Portfolio Category: Business Services

Bancsource, Inc. (or the “Company”) provides outsourced maintenance services and sales of cash cycle equipment including ATMs, smart safes, scanners, and other equipment for financial institutions and retailers nationwide. At the time of the transaction, Bancsource was the third-largest service provider in this sector, and the largest independent player. The Company was privately-held and is…

A leading independent contract packager (“co-packer”) serving the high-growth energy drink category and other attractive segments of the functional beverage market. Engagement Goals Brookwood Associates advised the shareholders of CBB on its a sale to SunTx Capital Partners, a Dallas-based private equity firm, and Management. Engagement Outcome The Situation – Founded as a craft brewery in Mooresville,…