By Bryan Livingston
Managing Director and CEO
2015 year was a year of new beginnings and transition for Capital Alliance Corp. (cadallas.com) as our founder, Ed Dawson, retired and a three-member leadership team took over management.
We pursued new industrial segments, added strategic hires, expanded into El Paso and invested in new technology that significantly improves the client engagement experience and enhances the capabilities of our investment banking and professional support staff.
At the same time, we continued to build our established North American business-to-business services practice, where we focus on representing M&A clients in the energy, technology/telecommunications and infrastructure segments.
New and expanded business segments
We were successful in strengthening our Human Capital Management (HCM) practice in 2015 by naming Neal England as Practice Leader in the segment. We closed two transactions and engaged three additional clients in the space in 2015, and expect significant growth in 2016.
The firm has also expanded to serve new segments, including healthcare services and software applications. Responding to market conditions, the firm has retained two turnaround executives who provide timely advice to oilfield companies as they manage through the volatility of the commodity cycle.
Strategic hires, El Paso expansion
CAC named Ben Gonzalez to lead its new El Paso office.
The Paso del Norte region’s strong economy and developing cross-border trade offers significant opportunities for CAC, the only investment banker with a presence in El Paso.
We believe we are well positioned to take advantage of growth in U.S.-Mexico trade going forward. Building on a trend that began in 2012, most of CAC’s deal revenue in 2015 was the result of cross-border transactions.
Our firm also made key hires during the past year to expand our business development team, and our research and analysis group.
2015’s biggest transactions
Completed deals included projects in midstream oil and gas integrity management, energy-related environmental services, utility scale power systems engineering, petrochemical plant maintenance services, telecommunications infrastructure engineering, transportation and logistics, and human capital management.
- Advised shareholders of VI Engineering, a leading provider of engineering design and project consulting services, which was acquired by Stantec, Inc., the world’s leading pure engineering consultancy, based in Edmonton, Canada
- Represented Valtech Services Inc., an information technology staffing firm and business services company, which was acquired by California-based Cornerstone Staffing Solutions
- Advised Heat Treating Inc. on the sale of the company to a private investment group led by a former CAC client
- Honored with the “Deal of the Year” award in 2015 by M&A International Inc. along with Heritage Capital Group of Jacksonville, Fla. CAC and Heritage jointly facilitated the sale process of FDH Inc., a consulting engineering company to Velocitel Inc., a wireless network services company.