Concord Ventures Sells Optimus Transport

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.


Concord Ventures Principal Makes Joint Presentation at Northwest Family Business Advisers

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.


Concord Ventures Welcomes Jennifer Wrich as Director of Marketing

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.


Concord Ventures Promotes Claire Yurdin to Vice President – Marketing

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.


Concord Ventures Sells Unitime Imports

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


Concord Ventures Sells Allied Technical Services

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.


Concord Ventures Welcomes Claire Yurdin as Director of Marketing

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.


Concord Ventures Welcomes Terry Briggs as CA Representative

Bellevue, WA, December, 2009 Concord Ventures is pleased to announce the addition of Terry Briggs as Representative in California.

Mr. Briggs is based in Davis, CA, near Sacramento, and will cover Northern California.

Prior to joining Concord Ventures, Mr. Briggs led a highly successful group for Sumitomo Corporation of America, assisting the Japanese banking conglomerate with numerous strategic acquisitions, both nationally and internationally. He also owned and ran his own business in Seattle.

Mr. Briggs holds a BA in Economics and History from Linfield College, McMinnville, Oregon.

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.


Concord Ventures Sells Graphic Impressions

Bellevue, WA, July 2009 Concord Ventures is pleased to announce the sale of print finishing and product packaging company Graphic Impressions to a private investor.

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

Graphic Impressions is a 35 year old commercial print specialty and marketing company in Kent, WA. The firm is especially noted for its well designed and produced packaging. Customers include Microsoft, Nintendo, Philips, Starbucks, Almond Roca, Portlock Salmon, Intel, Apple, X-Box, Nordstrom, and Top Pot.

Products also include other specialty print and custom products such as point of purchase materials, corporate identity materials, and company branded office products.

Founded in 1974, the company was acquired by the seller in 1983 after he worked there for five years.

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