General Archives - Page 3 of 22 Investment Banking Firm - M&A, Fairness, Valuation & Advisory in Miami

P3 Technologies

November 4, 2023

Background: P3 Technologies, LLC (“P3”), headquartered in Jupiter, FL, is a custom turbomachinery engineering, product development and manufacturing business providing differentiated propulsion, power, and pumps technologies for the space, new energy and medical markets.
Cassel Salpeter:
- Served as financial advisor to the company
- Ran a focused, competitive sales process, identifying and contacting strategic and financial buyers
- Successfully identified a strategic acquirer looking to enhance its technological capabilities and expand its turbomachinery solutions
Challenges:
- Achieving a seamless transaction without interrupting the business
- Founder seeking to transfer back-office responsibilities in order to focus on the primary business
- Project-based business with periodic, significant client wins
Outcome: In November 2023, P3 was acquired by Graham Corporation (NYSE: GHM) (“Graham”). Graham is a global leader in the design and manufacture of mission critical fluid, power, heat transfer and vacuum technologies for the defense, space, and energy industries. P3 integrates seamlessly into Graham’s Barber-Nichols (“BN”) brand, bringing highly complementary technology that enhances BN’s turbomachinery solutions.

Aviation Report Q3 2023

November 3, 2023

Miami Investment Banking Firm Cassel Salpeter Issues Aviation Industry Deal Report
South Florida firm publishes Q2 2023 Aviation Deal Report surveying year’s company M&A, deal flow, and market trends

SLS Consulting

November 2, 2023

Background: SLS Consulting, LLC (“SLS”), headquartered in Coral Gables, FL, is a premier provider of fire protection and life safety services, including code compliance, fulfillment, consulting, and several other compliance solutions.
Cassel Salpeter:
- Served as financial advisor to the company
- Facilitated the due diligence process, working closely with the team to quickly and clearly answer acquirer’s questions
- Assisted in the structuring, negotiating, and closing of the transaction
Challenges:
- With inbound interest, the seller did not have the opportunity to prepare for a sales process
- Navigating the complexities of selling the core business through a stock deal and certain other assets via an asset deal
- Ensuring owner’s other business ventures remained outside of the scope of the transaction
Outcome: In November 2023, SLS was acquired by SOCOTEC USA (“SOCOTEC”). SOCOTEC is a leading provider of TIC (Testing, Inspection, and Certification), consulting, and advisory services. The acquisition of SLS will strengthen SOCOTEC’s code compliance and planning presence and lead to the formation of the new SOCOTEC Life Safety division.

Miami Investment Banking Firm Cassel Salpeter Releases Tech Industry Deal Report
South Florida firm publishes Q3 2023 Tech Investment Banking Report surveying technology deals, industry M&A, and public markets activity

1H 2023 Florida Sponsor Report

September 26, 2023

PROVIDER NETWORK SOLUTIONS

September 1, 2023

Background: Provider Network Solutions (“PNS”), based in Miami, FL, is a leading value-based care MSO, managing 3.5 million lives with over 2,000 specialty providers, committed to improving quality care with networks of providers in dermatology, orthopedics, podiatry, and pain management.
Cassel Salpeter:
- Served as financial advisor to the company
- Conducted a robust process to identify the ideal strategic partner for PNS to achieve its next-level growth objectives
- Maximized the value of assets contributed to the joint venture while optimizing the value of the assets not involved in the transaction
Challenges:
- - Managing the unique requirements of a joint venture, wherein PNS carved-out and contributed its three musculoskeletal networks (orthopedics, podiatry, and pain management) to the joint venture
  - Creating a roadmap for the various agreements covering personnel, administration, and services for the joint venture
Outcome: In September 2023, PNS and Healthcare Outcomes Performance Company (“HOPCo”) created a joint venture that acquired PNS’s musculoskeletal networks. The new venture, named HOPCo Network Solutions, is an innovative value-based care platform managing networks in Florida of over 1,100 specialty providers and 1.8 million lives.

Aviation Report Q2 2023

August 10, 2023

Miami Investment Banking Firm Cassel Salpeter Issues Aviation Industry Deal Report
South Florida firm publishes Q2 2023 Aviation Deal Report surveying year’s company M&A, deal flow, and market trends

Healthcare Report Q2 2023

August 10, 2023

Miami Investment Banking Firm Cassel Salpeter Issues Healthcare Industry Deal Report

South Florida firm publishes Q1 2023 Healthcare Deal Report surveying year’s company M&A, deal flow, and market trends

Q2 2023: Tech Deal Report

July 18, 2023

Miami Investment Banking Firm Cassel Salpeter Releases Tech Industry Deal Report
South Florida firm publishes Q2 2023 Tech Investment Banking Report surveying technology deals, industry M&A, and public markets activity