Month: September 2021

October 30, 2019 – England & Company served as the exclusive financial advisor to Focus Pointe Global (“Focus Pointe”), a portfolio company of MVC Private Equity, in its acquisition by Schlesinger Group, a leading qualitative and quantitative marketing services firm backed by Gauge Capital.

Focus Pointe is one of the largest and most comprehensive providers of qualitative market research services in the United States. Through its national network of 18 strategically located research facilities, the company specializes in precision qualitative data collection and has developed a proprietary panel with over 1.6 million vetted respondents for use in qualitative and quantitative studies. Focus Pointe serves a diverse base of corporate clients with over 1,400 brands, as well as market research firms, educational institutions.

About MVC Private Equity

MVC Private Equity is private capital fund managed by Michael Tokarz and The Tokarz Group Advisors, LLC, a registered investment adviser. The Tokarz Group Advisors also serves as the investment advisor to MVC Capital, Inc., a public business development company with the flexibility to invest across the entire capital structure.

About Gauge Capital

Gauge Capital is a private equity firm that partners with owners, managers and equity stakeholders of successful middle market companies to maximize their potential. Gauge Capital focuses on investing in growing services and technology-enabled companies in the business and consumer, healthcare, industrial and food sectors.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment bank dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

May 16, 2019 – England Securities recently served as the exclusive placement agent to Catalyst OrthoScience Inc. (Catalyst) in its $12.7 million oversubscribed Series C-1 financing round led by River Cities Capital Funds (River Cities).

Catalyst develops and markets a disruptive technology that represents the next evolution in shoulder surgery. Its shoulder replacement system is the only one that incorporates an innovative elliptical humeral head design that matches the human anatomy. Further, its simple surgical technique minimizes bone removal to preserve the strongest bone for implant fixation and employs patented angled instruments to minimize procedure invasiveness. The precision of the system yields highly accurate and repeatable restoration of the natural anatomy.

The funding will allow Catalyst to increase its inventory, expand its distribution networks and marketing efforts, and develop new product components. The Catalyst CSR™ Total Shoulder System has been used in more than 1,000 surgeries. First patients are more than two years post surgery with excellent clinical results.

Brian K. Hutchison, Chairman and Chief Executive Officer of Catalyst, stated “England’s healthcare investment banking team was instrumental in securing an ideal lead investor with relevant orthopedic extremity experience and focus on companies of our stage. The team also helped us navigate through some unique challenges and demonstrated structural creativity to help us achieve this exceptional outcome.”

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment bank dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

May 15, 2019 – England & Company served as the exclusive financial advisor to CrossRoads Extremity Systems (CrossRoads) in its acquisition by HealthpointCapital (Healthpoint), a leading private equity firm focused exclusively on musculoskeletal healthcare.

CrossRoads offers a broad portfolio of procedure-specific and sterile-packed implants and instrumentation for foot & ankle fixation. The Company’s patented Active Stabilization® technology combines continuous dynamic compression and enhanced stability through a hybrid construct of a nitinol clip within a fixation plate. In addition, CrossRoads’ high-quality reusable instrumentation and unique EcoSMART® instrument recovery program promote efficient inventory management and improved economics for healthcare facilities.

Healthpoint will partner with CrossRoads’ co-founders Vernon Hartdegen and Chad Hollis and the current management team as they continue to expand the Company’s portfolio and market presence. Healthpoint has also committed additional equity capital to fund organic growth and bolt-on acquisitions.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment bank dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

February 6, 2019 – England & Company served as the exclusive financial advisor to IPKeys Power Partners, a leading provider of meter data management, cyber security, and demand management, in its acquisition of SigmaFlow LLC.

The acquisition accelerates IPKeys’ strategy of leveraging its Cyber Lab as a Service (CLaaS platform and related cyber security services that have been provided in the federal and Department of Defense sectors for delivery in the utility and public safety network communications sectors.

“We are excited about coming together with the SigmaFlow team and the value IPKeys Power Partners will be able to deliver to utilities through its cost-efficient and end-to-end cyber security solution,” said Robert Nawy, CEO, IPKeys Power Partners. “Our mission is to strengthen the cyber security defense programs of utilities and public safety organizations in a framework that essentially locks the cyber doors, continuously monitors those locks, and now, with the addition of SigmaFlow, includes NERC CIP compliance and road maps.”

“England & Company did a great job of identifying a solid strategic acquisition that expands IPKeys Power Partners’ capabilities,” said Robert Nawy. “We received partner-level attention and great support from their entire team. We are delighted with the result.”

About IPKeys

IPKeys, founded in 2005 and co-headquartered in Eatontown, NJ and Stafford VA, is a strategic partner to public and private entities in the energy, DOD, federal, and commercial sectors and delivers expertise in the development, integration, and deployment of cyber secure Internet Protocol technology and communications systems.

IPKeys Power Partners, a wholly owned subsidiary of IPKeys, provides the utility, energy and municipal public safety sectors with Meter and Operational Data Management, Cyber Security, Public Safety Network Engineering and Electricity Demand Management and Demand Response services.

About SigmaFlow

SigmaFlow, founded in 2001 and based in Frisco, TX, provides workflow platforms to the energy sector. The company’s Oil & Gas Well Delivery solution provides visibility into drilling plans through rig scheduling and pre-drill workflow, while its Compliance Manager (CM) solution reduces the risk and cost of NERC Compliance for electric utilities with process controls and evidence management. SigmaFlow’s CM solution has been widely adopted in the U.S. and Canada as the market leader for automating critical infrastructure protection (CIP) compliance.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment bank dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

Washington, DC, January 8, 2018 – CareFirst BlueCross BlueShield, through an affiliate, recently made a strategic investment in Sharecare, Inc. England Securities served as financial advisor to CareFirst in connection with the structuring of this investment. CareFirst also signed a contract with Sharecare to provide CareFirst members with comprehensive wellness and disease management services, beginning in 2019.

Sharecare is the digital health company that helps people manage all their health in one place. The Sharecare platform provides each person – no matter where they are in their health journey – with a comprehensive and personalized health profile, where they can dynamically and easily connect to the information, evidence-based programs and health professionals they need to live their healthiest, happiest and most productive life. In addition to providing individual consumers with direct access to award-winning and innovative frictionless technologies, scientifically validated clinical protocols and best-in-class coaching tools, Sharecare also helps providers, employers and health plans effectively scale outcomes-based health and wellness solutions across their entire populations.

CareFirst BlueCross BlueShield, based in Baltimore, MD, is an independent licensee of the Blue Cross and Blue Shield Association. Through its affiliates and subsidiaries, CareFirst BlueCross BlueShield offers a comprehensive portfolio of health insurance products and administrative services to 3.4 million individuals and groups in Maryland, the District of Columbia and Northern Virginia.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment banking and advisory boutique dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

Washington, DC, September 29, 2017 – MCW Solutions LLC (“MCW”) was acquired by Diversified, a portfolio company of Tailwind Capital. England Securities acted as exclusive financial advisor to MCW in this transaction.

MCW (https://www.mcwsolutions.com) is a global provider of cost-effective, innovative and reliable technology systems in support of managed IT, network infrastructure, audio-visual applications, unified communications and security. Founded in 2003 and headquartered in Ashburn, VA, MCW serves clients across a wide array of industries including federal & local government, commercial, non-profit, education and healthcare.

The acquisition strategically expands Diversified’s service offerings with the addition of an established electronic security business across the U.S. and Europe. MCW has a strong presence in the Mid-Atlantic region with a growing client-base in multiple markets.

“The England & Company team did a great job of identifying the right strategic partners and orchestrating our discussions with numerous interested parties,” said Ghattas Hajjo, MCW’s President and Co-founder. “Their team played an instrumental role in structuring and getting this transaction over the finish line. We received partner-level attention and great support from their entire team. We are delighted with the result.”

Diversified (http://diversifiedus.com) is an industry-leading technology solutions provider delivering innovative digital media, collaborative, broadcasting, and OTT solutions to a global clientele across a wide array of markets. Diversified has been named Commercial Integrator Magazine’s Integrator of the Year for 2016, appears on Enterprise Networking’s Top 10 UC Solutions Providers for 2017, and ranks among Inc. Magazine’s fastest-growing private companies for 2017.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment banking and advisory boutique dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

Washington, DC, August 24, 2017 – CareFirst BlueCross BlueShield, through an affiliate, recently entered into a strategic partnership with Exosome Diagnostics, Inc. England Securities served as financial advisor to CareFirst BlueCross BlueShield in connection with the structuring of this partnership.

Exosome Diagnostics is a privately held company focused on developing and commercializing revolutionary biofluid-based diagnostics to deliver personalized precision healthcare that improves lives. The company’s novel exosome-based technology platform, ExoLution™, and point of care instrument for protein capture and analysis, Shahky™, can yield comprehensive and dynamic molecular insights to transform how cancer and other serious diseases are diagnosed, treated and monitored.

CareFirst BlueCross BlueShield, based in Baltimore, MD, is an independent licensee of the Blue Cross and Blue Shield Association. Through its affiliates and subsidiaries, CareFirst BlueCross BlueShield offers a comprehensive portfolio of health insurance products and administrative services to 3.4 million individuals and groups in Maryland, the District of Columbia and Northern Virginia.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment banking and advisory boutique dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

New York, NY, July 7, 2017 – Medication Management Systems, Inc. (“MMS”) was acquired by Genoa, a QoL Healthcare Company, (“Genoa”). England Securities acted as exclusive financial advisor for MMS in this transaction.

MMS provides comprehensive, patient-centered medication management services and technology to improve medication therapy by identifying and resolving patients’ medication therapy problems. The specially-trained MMS pharmacists deliver pharmaceutical care to improve the health of patients, improve efficiency and profitability of care delivery for physicians, and generate cost reduction and quality improvement for payers. MMS offers population analytics and state of the art technology in the MMS Nexus Pharmaceutical Care System™, a hosted, fully-integrated, cloud-based platform designed to support the delivery of comprehensive medication management services and the administration of medication therapy management programs. (www.medsmanagement.com)

“When we started seeking growth capital, we knew that someday we would likely end up in a strategic combination with a larger company,” noted Dave McLean, PhD, Chairman/CEO of MMS. “It happened sooner than we thought as things are moving quickly in chronic care and several strategic parties expressed interest in MMS. The England team was instrumental in our discussions with numerous corporate buyers and investors, and in getting this transaction to the finish line.”

Genoa has been serving the behavioral health community for more than 15 years. The company provides pharmacy and telepsychiatry services to more than 550,000 individuals annually in 48 states and the District of Columbia, filling more than 12 million prescriptions per year. Genoa is the sixth largest drug chain in the United States with nearly 370 pharmacies located onsite within community mental health centers. (www.genoa-qol.com)

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment banking and advisory boutique dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

New York, NY, April 3, 2017 – Teleflex Incorporated and Teleflex Medical Canada Inc., a wholly-owned indirect subsidiary of Teleflex (NYSE: TFX) completed the acquisition of Pyng Medical Corp. (the “Company” or “Pyng”) (TSX VENTURE: PYT) for cash consideration of US$0.30203 per share. The total value of the transaction, including expenses paid by Teleflex, was approximately US$18.5 million. England Securities served as PYNG’s exclusive financial advisor in this transaction.

The takeout price per share was approximately 5x the US$0.06 volume-weighted average trading price of the Shares on the TSX Venture Exchange for the 20 trading days ending on February 3, 2017, utilizing a CAD/USD exchange rate of approximately 1.305.

Ronald Blanck, Chairman of Pyng stated: “We are pleased to announce the completion of the acquisition of Pyng by Teleflex Medical. Pyng has a highly innovative portfolio of proprietary emergency medical products. Given the capital and marketing expertise required to fully exploit these products, we believe this is an attractive result for our shareholders and that Teleflex will be able to achieve significant market potential for Pyng’s products.” Blanck further stated “The England team was instrumental in helping us get this over the goal line and achieving an excellent outcome for the Company.”

About Pyng Medical Corp.

Based in Richmond, BC, Pyng has over 20 years of experience developing and commercializing trauma and resuscitation medical devices for emergency medicine. Pyng’s product portfolio includes a variety of innovative, lifesaving tools, including intraosseous infusion, pelvic stabilization, hemorrhage control and emergency airway management for use by emergency medical services, hospital staff and military forces worldwide. More information about Pyng is available its website: www.pyng.com.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment banking and advisory boutique dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.

Washington, DC, December 5, 2016 – CareFirst BlueCross BlueShield, through an affiliate, made a $10 million growth equity investment in Best Doctors, Inc. England Securities served as financial advisor to CareFirst BlueCross BlueShield in connection with the structuring, diligence, and execution of this investment.

Best Doctors, based in Boston, MA, is a leading provider of medical expert review services to multi-national employers and health insurers.

CareFirst BlueCross BlueShield, based in Baltimore, MD, is an independent licensee of the Blue Cross and Blue Shield Association. Through its affiliates and subsidiaries, CareFirst BlueCross BlueShield offers a comprehensive portfolio of health insurance products and administrative services to 3.4 million individuals and groups in Maryland, the District of Columbia and Northern Virginia.

CareFirst BlueCross BlueShield is the shared business name of CareFirst of Maryland, Inc. and Group Hospitalization and Medical Services, Inc. which are independent licensees of the Blue Cross and Blue Shield Association. The Blue Cross and Blue Shield Names and Symbols are registered trademarks of the Blue Cross and Blue Shield Association.

About England & Company

With offices in Houston, New York, and Washington, DC, England & Company is an independent investment banking and advisory boutique dedicated to serving middle-market companies. Since its founding in 2003, the firm has provided comprehensive advice on mergers and acquisitions, private capital raising, financial restructuring, fairness opinions, and other strategic initiatives to the executive teams, boards of directors, and financial sponsors of public and private companies.

Investment banking services are provided by England Securities LLC, a registered broker-dealer and member of FINRA and SIPC.