Year: 2017

Industry: Direct-to-Consumer / E-Commerce

Service: Sell-Side M&A

Geography: North America, International

Financial Advisor to Lincolnshire Management on Sale of National Pen to Cimpress

Following the founders’ sale to Berwind Corporation in 2004, National Pen was subsequently sold to Lincolnshire Management, a NY-based private equity group. The exit to public company Cimpress provides a complement to Cimpress’ business of personalized marketing materials and business cards under a range of brands, including Vistaprint.

National Pen Corporation is a world class direct-marketer of promotional products and personalized marketing solutions. The business manufactures and markets a broad array of writing instruments and sources other products, such as calendars, mugs and key chains, designed to help small and medium sized businesses promote their name and services. National Pen personalizes nearly all of the products it manufactures and provides businesses and professionals in every industry with low factory direct pricing. Headquartered in San Diego, California, National Pen was founded in 1948 by Alfred Liguori, and leadership was transferred to his son Thomas Liguori in 1970.

  • 2017

This transaction was completed by Financo professional while employed at previous firm, prior to Raymond James’ acquisition of Financo.