Mergers & Acquisitions

BB&T Capital Markets’ powerful combination of industry expertise, market intelligence, flawless transaction execution and teamwork comes together most effectively when it is most important for our clients—the day you decide to sell your company.

Our teams of investment bankers, each with distinct industry specialties, start with an in-depth knowledge of your business and industry, including the major players, trends and value drivers of each sector.  Add to that our Financial Sponsors Group, providing market intelligence and access to the middle-market private equity community, and you have the recipe for a custom-designed process that will position your company to maximize value with potential buyers and investors and push a deal to completion with an effectiveness that is second to none.

Since 2006, BB&T Capital Markets bankers have successfully closed more than 200 deals for our clients, ranking us among the top 10 most active in the middle-market—and certainly among the most effective.

 

Our best-in-class M&A transaction execution and industry expertise results in extraordinary outcomes for our clients

  • The Penray Companies, Inc.

    On June 1, 2017, The Penray Companies, Inc. (“Penray” or the “Company”), a portfolio company of Source Capital, was acquired by PLZ Aeroscience Corporation (“PLZ”), a company majority owned by Pritzker Group Private Capital. BB&T Capital Markets served as exclusive financial advisor to Penray.

    Read More
  • Endries

    On June 1, 2017, Endries International, Inc. and certain related affiliates (collectively “Endries" or the "Company"), a subsidiary of Ferguson Enterprises, Inc. and its affiliates (collectively “Ferguson”), was acquired by Nautic Partners (“Nautic”). BB&T Capital Markets served as the exclusive financial advisor to Ferguson.

    Read More
  • Storage Battery Systems

    On May 19, 2017, Power Storage Solutions, LLC and subsidiaries, doing business as Storage Battery Systems (“Storage Battery Systems” or the “Company”), a portfolio company of Supply Chain Equity Partners (“Supply Chain”), was acquired by High Road Capital Partners (“High Road”). BB&T Capital Markets served as the exclusive financial advisor to Storage Battery Systems.

    Read More
  • Oracle Elevator Company

    On May 12, 2017, Oracle Elevator Company (collectively with its parent company, OEC Holding Corp., and its subsidiaries, "Oracle" or the "Company"), a portfolio company of Incline Equity Partners (“Incline”), was acquired by L Squared Capital Partners (“L Squared”). BB&T Capital Markets served as the exclusive financial advisor to Oracle.

    Read More
  • Alterra Property Group, LLC

    In the first quarter of 2017, through a joint venture equity transaction with Alterra Property Group, LLC and MIS Capital LLC, Kimco took an ownership interest in Lincoln Square, a fully entitled, $160 million mixed-use development project in the highly sought-after Center City district of Philadelphia. The project will feature 322 residential units and 100,000 square feet of retail space (approximately 80% pre-leased) anchored by a 36,000-square-foot small-format Target store, a 32,000-square-foot specialty grocer and a 16,000-square-foot PetSmart. BB&T Capital Markets represented Alterra and MIS Capital as exclusive financial advisor on the transaction.

    Read More
  • O2COOL, LLC

    On March 31, 2017, O2COOL, LLC (“O2COOL” or the “Company”), a portfolio company of Focus Investments, Inc. and  Waveland  Investments  LLC  (“Focus”  and  “Waveland”),  was  acquired  by  LKCM  Headwater  Investments (“LKCM”). BB&T Capital Markets served as the exclusive financial advisor to O2COOL.

    Read More
  • SpeeDee Oil Change & Auto Service

    On January 31, 2017, SpeeDee Oil Change & Auto Service (“SpeeDee”), a subsidiary of TBC Corporation (“TBC”), was acquired by Grease Monkey International. BB&T Capital Markets served as exclusive financial advisor to TBC Corporation / SpeeDee.

    Read More
  • The Sypert Institute, P.A.

    On January 17, 2017, The Sypert Institute, P.A. (d/b/a Southwest Florida Neurosurgical & Rehab Associates) (“SWFNA”), completed a sale leaseback transaction of its 25,814 square foot medical office building located in Cape Coral, Florida with Global Medical REIT, Inc. (“GMRE”). SWFNA entered into a 10-year triple-net lease agreement with GMRE at closing. BB&T Capital Markets served as the exclusive financial advisor to SWFNA.

    Read More
  • Hill & Valley

    On December 30, 2016, Hill & Valley Inc. (“Hill & Valley”), a portfolio company of Quilvest Private Equity, was acquired by J&J Snack Foods Corp. (NASDAQ: JJSF). BB&T Capital Markets served as the exclusive financial advisor to Hill & Valley.

    Read More
  • Southern Audio Visual, Inc.

    On December 1, 2016, Southern Audio Visual, Inc. (“SAV” or the “Company”), a portfolio company of Prudential Capital Partners (“Prudential”), was acquired by Audio Visual Services Group Inc. (d/b/a PSAV) (“PSAV”), a portfolio company of Olympus Partners and the Merchant Banking Division of Goldman Sachs. BB&T Capital Markets served as the exclusive financial advisor to SAV.

    Read More
  • Stanton Carpet Corporation

    On November 21, 2016, Stanton Carpet Corporation ("Stanton" or the "Company"), a portfolio company of Norwest Equity Partners ("NEP"), was acquired by Quad-C Management, Inc. ("Quad-C"). BB&T Capital Markets served as the exclusive financial advisor to Stanton.

    Read More
  • U.S. Tobacco Cooperative Inc.

    On November 15, 2016, U.S. Tobacco Cooperative Inc. (“USTC” or the “Cooperative”), a grower-owned tobacco marketing cooperative, completed its acquisition of King Maker Marketing, Inc. (“KMM”), an importer and distributor of branded tobacco products. BB&T Capital Markets served as exclusive financial advisor to USTC.

    Read More
  • Trademark Games Holdings, LLC

    On October 31, 2016, Trademark Games Holdings, LLC (“Trademark” or the “Company”), a portfolio company of Blue Point Capital Partners (“Blue Point”), was acquired by Bertram Capital. BB&T Capital Markets served as the exclusive financial advisor to Trademark.

    Read More
  • Fortiline Waterworks

    On October 31, 2016, Fortiline Waterworks (“Fortiline” or the “Company”), a portfolio company of CHS Capital, was acquired by MORSCO, a portfolio company of Advent International. BB&T Capital Markets served as financial advisor to Fortiline.

    Read More
  • Pilot Freight Services

    On October 26, 2016, Pilot Freight Services (“Pilot” or the “Company”) secured a controlling investment from ATL Partners, a leading aerospace, transportation, and logistics-focused private equity firm. BB&T Capital Markets served as the exclusive financial advisor to Pilot.

    Richard Phillips, Chief Executive Officer of Pilot, noted, “Pilot took great care in selecting advisors for this transaction. BB&T brought industry expertise, a deep understanding of Pilot's value, and attention to detail. This transaction is due in large part to their extraordinary efforts.“

    “We appreciate the opportunity to work with the Phillips Family on this important transaction,” said Hugh Rabb, Managing Director and Co-Head of the Logistics & Transportation Group at BB&T Capital Markets. “Rich and the management team have done an amazing job growing the Company and positioning it for long-term success, and we look forward to following Pilot’s continued development as the Company embarks on its new partnership with ATL Partners.”

    “Under the Phillips family’s ownership, the Company has established itself as a premium service provider in the third-party logistics (“3PL”) sector, which continues to be a key focus for our group. We are pleased to have facilitated an excellent outcome for Pilot and its shareholders,” added Keith Prusek, Managing Director and Co-Head of the Logistics & Transportation Group at BB&T Capital Markets.

    Read More
  • T.F. Kinnealey & Co.

    On October 14, 2016, T.F. Kinnealey & Co. (“Kinnealey” or the “Company”) was acquired by Performance Food Group Company (NYSE:PFGC). BB&T Capital Markets served as the exclusive financial advisor to Kinnealey.

    Read More
BB&T investment bankers were honored by The M&A Advisor to win the 2012 Cross-Border Deal of the Year for the Sale of Marshall Miller & Associates to Cardno Limited. "BB&T Capital Markets represents the best of the M&A industry in 2012 and earned these honors by standing out in a group of very impressive finalists," said Roger Aquinaldo, CEO and Founder of The M&A Advisor.
Bruce M. Kelleher Jr. Head of Investment Banking & Financial Sponsors Group804-782-8758 email Download My vCard View Bio