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Areas of Expertise

As one of the most active investment banking groups in the Mid-Atlantic region, our professionals have hands-on knowledge and expertise in a wide range of industries, companies and transaction structures.

With experience as both operators of companies and investment banking advisors in many areas, we bring a unique degree of understanding to meeting different capital needs. We know that objectives and answers vary with each situation. Our expertise is working with business owners, management teams, Boards of Directors and private equity firms to accomplish what they need, as they need.

Particular industry experience includes:

Building Products

The United States building products industry is a sector of the economy that is characterized by significant fragmentation in private ownership with an overlay of approximately 25 publicly traded companies.   As one of the leading investment banks in the regional building products sector, Boenning & Scattergood has considerable experience working with privately held companies in this segment of the home building industry.  Our investment banking group has closed a number of significant transactions in the building products industry, including the sale of one of the largest privately held building products companies in the country in 2006.

The $65 billion market cap information technology services industry represents a rapidly growing segment of the United States business economy.   With over 1,200 privately held and publicly traded companies in the sector, the IT and business services sector provides significant need for investment banking services.  Our investment banking practice provides M&A advisory, fairness opinions, and capital raising services to our publicly traded clients.  For privately held companies, the firm offers M&A advisory capabilities including both buy-side and sell-side advisory services.  Our clients have traditionally consisted of middle market companies in the private sector and small-micro cap publicly traded clients.  

Boenning & Scattergood is one of the leading investment banking and advisory firms for financial institutions in the Eastern United States, and consistently ranks among the most active firms serving community financial institutions in the Mid-Atlantic region. Clients range from mid-size banks and thrifts to leasing firms, insurance companies and brokerages, asset management firms, broker-dealers and other financial services businesses. Through years of working with financial institutions, we have developed relationships with a broad base of industry participants.  Our practice offers the full range of M&A advisory and capital formation services to both privately held and publicly traded clients in the broad based financial institutions sector.

The Mid-Atlantic region has a rich heritage of water and specialty chemical enterprises, and Boenning & Scattergood has a history of serving both publicly traded and privately held companies in these sectors.   The extraordinary presence of both water utilities and water infrastructure companies located throughout the region serves as the fundamental core of our work in the water industry.  In the specialty chemicals sector, we have worked extensively with both privately held and publicly traded companies in the sector.  We offer both privately held M&A advisory services and the full range of capital formation services to companies in the broad industrial services sector.

Boenning is located within one of the largest concentration of major pharmaceutical, biotech and medical device companies – as well as life sciences investors - in the world.  This enables our investment bankers to be actively involved in funding and strategic partnerships in the region.  With public life sciences companies, we are active in public offerings and private placements (“PIPEs”), as well as providing financial advisory services for companies and their boards.  For private companies we focus on later-stage funding and liquidity events.

Boenning & Scattergood is one of the most active middle market investment banks in the Mid-Atlantic region in terms of experience selling privately held companies in the broad manufacturing and distribution sectors of the economy. The principals of our practice have worked on a broad array of manufacturing and distribution assignments over the past 15 years, including building products, plastics and injection molding, transportation, food services, apparel, home furnishings, retail, and defense services. Our group’s experience includes advising both privately held and public companies in the manufacturing, services and distribution sectors of the economy. The group’s experience includes public offerings, private placement of debt and equity, and M&A advisory services.

One of the more stable sectors in the domestic investment community, the hospitality industry reflects economic conditions in the surrounding communities. Our experience in hospitality includes extensive private and public work in the real estate, hospitality (hotel), and restaurant sectors of the economy. Members of our investment banking group have bought, operated and sold several large real estate and property groups prior to joining Boenning. Boenning & Scattergood’s investment banking practice has undertaken a broad range of services to both publicly traded and privately held clients, including majority recapitalizations, management buyouts, and sales to private equity firms throughout the domestic United States.

The technology practice at Boenning & Scattergood focuses on small-micro cap publicly traded companies and middle market privately-held companies in the software and hardware sectors.  For software companies, we have particular expertise in the market for on-demand software, including human resources, customer contact software and financial services software.  In the hardware sector, we focus on the RFID, networking and defense markets.  Recent technology engagements have included public offerings, private placements, buyside and sellside M&A as well as general financial advisory for management and corporate boards.