Investment Banking: Providing Advisory Services in Mergers and Acquisitions, Financings, Transaction Opinions and Restructuring

By: Duff And Phelps  09-12-2011
Keywords: Private Equity

This report highlights key trends in revenue cycle management, including the positive effects of ARRA and PPACA, as well as the pending conversion to ICD-10, which are driving M&A activity.

Duff & Phelps Securities, LLC (“Duff & Phelps”) was engaged by Epstein and Nicor to act as the exclusive financial advisor in the sale of ENE. Duff & Phelps was successful in advising the shareholders and arranging a transaction with private equity firm Clearview Capital, LLC which involved the management team of ENE acquiring an equity position in the Company.

Duff & Phelps served as financial advisor to Holden Industries, Inc. in connection with a common stock purchase by the Holden Industries, Inc. employee stock ownership plan.

Duff & Phelps served as financial advisor to the board of directors of Earle M. Jorgensen Company in connection with its acquisition by Reliance Steel & Aluminum Co.

Duff & Phelps served as sell side M&A advisor to Southern Heat Exchanger Corp. in connection with its acquisition by NDA.

Chanin Capital Partners, a Duff & Phelps company, served as financial advisor to the ad-hoc committee of noteholders of Trump Casino Holdings in connection with the Chapter 11 reorganization of Trump Entertainment Resorts, Inc.

Duff & Phelps served as financial advisor to the board of directors of Sabre Holdings Corp. in connection with its acquisition by an investment group.

This review includes an overview of unfriendly transaction, dissident shareholder, and shareholder rights plan activity.

The limited availability of Debtor-in-Possession (DIP) financing poses unprecedented challenges for debtors in need of liquidity. Potential solutions to secure a new DIP facility may include participation by equity sponsors in the DIP and/or existing pre-petition lenders "rolling-up" their existing debt by committing to fund new monies into the DIP.

Duff & Phelps was engaged by Epstein and Nicor to serve as the exclusive financial advisor in the sale of ENE. Duff & Phelps marketed the Company to domestic and international strategic and financial acquirers and generated a significant interest in the acquisition opportunity.

Keywords: Private Equity

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