OFV Sample Transactions

Since its inception in 2001, Oak Forest has completed numerous transactions, ranging from outright acquisitions, profit improvement engagements, M&A valuations, and corporate turnarounds.Below is a list of sample transactions across the different industries we serve.

Sample Transaction

Type

Description††††††††††††††††††††††††

 

 

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M&A Advisory

OFV advises Elkay on profit improvement opportunities with recent and prospective acquisitions.

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M&A Advisory

OFV assisted sister companies on over one dozen acquisitions.

Evaluation

Blair-Alexander is a boutique, value-added fabricator of boiler management systems in the western United States.

Hiland Foods

Turnaround

Hiland is a roll-up of several East-coast based deli food manufacturers and distributors.

Evaluation

Combustion Controls is reseller of control components for the commercial and industrial sectors.

Evaluation

Applied Automation is a distributor of industrial components and value-added fabricator of process systems for the commercial and industrial sectors.

Turnaround

I&K is a leading distributor of prepared foods for the grocery industry. It markets under 5 proprietary product brands.

Evaluation

INTEC Controls provides compatible quality controls, peripherals, and interface devices to the HVAC Controls, Energy Management, and Building Automation Markets.

M&A Advisory

OFV leads Wilson-Mohrís acquisition process, and is currently structuring a strategic buy-out. OFV has also provided due diligence advisory services.

M&A Advisory

OFV as assisted the Questor Fund on the valuation and profit improvement opportunities for two transactions Ė Lennox China and Chef Solutions.

M&A Advisory

OFV advises Lewis-Goetz on profit improvement opportunities with recent and prospective acquisitions.

Turnaround

OFV has advised Rawson executives and its current ownership team on how to dramatically improve profits. OFV is currently in discussions to acquire Rawson.

M&A Advisory

OFV is advising the leadership team at Samson on how to improve profitability.