Article about the K&K Industries sale in the Bellingham Business Journal, August 7, 2012

Bellevue, WA, June 2012 Concord Ventures is pleased to announce the sale of laser and router fabrication company K&K Industries of Bellingham, WA, to a private investor.

Concord Ventures represented the seller and arranged financing for the sale.

K&K Industries is the largest laser and router cutting service between Everett, Washington, and Vancouver, B.C. The company produces parts for its customers to their exact specifications by means of a range of sophisticated and expensive equipment and the highly skilled personnel needed to run them.

The company built a well-diversified customer base, producing parts for dairy machinery manufacturers, boat builders, military jet engines, snowmobile manufacturers, medical and dental furniture, medical and dental equipment manufacturers, automobiles, architects, berry picking machines, and a variety of other customers.

The company was relatively unaffected by the general economic downturn. The sellers, a husband and wife partnership, founded the company in 2004.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution

Bellevue, WA, April 2012 Concord Ventures is pleased to announce the sale of the assets and location of RG Machine, Lynnwood, WA, to Polaris Machining, Marysville, WA.

Concord Ventures represented the seller and negotiated the sale.

After nearly thirty years of manufacturing, RG Machine’s owner wanted to retire. Polaris Machining was purchased by its current owner through Concord Ventures in 2005. Since the acquisition, the company had grown to a point where it needed more capacity. The acquisition of RG Machine supports Polaris Machining’s continued expansion.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, distribution, and technology.

Bellevue, WA, January 2012 Concord Ventures is pleased to announce the sale of regional transportation and warehousing company Optimus Transport to a private investor.

Concord Ventures represented the seller and arranged financing for the sale.

Located in Centralia, WA, Optimus Transport specializes in the transportation and warehousing of construction materials in the Pacific Northwest.

The Company was founded in 1998 by the owners. Optimus Transport has its own fleet and works with owner-operators.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution.

Bellevue, WA, July, 2011 Salim Dada, principal of Concord Ventures, and James Carney, Vice President at Bernstein Global Wealth Management, made a joint presentation at the July meeting of Northwest Family Business Advisers in Seattle.

Entitled “Anatomy of a Small Business Sale: Management of the Many Twists, Turns and Surprises”, the content was based on Concord Ventures’ experience of selling a machining and fabrication company.

The business owner needed to sell due to poor health. Hurdles to the sale included death of the accountant, environmental issues that had to be resolved, withdrawal of the original buyer (a close relative), and lack of funds on the part of the buyer.

Two banks declined the deal before one accepted. The sale was financed through the Small Business Administration.

Northwest Family Business Advisers is a multi-disciplinary membership organization providing educational and collaborative opportunities for family business professionals in the Seattle Metropolitan Area. Learn more about them at http://www.nwfba.org.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution. For more information, go to https://concordventuresinc.com. Bernstein Global Wealth Management is a major investment management firm. See https://www.alliancebernstein.com

The breakfast meeting was held at the Women’s University Club in downtown Seattle.

Bellevue, WA, December, 2010 Concord Ventures is pleased to announce the addition of Jennifer Wrich as Director of Marketing.

In this capacity, she will work on marketing and business development initiatives for the firm and its clients.

Prior to joining Concord Ventures, Jennifer was the senior project manager and media director for Smith/Junger/Wellman, an advertising agency in Los Angeles, California. Her professional experience includes work as a sales coordinator, account manager, media strategist and copywriter.

She holds a BS in Business Management from Pepperdine University in Malibu, California.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution.

Bellevue, WA, December, 2010 Concord Ventures is pleased to announce the promotion of Claire Yurdin from Director of Marketing to Vice President – Marketing.

In this capacity, she will work on marketing and business development initiatives for the firm and its clients.

Prior to joining Concord Ventures, Claire was legal assistant in a law firm noted for its mergers and acquisition services. Her background includes work as a copywriter, journalist, technical writer, researcher, web designer, and small business partner. She holds a BA in English from New School University, New York, NY.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution.

Bellevue, WA, November 2010 Concord Ventures is pleased to announce the sale of importer and distributor Unitime Imports to a private buyer.

Concord Ventures represented the seller and negotiated financing for the sale.

Located in Spokane, WA, Unitime is a director importer of general merchandise, which it distributes to a wide range of retail establishments in northwestern and eastern Washington and northern Idaho.

The company has been in business since 1979 and was founded by the seller.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution

Bellevue, WA, May 2010 Concord Ventures is pleased to announce the sale of machining company Allied Technical Services to a member of its management team.

Concord Ventures represented the seller and negotiated financing for the sale.

Located in Seattle, Allied Technical Service provides metal fabrication and machine part finishing services for the food, aircraft, electronic, and wood product industries in the northwest region. Capabilities include mechanical repair, machine welding, prototype development, and the manufacturing of intricate small parts. The company offers chrome plating, and nickel, zinc, cadmium, Teflon, electrostatic, and conventional coating processes.

Further capabilities include plasma spray build-up, hard surfacing, and ceramic over-coating. A complete in-house welding department is fully equipped to weld aluminum, stainless, cast iron, stellite, titanium and other exotic materials as well as silver brazing and soldering.

The company was founded in 1956 and purchased by the seller with a partner in 1985. The company was first located on Boeing Field in Seattle and provided Boeing Aircraft with tooling, sheet metal work, welding, polishing, and plating services. It gradually expanded and diversified.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution.

Bellevue, WA, December, 2009 Concord Ventures is pleased to announce the addition of Claire Yurdin as Director of Marketing.

In this capacity, she will work on marketing and business development initiatives for the firm.

Prior to joining Concord Ventures, Claire was legal assistant in a law firm noted for its mergers and acquisition services. Her background includes work as a copywriter, journalist, technical writer, researcher, web designer, and small business partner. She holds a BA in English from New School University, New York, NY.

Concord Ventures is a Bellevue-based boutique investment-banking firm specializing in mergers, acquisitions, re-capitalizations, and valuations of established companies. The primary focus of the firm is companies with valuations between $750,000 to $50,000,000 in manufacturing, service, and distribution.