Financial Consultant

View All

Industry: Financials / Asset Management

Location: Illinois

The Company sold several private equity investments to a new entity.

COMPANY
The Company is a investment advisor specializing in small cap value equity management. The Company manages money for endowments, foundations, family offices, pension plans and institutional investors.

OUR ROLE
Pendo Advisors, LLC served as independent financial advisor to the board of directors of the Company and provided a fairness opinion in connection with the transaction.

More Case Studies

Civil Engineering

The Employee Stock Ownership Plan (“ESOP”) purchased 59.3% of the common stock of the Company in a leveraged ESOP recapitalization.

Electric Services

The Employee Stock Ownership 401(k) Trust (“ESOP”) purchased 100% of the common stock of the Company in a leveraged ESOP

Industrial Automation

The Company redeemed 10% of the outstanding common stock in a leveraged recapitalization. COMPANY The Company is an importer and

Telecommunications

The Company paid a $150 million cash dividend to its stockholders. COMPANY The Company is a leading fiber network and

View All

View All