SC&H Capital, a leading investment bank specializing in sell side M&A and ESOP advisory services for middle-market companies, is pleased to announce the successful sale of its client, James Alexander Corporation, to an employee stock ownership plan (ESOP).
Founded in 1976 by Francesca Fazzolari and Alexander Davidson, James Alexander Corporation specializes in contract filling services and single-use packaging solutions such as plastic ampoules, crushable glass ampoules, snap-top vials, unit dose swabs, inhalants and dropper tip assemblies. The Company is recognized for its innovations in glass ampoule packaging and its development of a revolutionary single-use plastic ampoule delivery system for contract packaging applications across the pharmaceutical and consumer product segments.
“Alexander and I are very pleased with James Alexander becoming a 100% owned ESOP and look forward to the current and future employees benefiting from equity ownership of the company” said Francesca Fazzolari, the co-founder of James Alexander. “The guidance we received from SC&H Capital was critical in helping us to understand the landscape of potential options for transitioning the ownership of James Alexander. Their thoughtful approach and consistent attention to achieving the objectives of the shareholders, management team, and the Company was key to reaching a successful outcome.”
“It was a pleasure to advise the James Alexander team on this transition to a 100% employee-owned company,” said Greg Hogan, a Managing Director at SC&H Capital. “The company’s intense focus on providing high quality, high performance products to its customers will only be enhanced as a result of this transaction and the benefits that its employees will realize in the future from 100% ESOP ownership.”
SC&H worked closely with the leadership team and shareholders, providing ESOP advisory and debt financing services, and managing the due diligence and negotiation processes for the transaction. The transaction was led by Greg Hogan at SC&H Capital. Drake Nicholas and Michael Fox of Barley Snyder served as legal counsel to the company. Terms of the transaction were not disclosed.
About SC&H Capital
SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, capital raises, financial restructurings, and business valuations for middle-market companies nationally. SC&H Capital delivers services across numerous industries including technology, healthcare, manufacturing, consumer, business and professional services, and government contracting. We are recognized for delivering relevant market insights and tailored solutions to help owners achieve their true strategic value. To learn more, visit www.schcapital.com.
