News

Frank Michel, CEPA and Chad Byers Present to Philadelphia Bar Association's Mergers & Acquisitions Committee

Business Pre-Sale Planning Program

The Mergers & Acquisitions Committee will host the discussion "Preparing the Company for Sale - Pre-Sale Planning for a Successful Exit Transaction" on Wednesday, March 18. Speakers include Peter D. Cripps, Spector Gadon & Rosen, P.C., and Frank Michel and Chad Byers of Brandywine Mergers & Acquisitions, LLC, Malvern.

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Michel Receives EPI’s Prestigious CEPA Designation

By Press Release

November , 2008

CHICAGO, IL - The Exit Planning Institute is proud to announce that Frank Michel recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Insitute’s itntensive CEPA program.  Michael joins an exclusive group of fewer than 100 business advisors worldwide who have received this designation.

About The CEPA Program

The CEPA program was specifically designed for business advisors who work closely with owners of privately held companies.  Using an executive MBA style format, the program is designed around a central case study and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to concepts and to reinforce skills.  To receive the CEPA designation, Michel completed a rigorous 5 day program that involved approximately 100 hours of pre-course study, 30 hours of class room instruction, and successful completion of a 3 hour proctored examination. 

About The Exit Planning Institute

The Exit Planning Institute is the premier provider of learning, knowledge, and future-oriented research for exit planning professionals.  The Institute delivers innovative learning experiences, performance-enhancing resources, and strategic tools designed to advance the exit planning profession.

The Institute is made up of accountants, attorneys, financial advisors, investment bankers, valuation advisors, commercial lenders, insurance advisors, and management consultants in the United States, Canada, Hong Kong and the United Kingdom.  The common thread that unites these different professionals is their commitment to helping clients exit their companies successfully.  More information about the Institute can be found at

www.exit-planning.org

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Frank Michel joins the Exit Planning Institute

Frank Michel, Partner, of Brandywine Mergers & Acquisitions, LLC recently joined the Exit Planning Institute. The EPI is an association for advisors to privately owned companies who play key roles in developing and execuitng exit plans for ownership. The Institute conducts research, best practices, education, and certification for their advisors members.

From the EPI website - "Exit Planning Institute provides learning, knowledge, and future-oriented research for exit planning professionals in the United States and around the World."

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Brandywine M&A Announces Completed Transaction of Custom Home/Building Products Manufacturer

BMA's client, a custom designer and manufacturer home/building products has been acquired by a private investment company.   The transaction met several goals for our client providing liquidity of equity, a balancing of personal net worth, a path to retirement all the while allowing for a complete transition to new ownership. 

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Brandywine M&A Announces Completed Transaction of Delcard Associates, Inc.

Brandywine Mergers & Acquisitions, LLC is pleased to announce the acquisition of their client, Delcard Associates, Inc., to Comfort Systems (NYSE: FIX). Matt Coyne and Chad Byers served as consultants to the seller.

Comfort Systems issued the following press release:

Delcard Associates Inc., a Wilmington mechanical contractor, was purchased by Comfort Systems USA Inc. of Houston, Comfort Systems said yesterday.

The price was not disclosed. Comfort Systems, a commercial heating, ventilation and air conditioning contractor with 74 locations in 59 cities, said that privately held Delcard, which was founded in 1984, had revenue last year of about $45 million and would have contributed cash flow of at least $3.2 million had it been part of Comfort Systems in 2007.

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Brandywine M&A Announces Completed Transaction of GRG Technologies.

Brandywine Mergers & Acquisitions, LLC is pleased to announce the acquisition of their client, GRG Technologies, to a private investor. GRG Technologies, LLC of Malvern, PA manufacturers decorative building components for the commercial and institutional building markets.  Products are produced in fiberglass reinforced gypsum (GRG), cement (GFRC) and polyester resin (FRP) and include column covers, moldings, ceiling domes /vaults and other custom products.  GRG Technologies outstanding reputation make them a East Coast leader in the industry.  Douglas Blatchford is now the President and Robert Kidd, the seller, remains on staff as a consultant.

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Brandywine M&A Announces Completed Transaction of Tranzact, Inc.

Metalico,Inc. announced their acquisition of Tranzact, Inc., a client of Brandywine M&A. Tranzact, Inc is a specialty metals recycler specializing in molybdenum, tantalum and tungsten scrap. Tranzact generated sales of approximately $25 million during each of the two previous years. Tranzact focuses on effectively sourcing, sorting, certifying and assuring that scrap metal meets its quality control requirements and those of its consumers before metals are shipped. It principally generates scrap from world class industrial corporations located in the U.S. and abroad and sells to a diverse group of consumers. The company will continue to be operated by its existing management team, whose members have been retained by Metalico. William E. Zimmerman, the founder of Tranzact, will continue to be available as a consultant. Matt Coyne, Managing Partner of Brandywine M&A served the advisor to Transact.

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Articles

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Events

To register for any event listed please contact Chris Vondran at 610.408.0554

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Selling a Private Company &

Profitable Exit Planning

Expert Panel Q&A

Contact our offices (610.408.0554) for upcoming dates and locations

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