2022

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CLIENT

Andler Packaging Group (“Andler Packaging” or the “Company”) is a value-added distributor of plastic, glass, and metal packaging products. Founded in 1893 by Israel Andler in Cambridge, Massachusetts, the Company was originally a recycler of glass bottles for the local community. With multiple locations across Massachusetts, New Jersey, Maryland, and Florida and 130 years of operational experience, Andler Packaging is one of the largest packaging suppliers in the United States. The Company serves a variety of markets, with expertise in the rapidly growing pharmaceutical and nutraceutical industries. Andler also offers value-added services, including proprietary custom tools, printing and labeling capabilities, and repacking and sterilization services.

SITUATION

As a leading value-added provider of packaging solutions and a 4th generation family-owned business, Andler was approached regularly with strategic discussions regarding exit opportunities. After much consideration, the Company decided to engage an advisor to support the exploration of its options, including a possible sale process with a select list of strategic parties. “Supporting the Andler Family in evaluating and refining their family and personal goals was a highly collaborative process. Together we were able to identify the best path forward and deliver maximum value with an optimal long-term partner,” said Pat Reinhardt, Managing Director at G2 Capital Advisors.

ENGAGEMENT

G2 Capital Advisors, LLC (“G2”) served as the exclusive sell-side advisor to Andler Packaging Group in its sale to Berlin Packaging. Through a fast-paced and collaborative process, G2 focused on identifying the right partner and deal structure to ensure the family and employee legacy would be maintained and realize maximum value for the brand and enterprise. 

“Working with G2 was a great experience for all our stakeholders. They were knowledgeable and responsive and helped us not just maximize value but find a partner we could feel truly good about taking on our family’s business and legacy. We enjoyed working with G2 and are excited to watch this next chapter of our business unfold,” the Andler family said of the process.

OUTCOME

G2 successfully led the Andler Packaging organization through an accelerated strategic process that achieved our clients’ primary goals and ultimately led to its acquisition by Berlin Packaging, a leading global supplier of packaging services and solutions.

“It has been an honor to be part of preserving the generational legacy of Andler Packaging. G2’s expertise in working with family-led businesses in the middle market, such as Andler Packaging, allowed for a great outcome across all family stakeholders by deploying our deep operational and transactional industry expertise. There were several elements of unique complexity based on the 130-year company history and complex, multi-generational, and multi-family ownership,” said Victoria Arrigoni, Managing Director & Head of Industrials & Manufacturing M&A at G2.

“We have a longstanding relationship with Berlin Packaging, not only as a competitor but also as a customer and supplier,” said Sam Andler, Managing Director of Andler Packaging Group. “Berlin Packaging’s values and dedication to customer thrill make this an excellent partnership. I look forward to continued growth for our Company and our employees.”

G2 Capital Advisors provides M&A, capital markets, and restructuring advisory services to the middle market. G2 offers integrated, multi-product, and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. G2 aspires to be our clients’ trusted advisor of choice, including corporations and institutional investors.

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BOSTON, MA – G2 Capital Advisors, LLC (“G2”), a leading full-service investment bank and restructuring advisory firm, has hired Brian Steffens and Jereme LeBlanc to join the Buy-Side M&A advisory practice offering clients support and assistance in defining and executing thoughtfully curated acquisition strategies. With 40+ years of combined industry-focused advisory experience, Steffens and LeBlanc will work collaboratively to manage G2’s buy-side transaction support for private equity and strategic buyers.

“The investment in additional buy-side leadership is core to G2’s focus on delivering valuable industry, market, and strategic advice to our clients,” said Matt Konkle, President of G2. “The buy-side platform significantly enhances G2’s trusted advisory approach, assisting clients to drive growth, maximize value creation, and achieve their strategic objectives.”

The expansion of G2’s Buy-Side M&A team represents a significant opportunity for the firm to support over two dozen active buy-side clients pursuing inorganic growth. In 2021, G2’s grew the buy-side practice substantially, advising 30+ clients and closing eight buy-side transactions. 

Brian Steffens joins as Managing Director of G2’s Buy-Side M&A advisory practice. In addition to over 10 years of M&A execution experience covering a range of transactions from buy-side and sell-side to strategic development for large corporate and middle-market clients, Brian previously held financial, operational, and business development roles for portfolio companies as well as leading his own consulting firm focused on value enhancement and growth pre-liquidity event for privately held business owners. He began his career working with the Big 4 accounting firms of PriceWaterhouseCoopers, LLP and Deloitte, LLP. Before joining G2, Steffens was an MD at TruSight, LLC, where he led projects supporting growth strategy objectives for buy-side clients. Over the course of his career Brian has executed inorganic strategy development, target screening, buy-side diligence, and post-merger integration on transactions worth more than $400 MM cumulatively.

Jereme LeBlanc joins as Director, Buy-Side Advisory. LeBlanc brings over 20 years of experience as an M&A advisor and software industry executive. Jereme works exclusively on G2’s buy-side M&A team – specializing in enterprise software and tech-enabled services. Jereme was formerly with Citigroup’s Investment Banking division in New York – and later a Partner at TM Capital, where he led M&A advisory engagements in the enterprise software and IT services sectors. Jereme has successfully executed over 50 transactions worth more than $2.0 billion cumulatively. Jereme spent nine years as a fractional executive in the B2B software industry spearheading corporate development for middle market vendors.

“We are excited to have Brian and Jereme joining our accomplished Buy-Side Advisory practice,” said Ben Wright, Chief Operating Officer at G2 Capital Advisors. “Together, Steffens and LeBlanc bring an exceptional track record supporting high-growth, mission-focused companies, and private equity groups to successfully execute acquisition strategies. Their respective skill sets, and deep investment banking experience make this pair an exceptional addition to our growing practice.”

G2 Capital Advisors offers M&A advisory services, including sell-side and buy-side advisory, capital markets, operational and financial restructuring, and related strategic advisory services to complement a client’s growth plan. With a distinguished track record of advising on nearly $4 billion in closed M&A transactions, providing integrated investment banking services for high-growth companies in the Consumer & Retail, Industrials & Manufacturing, Technology & Business Services, and Transportation & Logistics industries.

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The rising-rate environment will have an enormous impact on the middle market. Buyers will be more selective and diligent in the companies they acquire, and available liquidity and deal flow will likely decline. Floating-rate debt issuers are especially vulnerable today—particularly those with heavy interest burdens, limited free cash flow, and near-term maturities.

Brian Schofield, MDHead of Capital Markets, G2 Capital Advisors

Capital markets backdrop 

Inflation remains a crucial concern: After months of claiming inflation was “transitory,” the U.S. Federal Reserve (the Fed) has found itself behind the curve, fighting the highest inflation rate in four decades. The Consumer Price Index (CPI) increased 8.5% for the 12 months ended March 2022, following a year-over-year rise of 7.9% as of February 2022.

The Fed is aggressively tightening monetary policy: The Fed is hiking interest rates—its most aggressive pace of policy tightening since the early 2000s. The Fed voted to raise interest rates by 25 bps in March and 50 bps in May and anticipates an additional 50 bps of hikes during its next two meetings. In addition, the Fed has begun to shrink its $9 trillion balance sheet. Meanwhile, the 10-year Treasury rate is hovering around 3.0%, its highest level since November 2018.

Economic growth is slowing: U.S. GDP growth fell to 1.4% in the first quarter. However, it was affected by certain factors that should ease throughout the year, including spiking COVID cases and slowing inventory growth. The Fed must balance tightening activity with the risk of tipping the U.S. economy into a recession.

Public markets have been hit hard: Rising interest rates, inflationary pressures, and geopolitical instability have resulted in a public market rout since the beginning of the year. While technology companies and other growth investments have seen the most significant impact, the sell-off has been broad-based and is spilling into the private markets, as further discussed below.

What does this mean for the middle market?

Expect buyers to become more selective and diligent: Valuations in the public markets tend to have a gravitational pull on private transactions. We expect buyers in the middle market to dig in further during due diligence and be highly selective in the companies they seek to acquire.

Available liquidity and deal flow will likely decline: Demand for middle-market loans may exhibit volatility in the second of 2022 as it did in the second quarter of 2020 when deal flow slowed significantly due to uncertainty surrounding the pandemic. Increased borrowing costs will render opportunistic financings less attractive and likely result in muted loan volume for the balance of 2022.

Some companies are more vulnerable than others: Due to the prevalence of floating-rate, debt-heavy capital structures, debt-bearing middle market businesses and loan issuers are more vulnerable than their larger corporate counterparts. Especially vulnerable are companies with limited free cash flow, heavy interest burdens, and near-term maturities that will need to be refinanced at higher interest rates.

Covenant-lite loans may assuage default concerns: A heavy mix of covenant-lite loans, which weaken creditor protections, may help stave off defaults.  When debt agreements include maintenance covenants, improved operating performance can mitigate the effects of higher interest rates as monetary policy continues to tighten.

Investors’ willingness to lean in on “storied” credits will evolve: After massive deal activity in late 2021, deal flow has decreased in early 2022, and investors have been more willing to consider complex credits this year. But we expect investor demand to pull back from storied credits as the forward calendar continues to build and scrutiny from lenders increases due to current headwinds.

Market volatility is high, and interest rates are projected to rise. For middle market companies looking to raise capital, now is an opportune time to leverage the expertise of a seasoned capital markets team to navigate the complex market environment and provide greater certainty of execution.”

Brian Schofield, MDHead of Capital Markets, G2 Capital Advisors

How do these trends affect you?

Our capital markets team would welcome the opportunity to share our perspectives on today’s dynamic capital markets environment and how it affects your specific situation. We have deep experience providing strategic capital markets advice to middle market companies, and we pride ourselves on making the deal experience as efficient as possible for management teams and owners. Contact us to start a conversation today.

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Global supply chain challenges, including port congestion, capacity shortages, increasing ocean rates and ongoing pandemic-related disruptions continue to impact shippers. In response, providers are seeking to strengthen their customer focus by providing a more integrated distribution network, while also increasing their share of customers’ transportation spend across the supply chain. 

Submit the form below to view G2’s Transportation & Logistics industry update for Q1 2022, providing commentary and analysis on M&A and market trends within the sector.

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G2 Capital Advisors, LLC (“G2”), a leading full-service investment bank and restructuring advisory firm, announced today that Brian Schofield joined as Managing Director, Head of Capital Markets. In this role, Schofield will lead the firm’s capital markets platform with a focus on originating, structuring, and executing debt- and equity-financings in service of private equity firms and middle-market businesses. Schofield will be based out of the Los Angeles area and brings over 15 years of investment banking experience to the position.

“We are pleased to welcome Brian to the G2 team. His experience, knowledge, and proven track record of successfully navigating the complexity of today’s capital markets will serve as an integral aspect of G2’s growth,” said Ben Wright, Chief Operating Officer at G2 Capital Advisors.

Prior to joining G2, Schofield served as a Managing Director at Capstone Partners where he helped lead the Debt Advisory Group. During his time at Capstone, Schofield led capital markets transactions across multiple sectors including environmental services, business services, mining, technology, consumer, and marketing services, amongst others.  

Before joining Capstone Partners, Brian was Co-Founder and Partner of Lampert Advisors, a New York-based debt advisory firm. At Lampert he advised middle-market companies and financial sponsors on over $2.5 billion in completed transactions, including acquisition financings, dividend recapitalizations, and restructurings, as well as several buy-side and sell-side M&A transactions.

“I am thrilled to join the team at G2 during a time of such organic growth and expansion. Market demand for capital markets advisory services has never been stronger and we’re committed to making G2 the go-to investment bank for private equity sponsors and business owners seeking to raise debt or equity capital,” said Brian Schofield, Managing Director, Head of Capital Markets.

G2 Capital Advisors offers M&A advisory services, including sell-side and buy-side advisory capital markets, operational and financial restructuring, and related strategic advisory services to complement a client’s growth plan. With a distinguished track record of advising on nearly $4 billion in closed M&A transactions, providing integrated investment banking services for high-growth companies in the Consumer & Retail, Industrials & Manufacturing, Technology & Business Services, and Transportation & Logistics industries.

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Cyberattacks: A potent reminder of technological vulnerabilities in the age of automation.

High profile cyberattacks are a potent reminder of growing technological vulnerabilities as manufacturers implement higher levels of automation. Adoption of “Industry 4.0” technology infrastructure is increasing the attack surface to include legacy systems not designed to defend against today’s sophisticated cyber criminal or rogue nation. Ransomware can trigger financial losses, but disruption to production and supply chains can cause harm beyond the initial shake-down. Breaches such as the Colonial Pipeline and SolarWinds attacks grab headlines and underscore the need to defend operations and silo production networks from companies’ external facing business networks. In response, manufacturers should audit not only their existing cyber defenses, but also the resiliency of their operations in the event of a cyber attack. 

Cybersecurity plays a vital role in M&A strategy and execution. Firms considering a transaction should understand risks present in the form of data leaks, ransomware, and opportunities for malicious actors to use a transaction as a way to break into an acquiring company. According to IBM, more than half of companies wait until due diligence is completed to perform cybersecurity assessments. Considerations surrounding data privacy regulations, mandatory disclosure laws, and the risk of business interruption should be a priority for sellers and acquirors from the early stages of the transaction process.

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CLIENT

Cibes Lift Group is one of the world’s most innovative manufacturers of space-saving lifts designed for fast and easy installation, also offering a wide range of conventional lift solutions. Thanks to the wide range of lift products and a flexible design concept, the lift solutions of Cibes Lift Group adapt to the requirements of public, commercial, and private settings. Sales, installation, and maintenance services are provided by a global network of subsidiaries and partners. The company group is headquartered in Gävle, Sweden, and has production facilities in Sweden and China. In 2021 the Group had approximately 1200 employees and a revenue of 1.9 billion SEK.

SITUATION

In Europe and Asia, Cibes established its reputation as a premium vertical platform lift manufacturer serving primarily residential customers and experienced substantial growth. To compound on its global reach, the company entered the United States market in 2020 by establishing a state-of-the-art showroom in the Miami metropolitan area. Cibes looked to apply its successful M&A track record in Europe to bolster its growth in the United States by acquiring new customers, capabilities, and geographic markets.

ENGAGEMENT

G2 Capital Advisors, LLC (“G2”) served as the exclusive buy-side advisor to Cibes, leading a bespoke buy-side effort focused on identifying and engaging with American companies that have a strong market presence and operations within residential elevator markets.

OUTCOME

G2’s mandate with Cibes began in 2021 and led to a successful acquisition of American Elevator of Atlanta (“AEA”), followed this month by the acquisition of Bella Elevator LLC, manufacturer of Symmetry Elevating Solutions (“Bella” or “Symmetry”). The acquisition secures a manufacturing center for Cibes in the United States and further establishes its U.S. presence after its 2021 acquisition of AEA. Symmetry adds local manufacturing capabilities, an enhanced home elevator and accessibility product portfolio, and an increased reach in the U.S. and Canada through a robust 80-location distributor network. Bella will remain in operation and work in tandem with Cibes to promote the Cibes and Symmetry brands across the U.S.

Per Lidström, CEO of Cibes Lift Group, commented “I am excited to add Bella and Symmetry to our U.S. arm and Cibes family. We entered the United States with a high level of excitement for adding domestic manufacturing capabilities and are grateful for the work G2 did to promote our relationship with Bella. We are pleased with the work G2 dedicated to this acquisition to help share our culture, goals, and vision with Bella. We look forward to having Bella on board as a key contributor to that vision.”

“The G2 team is thrilled to help welcome Bella and Symmetry to the Cibes team. Symmetry has an exceptional brand name and reputation in the U.S., adding to Cibes international acclaim in the residential elevator space. Its manufacturing capabilities will be instrumental to bringing the full Cibes product suite to the U.S. and will add a significant product expansion to its world-class offerings. We are excited to continue supporting Cibes’ U.S. strategy and look forward to seeing the company’s continued growth.” said Peter Reed, Director at G2.

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

CONTACTS ON THIS DEAL:

Peter Reed, Director, Head of Buy-Side: T: 617.918.7972 E: [email protected]

Aaron Levy, Associate: T: 857.250.2767 E: [email protected]

Ben Stevenson, Associate: T: 857.317.2785 E: [email protected]

Jeremy Caulkins, Analyst: T: 857.317.2790: E: [email protected]

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CLIENT
Founded in 1987 by Monte and Debra O’Hara, Capital Express, Inc. (“Capital Express” or the “Company”), is a leading provider of final mile and courier services.  The Company is headquartered in Omaha, Nebraska providing services across the Midwest region.  Capital Express has a premier customer base shipping products across resilient end markets that include healthcare / pharmaceutical, office supplies, e-commerce and other products that fit nicely into its conjunctive network.

SITUATION
After building the Company for over 35 years, developing significant density across nine states, and navigating recent headwinds of the COVID-19 environment, Monte and Debra felt it was time to evaluate strategic alternatives which included finding a partner to accelerate the execution of future growth initiatives.  

ENGAGEMENT
G2 Capital Advisors, LLC (“G2”) was engaged by Capital Express as the exclusive sell-side advisor to lead a highly targeted and efficient sale process focused on identifying a partner to recapitalize the business.   

OUTCOME
The transaction was successfully executed through a majority recapitalization of Capital Express by funds affiliated with Red Dog Equity LLC (“Red Dog”).  A combination of Capital Express and ADL Delivery will serve as Red Dog’s foundational platform investment in the final mile and courier segment operating across 45 locations in 15 states.  

Monte O’Hara, Founder and Chief Executive Officer of Capital Express said “I have spent my entire life building this business with the help of a fantastic management team who supported the execution of our strategic objectives and all of the great employees that have supported our network.  G2 had a clear vision of how to maximize optionality and find the optimal partner for Capital Express.  They were methodical with their approach and made sure that my team and I understood their rationale behind key strategies.  G2 brought a number of highly qualified partners to the table, and we are thrilled to partner with Red Dog and look forward to the acceleration, growth and development of Capital Express.” 

“Capital Express was built from the sheer grit and determination of Monte O’Hara, his amazing management team and dedicated employees.  We are grateful to be a small part of the Company’s journey which started with deliveries in one local market and has become a leading regional courier across nine states.  We are extremely proud of Monte and believe he has found a tremendous partner in Red Dog who embodies his values.  We are excited to track their progress and know there will be tremendous success in their collective futures.” said Christopher Casteleyn, G2 Managing Director of Transportation and Logistics.

About Capital Express, Inc.

Capital Express is a privately held provider of customized, final mile logistics services throughout the Central U.S.  The Company utilizes an asset-light platform with more than 25 locations across nine states to deliver healthcare, office supplies, e-commerce, and other product types to blue-chip clients.  www.capitalexpress.biz  

About Red Dog Equity LLC

Red Dog Equity LLC is a private equity firm that invests in lower middle-market companies poised for strong growth in partnership with driven, entrepreneurial business leaders (“Red Dogs”).  To learn more, please visit  www.reddogequity.com  

About G2 Capital Advisors, LLC
G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

CONTACTS ON THIS DEAL:

Chris Casteleyn: Managing Director, T&L: T: 415.531.3138 E: [email protected]

Ben Wright: Chief Operating Officer, T: 619.972.3586 E: [email protected]

Tess Sheidy: Senior Associate, T: 248.767.1283 E: [email protected]

Matt Ball: Senior Associate, T: 978.914.4421 E: [email protected]

Noah Johnson: Senior Analyst, T: 717.598.8558 E: [email protected]

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CLIENT

ZRG Partners, LLC. (“ZRG” or the “Company”) is a rapidly growing global talent advisory firm providing a range of executive search, consulting & advisory, and interim solutions across the Industrials, Life Sciences, Consumer, Financial Services, Sports, and Technology industries, among others.

SITUATION

Following ZRG’s financial partnership with RFE Investment Partners (“RFE”) the organization grew exponentially through increased senior-level hiring efforts. To build on this momentum ZRG identified an avenue to further diversify and grow its services portfolio of human capital management services through the addition of consulting and further interim/outsourced services. Through a targeted M&A effort centered around enhancing capabilities, ZRG sought to further differentiate its offering in the marketplace by providing additional solutions for their clients. 

ENGAGEMENT

G2 Capital Advisors, LLC (“G2”) served as the exclusive buy-side advisor to ZRG leading a strategic M&A effort focused on identifying and engaging with potential acquisition candidates in the human capital consulting market. ZRG and RFE continued their partnership with G2 to leverage the firms’ deep-rooted expertise across the Technology & Business Services practice. G2 was engaged by ZRG for a second time with a heavy focus on services-oriented businesses including specialty consulting and executive search.

OUTCOME

G2’s mandate with ZRG began in 2019 with a core focus on establishing a growth strategy to better serve their clients’ needs and accelerate growth. This work led to the successful transaction of Brimstone Consulting in December 2021 followed this week by the acquisition of RoseRyan, Inc., a leading outsourced accounting and interim services firm. RoseRyan, headquartered in the heart of Silicon Valley, serves a range of business from start-ups to Fortune-500 companies across the technology, life sciences and private equity sectors globally. Together, ZRG and RoseRyan will leverage an extensive network of interim financial professionals, human capital search professionals, and business consultants to better serve its client base.

“The nature of the workforce has evolved and having even greater bandwidth in the finance and accounting consulting sector through RoseRyan is fantastic,” ZRG CEO Larry Hartmann said. “This complements our current interim team, led by Mark Viner, and also adds important consulting capability to allow us to service a wide range of clients, who need support in accounting and HR.”

Andrew Keleher, Director, Business Development at G2 Capital Advisors, commented “It has been a pleasure working with the team at ZRG and supporting their growth strategy over the years. The recent acquisition of RoseRyan further enhances ZRG’s ability to offer best in class services to its client base. We are thrilled for both organizations and look forward to seeing their success together in the coming years!”

About ZRG Partners

ZRG is a global talent advisory firm that is changing the way companies hire and manage talent. ZRG’s data-driven approach to executive and professional search has been changing the way clients think about how to find top talent. The company’s digital Zi platform combines talent intelligence, candidate insights, and process improvement to dramatically deliver executive searches quicker and with proven better results.

Today, with the help of private equity investor RFE Investment Partners, ZRG is among the fastest growing firms in the search industry and provides a full suite of retained search, on-demand talent, and consulting and advisory solutions across the Americas, Asia, Europe, and Australia.

About RoseRyan, Inc.

RoseRyan is a global leader in interim financial staffing solutions. The company provides tailored financial advisory solutions to a variety of clients, from startups to fortune 500 companies. With over 120 experienced finance and accounting and industry experts, RoseRyan provides outsourced accounting & finance, interim finance, corporate governance, and strategic project solutions. Their staff has deep experience through all stages of business life cycle across the life science and technology industries. RoseRyan is based out of Campbell, CA.

About RFE Investment Partners 

Founded in 1979, RFE Investment Partners is a private equity investor with a long-standing small buyout heritage and a time-tested strategy for growing businesses. RFE equips companies with the capabilities and resources to scale by leveraging the extensive operational expertise, financial acumen, and broad business network of the RFE team. Through over 75 small buyout transactions, RFE has consistently guided portfolio companies through multiple business cycles while driving value creation. RFE invested in ZRG Partners in December 2018, providing the tools and guidance needed to expand the capabilities and product offerings of the company, as well as grow the business on an international scale.

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

CONTACTS ON THIS DEAL:

Matt Konkle, President, T: 857.310.5554 E: [email protected]

Andrew Keleher, Director, Business Development T: 860.748.6480 E: [email protected]

Matt Ball, Senior Associate T: 978.914.4421 E: [email protected] 

Ben Stevenson, Associate: T: 412.680.9100 E: [email protected]

Aaron Levy, Associate: T: 857.250.2767 E: [email protected]

Bridget McGillicuddy, Analyst: T: 781.540.9085 E: [email protected] 

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CLIENT
Anyone Home, Inc. (“Anyone Home” or “the Company”) is an industry-leading SaaS-based CRM platform and tech-enabled managed services provider assisting residential property managers in capturing and converting leads and driving engagement with residents. The Company delivers unmatched insights into the customer journey and the industry’s most accurate and actionable lease attribution and analytics reporting.

SITUATION
Anyone Home, and prior lead investor Sopris Capital, were seeking to further the Company’s position as a leading real estate services provider, building on the strength of its technology and property manager partnerships. They sought a strategic partner who would further enhance the ability of Anyone Home to meet the evolving and expanding needs of its customers.

ENGAGEMENT
G2 Capital Advisors, LLC (“G2”) was engaged by Anyone Home as its exclusive financial advisor. G2 led a highly targeted and strategic sell-side transaction process focused on identifying the right partner to accelerate the growth of the Anyone Home platform.

OUTCOME
In March 2022, the transaction was successfully executed through a sale to InhabitIQ, a leader in property management software innovation. InhabitIQ is a portfolio company of investors including Goldman Sachs Asset Management, Insight Partners, Greater Sum Ventures, and Providence Strategic Growth.

“G2 was a trusted partnered to Anyone Home throughout the sale process providing key insights, advice, and leadership,” said Todd Katler, CEO and founder of Anyone Home. “They exceeded our expectations in their level of support and expertise. We couldn’t be more pleased with the result.” 

“The combination of Anyone Home and InhabitIQ represents a world-class partnership with expansive growth opportunities,” said Matt Konkle, President of G2. “The G2 team is honored to have worked with Todd and his team to create strategic value within an industry vertical that is a key focus for G2.”

About G2 Capital Advisors
G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors. For more information, visit www.g2cap.com.

About Anyone Home

Headquartered in Lake Forest, California, Anyone Home is completely focused on prospect and resident engagement. Its solutions and services create higher NOI by driving more leasing activity by giving prospects the freedom of choice in how and when they choose to interact. Its solutions include the Anyone Home CRM, Property Tours, Leasing Chatbot, Contact Center and analysis of leasing agents’ calls with prospects. To learn more, visit www.anyonehome.com

About Inhabit IQ

Inhabit IQ is an innovative software company serving the residential, commercial and vacation property management industries. Its strategic partnerships deliver best-in-class software solutions and services while fostering innovation and collaboration with like-minded entrepreneurs and industry leaders. The company believes property managers should have the opportunity to choose platforms that best support their business goals and benefit from strategic partnerships across their ecosystem. Inhabit IQ has several private equity partners, including Goldman Sachs Asset Management, Insight Partners, Greater Sum Ventures and PSG, that are committed to helping support the Company’s commitment to property management software innovation. To learn more, visit www.inhabitiq.com.

G2 CONTACTS ON THIS TRANSACTION:

Matt Konkle, President: T: 317.371.6608 E[email protected]

Kerri Ford, MD, Head of Technology & Business Services: T: 917.515.7585 E[email protected]

Connor Grogan, Vice President: T: 860.707.5754 E[email protected]

Ted Malpiede, Senior Analyst: T: 781.752.6001 E[email protected]

Ben Stevenson, Associate: T: 857.317.2785 E: [email protected]