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Solin Strategic and Woodbridge International Announce Strategic Alliance to Market Woodbridge’s M&A Services to Registered Investment Advisors

Solin Strategic, LLC, a consultant to registered investment advisors worldwide through its Solin Consulting Division, and Woodbridge International, a leader in domestic and international mergers and acquisitions for companies with revenues from $5 million to $250 million, are pleased to announce their strategic alliance.

The alliance will permit registered investment advisors to actively participate in the sale of their clients’ business and be secure in knowing that referring clients to Woodbridge is consistent with their fiduciary obligation.

Dan Solin, president of Solin Strategic, said “Our registered investment advisory clients are eager to demonstrate their value and expand the range of services they offer. Until now, they have not been involved in the largest transaction of their clients’ lives – the sale of their businesses. Our alliance with Woodbridge gives them entrée into these transactions and enhances their reputation as trusted, holistic financial advisors.

Larry Reinharz, managing director at Woodbridge, added “Dan Solin and his team at Solin Strategic have a long track record of advocacy for the rights of investors and the benefit of using registered investment advisors. We look forward to working with Dan and serving the needs of registered investment advisors and their clients who are ready to sell their business.”

About Solin Strategic

Solin Strategic, through its Solin Consulting division, provides coaching services, presentations and workshops to registered investment advisors and mutual fund families throughout the world. The President of Solin Strategic, Dan Solin, is the New York Times bestselling author of the Smartest series of investing and sales books. He is a regular blogger for The Huffington Post and Advisor Perspectives, and a long time advocate for investors and registered investment advisors.

About Woodbridge International

Woodbridge International is celebrating its 25th year providing world-class M&A services to companies with revenues of $5 million to $250 million. Woodbridge has offices in major cities in the U.S., Asia, Latin America and the Middle East.

The firm enjoys a reputation for integrity, creativity and persistence in delivering extraordinary results to clients.

Woodbridge International Hires Elliad Dagan As Business Development Executive

Woodbridge International, a leading middle-market global mergers and acquisition firm, is pleased to welcome Elliad Dagan as Business Development Executive.

Elliad will be responsible for developing new business opportunities domestically and internationally, as well as executing marketing strategies that drive growth.

“We’re happy to have Elliad on board,” said Robert M. Koenig, president of Woodbridge International. “His background is perfectly matched to our strategic imperative to align the Woodbridge brand with innovation and growth.”

Prior to joining Woodbridge in his current role, Elliad had spent a year at the firm working in all aspects of lead generation. During this time, he attended industry networking events and built relationships within the investment banking community, as well as with other professionals in related industries.

Elliad is a recent graduate of Tufts University, with a BA in Economics. He recently returned from Chile, where he studied at La Pontificia Universidad Catolica de Valparaiso.

Woodbridge International Closes Sale of Shift Marketing to A5 Capital

Woodbridge International, an innovative middle-market mergers and acquisitions firm, is pleased to announce the sale of its client, Ontario, Canada-based Shift Marketing Studio, Inc. to A5 Capital, an investment group also based in Ontario.

Founded in 2010, Shift Marketing Studio provides digital loyalty and conquest marketing programs to a client base of approximately 300 Canadian auto dealerships. The company improves dealerships’ bottom lines by engaging potential customers through discounts and promotional offers for pre-negotiated deals.

A5 Capital, located in Pickering, Ontario, is a private equity firm comprised of entrepreneurial, growth-oriented investors focused on acquiring and building successful businesses.

Woodbridge International Closes Sale of Material Handling Company

Woodbridge International, an innovative middle-market mergers and acquisitions firm, is pleased to announce the sale of its client, a Material Handling Company specializing in E-commerce solutions.

The Material Handling company designs and manufactures products enabling high-speed/high-volume processing of in-line packing slip, in-voices, catalogues, discount coupons, return slips, in addition to state-of-the-art digital printing systems. Founded in 1988, the Company holds a number of patents and has developed its own specialized controls soft-ware.

The buyer is out of Winnipeg, Canada purchasing majority shares.

Headquartered in New Haven, CT, Woodbridge International, a global M&A firm, was founded in 1993 and has 30 offices worldwide.

Woodbridge International Adds Investment Banker in Minneapolis Office

Woodbridge International, a global mergers and acquisitions firm, is pleased to welcome Don Keysser to its team of investment bankers. Don will be based in Woodbridge’s Minneapolis office, where he will focus on serving the M&A needs of the firm’s Midwestern clients.

Don has over 35 years of experience as an investment banker and business finance consultant, serving as Managing Director at Dain Rauscher, Senior Vice President and Principal at Miller & Schroeder Financial and as Principal of his own consulting firm. He has participated in over 250 transactions in his career. Don holds an MA in Urban Planning and an MBA in Finance, both from the University of Minnesota, and a doctorate degree in International Business. He is also an Associate Professor of Finance in the MBA program at Saint Mary’s University. Among other professional affiliations, Don is a member of the Alliance of Merger & Acquisition Advisors (and CM&AA certified), the Association of Corporate Growth and the American Council on Germany.

Woodbridge looks forward to working with Don to provide world-class mergers and acquisitions services to middle-market companies based in the Midwest.

Woodbridge International Launches Mexico City Office Expanding Presence In Mexico

Woodbridge International, a leading middle-market mergers and acquisitions firm, is pleased to announce the opening of its office in Mexico City. The Mexico City office strengthens Woodbridge’s capabilities in Mexico, adding on to the firm’s existing office in Monterrey, Mexico.

Woodbridge’s Monterrey office is managed by Senior M&A Advisor Jorge Colin and the new Mexico City office will be led by Senior M&A Advisors Gabriela Castell-Blanch and David Rivas.

Woodbridge’s Mexico-based sellers and buyers will benefit from David Rivas’ background in commercial and investment banking. For 11 years, David worked at Banco Nacional de Comercio Exterior in the Investment Banking Division, performing financing and equity investment functions. He later served as partner of an investment banking firm engaged in private equity, M&A and financing transactions. His industry experience is wide-ranging and includes logistics and distribution, retail, agro-industrial, services, tourism, health, communications and the public sector. David holds a BS in Mechanical/Electrical Engineering from the Universidad Nacional Autonoma de Mexico and an MBA from the Instituto Tecnologico Autonomo de Mexico.

Earlier in her career, Gabriela Castell-Blanch worked in trade finance and was responsible for financial relationships with development banks and commercial institutions at Banco Nacional de Comercio Exterior (Bancomex). Prior to joining Woodbridge, she worked as an M&A Officer for an investment banking firm, where she conducted deal negotiations, evaluations, due diligence and the preparation of closing documents. Gabriela holds a degree in International Trade from the Instituto Tecnológico y de Estudios Superiores de Monterrey and a Master’s degree in Finance from the Universidad Nacional Autonoma de Mexico.

Woodbridge International Closes Universal Survey Transaction

Woodbridge International, a global middle-market mergers and acquisitions firm, is pleased to announce Boathouse Capital’s investment in its client, Universal Survey & SurveyHealthCare, a New York City-based provider of survey data collection services.

Universal Survey & SurveyHealthCare provide custom survey solutions to a variety of market research firms, public relations/communications companies, management consulting firms, big data companies, and a variety of other end-users.

Boathouse Capital is a Philadelphia-based private equity firm that manages over $350 million in two separate funds. The firm typically invests $5 million to $25 million of mezzanine debt and equity into lower middle market businesses.

In a recent announcement, Chong Moua, partner at Boathouse Capital, said, “Universal Survey & SurveyHealthCare represent a fantastic opportunity to partner with a well-seasoned management team in the midst of rapid growth. Keith Strassberg, Mike Lefkowitz and Jerry Arbittier have done a great job to position the Company for future growth.”

Keith Strassberg said “I’m extremely pleased to partner with Boathouse Capital and further expand our footprint in the market. With continued due-diligence and creativity I believe we can reach new heights and expand our global client base.”

Woodbridge International Opens Office in France

Woodbridge International, a global mergers and acquisitions firm specializing in middle-market companies, is pleased to welcome Sophie Sauvage as the firm’s new Senior M&A Advisor heading up Woodbridge’s office in Lyon, France.

Prior to joining Woodbridge, Sophie was VP Corporate Development at Digital Virgo, a French digital entertainment group, where she was responsible for M&A operations and integration of the company’s acquisitions. She closed numerous transactions involving companies in France and other European countries, as well as in South America. Previously, Sophie worked in Deloitte’s Corporate Finance department where she focused on sell-side and buy-side transactions, valuations and coordination of the due diligence process. Sophie holds a Master’s degree in Management with specialization in International Business from HEC Paris.

Woodbridge looks forward to expanding its European footprint and is delighted Sophie is a member of its growing international team. Sophie will be advising middle-market sellers and buyers based in France and in other French-speaking countries.

Woodbridge International Opens Florida Office

Woodbridge International, a leading mergers and acquisitions firm focused on middle market companies, is pleased to announce the opening of its Jacksonville, Florida office. The office will be led by Woodbridge Senior M&A Advisor Roy Sutton.

Roy D. Sutton, III brings more than 20 years of experience in corporate P&L and sales management, investment banking and corporate finance to Woodbridge’s clients. Before joining Woodbridge, he was a commercial lender for Union Bank and an owner/partner with the roles of CFO, COO, & EVP for several national businesses. Having been a principal or facilitator in over 100 transactions, Roy provides financial and operational advice to entrepreneurs and middle-market business owners on strategies to maximize their company’s value.

Woodbridge is delighted to be able better serve clients based in and around Florida and welcomes Roy’s experience, passion and commitment to the firm’s sellers and buyers.