Pendo Advisors Continues to be an Asset to the PE Industry in 2021


April 30, 2021

Chicago, IL – Pendo Advsiors, a Thompson Reuter’s award-winning business and financial advisory firm, shows no signs of slowing down as they facilitate several high-value transactions, fairness opinions, solvency opinions, and recapitalizations in 2021.


Pendo Provides Fairness Opinion on sale of High Precision Components Manufacturer

Pendo advised on an approximately $20 million sale transaction. Pendo served as independent financial advisor and issued a fairness opinion to the trustee of an ESOP owned Midwest based manufacturer of high-precision components for the aerospace industry and other industrial clients.


Pendo Advised on ESOP Owned Building Materials Firm

Pendo advised on an approximately $20 million purchase transaction to result in 100% ESOP ownership for a Building Materials firm in the Northeast. Pendo assisted the trustee in negotiations and provided a fairness opinion related to the transaction.


Pendo Advised on Debt Recapitalization of a PE Owned Healthcare Provider

Pendo advised on a $50 million debt recapitalization of a private equity owned provider of at home healthcare solutions. Pendo provided a solvency opinion to the board of directors in connection with the transaction.


Pendo Advised on ESOP Owned Design Consulting Firm

Pendo advised on a $13 million transaction to result in 100% ESOP ownership for a design consulting firm in the Northeast. Pendo assisted the trustee in negotiations and provided a fairness opinion related to the transaction.


Pendo Advised on Debt Recapitalization of a PE Owned Technology Company

Pendo advised on a $140 million debt recapitalization of a private equity owned leading provider of label and technology solutions to the retail market. Pendo provided a solvency opinion to the board of directors in connection with the transaction.


Pendo continues to be a national go-to provider of fairness opinion, valuation and transaction advisory solutions for the private equity industry and ESOP businesses.

More on Pendo Advisors

Pendo Advisors delivers exceptional outcomes by leveraging capital markets, business valuation, and transaction experience from $5.0 million in transaction size to Fortune 500 and multi-billion dollar private equity deals.

Contact Brian Wilson or visit www.pendoadvisors.com for more information.

 
Kerry Grady