Capstone Partners, a leading middle market investment banking firm, advised a US-based behavioral sciences company on its sale to a leading intelligence and analytics, technology, and mission services provider. Terms of the deal were not disclosed.
The company has more than a decade of experience helping businesses analyze, interpret, and predict customer behaviors using anticipatory intelligence methodologies.
“Our client was facing some significant headwinds going into the transaction process,” said David Brinkley, Managing Director and Co-Head of the Cybersecurity industry practice. “It had experienced more than a decade of steady growth, but that momentum had been disrupted by the COVID-19 pandemic. They were struggling to reach the right potential clients with the company’s positive story, which was still highly relevant despite the recent challenges the business was facing.”
“This transaction is a prime example of how Capstone’s clients can benefit from the depth and breadth of experience our firm can offer to businesses facing certain challenges,” added Jamie Lisac, Managing Director and leader of Capstone’s Special Situations Investment Banking (SSIB) Group, who led the engagement. “SSIB was able to leverage our situational and industry experience as well as our vast relationships with special situation investors and those in the Aerospace, Defense, Government, & Security industry. We were able to quickly identify a large universe of potential buyers that would be a strategic fit with the company’s products and services. The process was highly competitive and ultimately resulted in a sale to a strategic buyer who was committed to Integrating the company’s unique capabilities and many of their employees into their existing operations.”
Capstone Partners’ Special Situations Investment Banking (SSIB) Group has deep expertise in identifying and executing optimal transactions for companies and their stakeholders facing market-driven and capital structure challenges.
Capstone Partners’ Aerospace, Defense, Government and Security (ADGS) Group has over 150 years of collective industry experience providing M&A, capital formation, and financial advisory services to the owners of middle market businesses serving the Aerospace, Defense, Government, and Security industries.