Investment Bank

Case Group

76 Sugarbush Village Drive

Warren, Vermont

United States

(802) 375-7600

https://www.casegroupllc.com

Case Group is an M&A advisory firm dedicated to providing transaction services to family-owned businesses, private equity groups, and family offices in the lower middle market. Target Sectors: - Niche Manufacturing - Building Products & Materials - Industrial Supplies & Parts - Chemicals & Lubricants - Consumer Products - Distribution & Wholesale - Energy & Environmental Services - Transportation & Logistics - Healthcare Services - Clean Tech - Recycling - Water and Energy Efficiency - Utilities and Power Generation Infrastructure - Renewable Energy & Energy Storage - HVAC Transaction Types: - Buyouts - Recapitalizations - Divestitures - Turnarounds - Family Succession Financial Profile: - Platform Acquisitions with EBITDA $2M+ - Add-on Acquisitions with EBITDA $500k+ - Turnarounds with a history of profitability Geography: - US - Canada

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