M&A Experience

Signature Systems:

  • Divested of two divisions. Ran the process myself, doing deals directly with the buyers.

Horsburgh & Scott:

  • As CEO, I have played a key role in financially restructuring the company twice

  • Assessed 5 deals ($5M to $80M)

    • Chose not to go ahead on any due to factors ranging from leverage ratios
      being too high to issues related to key personnel

 

Ametek:

  • TSE ($50M revenue) - Interconnect solutions for the medical device industry

    • Technology and IP assessment

    • Strategy assessment

    • Channel assessment and sales synergies

    • FDA - Engaged and directed consultant performing FDA risk assessment

    • Post-acquisition integration

  • Dunkermotoren ($200M) - leader in advanced brush and brushless motion control solutions for a wide range of industrial automation applications

    • Due diligence core team (1 of 4 members)

    • Post-acquisition integration

  • Haydon Kerk ($80M sales) - linear actuators and lead screw assemblies for the medical, industrial equipment, aerospace, analytical instrument, computer peripheral and semiconductor industries

    • Technology and IP assessment

    • Strategy assessment

    • Channel assessment and sales synergies

    • Contracts review

    • Post-acquisition integration

 

GE:

  • Due Diligence Team on Smiths Security (a UK company) - $100M deal

    • Market and strategic assessment

 

Several strategic partnerships

  • Also worked on a range of strategic partnerships for product development and for sales at GE, Keithley, and Quatech

Aspects of M&A that I have experience in:

  • Valuation

  • Sales channel evaluation

  • Strategy:

    • Competitive Strategies

    • Assessment of growth plans

    • Adjacency mapping

    • Assessment of new markets and technologies

  • Technology assessment​

    • Product benchmarking​

    • Technology roadmaps

  • Brand value