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A fraternal organization with over 1 million members wanted to diversify its investment portfolio through acquisition of a company that could strengthen its significant fundraising and member-communication activities. Kinsella Group was engaged to assist in executing this new strategy.
Kinsella guided the client through the strategic process and executed a search for direct marketing/direct-mail/printing companies. Within 90 days of the commencement of the engagement, initial discussions were underway with four prospects. A $50-million company which closely met the strategic criteria was selected as the “best fit.” Kinsella Group represented the client in numerous aspects of the sales process, including enterprise valuation, negotiation, and due diligence, all of which ultimately led to a successful transaction. Total time from initial engagement to transaction close was under eight months.
Immediately following the transaction close, the client asked Kinsella Group to re-enter into discussions with another of the interested prospects and invited Robert Kinsella to join the Board of Directors of the acquired company.
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In order to provide those services listed that involve securities, including capital sourcing and M&A advisory services for transactions involving stock or debt, certain Principals of Kinsella Group are licensed as FINRA securities agents with an unaffiliated registered broker/dealer, Burch & Company, Inc., 4151 N. Mulberry Drive, Suite 235 Kansas City, MO 64116, and would perform such services acting in this capacity.