Experience Matters
Does your business have the resources necessary to evaluate and successfully achieve your organization’s strategic and financial objectives? At Franklin Place Capital, we’ve been in your shoes before. Our professionals draw on their deep operating experience in privately-held industries to bring a more informed and successful investment banking approach to our clients.
Franklin Place Capital is a Milwaukee-based consulting & advisory firm that specializes in transaction advisory (M&A), and capital raising services. With a client-centered and process-driven approach to privately-held businesses, we offer a complete advisory solution to a broad range of industries. Whether you’re looking to sell your company, need to recapitalize your business, or would like to grow your enterprise through an acquisition - Franklin Place Capital has the tools and experience to bring you the “right solution" to get your deal done.
Milwaukee M&A and Investment Banking Consultants.
As one of Milwaukee's premiere investment banks serving the midwest, Franklin Place Capital brings decades of experience to each client assignment. We provide a combination of investment banking, financial services, ownership, and privately-held business backgrounds, in a variety of industries, to each client engagement. Our approach is uniquely tailored to each of our clients, providing a proven skill-set of research, planning and creativity to each transaction followed by a methodical process-driven approach to achieve successful results. Experience and resourcefulness are the cornerstones of our business practice.
Norscot
Since 1970, Norscot has been a global leader in licensed corporate identity programs that specialize in all categories of promotional products, from apparel to hard goods and everything in between, including toys and scale model replicas. For over 30 years Pro Media has been a dynamic provider of promotional products, branded apparel and recognition awards to the promotional Products Industry. The addition of Pro Media brings Norscot new customers, revenue expansion opportunities through Norscot’s full-service capabilities, and a new team of valued employees and management.FPC managed the entire acquisition process, including the negotiation of economic terms and conditions of the transaction as well as management of all due diligence activities, which culminated in the closing of the transaction in November of 2019.
American Metal Technologies
Franklin Place Capital (FPC) is pleased to announce that it has successfully advised Ohio based Destin Die Casting, LLC (Destin), a manufacture of high-pressure aluminum die castings, close tolerance machining and assemblies, on its acquisition by Empire Die Casting, Inc. (Empire). FPC identified several strategic parties that complimented the owner’s liquidity and post-transaction supplier objectives resulting in a successful transaction with Empire, a strategic buyer, with a track record of recent acquisitions closely aligned with the automotive industry and Destin’s business model.
Creative Maintenance Solutions
Franklin Place Capital (FPC) is pleased to announce that it has successfully advised and completed a Shareholder Redemption with Milwaukee based Creative Maintenance Solutions, Inc. and CMS Investments, LLC, (collectively “CMS”), a leading specialty service company serving the floor maintenance and concrete repair & restoration markets. CMS works with commercial, institutional, industrial and residential facilities providing floor coatings, concrete & masonry maintenance, and repair & restoration solutions.
Creative Maintenance Solutions was introduced to Franklin Place Capital by the Company’s lender during the second half of 2017. FPC acted as the exclusive financial advisor to the Company during the transaction. As part of the transaction, Franklin Place Capital also advised CMS on a variety of needs including: validation of the company’s enterprise value with interested third parties, LOI negotiation, working capital, financial structure and due diligence requirements.
CirrusOne
Franklin Place Capital (FPC) is pleased to announce that it has successfully advised San Francisco based CirrusOne LLC. (CirrusOne), who specializes in complex CPQ and billing solutions, on its acquisition by Outbox Systems, Inc. (Simplus). CirrusOne was introduced to Franklin Place Capital by the Company’s accounting firm during the second half of 2017 and acted as the exclusive financial advisor to the Company to complete a transaction. FPC identified several strategic parties that complimented the owner’s liquidity objectives resulting in a transaction with Simplus, a strategic buyer, with a track record of recent acquisitions closely aligned with the industry and the CirrusOne business model.
CirrusOne specializes in high-quality consulting services for configure price quote (CPQ), customer lifecycle management (CLM), and billing & customer success solutions. Led by a seasoned team of subject matter experts who leverage an innovative consulting approach for complex CPQ and billing solutions, CirrusOne’s team of architects, consultants and executives have leveraged their expertise to bring dozens of Fortune 500 companies trusted advice to maximize technology investment. As part of a complex transaction, Franklin Place Capital also advised CirrusOne on a variety of needs including: LOI negotiation, valuation and exchange of privately-held shares, insurance, working capital and due diligence requirements.
At Franklin Place Capital, we utilize our experience, relationships and the latest financial data to gauge the marketplace and potential value for privately-held businesses. With 100's of completed transactions, our team has the insight into market based valuations and can provide the guidance necessary to successfully sell your business. Get in touch with our team to discuss complimentary valuation services.
Steve's Corner - Thoughts in 2024
Global M&A and deal making value fell by nearly 20% year over year in the third quarter of 2023. With $775 billion of transactions, it was the the lowest deal volume in terms of dollars in nearly 10 years. Many dealmakers continue to focus on smaller transactions due to higher interest rates and tighter financial conditions. Per Pitchbook, the debt to enterprise-value ratio on US leveraged buyouts financed in 2023 sank to 43.9%, the lowest ratio in approximately 20 years.
2024 is poised to be a stronger year in M&A. Bond markets are pricing in interest rate cuts globally, trillions of available capital and private equity backed dry powder remain on corporate balance sheets, and in the United States alone, cash holdings are estimated at over $4 trillion, an all-time record.