LockeBridge, a Boston area investment bank, has been awarded The Corporate Insider’s  Mid-Market Investment Bank of the Year for the second year in a row.

Arianna Smith of the Corporate Insider stated:

Dear Mr. Waxler,

“We at Corporate Insider are delighted to announce that you have been awarded the

Most Outstanding Investment Bank – USA

2018’s shortlist was filled with stiff competition and to come out as a winner is truly an achievement to be proud of.  We pride ourselves on taking an ethical approach on selecting our winners, and each shortlisted firm was subject to same rigorous assessment criteria. The judges had no easy task in selecting the winners as there were many innovative and creative firms that made it to the shortlist.

Once again, congratulation on this acclaimed achievement.”

LockeBridge, a Boston area investment bank, has been awarded The Corporate Insider’s 2017 Mid-Market Investment Bank of the Year.  Arianna Smith of the Corporate Insider wrote to Scott Waxler, Managing Partner of LockeBridge.

Once again ACQ, one of the world’s leading markets magazine has singled out the outstanding insitutions and individuals in the sector. We are proud to release the results of the ACQ Global Awards 2015 taking the ultimate step in the search for the most outstanding company, practice area, individual and firm-wide professionals within the public & private sectors across the globe. All the awards have one central theme – they recognize institutions and individuals that demonstrate leadership, innovation and momentum in the markets in which they excel.

For the second year in a row we congratulate LockeBridge, LLC for winning
THE USA LEADING INVESTMENT BANK OF THE YEAR

Since 2003, the ACQ Global Awards have been celebrating achievement, innovation and brilliance in their annual awards. Every year we seek the assistance of our tens of thousands of readers to nominate and recognize industry leaders, exemplary teams and distinguished organizations, which we beleive represent the benchmark of achievement and best practice in a variety of fields.

Exceptional individuals, teams and firms across the marketplace represent the very best in their field from around the world and truly deserve the accolade of being an ACQ Award winner. All category winners are in effect, a brand. In one sense, perhaps the most important sense, a brand is a promise. You know what you’re going to get with a well-branded product or service. It takes a lot of time, money and very hard work to build and maintain great brands, brands that can speak volumes in just a few syllables. It’s shorthand for what you are.”

ACQ, a premier U.K. based global M&A magazine, is proud to release the results of its ACQ Global Awards 2014  taking the ultimate step in the search for the most outstanding company, practice area, individual and firm-wide professionals within the public & private sectors across the globe. All the awards have one central theme – they recognize institutions and individuals that demonstrate leadership, innovation and momentum in the markets in which they excel.

                          We congratulate LockeBridge, LLC for winning

                     THE USA LEADING INVESTMENT BANK OF THE YEAR

The ACQ Global Awards have been celebrating achievement, innovation and brilliance in their annual awards since 2003. This year the total number of nominations received stood at an amazing 28,246.  In judging these awards we have studied the nominations made by our voters and recognize that all those nominated are leaders in their fields but the exception performance of some deserve recognition. The quality of this year’s entries is astonishingly high and a testament tot he fact that the profession continues to innovate and deliver high-quality services even in economically challenging times.

Exceptional individuals, teams and firms across the marketplace represent the very best in their field from around the world and truly deserve the accolade of being an ACQ Award winner.  All category winners are in effect, a brand.  In one sense, perhaps the most important sense, a brand is a promise. You know what you’re going to get with a well-branded product or service. It takes a lot of time, money and very hard work to build and maintain great brands, brands that can speak volumes in just a few syllables. It’s shorthand for what you are.”

Jake Robson

Editor in Chief

AQC Magazine

The LockeBridge Award  can be viewed on page 51 in the AQC Global Awards Publication.  The Award will also be advertised on CNN and The London Financial Times website.

FOX Business Network Anchors, Jenna Lee and Brian Sullivan presented the award for “Consumer Services M&A Deal of the Year” to LockeBridge for their participation as exclusive investment bankers in the sale of Veterans Transportation Services.

Recognized as the Academy Awards of the Investment Banking Industry, on December 15th The M&A Advisor named the winners of the prestigious M&A Advisors’ awards. Held at the historic Hudson Theatre on Broadway, over 200 firms were in attendance.

After winning the coveted “Deal Maker of the Year” award in 2006 and being nominated as a finalist for 5 additional awards since then, the unique LockeBridge business model has repeatedly been validated as offering extremely advantageous benefits to owners operating companies in the middle market. The LockeBridge Model of offering extraordinary expertise to lower middle market companies, a sector which generally cannot access such high end expertise, without requiring any engagement fees or retainers is quite unusual. The completion of the Veterans Transportation deal, led by Mr. Tyler Block, was exemplary of the seasoned advisory services provided to all LockeBridge clients.

According to Mr. Scott Waxler, LockeBridge Managing Partner: “The LockeBridge success rate is approximately three times higher than the industry’s average. This high success rate enables LockeBridge to assume the financial risk of bringing the Client to market through our no engagement fee or retainer policy. With this policy the objective of the client and those of LockeBridge are completely aligned. It’s a business model that is difficult to execute but has proven to be quite successful for us. In fact, I don’t know of any other firm in the country that offers top tier advisory services to the middle market while not charging any retainer fees.”

According to Roger Aguinaldo, CEO and Publisher of The M&A Advisor, “The response to our call for nominations this year was overwhelming. Considering the current state of the economy and the financial crisis, receiving almost 400 nominations for excellence in middle-market M&A transactions is a true testament to the positive things still happening on Wall Street today.”

The Middle-Market M&A Awards honors firms whose transactions in deal sizes between $10 million and $1 billion set the standard for the industry. An independent body of experts that span the M&A industry determine the ultimate recipients of the award.

For a complete list of finalists and winners visit www.maadvisor.com.

Scott Waxler, LockeBridge Managing Partner, Won the “Deal Maker of the Year” at The Investment Banking Industry’s 5th Annual M&A Advisor Awards

Honoring the Best of the Best in the Investment Banking Industry, the Fifth Annual M&A Advisor Awards Dinner was held Monday night at the New York Athletic Club in Midtown Manhattan. The dinner was sold out as more than 350 middle-market mergers and acquisitions and corporate financing professionals gathered at the New York Athletic Club to toast the top deals and dealmakers of the past year. The gala, black-tie dinner was hosted by The M&A Advisor and Becky Quick, co-anchor of CNBC’s morning “Squawk Box” business news show.

LockeBridge Investment Banking was also nominated as a finalists by a prestigious panel of judges in two additional t categories.

Judging criteria for The Deal Maker of the Year focuses on:

1. Importance and contribution of the individual to the transaction and the industry.
2. Excellence in structuring, financing and negotiations
3. Creativity and perseverance in overcoming difficulties and/or extraordinary circumstances

Mr. Waxler comments, “I attribute our success to the unique Lockebridge model of offering extremely high level of representation to a client base that would not generally have access to such seasoned advisory services. Additionally LockeBridge will assume the financial risk of bringing the Client to market through our no engagement fee or retainer policy. It’s a business model that is difficult to execute but has proven to be quite successful for us. In fact, I don’t know of any other firm in the country that can offer top tier advisory services while not charging any engagement fees.”

In an email to Mr. Waxler, Mr. Barry Kaplan, Managing Editor and Chair of the Awards Nominations Committee commented, “We want you to know that the competition is intense, and so is the job of selecting finalists and winners. It is heartening and an inspiration to the entire middle market mergers and acquisitions community to see the astonishing variety of creative deal-making, persistence, and professionalism demonstrated by all of the nominations that were submitted. Your dedication and hard work are admired and applauded by your peers – and, most importantly, your clients – and we appreciate the opportunity you’ve given us to share them and shine a well-deserved spotlight on you and your firm.”

Both LockeBridge, LLC and Scott Waxler, Managing Partner of LockeBridge, were nominated as finalists by a prestigious panel of judges. LockeBridge was nominated for executing the Deal of the Year in the health care sector and Mr. Waxler was nominated for Professional of the Year in the M&A Industry.

May 10, 2006— The M&A Advisor, one of the Merger & Acquisition (M&A) industry’s leading publications has named the finalists, representing the industry’s top advisors and transactions, in preparation for its tribute to the outstanding achievements in the middle market M&A industry. The winners will be announced at a black tie awards dinner at the close of The M&A Advisor’s Conference on Tuesday, June 20 2006 at The Drake Hotel in Chicago, Illinois.

“We have been truly amazed at the volume of nominations for these awards and the obvious enthusiasm behind them. The response demonstrates the importance of the middle market industry to the overall health of the economy,” says Roger Aguinaldo, Publisher and CEO of The M&A Advisor.” The event is recognized as the Academy Awards of the M&A industry attracting the industry’s most prestigious advisors. A panel of acclaimed judges will review the entries and select the winners. As with the Academy Awards, the winners will be revealed only that evening.

The M&A Advisor is a newsletter, website, and conference publisher delivering services that provide executives, M&A professionals, and others about the intricate world of buying and selling middle market companies. For more information on the M&A Advisor go to: www.maadvisor.com.

For Immediate Release
May 10, 2006

Cross Border Role-Up of Three Medical Device Companies
RF Medical Devices, Mercury Medical Products (d/b/a Precision Medical Engineering), both U.S. based companies,  and Neurotherm, LTD, a UK based company. The three companies sell medical devices and consumables primarily utilized in radiofrequency ablation of spinal nerves that are the cause of back pain.

Both LockeBridge, LLC and Scott Waxler, Managing Partner of LockeBridge, were recognized  for executing the M&A industry’s  HealthCare Transaction of the Year.  Each year, the M&A Advisor, one of the Merger & Acquisition (M&A) industry’s leading publications, recognizes the  top advisors and transactions in the middle market M&A industry. The event is recognized as the Academy Awards of the M&A industry attracting the industry’s most prestigious advisors.

Roger Aguinaldo, Publisher and CEO of The M&A Advisor comments, “We have been truly amazed at the volume of nominations for these awards and the obvious enthusiasm behind them. The response demonstrates the importance of the middle market industry to the overall health of the economy.”

The M&A Advisor is a newsletter, website, and conference publisher delivering services that provide executives, M&A professionals, and others information about the intricate world of buying and selling middle market companies. For more information on the M&A Advisor go to: www.maadvisor.com.