Brookwood Associates
  Buy-Side Advisory (Domestic)

About Us   
The Brookwood Difference   
Our Services   
Our Professionals   
Selected Transactions   
Industry Segments   
Case Studies   
News & Announcements   
Contact Us   
Home   
  
  
Print this Case Study   
  
 
Buy-Side Advisory (Domestic)
Client:
Carlton-Bates Company (“CBC”), a portfolio company of CGW Southeast Partners, is a distributor of industrial electronic and electrical components to the OEM and MRO markets
www.carlton-bates.com
Transaction Summary:
Carlton-Bates and CGW Southeast Partners determined that outside assistance was needed to jump-start CBC’s acquisition program. Brookwood contacted more than 900 potential targets in three months and the Company closed a significant acquisition nine months later.
Calton-Bates Company

"The results speak for themselves: We hired Brookwood to help us make a synergistic acquisition, and they delivered an ideal candidate."

- Bill Carlton, CEO
  Carlton-Bates Company

 



Transaction Highlights:

  • Comprehensive Process – Carlton-Bates was faced with a target universe of more than 3,500 companies. Brookwood assisted the Company in defining the ideal acquisition candidate and identifying the best candidates from this large universe. Brookwood contacted more than 900 potential targets within three months. Brookwood provided Carlton-Bates with insightful weekly updates to keep CBC in touch with the acquisition process.

  • The Right Target – Brookwood's broad marketing process allowed Carlton-Bates to find the ideal acquisition target in LADD Industries. Carlton-Bates had not previously identified LADD as a candidate. An international consulting firm hired by CBC stated that the combination of CBC and LADD offered the greatest degree of cross-selling opportunities they had ever seen.


Get Acrobat Reader Print this Website
©2008 Brookwood Associates, LLC