Retail

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 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

Art Works
Baltimore, MD
Sells art and posters.
Type: M&A, Sale
Details: Sold to Hadley House (Minneapolis, MN)
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
Consolidated Stores
Columbus, OH
Operates as a value-specialty retailer.
Type: Public Equity Offering
Details: Co-managed follow-on offering
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 Shoes 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

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 

FTD

Downer's Grove, IL

Provides floral and specialty gift products and services to consumers and retail florists.

​Type: Fairness Opinion

Details: Fairness opinion

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)
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
Phantom Fireworks
Youngstown, OH
Retails and distributes consumer fireworks.
Type: Financial Advisory
Details: Raised capital from Main Street Capital (Houston, TX)
Royal Appliance Glenwillow, OH
Manufactures and markets handheld and upright floor cleaners and replacement parts.

Type: M&A, Sale

Details: Sold to Techtronic Industries (Hong Kong, China)

Sandridge Foods Medina, OH
Manufactures refrigerated prepared foods for food service and retail customers.

Type: Financial Advisory

Details: Financial advisor in possible acquisition

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)
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.Details: Financial advisor in possible acquisition
Value City Furniture
Columbus, OH
Designs, manufactures, sells, and delivers value-priced furniture.
Type: Fairness Opinion
Details: 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 Advisory
Details: Financial advisor in review of strategic alternatives