Wharton bankers have completed over 75 transactions globally with a total transaction value in excess of $5 billion in our focus industries. Our Managing Directors have deep experience in and have also lead mergers and acquisition activities for Fortune 500 companies with acquisition focuses in the industries listed.
Our practice focuses on the industries we know better than any other investment banker would. Our depth enables us to match the best buyer and seller for a business, provide insightful strategic counsel and secure willing funding for capital raises.
The unique value proposition with our firm is the investment banker assigned will be more much more experienced and know your industry.
All of our Managing Directors are Senior and Experienced.
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Wharton’s investment bankers have significant experience in working with companies involved with industrial Automation. Our successfully completed transactions in this segment leave us with expertise to determine best paths and likely outcomes for conducting new assignments. Our team has over 20 years of experience in the industrial automation space and have completed over $1.0 billion of transactions.
Wharton’s bankers have over 20 years of experience in the motion control market and have completed divestitures, buy side engagements and sell side engagements totaling several hundred million dollars in transaction value. Our experience allows us to discretely match the best possible buyers and sellers for a transaction. We have completed more than a dozen transactions in the motion control market. We have also assisted in developing adjacency strategies for several leading participants and can bring that understanding of the market place to bear for engagements.
Wharton bankers have completed over one $1.0 billion of transactions in the motors industry and include both buy and sell side transactions. We have over 20 years of global experience in the motors industry. Transactions have included divestitures, joint ventures and acquisitions throughout the world.
Wharton bankers have completed over one $1.0 billion of transactions in the hydraulics market and include both buy and sell side transactions. We have over 15 years of experience in the hydraulic sector. Transactions have included divestitures, joint ventures and acquisitions throughout the world.
Wharton bankers have been active in the fluid technology sector for over 20 years. They have completed more than 20 transactions in the fluid technology sector with a total enterprise value of over $750 million. Our engagements have been on both the buy and sell side. We feel our level of global M&A experience in the fluid technology sector stands above other middle market investment banks. Wharton professionals have deep experience in adjacency strategy development and capital raising in the sector. We have particular expertise in the following sectors:
- Water and Wastewater Treatment
Wharton bankers have been active in transactions in the various levels of the supply chain from manufactures of equipment, controls oems and maintenance and installation firms for over 15 years. Wharton bankers have completed several transactions in the HVAC space.
Wharton bankers have particular expertise in the electrical connectors and cable assemblies markets. We have had both buy and sell side engagements and have completed numerous transactions in the sector. We feel our network in the industry allows us to discretely match our clients with the best buyers or sellers for a transaction. One of our clients recently commented to one of his colleagues “these guys know this market cold”. We have had transactions in the following end markets:
- Oil and Gas
Wharton bankers have over 10 years of experience in the engineered materials space. This quickly evolving market has created opportunities for both buyers and sellers and Wharton’s experience could help both achieve their goals.
Wharton bankers have on average over 10 years of experience in the Specialty Metals industry. We have worked with numerous differentiated metal companies over the years. Our depth and global experience in this market allows us to provide strategic counsel to both buyers and sellers in the space.
Wharton has a robust Aerospace expertise led by an experienced team of senior professionals with in-depth knowledge of the Aerospace industry. Our team has on average over 20 years of experience in the Aerospace industry and have completed numerous transactions with particular expertise in:
- Flight controls
- Advanced materials
Wharton bankers have worked with several leading mining equipment companies completing transactions. We offer several advantage to clients: 1) for buy side clients we know the smaller and midsized companies that would welcome investment to take them to the next level 2) for sell side clients we understand the strategies of the potential significant buyers better than other firms that don’t focus on the industry 3) for strategy clients we are able to quickly identify growth opportunities. Our bankers have over 10 years of in depth experience in the mining equipment market and have completed numerous transactions.
Perhaps more than any other industry, the Defense sector has faced significant business complexities that have affected participants’ financial strategies. These specific industry characteristics have included the combination of shifts in national defense budgets creating growth for some segments and decline for others. Wharton professionals have been actively involved in this industry for over 20 years and have experienced its numerous shifts and cycles first-hand. Understanding the needs and objectives of entrepreneurs, shareholders, lenders, and corporate officers, has enabled Wharton bankers to provide our clients with a variety of investment banking and advisory services.