Year: 2013

Industry: Specialty Retail

Service: Sell-Side M&A

Geography: North America

Financial Advisor on Sale of Paper Source to Investcorp

Paper Source, Inc., a portfolio company of Brentwood Associates and a leading vertically integrated multi-channel retailer of high-quality stationery, gifts and crafting supplies all linked by a unique design aesthetic and design-driven culture, engaged Financo to identify and facilitate a partnership that would enable it to fuel growth and expand its retail presence.

Leveraging our extensive relationships in the retail and consumer categories, Financo spearheaded an intensely competitive process with multiple parties to sell Paper Source to Investcorp, a leading provider and manager of alternative investment products with deep experience in the consumer sector.

“Financo was an extraordinary advisor, providing senior level leadership and attention throughout every stage of the sale process. They have deep insights and an analytical perspective regarding the industry, which shaped their ability to tell the Paper Source story and relate the distinctiveness of our brand, business model and economics with great credibility to senior decision-makers across all of the potential acquirers. Financo provided personal advice to me as the CEO, and their involvement was instrumental to the success of the transaction.”

– Sally Pofcher, CEO, Paper Source

  • 2013

This transaction was completed prior to Raymond James’ acquisition of Financo.