddington Wheels Inc. to American Racing. The divestiture process included:

  • Preparing a confidential sale memorandum and assessing valuation;
  • Contacting interested parties;
  • Soliciting indications of interest;
  • Requesting Letters of Intent from a limited number of interested parties;
  • Coordinating a due diligence process;
  • Evaluating and renegotiating the proposals and aiding in the selection of the preferred bidder, American Racing.
Result: American Racing bought Boyd Coddington Wheels, after its selection as the preferred bidder.
Value to Client: The Management team of Boyd Coddington Wheels was able to focus on operating the business while the investment bankers were able to maximize the value of the division through a controlled sale process while achieving the objectives of the Company and its owner Boyd Coddington.
Case Study: Acquisition of Company
Client: Snapware Corporation (“Snapware”)
Situation: Snapware is a leading branded manufacturer and international distributor of home storage solutions who was looking to grow via strategic acquisition.
Transaction Strategy: CB Capital Partners' investment bankers played an integral role in the successful acquisition of CalMold, Inc. The acquisition process included:
  • Preparing an itemized list of potential acquisition candidates
  • Contacting interested acquisition candidates (veiled merger)
  • Soliciting indications of interest and valuation ranges;
  • Finalized acquisition list and focused on CalMold
  • Coordinating a due diligence process
Evaluating and renegotiating the merger and aiding in closing.
Result: Snapware acquired CalMold, after its selection as best to deliver sustained growth while offering a suitable transition timetable.
Value to Client: The Management team of Snapware was able to achieve the operating growth strategies of Snapware while the investment bankers were able to achieve the acquisition through a controlled acquisition process managed by CB Capital.
Case Study: Public Placement
Client: Fortune Diversified Industries, Inc. (“FFI”)
Situation: FFI owns and operates businesses categorized in three operating segments, Wireless Telecommunication Infrastructure, Ultraviolet Ink and Electronics Integration, and Human Resource Solutions.
Transaction Strategy:

CB Capital Partners played an integral role in the successful placement of $7.5 million of convertible debt for FFI. The $7.5 million placement was integral to the continued growth of FFI. The placement process included:

  • Preparing a confidential private placement memorandum and assessing valuation
  • Contacting interested institutional investors
  • Soliciting indications of interest
  • Requesting Letters of Intent from a limited number of investors
  • Coordinating a due diligence process
  • Evaluating the proposals and renegotiating with the preferred investor (Laurus Funds) to gain favorable terms for FFI
Result: Laurus Funds invested in FFI, after its selection as the preferred investor.
Value to Client: The Management team of FFI was able to focus on operating the business while the investment bankers were able to maximize the value of the business through a controlled placement process while achieving the objectives of the Company and its shareholders.
Case Study: Fairness Opinion
Client: Black, Starr & Frost, Inc. (“BSF”)
Situation: BSF is a 195 year - old leading prestige jewelry retailer located in Southern California that was considering a strategic sale of the Company due to a change of control situation.
Transaction Strategy: CB Capital Partners conducted a fairness opinion for the owners of BSF. This process included:
  • Conducting detailed due diligence
  • Assessing current state of market regarding a sale transaction
  • Performing a comparable company analysis
  • Evaluating similar historical sale transactions
  • Conducting a discounted cash flow analysis
  • Issued fairness opinion in writing and presented to Board of Directors.
Result: The fairness opinion from CB Capital allowed the management of BSF to gain an accurate understanding of the current value of business and decide upon strategic sale of the Company.
Value to Client: The Management team of BSF was able to determine on operating the business while the investment bankers were able to accurately assess the value of the business.
Case Study: Debt Financing
Client: Georgiou Studio (“GS”)
Situation: Georgiou is an established branded retailer of female high fashion looking for additional debt financing.
Transaction Strategy: CB Capital Partners arranged for a lender to provide a term sheet for a bridge/debt facility primarily based upon real estate.
Result: The amount of the term sheet was considerably greater than the amount that the client initially requested. In addition, the lender was willing to work with GS to reduce specific items that were important to GS such as the elimination of a prepayment penalty under certain circumstances.
Value to Client: Georgiou quickly received a term sheet which would satisfy many of its working capital needs and enable the Company to grow in a cost-effective manner.

In addition to the above-mentioned example, CB Capital has also had success in securing other bridge/debt facilities based upon other assets such as foreign receivables.