Client
Business
Transaction
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses.
Type: M&A, Acquisition
Details: Acquisition of Lens Express and Lens 1st
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses.
Type: Public Equity Offering
Details: Lead Managed IPO

All Wound Up

Cleveland, OH

Retails and markets interactive toys and novelty merchandise.

Type: M&A, Sale

Details: Sold to Borders Group (Ann Arbor, MI)

American Architectural Products
Boardman, OH

Taylor Door Subsidiary
West Branch, MI
Manufactures Perma-Door and Taylor Door steel entry doors and Taylor garage doors.
Type: M&A, Sale
Details: Sold to INC Industries (Lodi, NJ)
American Architectural Products
Boardman, OH
Produces aluminum, vinyl, and wood-clad windows, steel security screen doors, entry doors, and related products.
Type: Debt Offering
Details: Lead managed high-yield debt offering
American Consumer Products
Mayfield, OH
Distributes keys, knives, gloves, and house numbers to hardware retailers.
Type: M&A, Sale
Details: Sold to Vista 2000 (Roswell, GA)
American Consumer Products
Mayfield, OH
 
Sharon Fastener Subsidiary
Milford, MA
Distributes fasteners to hardware retailers.
Type: M&A, Sale
Details: Sold to Pawtucket Fasteners LP (Pawtucket, RI)
American Greetings
Brooklyn, OH
Designs, manufactures, markets, and sells seasonal and everyday greeting cards and other social expression products.
Type: Debt Offering
Details: Co-managed debt offering

Applica Consumer Products (formerly Windmere Durable Holdings) 

Miramar, FL

Designs, markets, and distributes small kitchen appliances

Type: M&A, Sale

Details: Sold its 50% interest in Salton-Maxim to the other 50% owners of Salton-Maxim

Art Works

Baltimore, MD

Sells art and posters.

Type: M&A, Sale

Details: Sold to Hadley House (Minneapolis, MN)

AtomicBox Logistics

Aurora, OH

Offers third party logistics services, primarily to consumer and commercial product companies. 

Type: M&A, Sale

Details: Sold to CaseStack (Santa Monica, CA)

Baldwin Piano
Cincinnati, OH
Manufactures and distributes musical instruments.
Type: Financial Advisory
Details: Shareholder Rights Plan
Bettcher Industries
Vermilion, OH
 
Wizard Division
Vermillion, OH

Manufactures patented safety gloves.
Type: M&A, Sale
Details: Sold to Wells Lamont (Chicago, IL)

Bevcorp Industries

Willoughby, OH

Provides can and bottle fillers, blenders, crowners, cappers, steamers, handling equipment, rinsers, refrigeration equipment, and deaeration systems for the beverage industry.

Type: M&A, Sale

Details: Sold to Itochu (Tokyo, Japan)

Brass Eagle
Bentonville, AR

Manufactures, markets, and distributes paintball and extreme sports products.
Type: Financial Advisory
Details: Financial advisor in review of strategic alternatives
Brass Eagle
Bentonville, AR

Manufactures, markets, and distributes paintball and extreme sports products.
Type: Public Equity Offering
Details: Lead managed IPO
Buckeye Sports Supply
Canton, OH
Distributes outdoor sporting goods, primarily for hunting and fishing.
Type: M&A, Sale, Restructuring
Details: Sold to Acusport (Bellefontaine, OH) in Chapter 11 bankruptcy proceeding

Buffalo Wild Wings

Minneapolis, MN

Owns, operates, and franchises restaurants.

Type: Private Equity Offering

Details: Equity private placement

Century Foods International

LaCross, WI

Designs, processes, and distributes whey protein products for the sports nutrition industry.

Type: M&A, Sale

Details: Sold to Hormel Foods (Austin, MN)

Cleveland Indians
Cleveland, OH
Professional baseball team.
Type: M&A, Sale
Details: Sold to Dolan Family (Cleveland, OH)
Cleveland Indians
Cleveland, OH

Professional baseball team.
Type: Public Equity Offering
Details: Lead Managed IPO
Cleveland Lumberjacks
Cleveland, OH
Professional hockey team.
Type: M&A, Sale
Details: Sold to Hank Kassigkeit (Cleveland, OH)
Cole National
Twinsburg, OH
Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered.
Type: Financial Advisory
Details: Financial advisor in shareholder issue
Cole National
Twinsburg, OH
Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered.
Type: Public Equity Offering
Details: Lead managed follow-on offering


Cole National
Twinsburg, OH

Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered.
Type: Debt Offering
Details: Co-managed high-yield debt offering
Cole National
Twinsburg, OH
Provides optical products and services and personalized gifts, under brands such as Pearle Vision and Things Remembered.
Type: Financial Advisory
Details: Shareholder Rights Plan

Complient

Cleveland, OH

Provides automated external defibrillators (AED) and cardiopulmonary resuscitation (CPR) training and AED program management.

Type: Private Equity Offering

Details: Equity private placement

Consolidated Stores

Columbus, OH

Operates as a value-specialty retailer.

Type: Private Equity Offering

Details: Co-managed follow-on offering

CPR Prompt

Solon, OH

Provides automated external defibrillators (AED) and cardiopulmonary resuscitation (CPR) training and AED program management

Type: Private Equity Offering

Details: Equity private placement


Cumberland Gap
Middlesboro, KY

Produces hams, sausages, and other specialty packaged meats.
Type: M&A, Sale
Details: Sold to Smithfield Foods (Smithfield, VA)
Direct Focus (nka: Nautilus)
Vancouver, WA
Markets fitness and healthy lifestyle products.
Type: M&A, Acquisition
Details: Acquisition of StairMaster Sports/Medical (Kirkland, WA)

D'Lisi Food Systems

Rochester, NY

Manufactures prepared food products.

Type: Financial Advisory

Details: Financial advisor in debt placement

Dots
Cleveland, OH
Sells extreme value fashion apparel and accessories for women.
Type: M&A, Sale
Details: M&A redemption of 49% shareholder
Dots
Cleveland, OH
Sells extreme value fashion apparel and accessories for women.
Type: Financial Advisory
Details: Financial advisor in review of strategic alternatives
Dots
Cleveland, OH
Sells extreme value fashion apparel and accessories for women.
Type: M&A, Sale
Details: Sold to William Blair Capital Partners and Sawdust (Chicago, IL)

Elder-Beerman Stores
Dayton, OH

Bee-Gee Shoe Subsidiary
Dayton, OH

Manufactures and sells shoes.
Type: M&A, Sale
Details: Sold to Jam Shoe Concepts (Dayton, OH)
Elder-Beerman Stores
Dayton, OH
Operates as an independent department store chain that offers branded merchandise.

Type: Public Equity Offering

Details: Lead Managed IPO

Elder-Beerman Stores
Dayton, OH
Operates as an independent department store chain that offers branded merchandise.

Type: M&A, Acquisition

Details: Acquisition of Stone & Thomas (Wheeling, WV)

Elder-Beerman Stores
Dayton, OH
Operates as an independent department store chain that offers branded merchandise.

Type: Financial Advisory

Details: Financial advisor to equity holders in Chapter 11 reorganization

F. Schumacher
New York, NY

 Waverly Home Fashions Division
New York, NY
Offers fabrics, wallpaper, and a multitude of coordinated home fashions under the Waverly home furnishings brand.
Type: M&A, Sale
Details: Sold to Ellery Homestyles (New York, NY)

Ferro Corporation

(Certain Fluid Logic Assets)

Mayfield Heights, OH

Supplies technology-based performance materials to the global market.

Type: M&A, Sale

​Details: Sold to LaPel Solutions (Vancouver, WA)

Ferro Corporation
Mayfield Heights, OH
Supplies technology-based performance materials to the global market.

Type: M&A, Acquisition

Details: Acquisition of Nubiola Pigmentos (Barcelona, Spain)

Ferro Corporation

Mayfield Heights, OH

Supplies technology-based performance materials to the global market.

Tyep: M&A, Acquisition

​Details: Acquisition of TherMark Holdings, Inc. (Irvine, CA)

Finish Line

Indianapolis, IN

Sells athletic casual footwear, apparel, and accessories for men, women, and kids.  

Type: Financial Advisory

​Detail: Financial advisor in possible acquisition

Flour City Bagels

Rochester, NY

Operates as a franchisee of Bruegger's Bagels.

Type: Financial Advisory

Details: Financial advisor in restructuring and debt placement

FTD
Downers Grove, IL

Provides floral and specialty gift products and services to consumers and retail florists.
Type: Financial Advisory
Details: Fairness Opinion

Harry London Candies

North Canton, OH

Produces high quality chocolates, mints, buckeyes, and joys. 

Type: Financial Advisory

Details: Financial advisor in restructuring

Herman Miller
Zeeland, MI

Designs and manufactures home, office, and healthcare furnishings and provides related services.
Type: Debt Offering
Details: Co-managed debt offering

High Liner Foods

Halifax, Nova Scotia, Canada

Processes branded and private label frozen foods.

Type: Financial Advisory

Details: Financial advisor in review of strategic alternatives.

HON Industries
Muscatine, IA
Manufactures and markets business furniture, work space accessories, and fireplaces.
Type: Public Equity Offering
Details: Co-managed secondary offering

Horizon Organic
Boulder, CO
Dairy Assets

Processes and markets branded organic milk and other dairy products.
Type: M&A, Sale
Details: Sold to Dean Foods (Dallas, TX)

I&K Distributors

Delphos, OH

Manufactures, sells, and distributes branded and private label potato salads and other foods.

Type: M&A, Sale

Details: Sold to SCIS Food Services, nka Chef Solutions (Wheeling, IL)

Intellitecs
Cincinnati, OH
Manufactures women's hygiene products.
Type: Private Equity Offering
Details: Equity private placement
Jasco International
Rochester, NY
Provides professional photographic printing services.
Type: M&A, Acquisition
Details: Acquisition of Burrell Professional Labs,
an Eastman Kodak Company (Indianapolis, IN)

Jo-Ann Stores

Hudson, OH

Operates as a specialty fabric and craft retailer.

Type: Debt Offering

Details: Financial advisor in debt offering

Jo-Ann Stores

Hudson, OH

Operates as a specialty fabric and craft retailer.

Type: M&A, Acquisition

Details: Acquisition of House of Fabrics (Los Angeles, CA)

Johnson Oil Company

Bloomington, IN

Owns and operates convenience stores that offer gasoline and grocery products. 

Type: M&A, Sale

Details: Sold to Couche-Tard (Laval, Quebec, Canada)

Lancaster Colony
Columbus, OH
 
Indiana Glass Company and E.O. Brody Company Divisions
Cincinnati, OH
Manufactures tabletop and decorative glassware containers for the retail, private label, candle, and floral markets.
Type: M&A, Sale
Details: Sold to Monomoy Capital Partners (New York, NY)
L.L.Bean
Freeport, ME
Markets outdoor and leisure apparel and accessories via catalogues and website.
Type: Debt Offering
Details: Debt private placement

Max & Erma's

Columbus, OH

Owns, operates, and franchises restaurants. 

Type: Debt Offering

Details: Debt private placement

OfficeMax
Shaker Heights, OH
Markets and sells office supplies, furniture, and technology.
Type: Financial Advisory
Details: Financial advisor in creation of officemax.com
OfficeMax
Shaker Heights, OH
Markets and sells office supplies, furniture, and technology.
Type: Public Equity Offering
Details: Co-managed follow-on offering

Penton Media

Cleveland, OH

Provides various print and online products, such as targeted publications, websites, exhibitions, email newsletters, trade shows, and data products. 

Type: Shareholder Rights Plan

Phantom Fireworks
Youngstown, OH
Retails and distributes consumer fireworks.
Type: Financial Advisory
Details: Raised capital from Main Street Capital (Houston, TX)
Progressive Furniture
Swanton, OH
Manufactures, imports, and markets moderately-priced household wood furniture.
Type: M&A, Sale
Details: Sold to Sauder Woodworking (Archbold, OH)
Rainbow Rentals
Canfield, OH

Rents and sells home electronics, furniture, appliances, and computers to the general public.

Type: M&A, Sale
Details: Sold to Rent-A-Center (Plano, TX)
Rockford-Fosgate
Tempe, AZ
Manufactures aftermarket and OEM car audio and in-car entertainment products and accessories, and personal electronics such as earphones.
Type: Public Equity Offering
Details: Co-managed IPO
Royal Appliance
Glenwillow, OH
Manufactures and markets handheld and upright floor cleaners and replacement parts.
Type: M&A, Sale
Details: Sold to Techtronic Industries (Tsuen Wan, Hong Kong)
Royal Appliance
Glenwillow, OH
Telezapper Division

Provides in-home anti-telemarketing services.

Type: M&A, Sale
Details: Sold to VTech Holdings (Tsuen Wan, Hong Kong)

Sandridge Foods

Medina, OH

Manufactures refrigerated prepared foods.  

Type: Financial Advisory

Details:Financial advisor in possible acquisition

SMED International
Calgary, Alberta, Canada
Manufactures modular office furniture.
Type: Public Equity Offering
Details: Co-managed IPO

Smith & Wollensky Restaurant Group

New York, NY

Develops, owns, and operates a chain of steakhouse restaurants.

Type: Public Equity Offering

Details: Co-managed IPO

Spartan Stores
Grand Rapids, MI
L.L./Jiroch and J.F. Walker Subsidiaries
Distributes products to convenience stores
Type: M&A, Sale
Details: Sold to H.T. Hackney (Knoxville, TN)
Spartan Stores
Grand Rapids, MI
Distributes products to convenience stores.
Type: M&A, Acquisition
Details: Acquisition of Seaway Food Town (Maumee, OH)
Steelcase
Grand Rapids, MI
Markets and sells office furniture.
Type: Financial Advisory
Details: Financial advisor to Wege family in IPO
Stylin' Concepts
Cleveland, OH
Distributes and sells truck accessories, SUV accessories, and performance parts.
Type: M&A, Sale
Details: Sold to Riverside Company (Cleveland, OH)

SUPERVALU

Eden Prairie, MN

Operates as a grocery retailer.

Type: Debt Offering

Details: Co-managed debt offering

The Finish Line
Indianapolis, IN
Sells athletic casual footwear, apparel, and accessories for men, women, and kids.
Type: Financial Advisory
Details: Financial advisor in possible acquisition
Tomlinson
Cleveland, OH
Provides equipment and components for the global food and beverage sector
Type: M&A, Sale
Details: Sold to Crown Brands, LLC, a portfolio company of Centre Lane Partners (Lincolnshire, IL)

Universal Electronics
Cypress, CA
Designs and develops solutions that enable consumers to control entertainment devices, digital media, and home systems.
Type: Financial Advisory
Details: Shareholder Rights Plan

Value City Furniture

Columbus, OH

Designs, manufactures, sells, and delivers value-priced furniture. 

Type: Fairness Opinion

Detals: Fairness Opinion

Vista Eyecare

Lawrenceville, GA

Provides professional eye care services and products to correct and promote optimum visual function and ocular health.

Type: Financial Advisory

Details: Financial advisor in Chapter 11 reorganization

Wild Oats Markets

Boulder, CO

Owns and operates natural foods supermarkets. 

Type: Financial Advisor

Details: Financial advisor in review of strategic alternatives

Yonanas Consumer Retail Division of Healthy Foods, LLC

Cleveland, OH

Revolutionary consumer brand that enables consumers to enjoy the taste and feel of soft serve ice cream using only 100% real fruit without fat, dairy, or added sugar

Type: M&A, Sale

Details: Sold to The Legacy Companies (Weston, FL)




Consumer Products