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ACG Highlights Recent William and Henry Transaction

Posted on: March 27, 2014


William & Henry Associates Advises Beneco in its recapitalization with Alpine Investors, LP; ACG Database Critical in Completing Deal

Location, location, location can be a deal maker or breaker when it comes to real estate. The same can hold true in the M&A world. When Beneco - a nationwide leader in providing benefit solutions for contractors - was looking to recapitalize, they turned to the investment banking firm of William & Henry Associates as their lead advisor.

Knowing the importance of providing clients with the best services, William & Henry CEO, David Iannini, tapped into the talents of ACG professionals. "We knew we wanted to work with companies that had both local insight as well as a national presence," said Mr. Iannini. "Using the ACG national database made the selection process that much easier."

The first order of business was to get Beneco in 'deal shape'. To do so required William & Henry to solve a number of financial and accounting issues facing the benefits solution provider. By accessing ACG's database, the William & Henry team - lead by Managing Directors and ACG members Brian Bohr and Guy Downing - was able to identify highly qualified resources. The team located James Buxbaum of Buxbaum, HSC to help get Beneco's accounting in order. William & Henry also retained Moss Adams - an ACG company with a strong local presence - to provide auditing services. "These resources were critical and illustrate the value of the ACG network.”

With the support of Associate Vincent Fu and Financial Analyst Chris Chelekis, the William & Henry team was able to help complete Benco's recapitalization transaction with Alpine Investors, LP - a San Francisco based private equity firm specializing in investments in and acquisitions of small to mid sized companies.

About William & Henry Associates

William and Henry Associates provides a variety of investment banking services to its clients. Our clients are primarily small and medium-size private, entrepreneurial and family-owned businesses in a variety of industries. The firm serves clients all over the United States from its offices in Los Angeles and Scottsdale.


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