BellMark Partners

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SWS-TEK LLC

SWS-TEK LLC

September 2009 – BellMark Partners LLC is pleased to announce the completion of its third transaction since its forming in May 2009 with its role as financial advisor to SWS/TEK LLC (the “Company”) in conjunction with its refinancing transaction. The Company received a new $6 million senior bank facility from TD Bank North and a new $1.7 million subordinated debt investment from Adam & Partners. The proceeds will be used by the Company to pay down its existing debt and provide working capital for growth purposes. SWS/TEK, LLC is a holding company which owns two wholly-owned subsidiaries, Sencorp, Inc. and White Systems, Inc. that manufacture highly engineered machinery and storage systems used by a diverse group of companies for packaging, warehousing, distribution, and inventory control in the medical, pharmaceutical, consumer products, electronics, industrial and household goods industries. The Company is based in Hyannis, MA and is owned by Management Capital LLC, a private equity firm based in Providence, RI. Bellmark Partners, LLC is a boutique investment banking firm focused on providing advisory services to middle market and lower middle market companies in the consumer products, industrial, healthcare, and business services industries. Bellmark provides advice to family businesses, entrepreneurial or closely-held companies, private equity-owned companies, and small-cap public companies. Services include: mergers and acquisitions, strategic alternatives reviews, restructurings , and valuation & fairness opinions. Download as...

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SWS-TEK LLC Deal Announcement

September 2009 – BellMark Partners LLC is pleased to announce the completion of its third transaction since its forming in May 2009 with its role as financial advisor to SWS/TEK LLC (the “Company”) in conjunction with its refinancing transaction. The Company received a new $6 million senior bank facility from TD Bank North and a new $1.7 million subordinated debt investment from Adam & Partners. The proceeds will be used by the Company to pay down its existing debt and provide working capital for growth purposes. SWS/TEK, LLC is a holding company which owns two wholly-owned subsidiaries, Sencorp, Inc. and White Systems, Inc. that manufacture highly engineered machinery and storage systems used by a diverse group of companies for packaging, warehousing, distribution, and inventory control in the medical, pharmaceutical, consumer products, electronics, industrial and household goods industries. The Company is based in Hyannis, MA and is owned by Management Capital LLC, a private equity firm based in Providence, RI. Bellmark Partners, LLC is a boutique investment banking firm focused on providing advisory services to middle market and lower middle market companies in the consumer products, industrial, healthcare, and business services industries. Bellmark provides advice to family businesses, entrepreneurial or closely-held companies, private equity-owned companies, and small-cap public companies. Services include: mergers and acquisitions, strategic alternatives reviews, restructurings , and valuation & fairness opinions. Download as...

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Terry Bikes

Terry Bikes

May 2009 – Terry Bicycles for Women, Inc. (the “Company”) announced its sale to Elisabeth Robert. BellMark Partners, LLC acted as the exclusive buy-side advisor to Elisabeth Robert in connection with the transaction. Founded in 1985 by Georgena Terry, the Company is a leading international provider of women’s bicycles and cycling apparel. Elisabeth Robert is the former President of The Vermont Teddy Bear Company. Under her leadership, The Vermont Teddy Bear Company became a national brand whose revenues increased from approximately $15 million to $75 million. BellMark Partners, LLC is a boutique investment banking firm focused on providing advisory services to middle market and lower middle market companies in the consumer products, industrial, healthcare, and business services industries. BellMark Partners, LLC provides advice to family businesses, entrepreneurial or closely-held companies, private equity-owned companies, and small-cap public companies. Our services include: mergers and acquisitions, strategic alternatives reviews, restructurings, and valuation & fairness opinions. BellMark Partners’ founders have advised on more than 100 M&A and capital raising transactions, and previously worked as senior bankers for firms such KeyBanc Capital Markets, Inc., BankBoston Robertson Stephens, Fleet Securities, Inc. and Covington Associates LLC. Download as...

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Vita Foods

Vita Foods

May 2009 – Vita Food Products, Inc. (“Vita Foods” or the “Company”) announced its sale to an entity formed by Howard E. Bedford. Prior to the transaction, Mr. Bedford served as a member of the Company’s Board of Directors and represented the Company’s largest shareholder. BellMark Partners, LLC acted as the financial advisor to the Company’s Special Committee of the Board in connection with the transaction. Vita Foods is a leader in the U.S. retail packaged seafood and condiment markets. The Company’s product offering include salmon and herring; cocktail, tartar, and horseradish sauce; honey, salad dressings, and barbecue sauces. The Company’s products are sold under the Vita®, Elf®, and Grand Isle® brands. Howard Bedford served as a member of the Company’s Board of Directors since May 2006. He is also President of the Bedford Group, an investment, estate, and tax advisor to high-net worth individuals. BellMark Partners, LLC is a boutique investment banking firm focused on providing advisory services to middle market and lower middle market companies in the consumer products, industrial, healthcare, and business services industries. BellMark Partners, LLC provides advice to family businesses, entrepreneurial or closely-held companies, private equity-owned companies, and small-cap public companies. Our services include: mergers and acquisitions, strategic alternatives reviews, restructurings, and valuation & fairness opinions. BellMark Partners’ founders have advised on more than 100 M&A and capital raising transactions, and previously worked as senior bankers for firms such KeyBanc Capital Markets, Inc., BankBoston Robertson Stephens, Fleet Securities, Inc. and Covington Associates LLC. Download as...

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Company Announcement Release

Company Announcement Release We are pleased to announce the formation of BellMark Partners, LLC, a boutique investment banking firm focused on providing advisory services to middle market and lower middle market companies in the consumer products, industrial, healthcare, and business services industries. BellMark Partners, LLC provides advice to family businesses, entrepreneurial or closely-held companies, private equity-owned companies, and small-cap public companies. Our services include: mergers and acquisitions, strategic alternatives reviews, restructurings, and valuation & fairness opinions. BellMark Partners’ founders have advised on more than 100 M&A and capital raising transactions, and previously worked as senior bankers for firms such as KeyBanc Capital Markets, Inc., BankBoston Robertson Stephens, Fleet Securities, Inc. and Covington Associates LLC. Contact Us: 635 West Lakeside Avenue, Suite 606 Cleveland, OH 44113 Office: (216) 575-1000 Fax: (216) 575-1001 www.bellmarkpartners.com email:...

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