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Excel Partnership, Inc. was a quality management, training and consulting company and had earned the reputation as a world leader in integrating business process improvement with international standards. Excel conducted public training courses, in-house training, consulting, multi-media and e-learning for leading corporations.
Excel’s three manager owners were seeking the best way to monetize their successful U.S. business. Several options were tested prior to the strategic sale transaction.
After having advised Excel for 5 years, Carter Morse & Mathias was Excel’s exclusive financial advisor in arranging, structuring and negotiating the Company’s sale to SAI Global Ltd. (ASX: SAI), a management system registration and training company. SAI was planning an IPO in Australia and Excel was a strategically important transaction for them in advance of IPO.
Contact us to learn more about this transaction.
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For more than three decades, Carter Morse & Goodrich has excelled at maximizing shareholder value for our clients and leading transactions through to successful completion.
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Securities are offered through Carter Capital Corporation, member FINRA and SIPC.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMG cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.
Disclosure: Business Continuity Plan
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