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Track Record

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Track Record

Assignment Description Role Summary
Biotechnology Research Services ProviderSell-Side AdvisorThis privately owned biotechnology research services and products provider has retained JPBE to assist in reviewing strategic alternatives. JPBE is currently marketing the company for sale or merger with prospective strategic buyers.
Food Processing CompanyStrategic Growth ConsultingThis privately owned food processing company has retained JPBE to assist in the development and execution of its strategic plan.
Consulting and Materials CompanySell-Side AdvisorThis privately held contractor has retained JPBE to assist in the sale of certain non-core operations. JPBE identified potential buyers, assisted in negotiation and completed the divestment to a strategic buyer.
Electronics Manufacturing Services CompanySell-Side AdvisorA privately owned diversified industrial company has retained JPBE to assist in the disposition of certain "non-core" operations. As part of this engagement, JPBE is actively marketing for sale a provider of electronics manufacturing services.
Meteorology Instrument CompanySell-Side AdvisorA privately owned diversified industrial company has retained JPBE to assist in the disposition of “non-core” operations. As part of this engagement, JPBE is actively marketing for sale a manufacturer and marketer of meteorology instruments.
Telemetry and Advanced Technology Broadcast CompanyBuy-Side AdvisorSenior management of the company has retained JPBE to assist them in the management buyout of their division from its parent company.
Road and Bridge Construction CompanySell-Side AdvisorA privately owned construction and services company retained JPBE to assist in the disposition of "non-core" operations. As part of this engagement, JPBE marketed for sale a road and bridge construction, paving and asphalt company. JPBE identified potential buyers, assisted in negotiations and completed the divestiture to a strategic buyer on behalf of its clients.
Commercial Real Estate Development and Management CompanySell-Side AdvisorA privately held company has retained JPBE to assist in the disposition of certain "non-core" operations. As part of the assignment, JPBE is actively marketing for sale a commercial real estate development and management division.
Financial Services CompanyStrategic Growth ConsultingA large privately held financial services company retained JPBE to assist in the development and execution of its sales and marketing strategic plan. As part of this assignment, JPBE utilized its extensive network to identify strategic affiliation candidates.
Construction CompanySell-Side AdvisorA privately owned diversified industrial services company retained JPBE to assist in the divestment of certain "underperfoming" operations. As part of this engagement, JPBE marketed for sale a large construction company with both international and domestic operations. JPBE identified potential buyers, assisted in negotiations and completed the divestitures in two seperate transactions to strategic buyers.
Sunshine Instruments, Inc. Buy-Side AdvisorJPBE represented Davis Inotek Instruments in the acquisition of this distributor and calibrator of test, measurement and control equipment. Previous to this acquisition, Davis Inotek Instruments retained JPBE to search for and initiate contact with potential acquisition targets. JPBE identified the target, assisted in negotiations and acted as financial advisor on behalf of its client.
Shafer Engineering Labs Buy-Side AdvisorJPBE represented Davis Inotek Instruments in the acquisition of this calibrator of test, measurement and control equipment. Previous to this acquisition, Davis Inotek Instruments retained JPBE to search for and initiate contact with potential acquisition targets. JPBE identified the target, assisted in negotiations and acted as financial advisor on behalf of its client.
Power Plant Development and Industrial Ventures CompanySell-Side AdvisorA privately held industrial conglomerate retained JPBE to assist in the divestment of "non-core" operations. As part of this mandate, JPBE marketed for sale a series of industrial venture investments concentrated in the power plant industry. JPBE identified potential buyers, assisted in negotiations and completed the divestment on behalf of its clients.
Application Service Provider and Technology Consulting Company Sell-Side AdvisorA privately owned client services company retained JPBE to assist in the disposition of certain "non-core" operations. As part of this engagement, JPBE marketed for sale this provider of technology outsourcing solutions and consulting services. JPBE identified potential buyers, assisted in negotiations and completed the divestment on behalf of its clients.
Hi-Tech/Pyramid LabsBuy-Side AdvisorJPBE represented Davis Inotek Instruments in the acquisition of this calibrator of test, measurement and control equipment. Previous to this acquisition, Davis Inotek Instruments retained JPBE to search for and initiate contact with potential acquisition targets. JPBE identified the target, assisted in negotiations and acted as financial advisor on behalf of its client.
Multifamily Housing DeveloperSell-Side AdvisorA diversified privately held real estate development company retained JPBE to assist in the divestment of certain “non-care” operations. As part of this engagement JPBE marked for sale a portfolio of multifamily housing developments. JPBE identified prospective buyers, assisted in negotiations and completed the sale to a strategic buyer.
Architecture/Engineering CompanySell-Side AdvisorA privately held conglomerate retained JPBE to assist in the divestment of "non-core" operations as part of this mandate, JPBE marketed for sale a large architectural and engineering firm. JPBE identified potential buyers, assisted in negotiations and completed the sale to a strategic buyer on behalf of its client.
Management Services CompanySell-Side AdvisorA privately held company retained JPBE to assist in the sale action of “non-core” divisions. As part of this assignment, JPBE marketed for sale a facility management and operations outsourcing business. JPBE identified prospective acquirers, assisted in negotiations and completed the sale on behalf of its client.
Commercial Real Estate DeveloperSell-Side AdvisorA diversified privately held construction and real estate development company retained JPBE to assist in the divestiture of certain non-strategic assets. As part of this mandate, JPBE marked for sale a portfolio of commercial real estate holdings. JPBE identified potential acquirers, assisted in negotiations and completed the sale on behalf of its client
Energy Generation InvestmentSell-Side AdvisorA privately held industrial conglomerate retained JPBE to assist in the sale of certain “non-strategic” assets. As a component of this engagement, JPBE marketed for sale a series of investments in energy generation projects. JPBE identified prospective buyers, assisted in negotiations and completed the sale on behalf of its client.
Sale of Matrix Precast Autoclaved Aerated Concrete, L.P.Sell-Side AdvisorJPBE represented a Fortune 500 client in the sale of its subsidiary - Matrix,Inc.- a manufacturer of specialty construction products. Subsequent to this sale, JPBE was retained by this Fortune 500 client to assist the company in the divestment of several non-core businesses. JPBE identified potential buyers, assisted in negotiations, and completed the divestiture on behalf of its client.
N’SITE Solutions, Inc.Strategic Growth Consulting

Capital Raising
This developer and marketer of claims administration software solutions retained JPBE to (a) assist the company in raising approximately $2 million of equity capital, and (b) to assist in the development of a comprehensive corporate strategic plan. JPBE prepared the offering materials, identified potential investors, assisted in negotiations and facilitated the investment. JPBE has developed a strategic plan for the company that is currently being implemented. JPBE also invested its own capital in this transaction.
Purchase of INOTEK Technologies CorporationBuy-Side AdvisorJPBE represented Davis Instruments in the acquisition of this distributor and calibrator of test, measurement and control equipment. Previous to this acquisition, Davis Instruments retained JPBE to search for and initiate contact with potential acquisition targets. JPBE identified the target, assisted in negotiations and acted as financial advisor on behalf of its client. The target company was a publicaly traded entity.
Marble Outdoors, Inc.Strategic Growth ConsultingThis manufacturer and marketer of outdoor hunting supplies retained JPBE to assist the company in establishing new channels of distribution and revamping its operating strategy.
Sale of Crowe Rope Industries’ Braided Rope Business UnitSell-side AdvisorJPBE represented Crowe Rope Industries in the sale of their specialty braided rope operations to a strategic buyer. JPBE identified potential buyers, assisted in negotiations and completed the divestiture on behalf of its client.
Sale of certain assets from J.A. Jones Equipment SolutionsSell-side AdvisorJPBE represented a Fortune 500 client in the sale and leaseback of their fleet of more than 400 motor vehicles. JPBE identified potential buyers, assisted in negotiations and completed the divestiture on behalf of its client.
Spectrix CorporationCapital RaisingThis developer of infrared wireless networking solutions retained JPBE to assist the company in raising approximately $5 million of equity capital. JPBE prepared the offering materials, identified potential investors, assisted in negotiations and facilitated the investment. JPBE also invested its own capital in this transaction.
Objective Corporation, Ltd.Strategic Growth ConsultingThis publically traded developer of knowledge management software solutions based in Australia retained JPBE to assist the company in developing and executing an operational and marketing strategy for introduction of their knowledge software in the United States.
Sale of Gladding Braided ProductsSell-side AdvisorJPBE represented Crowe Rope Industries in the sale of its subsidiary, Gladding Braided Products, to a strategic buyer. JPBE identified potential buyers, assisted in negotiations, and completed the sale at a substantial premium to the company’s basis in the subsidiary.
Sale of certain assets of Kenny Rogers Roasters of MarylandSell-side AdvisorJPBE represented the company in the sale of four fast food restaurants to strategic buyers in two separate transactions. JPBE identified potential buyers, assisted in negotiations, and completed the sale at a significant premium to the company’s basis in the operations.
Purchase of the assets of Kenny Rogers Roasters of MarylandBuy-side AdvisorJPBE represented a group of private investors in the acquisition of six Kenny Rogers Roasters fast food restaurants located in the Baltimore, MD region. JPBE assisted in negotiations and acted as financial advisor on behalf of its client. The target company’s assets were purchased from a trustee of the bankruptcy court.
Purchase of Millhiser, Inc.Buy-side AdvisorJPBE represented a private equity group in the acquisition of this manufacturer of flexible film packaging products. Previous to this acquisition, JPBE was retained by Maine Poly to assist the company in identifying strategic acquisitions. JPBE identified the target, initiated discussions, negotiated the transaction, and acted as financial advisor on behalf of its client.
Purchase of Davis Instrument Manufacturing Co., Inc.Buy-side AdvisorJPBE represented a private equity group in the acquisition of this leading manufacturer, distributor and calibrator of test, measurement and control equipment. JPBE identified the target,assisted in negotiations and acted as financial advisor on behalf of its client.
Purchase of the assets of Foothills Hosiery, Inc.Buy-side AdvisorJPBE represented Lookout Knitwear, LLC in the acquisition of this contract manufacturer of greige and finished hosiery products. Previous to this acquisition, JPBE was retained by Lookout Knitwear to assist the company in identifying strategic acquisitions. JPBE identified the target, initiated discussions, negotiated the transaction, and acted as financial advisor on behalf of its client.
Friction Free Technologies, Inc.Capital RaisingThis early-stage marketer of low-friction apparel retained JPBE to assist the company in raising approximately $2 million of equity capital. JPBE prepared the offering materials, identified potential investors, assisted in negotiations and facilitated the investment. JPBE also invested its own capital in this transaction.
Moss Software, Inc.Strategic Growth Consulting

Capital Raising
This developer and marketer of customer relationship software retained JPBE to (a) assist the company in raising approximately $2.5 million of equity capital and (b) develop board governance and recruit new members to the company’s board of directors. JPBE prepared the offering materials, identified potential investors, assisted in negotiations and facilitated the investment. JPBE also invested its own capital in this transaction. JPBE successfully recruited two former Fortune 500 senior executives to the company’s board of directors.
Purchase of Maine Poly, Inc.Buy-side AdvisorJPBE represented a private equity group in the acquisition of this manufacturer of flexible film packaging products. JPBE identified the target, assisted in negotiations and acted as financial advisor on behalf of its client.
Purchase of the assets of Star Hosiery, Inc.Buy-side AdvisorJPBE represented a private equity group in the acquisition of this contract manufacturer of greige hosiery products. JPBE identified the target, assisted in negotiations and acted as financial advisor on behalf of its client. The target company’s assets were purchased from a trustee of the bankruptcy court.
Purchase of International Fibers, Inc.Buy-side AdvisorJPBE represented Crowe Rope Industries in the acquisition of this leading international distributor of wholesale cordage products. Previous to this acquisition, JPBE was retained by Crowe Rope Industries to assist the company in the consolidation of the rope industry. JPBE identified the target, initiated discussions, and negotiated this transaction on behalf of its client.
Purchase of Crowe Rope, Co.Buy-side AdvisorJPBE represented a group of investors in the acquisition of this third largest domestic producer of rope, cordage and twine products. JPBE initiated discussions, assisted in negotiations and acted as financial advisor on behalf of its client.
Purchase of Gladding Braided Products, Inc.Buy-side AdvisorJPBE represented Crowe Rope Industries in the acquisition of this producer of specialty braided rope, cordage and twine. Previous to this acquisition, JPBE was retained by Crowe Rope Industries to assist the company in the consolidation of the rope industry. JPBE identified the target, initiated discussions, and negotiated this transaction on behalf of its client.
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