XLCS Partners Announces Recent Promotions

XLCS Partners, Inc., a leading middle market investment bank, is pleased to announce recent promotions at the firm.

Johnny Sebastian, Reed McMahon, David Silva, and Noah Shertzer have all been promoted to Associates. Matt Crabtree has been promoted to Senior Associate, and Eric Schoendorf has been promoted to Vice President.

“We are thrilled to recognize the personal and professional development of our team with these well-deserved promotions,” said Bob Contaldo, Managing Partner. “They have all demonstrated a commitment to excellence, and we are confident that they will continue to play a significant role in the growth and success of our firm.”

XLCS is currently seeking senior level investment banking professionals nationwide and is looking to fill analyst, associate, VP, marketing, finance, and administrative positions. Please visit https://xlcspartners.com/careers/ for more information.

About XLCS Partners, Inc.
XLCS Partners is an investment banking firm providing M&A advisory services to select clients globally. More information is available at www.xlcspartners.com.

2021 Year in Review

The Year: 2021

CHANGE

The world is designed for change.
Our businesses change.
Our personal life changes.
Our priorities change.

The world is designed for change.
The economy changes.
Our health changes.
Our mindset changes.

The world is designed for change, and so we change, like it or not.

We face it and we ultimately must accept it.

2021’s world was no different really, just another iteration of change. Tougher than some years, easier than others. It’s entirely personal. So, we press on expecting good things in the midst of it all. We have embraced it and have been blessed.

At XLCS we continue to grow and thrive. In 2021, we have added four professionals; opened our downtown Nashville office; and bolstered our staff in our suburban Chicago office.

We had a big year in every way and hope you did as well.

2022…bring it on.

All the best.

Bob Contaldo
Chairman & Managing Partner
XLCS Partners, Inc.

 

 

XLCS Partners Announces Promotions and Additions to Team

XLCS Partners, Inc., a leading middle market investment bank, is pleased to announce three promotions and three recent hires to support the firm’s continued growth.

Jay Cremer has been promoted to Vice President. Jay joined the firm in 2017 after an internship with the firm. He received his undergraduate degree in finance and economics and an MBA from Indiana University and holds FINRA Series 79 and Series 63. Jay has worked on all facets of transactions across multiple industries.

Eric Schoendorf has been promoted to Senior Associate after joining XLCS in 2019 as an Analyst. He graduated from Loyola University Chicago with high honors in finance and accounting, holds a CPA certification, FINRA Series 7, and Series 63. Eric played professional soccer for FC Linkoping City in Sweden just prior to joining XLCS.

Matt Crabtree has been promoted to Associate after joining XLCS in 2019 as an Analyst. Prior to Investment Banking, Matt worked as an Account Specialist for Aon Risk Services, a worldwide commercial insurance brokerage. Matt earned his Bachelor’s degree in Economics and Political Science from the University of Illinois at Urbana-Champaign, and holds FINRA Series 79 and Series 63.

Reed McMahon has joined XLCS as an Analyst after interning in the summer of 2020. Reed graduated from Auburn University with a Bachelor’s degree in Finance from the Harbert’ College of Business.

Johnny Sebastian has joined XLCS as an Analyst. Johnny received his undergraduate degree from Northwestern University, as well as Master’s degrees from the Kellogg School of Management and the University of Wisconsin. Johnny was also a student-athlete and co-captain on the nationally ranked Northwestern and University of Wisconsin’s wrestling team.

Samantha Angarola has joined XLCS as Administrative Support. Prior to joining XLCS, she provided customer service for Union National Bank. Samantha graduated from Northern Illinois University with a Bachelor’s of Science in Business Administration.

“It’s gratifying to see the personal and professional development of each individual on our team,” shared Bob Contaldo, Managing Partner. “Our people are exceptional and their contribution is essential to fulfilling our promise to our client… ‘Investment Banking to the Highest Degree’. We congratulate them.”

XLCS is currently seeking senior level investment banking professionals nationwide and is looking to fill analyst, associate, marketing, finance, and administrative positions. Please visit https://xlcspartners.com/careers/ for more information.

About XLCS Partners, Inc.
XLCS Partners is an investment banking firm providing M&A advisory services to select clients globally. More information is available at www.xlcspartners.com.

2020 Year in Review

The Year: 2020

At XLCS ­we responded as many do when faced with economic uncertainty. Questions…possible solutions…beating down fear…banding together…and above all, prayer.

 

We made a commitment to see this through together; to do the next right thing; to be professionally and personally accountable; to demonstrate grace.

We adopted a positive mindset that would not accept the panicked notion that the year was lost.

We adapted to a new world of doing business that in many ways brought about better and lasting improvements.

The results were astounding.

XLCS had a record year that almost doubled our best year in our 38 year history.

Investment Bankers are an optimistic lot by nature, but double? While quarantined? While ideas were on lock-down and social/political events boiling over. Remarkable.

Our business has strong tailwinds going into 2021 and our opportunities to serve abound, for which we thank God.

Thank you to all who have allowed us to serve you and play a part in the history of fine companies built by generations of fine people.

We wish you well in 2021.

Bob Contaldo
Chairman & Managing Partner
XLCS Partners, Inc.

 

2019 Year in Review

The Year: 2019

Most measure success in business by revenue and profits. This, of course is proper. And thankfully, XLCS° had another successful year. A record year…very big.

But beyond that, and because of that, we can look at another measurement…improving life for those whom we serve, and for those who serve with us.

We helped some clients transition to another chapter in their lives – moving into an easier lifestyle with shorelines instead of deadlines; grandbabies instead of customers; picnics instead of business lunches; vacations instead of business trips; and “Saturdays” instead of “Mondays”.

We helped many monetize generations of personal and financial investment with a long awaited and well-earned reward. In one case, we placed a sixth generation company into hands that will respect and perpetuate the family name.

We helped other clients partner with some really smart people who brought the financial means to grow in ways that previous generations could never imagine.

We hired and/or promoted five bright young business people who have exciting futures in an exciting industry. They

are the future of XLCS° and share our commitment to the name which literally means “Investment Banking to the Highest Degree.”

We wish you well in 2020.

Bob Contaldo
Chairman & Managing Partner
XLCS Partners, Inc.

 

The M&A Market and the Weather 

It’s sunny, hot, and humid. Summer yes, but there are telltale signs that a change is in the air. Cooler misty mornings, ever so subtle color change in the leaves of some trees, tiny acorns dropping, and a few more leaves on the ground. It’s still 84 degrees, but not the same overall feel of 84 degrees in June. The air is just a little different. The overall look and feel just a little different.

So goes my read of the M&A market.

XLCS had a record year in 2018 with 17 completed transactions. This year 10 so far, and every indication that we will exceed last year-and possibly by a huge margin. But….it’s just a little different. A few less offers, some tighter performance based structures, a few more questions from lending sources, and bit of seasonal weariness. Make no mistake, it’s still summer in M&A, but seasons must change and it may have begun.

The question is, “Will it be an early Fall? Or is it late breaking days of Autumn warmth? A mild winter?”… One thing is certain, it has been a long summer. If only we had the M&A Woolly Bear Caterpillar.

 

By Robert Contaldo, XLCS Chairman and Managing Partner

XLCS Partners to exhibit at International Fastener Expo – Booth #1155

We are pleased to announce that our firm will be participating as the only independent investment banking exhibitor at the International Fastener Expo in Las Vegas, Nevada on September 17-19 (Booth #1155).

XLCS Partners provides M&A advisory services to fastener manufacturers and distributors, having previously completed transactions with Field Fastener, GL Huyett, Weinstock Brothers (sold to Wurth), Driv-Lok and others (click here for more details).

The industrial supply M&A market continues to expand and push boundaries. Our latest transaction, the sale of Innovative Components in their sale to Essentra, proves that the market is thriving and there is a unprecedented demand for quality companies across the industry.

We would love the opportunity to introduce our firm and answer any questions you may have regarding the current M&A market, valuations, how a business sale process works, recapitalizations, private equity or raising capital.

If you are attending the show and would like to schedule a time to meet, please contact Anthony Contaldo at (847) 477-8651 or acontaldo@xlcspartners.com. We will also be available at booth #1155 throughout the expo.

 

About XLCS Partners, Inc.
XLCS Partners is an investment banking firm providing M&A advisory services to select clients globally. More information is available at www.xlcspartners.com.

About the International Fastener Expo
The International Fastener Expo is the Largest B2B of Industrial Fasteners and Tooling & Machinery in North America. Since 1981, the event continues to bring together the manufacturers and master distributors of fasteners, precision formed parts, fastener machinery & tooling and other related products and services with distributors and sales agents in the distribution chain. Held annually in Las Vegas, Nevada, USA, the event consists of an all-day conference program presented by endorsing fastener associations and a show floor with more than 850 + exhibiting companies and 5,000+ attendees from around the world. https://www.fastenershows.com/

XLCS Partners’ Bob Contaldo – featured speaker at thINK Ahead 2019 conference


Bob Contaldo, Managing Partner of XLCS Partners, Inc., a leading middle market investment bank, will speak at the 5th annual thINK Ahead conference in Boca Raton, Florida on Tuesday, September 17, 2019.

Contaldo is a nationally recognized speaker and expert in M&A with over 37 years of experience. He has originated and executed hundreds of investment banking assignments for middle market companies and their shareholders, including several transactions in the printing, packaging, and graphic arts fields.

The session titled “Mergers and Acquisitions: How to Sell or Rapidly Expand your Business” will be part of the Innovate Page Growth series. In this session participants will:

    • Receive a Mergers and Acquisitions market and valuation overview specific to the printing industry
    • Explore how to diversify your net worth and/or grow your business with a private equity partner
    • Learn how to transition ownership to family and/or key management without giving the company away
    • Receive a crash course on the process that XLCS Partners has used to maximize transaction value for hundreds of clients

thINK Ahead is an event designed for Canon Solutions America inkjet customers and prospective customers.

About XLCS Partners, Inc.
XLCS Partners is an investment banking firm providing M&A advisory services to select clients globally. More information is available at www.xlcspartners.com.

About thINK
thINK is an independent community of Canon Solutions America Production Print customers, solution vendors, and print industry experts, and Canon Solutions America is a proud executive sponsor. Led by some of the most successful inkjet service providers in the country, it provides a forum for members to network, gain knowledge, discuss common challenges, and share best practices. Visit www.thinkforum.com for more information.

XLCS Partners to exhibit at Fastener Fair USA – Booth #342

We are pleased to announce that our firm will be participating as the only independent investment banking exhibitor at the Fastener Fair USA in Detroit, Michigan on May 22-23 (Booth #342).

XLCS Partners provides M&A advisory services to fastener manufacturers and distributors, having previously completed transactions with Field Fastener, GL Huyett, Weinstock Brothers (sold to Wurth), Driv-Lok and others (click here for more details).

The industrial supply M&A market continues to expand and push boundaries. Our latest transaction, the sale of Hagerty Industrial Supply in their sale to White Distribution and Supply, proves that the market is thriving and there is a unprecedented demand for quality companies across the industry.

We would love the opportunity to introduce our firm and answer any questions you may have regarding the current M&A market, valuations, how a business sale process works, recapitalizations, private equity or raising capital.

If you are attending the show and would like to schedule a time to meet, please contact Anthony Contaldo at (847) 836-7035 or acontaldo@xlcspartners.com. We will also be available at booth #342 throughout the exhibition.

 

Click below to register for free with code FF170:

 

 

 

 

About XLCS Partners, Inc.
XLCS Partners is an investment banking firm providing M&A advisory services to select clients globally. More information is available at www.xlcspartners.com.

About Fastener Fair USA
Fastener Fair USA is the only exhibition in the U.S. dedicated to the full supply chain–distributors, mechanical and design engineers, purchasers, wholesalers, and OEMs. From automotive to aerospace, construction to HVAC, furniture to appliances, fastener professionals from every segment of the market find the latest products they need at Fastener Fair USA. www.fastenerfair.com/usa/

2018 Year in Review

The Year: 2018


2018 brought big changes, lots of excitement, and a company record of 17 completed transactions across 11 industries from aerospace and fasteners to education and equipment manufacturing.

It has also brought the biggest change to our company in over 20 years. A new brand with new enthusiasm. We have taken what was good and made it better. We took every part of our business and asked the question that frames our professional existence, and that is: “What must we do to each component of our business to ensure the highest degree of success for our client?”

Process, presentation, market analysis, personal and team dedication – all filtered through what our name embodies: Investment Banking to the Highest Degree™. We strive to continually refine everything, both professionally and personally, and pray we have done so again in 2018. 

To that end, we have refined our brand to better depict who we are and what we strive for. XLS has become XLCS, the latter saying precisely the name on which we base our promise… “Excelsius”… which means “To the Highest Degree”. The same ownership and the same passion.  

2019 is here bringing change, be it known or unknown. If we can help, we bring with us the promise of XLCS.

Bob Contaldo
Chairman & Managing Partner
XLCS Partners, Inc.

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