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Headquartered in Boston, Lockebridge offers an uncommon suite of investment banking services to corporations executing transactions between $5M-$100M. Through our client-centric business model we eliminate conflicts of interest, while delivering high-level expertise, multiple global bids and unprecedented closing rates - all without charging a retainer fee.

Contact us online for more information about our unique investment banking services model for business owners, and advisors.

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LockeBridge has won numerous industry awards and has the depth of expertise found only in larger investment banking firms.

Deal Maker of The Year

Other Awards:

Consumer Services Deal of the Year

Finalist:

Boutique Investment Banking Firm of the Year
Basic Materials Deal of the Year
Transaction of the Year
Healthcare/Biotech Deal of the Year
Financing Professional of the Year
Medical Device Financing Deal of the Year
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Many LockeBridge clients are former industry leaders, such as CEO's of Fortune 500 companies, and wealthy entrepreneurs. Here's why they choose LockeBridge...

"The sale of Veteran's Transportation was far more complex than we anticipated. I am thankful that we had the LockeBridge team on our side to advise us through all of the difficulties we have faced….I can now fully appreciate the thorough due diligence that William and Tyler [LockeBridge Advisors] conducted prior to engaging with us. The financial, legal and marketing work that you conducted, at your own expense, was certainly necessary to ensure that we had a high probability of selling the company and that the valuation you provided was accurate."
- Robert Kelly
President--Veterans Transportation Services, Inc., Newton Veteran’s Taxi, Inc.

"Fortunately, the thorough analysis LockeBridge performed found value others had overlooked and their ability to search out the right potential buyers resulted in securing multiple offers that were each substantially more than the valuation suggested by the other firms. From an enterprise value standpoint [the transaction] was an amazing achievement."
- Mr. Richard Beldner
Vice President & General Counsel - Kataman Metals

"We interviewed several intermediaries before choosing to go with LockeBridge. Anyone can compose a descriptive memorandum, however, the LockeBridge team actually helped us to increase the value of the company through their insightful pre-sale consulting process. The process facilitated the identification of several growth areas that were perceived as highly valuable to potential buyers and resulted in premium pricing over the value of our historical performance."
- Mr. Joel D’Arcy
CEO - Whitbread Technology Partners

"We spoke to some very prestigious investment banking firms before engaging with LockeBridge. Prior to the role-up the three companies were valued individually at a total of $13M. Mr. Waxler proposed the role-up explaining that the synergies where substantial and as a result would achieve a valuation, in his opinion, of over $20M. We were all skeptical but in the end we obtained a price exceeding the $20M estimate. Mr. Waxler told us that he could never guarantee to sell any company but he would guarantee to get us in front of the best strategic and financial buyers in the world, and he did exactly that plus some."
- Mr. Matthew Nekoroski
President & CEO – RF Medical Devices, Inc.

"We first met with Mr. Waxler in October of 2004. We had been approached directly by a company that presented us with an offer to purchase 70% of our Company. Within 6 months after our meeting, Mr. Waxler had brought us 7 offers from both strategic corporations and private equity groups which ultimately resulted in a sale that was approximately 50% higher than our prior efforts had yielded."
- Mr. John Filion
President – Wallboard Supply Company, Inc.

"During the height of the credit crunch and one of the worst economies in a century, LockeBridge was able to successfully orchestrate a complex transaction while at the same time securing an exceptional value for the shareholders. The transaction was laden with financial challenges which could have only been overcome by highly skilled bankers such as the advisors at LockeBridge."
- Mr. Paul Guerra
Lantec Products, Inc. Co-Founder

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Veterans Transportation, Inc.

Has been aquired by: Harrison Transportation Services, Inc.
Read More...; LockeBridge acted as exclusive advisor to Veterans Transportation Services, Inc.

Has been aquired by: Private Investment Group
Read More...; LockeBridge acted as exclusive advisor to Lantec Products, Inc.

Has been aquired by: Metal Resources, Inc.
Read More...; LockeBridge acted as exclusive advisor to Veterans Kataman Metals.

Newton Veterans Taxi, Inc

Has been aquired by: Harrison Transportation Services, Inc.
Read More...; LockeBridge acted as exclusive financial advisor to Newton Veterans Taxi, Inc.

Hampshire Fitness Club, Inc.

Has been aquired by: Messer Investments, Inc.
Read More...; LockeBridge acted as exclusive advisor to Hampshire Fitness Club, Inc.

Alliance Marketing Group

Has successfully executed a: Recapitalization
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Alliance Marketing Group.

Burnett & Moynihan Lumber Co. Inc.

Has executed: A Management Led Buyout
Read More...; LockeBridge, LLC acted as financial advisors to Burnett & Moynihan Lumber Co. Inc.

RF Medical Devices

Has been aquired by: RDG Medical Holdings
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Sunbelt Business Advisors.

Whitbread Technolgy Partners, Inc.

Has been aquired by: Zanett, Inc
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Sunbelt Business Advisors.

Northern Graphics, Inc.

Has been aquired by: Shipmates Printmates
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Sunbelt Business Advisors.

Precision Medical Engineering, Inc.

Has been aquired by: Cortec Group Fund III, L.P.
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Sunbelt Business Advisors.

Wallboard Supply Company, Inc.

Has been aquired by: Gemini Investors and Agincourt Capital Partners, LLC
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Sunbelt Business Advisors.

Neurotherm, Inc.

Has been aquired by: RDG Medical Holdings
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Sunbelt Business Advisors.

Y&B Corporation

Has been aquired by: A Private Investor
Read More...; LockeBridge, LLC acted as exclusive financial advisor to Sunbelt Business Advisors.

The Gallery, Inc

Has been aquired by: A Private Investor
Read More...

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Distribution Company
Electronic Products Distribution

Electronic Products Distribution
IT Company

IT Company
Medical Device Company

Medical Device Company
Metal Company

Metal Company
Recycling Operation

Recycling Operation

LockeBridge, LLC is an affiliate of LockeBridge Partners, Inc. - Member FINRA/SIPC

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Contact Information

LockeBridge, LLC
1666 Massachusetts Avenue
Lexington, Massachusetts 02420

Tel: 781.676.2001

Fax: 877.907.1402

Contact us online for more information about our unique investment banking services model for business owners, and advisors.

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