Recent Transactions & Experience

 Successfully marketed and sold a +$26MM Revenue, $6.0MM Adj, EBITDA IT Infrastructure Professional Service company. Client also had a software app that was negotiated with the sale. 

Company focused on long-term project driven activities. MRR was below 25%. 

Sold to a PE owned IT platform company for $34.0MM (+) gross purchase price. 5.7X TTM Adjusted EBITDA.

Successfully closed on an add-on acquisition for a PE backed IT network design, build and deploy company for a gross purchase price of $16.7 million.

Add-on acquisition gave the client a leading national position in a targeted end-use vertical. 

 Successfully marketed and sold a +$4.5M Revenue, negative EBITDA, IT Managed Service Company (MSP) divested by a large Professional Service Company.

Parent saw their MSP as no longer strategic to its core business after growing it organically for 3 years. It was a drain of capital away from other strategic initiatives.

This spinoff company was sold to a strategic buyer as an add-on investment for $4.0MM gross purchase price for9X TTM Rev. 

Engaged by a NY Private Equity firm to assist their Platform CEO in acquiring add-on investments in a roll-up for their IT Managed Service Company (MSP). 

Closed the first add-on MSP (1.0X Revenue). Owner was looking to withdrawal form the business and client viewed it as a “Customer List” opportunity.

Engaged by a NY Private Equity firm to assist their Platform CEO in acquiring add-on investments in a roll-up for their IT Managed Service Company (MSP). 

Closed the second MSP, add-on acquisition (7.0X TTM EBITDA, 1.14X TTM Revenue).  Client saw this as an opportunity for geographic expansion with a full-service, independent division with growth opportunities.  The owner had personal family issues and needed to exit.

Closed the first add-on MSP (1.0X Revenue). Owner was looking to withdrawal form

Successfully marketed and sold a SaaS KYC Business Information Platform 

Gross Sales price 5.5X revenues. VCs and investors felt that a strategic buyer with a large client base could scale the platform more quickly then organic growth

Lead investor was a Venture Capital fund

Sold in an all-cash deal to a Global Enterprise Strategic Buyer.

Successfully marketed and sold a SaaS KYC Business Information Platform 

Gross Sales price 5.5X revenues. VCs and investors felt that a strategic buyer with a large client base could scale the platform more quickly then organic growth

Lead investor was a Venture Capital fund

Sold in an all-cash deal to a Global Enterprise Strategic Buyer.

 Sold a VC backed Healthtech Company with heavy MRR component and breakeven EBITDA for +3X revenues to a major strategic buyer. 

Successfully facilitated a $3.0MM Series A Seed Round for a Fin Tech Merchant Payment Processing Company.

Successfully supported the sale of the Company to a strategic co-investor for $20.0MM. 

Engaged by a Strategic Buyer of hard asset transportation companies to identify and negotiate the acquisition of add-on investments in the Southeast.

Closed the first add-on acquisition. 

Columbiad Capital Advisors and our Associates have been involved in several Fin Tech start-ups/launch & sale of a Pay Card Firm and have held C-Level positions at a range of financial institutions

Restructured the entire debt portfolio for a financial service industry focused Professional Service Company. Resulted in significant free cash flow improvement and improved liquidity for the client (Q3 2019)

Restructured the secured and unsecured debt portfolio of a Leisure Activity/Retail Sales business, including forbearance agreements on existing debt obligations while supporting the operational turnaround strategy (Q4 2020).

Columbiad Capital Advisors negotiated and sold its minority interest in a successful Insurance Brokerage Agency (Q1 2019) and was able to stand-up and raise growth capital for its wholly owned, growing and profitable Mortgage Brokerage Business (Q2 2019).

Restructured the entire debt portfolio for a financial service industry focused Professional Service Company. Resulted in significant free cash flow improvement and improved liquidity for the client. 

Restructured the secured and unsecured debt portfolio of a Leisure Activity/Retail Sales business, including forbearance agreements on existing debt obligations while supporting the operational turnaround strategy.