Case Studies

MBO Case Study – Acquisition Carve-Out of a Vertically Integrated Company

This article presents the case study of a management buyout (MBO) of a small company with two vertically integrated business lines. This case study shows a transaction in which the seller carved out and sold one of the business lines to a company manager. The seller kept the other line of business as a stand-alone […]

FedEx Case Study – Route Acquisition Using a Small Business LBO (P & D)

This article presents the case study of how a client used a leveraged buyout (LBO) to acquire a FedEx Pickup and Delivery (P&D) route. In recent years we have helpedĀ  clients finance these acquisitions using a LBO strategy. Although not widely known, FedEx operates many P&D routes through third parties. These routes are a niche […]

LBO Case Study – Small Transportation Company (Business Acquisition)

In this article, we present the case study of a leveraged buyout (LBO) applied to a small transportation company. Although this strategy is not mentioned in the small business popular press often, LBOs can be an effective way to buy a small company as well. Since the company is private (rather than publicly listed), all […]

MBO Case Study – Midsize Aviation Company (Business Acquisition)

In this article, we present the case study of a management buyout (MBO) applied to a small/midsize aviation parts company. Although small management buyouts are not mentioned in the business popular press often, they can be an effective way to acquire a company. Since the company is private (rather than publicly listed), all the names […]