Mergers & Acquisitions Advisory

There is no Substitute for Success

About Us

Our Philosphy

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There is no substitute for success.  It's that simple.  Whether we are representing  a Buyer or Seller, the only thing that our client is interested in is results.  

For almost twenty years, I have been working with clients to help them achieve their goals.  Ask me how we can help you to achieve yours.

Experience

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Bernie Walko  has over 35 years of business experience in markets that range from Aerospace to Automotive, Manufacturing to Outsourced Services, Healthcare to Consumer Products, Telecom and Security.  This provides a depth of knowledge and experience that has served his past clients well.  During that time he has completed over $1.4 Billion in transactions for clients.

What direction to take?

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If you are considering an M&A event as a Seller, or have a strategic need to fill as a Buyer, B F Walko Company can help.  Call for a consultation to learn more.

Our Process

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Our process begins with an in-depth discussion of your business and goals.  As an Owner looking to exit or recapitalize the business, we work closely with you to position the company in a way that presents a clear summary of the successes which have been achieved during the course of the business’s life and what strengths they bring to the table for a Buyer.  Preliminary Due Diligence covers most of the questions that a Buyer will have in order to determine if it is a fit with their goals and culture.  During the process, high levels of detail and confidentiality are maintained.  Working closely with the Business owners, potential Buyers are identified.  Our client is guided through a complete process ensuring that the best buyers are brought in, while limiting disruptions to the day-to-day business of the Company.  After all, you have a business to run.  

Our services include taking potential buyers through the business details, financials, etc. that lead to offers being submitted that are in line with current markets.  All negotiations are conducted with the seller fully informed throughout, providing project management that leads to a successful closing.

Buy-side clients have the advantage of reaching many potential targets, while maintaining the confidential nature of the inquiry.  Generally, a large field of potential sellers is identified after which much discussion is conducted with the Buyer to determine which targets have the best potential fit.  Initial calls are made to discover facts about the business, whether the owner(s) are interested in speaking with a Buyer, and what their expectations may be regarding valuation.  A report is submitted to the Buyer and a determination is made whether to proceed to an NDA and introduction.  If a determination is made to take the step of making an offer, we work with the client to develop an offer and present it to the potential seller.  Due Diligence is conducted in concert with the Buyer’s needs, providing as much or as little assistance as is required.  The closing process is managed to ensure that all parties are moving as quickly as possible toward the goal of closing the transaction.

Markets Experience

  

With over 35 years of business experience, markets that range from Aerospace to Automotive, Manufacturing to Outsourced Services, Healthcare to Consumer Products have been covered by Mr. Walko. This provides a depth of knowledge and experience that has served his past client well.

If you are considering an M&A event, where as a Seller, or have a need to fill as a Buyer, BF Walko Company can help. Call us for a consultation and see how!

Recent Transactions

B F Walko Company Represented ICS Learning Group

 ARLINGTON, Va. and PASADENA, Md., May 20, 2019 /PRNewswire-PRWeb/ -- Acendre, a leader in secure, cloud-based talent management software for government agencies and companies operating in regulated industries, today announced the acquisition of ICS Learning Group. The combined solution will deliver to the regulated industry a powerful, secure end-to-end talent management solution.

ICS Learning Group delivers e-learning training solutions including Learning Management Systems (LMS) and custom courseware development to customers in the manufacturing, healthcare, financial services, pharmaceutical markets as well as for government sectors. Their flagship product, Asentia LMS, boasts a powerful workflow engine and has been carefully designed to seamlessly blend the most advanced eLearning technology with time-tested conventional training methods, all within a rich learning ecosystem that fosters collaboration and communication.

"We're excited to be joining forces with Acendre to provide a learning management platform that will be tightly integrated with their Talent Management System to provide customers with the full-circle solution from hiring through onboarding to performance and training," said Ed Gipple, CEO of ICS Learning Group. "The combined solution will allow Acendre customers to complete the path from sourcing to productivity and engagement in one secure platform."

In complex regulated industries, customers need simple, streamlined solutions to ensure their hires are quickly productive and compliant. Many commercial, "out of the box" solutions don't meet the needs of regulated industries, so customers end up in costly customization and integration projects. Acendre solves this challenge with a highly configurable, powerful SaaS solution that allows customers to quickly get up, running, and realizing the benefit.

"Acendre is dedicated to partnering with customers who have complex hiring and development processes that must be automated to compete for talent," said Mike Giuffrida, CEO of Acendre. "This deal builds on that commitment by introducing an extremely high caliber learning management platform that shares that same commitment. Combined we can offer a truly powerful and unique talent management SaaS solution for the regulated industry market."                                                                                                                                                                                            

The acquisition of ICS Learning Group comes five months after a majority equity investment by Strattam Capital in Acendre to accelerate growth and more quickly advance its innovative, easy-to-use Software as a Service (SaaS) talent management platform.

About Acendre
Acendre is a leading provider of highly-secure cloud-based talent management software that empowers organizations to enhance their workforces. The company's innovative solutions provide data and insight that address the unique needs of organizations in regulated industries that require a high level of configurability to manage complex workflows and interoperability challenges. Acendre serves both public and private sectors, including government, education, healthcare, utilities and mining. To learn more about Acendre, visit https://www.acendre.com.

About ICS Learning
ICS Learning Group, established in 1998, is a leading provider of custom training solutions, learning content, and e-learning software systems. The company, headquartered in Pasadena, Maryland, serves several markets including software, manufacturing, health care, financial services, pharmaceutical, and government sectors. With an emphasis and expertise in providing complete training solutions, ICS Learning delivers advanced Learning Management technology with courseware solutions that meet the critical needs of today's workforce. To learn more, visit https://www.icslearninggroup.com.

About Strattam Capital
Strattam Capital is a private equity firm with an innovative and focused approach to scaling established business IT companies. Our team's alignment and engagement practices are designed to deliver a better future for our companies. Strattam has offices in Austin and San Francisco. To learn more visit https://www.strattam.com.

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Additional Transactions

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B F Walko Company

Office: (843) 706-0816; Mobile: (818) 415-5535