| Transactions completed by St. Charles’ Partners |
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| Software |
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| Acartus, Inc. |
Leading provider of Enterprise Content Management
(ECM) software and solutions |
Sold to EMC Corporation for cash |
| Accellos |
Provider of warehouse management, 3PL, logistics,
mobile fleet management, and transportation solutions |
Acquired Radio Beacon |
| Accellos |
Provider of warehouse management, 3PL, logistics,
mobile fleet management, and transportation solutions |
Acquired Headwaters |
| American Fundware |
Developer of ERP software for not-for-profit
enterprises |
Sold to Intuit for cash |
| Amisys |
Developer of managed-care software solutions |
Initial Public Offering |
| Cheetah Advanced Technologies |
Provider of enterprise software solutions for heavy
construction companies |
Represented Rockmont Capital in a recapitalization |
| ClearOrbit |
Develops and sells supply chain execution software
primarily to Fortune 1000 manufacturing companies |
Financial Advisory |
| CSG Systems |
Provider of customer care and billing software to
telecom providers |
Convertible Preferred Stock Offering |
| CSG Systems |
Provider of customer care and billing software to
telecom providers |
Initial Public Offering |
| Dataware Technologies |
Search and retrieval software |
Initial Public Offering |
| Dentrix Software |
Develops and sells medical office management
software |
Sold to Henry Schein for stock and cash |
| Distribution Resources |
Developer of inventory and warehouse management
software for distributors |
Sold to Corporate Express for stock |
| Evans & Sutherland |
Research and modeling software |
Spin-out of Tripos |
| Faro Technologies |
Developer of manufacturing optimization software |
Purchased CATS Software GMBH |
| Faro Technologies |
Developer of manufacturing optimization software |
Initial Public Offering |
| Financial Technologies, Inc. |
Financial services software solutions |
Raised $27 million in preferred stock and debt |
| FuelQuest |
On-demand supply chain and management and tax
automation software |
Financial Advisory |
| Gores/TLC |
Education software |
Sale of The Learning Company in three separate
units/transactions |
| Information Management Research |
Leading provider of Enterprise Content Management
(ECM) software through an indirect channel |
Sold to Captaris (CAPT) for $30 million cash |
| Interact Commerce Corp. |
CRM software |
Sale to The Sage Group PLC for $320 million |
| IRI Software |
Developer of relational database software |
Sold to Oracle Corporation for $100 million cash |
| Mammoth Micro Productions |
Developer of gaming software |
Sold to the Washington Post Company for cash |
| Mobile Force Technologies |
Provider of fleet management software |
Financial Advisory |
| Narex |
Leading provider of artificial intelligence to
predict bad debt collection activity in an ASP model |
Sold to Fair Issac Corporation for cash |
| NxTrend Technologies |
Develops and sells ERP software to wholesalers and
distributors, backed by TA and Summit |
Sold to Infor for cash |
| Omnibus Systems |
Broadcast automation software |
Financial Advisory |
| Prophet 21, Inc. |
Distribution/eCommerce software |
Sale to Thoma Cressey & LLR Partners for $68
million. Fairness Opinion was delivered as well. |
| Proxima Technologies |
Developer of business activity monitoring (BAM)
software to large enterprises |
Financial Advisory |
| Requisite Technology |
Information management solutions |
Financial Advisory |
| Research Systems, Inc. |
Leading developer of data visualization software |
Sold to Kodak for cash |
| SCO Group |
Provider of Linux software operating systems |
Financial Advisory |
| Seer Technologies |
Enterprise software solutions |
Initial Public Offering |
| Silvon Software (subsidiary) |
Provider of warehouse management software |
Sold to Mortice Kearns for cash |
| SSA Global Technologies |
Enterprise software |
Buy-side Advisory in SSA's $112 million purchase of
Infinium |
| Tanning Technologies (subsidiary) |
Developer of large database tools |
Sold to IBM for cash |
| Togethersoft Corporation |
Collaboration software |
Sale to Borland Software for $185 million. Fairness
Opinion was delivered as well. |
| Verticalnet, Inc. |
Supply management software |
Buy-side Advisory / Fairness Opinion in
Verticalnet's $24 million purchase of Atlas Commerce |
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| Internet |
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| Ashford.com |
On-line luxury sales |
Fairness Opinion associated with the company's $14
million sale to Global Sports |
| CDP Technologies |
On-line medical search tools and information |
Initial Public Offering |
| ClassiFacts |
On-line classifieds |
Sold to America Online |
| Cyber Cash |
Digital money for use in e-commerce |
Initial Public Offering |
| DataInsight |
Provider of e-marketing solutions |
Sold to Excite@Home |
| DigiTerra Broadband |
Provider of broadband optimization solution to
retailers |
Sold to Wireless Retail for cash |
| Etinium |
Provider of on-line purchasing and fulfillment
solutions to financial services companies |
IPO Advisory |
| Harris Black |
On-line market research and polling |
Private placement |
| Harris Interactive |
Market research, polling, and consulting |
Buy-side Advisory / Fairness Opinion in Harris' $53
million purchase of Total Research Corporation |
| Industry.net |
On-line b-to-b marketplace |
Raised $15 million in preferred equity. Trident
Capital was the lead investor. |
| InsureMe |
Provider of online insurance lead generation
services |
Sold to Bankrate.com |
| Intek Information Services |
Provider of on-line purchasing and fulfillment
solutions to financial services companies |
Raised $14 million in preferred equity from Brinson
Partners |
| Jabber |
Developer of instant messaging solutions for
enterprises |
Financial Advisory |
| Jabber |
Developer of instant messaging solutions for
enterprises |
Sold technology assets to Oracle Corporation |
| Jabber |
Developer of instant messaging solutions for
enterprises |
Private placement to France Telecom |
| Jabber |
Developer of instant messaging solutions for
enterprises |
Corporate Advisory |
| Message Media |
Provider of e-marketing outsourced services to large
enterprises |
Fairness Opinion |
| mShow.com |
On-line conferencing solutions |
Private placement |
| National Discount Brokers |
On-line securities brokerage |
Sale to Deutsche Bank AG for $1.1 billion |
| NetQuote, Inc. |
Provider of online insurance lead generation
services |
Sold to Spectrum Equity Investors and Stripes Group
for cash |
| OnHealth.com |
On-line healthcare information |
Private placement |
| Qubit Technology |
Developer of wireless internet tablet |
Raised $17 million in preferred equity. Tyco
Ventures was the lead investor. |
| Uunet Technologies |
Internet service provider |
Buy-side M&A representation |
| Uunet Technologies |
Internet service provider |
Initial Public Offering |
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| Technology Services |
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| Agilera |
ASP for Lawson, Peoplesoft, and other solutions |
Sold to Bluestar Solutions |
| Agilera |
ASP for Lawson, Peoplesoft, and other solutions |
Buy-side Advisory in purchase of United Messaging |
| Alternative Technology |
Value-added distributor of access infrastructure
solutions |
Sold to CHB Capital |
| Berger & Co. |
IT service solutions |
Sold to Career Horizons |
| BoldTech Systems |
IT service solutions |
Sold to Perficient |
| Boulder Heuristics |
Telecom infrastructure implementation services |
Merged with IGS |
| CIBER |
Builds, integrates, and supports mission-critical
business applications |
Convertible Preferred Offering |
| CIBER |
Builds, integrates, and supports mission-critical
business applications |
Secondary Public Offering |
| Dendrite International |
Provider of sales force automation and other
services to pharmas |
Secondary Public Offering |
| Dendrite International |
Provider of sales force automation and other
services to pharmas |
Initial Public Offering |
| E-Source |
Information, research, and analysis for residential
energy markets |
Sold to Financial Times Group |
| Flatirons Solutions |
IT service solutions |
Majority recapitalization with equity provided by
Baird Capital |
| Geodata Solutions |
Provider of geographic information services |
Sold to Metzler Group |
| HCIA |
Healthcare information |
Initial Public Offering |
| HPR |
Healthcare information |
Initial Public Offering |
| Information Resources |
Information to the CPG industry |
Secondary Public Offering |
| Interlink Group |
Project management and development solutions |
Financial Advisory |
| Intrado |
Emergency communications solutions |
Fairness Opinion |
| Multum Information Services |
Pharmacy drug interation database and services |
Raised $11 million in preferred equity from
McGraw-Hill |
| Peak Software Solutions |
Builds and develops wireless solutions |
Sold to Clarent for stock and cash |
| Solbourne Computer |
Implementer of Oracle and SAP packages |
Financial Advisory |
| TAVA Technologies |
IT service solutions |
Private Placement |
| Teletech |
Outsourced customer care and contact solutions |
Buy-side acquisition services |
| Tier 1 Innovation |
Implementer of Siebel and other package solutions |
Financial Advisory |
| Tier 1 Innovation |
Implementer of Siebel and other package solutions |
Sold to Perficient |
| USA.NET |
Leading provider of hosted eMessaging services on a
SaaS subscription model |
Sold to Perimeter eSecurity with equity financing
provided by Goldman Sachs, Bessemer Venture Partners, and the Stripes Group |
| Vertical Pitch |
Oracle/Hyperion consultancy focused on PM and BI |
Sold to EdgeWater Technology |
| Wallstreet On Demand |
Designs, develops and hosts reports, tools and web
applications for the financial services industry |
Sold to Goldman Sachs |
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| Telecom, Storage, and Other |
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| CoorsTek |
Manufacturer of advanced materials and
semi-conductor assembly services |
Going private transaction, approx. $350 million |
| CoorsTek |
Manufacturer of advanced materials and
semi-conductor assembly services |
Financial Advisory |
| Dialogic |
Manufacturer of voice messaging solutions |
Initial Public Offering |
| Exabyte |
Storage solutions |
Sold to Tandberg Data |
| Exabyte |
Storage solutions |
Fairness Opinion |
| Excrix |
Storage solutions |
Private placement |
| Inovonics Wireless Corporation |
Leading developer and manufacturer of
high-performance wireless products |
Sold to Roper Industries for $45 million |
| Liberty Technologies |
Nuclear regulatory compliance |
Initial Public Offering |
| Starsys Research |
Designs, engineers, and manufactures mechanical
systems, structures, and mechanisms that open, close, release, and move
components on spacecraft |
Sold to SpaceDev |
| Transaction Network Services |
Telecom services |
Buy-side acquisition of Fortune Telecom |
| Transaction Network Services |
Telecom services |
Secondary Offering |
| Transaction Network Services |
Telecom services |
Initial Public Offering |
| VTC |
Hard-disk drive component manufacturer |
Sold to Lucent Technologies for $150 million |
