Financial Advisor
In December 2020, warehouse and supply chain management software expert Principal Logistics Technologies (“Principal”) acquired ERP and WMS solutions specialist Brentech Data Systems (“Brentech”). The acquisition will have a transformational impact on Principal, materially increasing recurring revenue, EBITDA and deepening Principal’s expertise in bespoke software technology for the global healthcare supply chain sector. Principal was supported by international funders, The Firmament Group and Harwood Private Capital in the transaction.
Duff & Phelps served as the lead financial advisor to Principal providing buy-side, capital raise and financial due diligence services in connection with the transaction.
About Principal Logistics Technologies Limited
Since 1993, Principal Logistics Technologies (Principal Systems Ltd.) has been delivering innovative, functionally-rich, warehouse management software and associated technology to 3PL logistics and supply chain warehouse businesses. Their in-house developed, blockchain technology-based, In-DEX WMS solutions suite optimises operational performance, reducing operating cost and increasing revenue. Their expertise spans warehouse operations across 3PL logistics, cold storage, commodities, distribution, FMCG, grocery, food and beverage, hazardous goods, manufacturing, pharmaceuticals, retail and more. Dillion Eustace served as legal counsel to Principal.
About Brentech Data Systems
Brentech Data Systems is an ISO 9001:2015 certified provider of distribution, warehouse management and ERP software solutions with over 30 years’ experience. The company has deployed its AWARDS & AWARDS-BA³ technology into many of the world’s leading pharmaceuticals and distribution businesses. AWARDS & AWARDS-BA³ delivers high-scalability and order processing speed, reduces operational costs, increases efficiency and provides full traceability and compliance. Lavelle Partners served as legal counsel to Brentech Data Systems.
Corporate Finance and Restructuring
M&A advisory, restructuring and insolvency, debt advisory, strategic alternatives, transaction diligence and independent financial opinions.
Mergers and Acquisitions (M&A) Advisory
Kroll’s investment banking practice has extensive experience in M&A deal strategy and structuring, capital raising, transaction advisory services and financial sponsor coverage.
Transaction Advisory Services
Kroll’s Transaction Advisory Services platform offers corporate and financial investors with deep accounting and technical expertise, commercial knowledge, industry insight and seamless analytical services throughout the deal continuum.
Private Capital Markets – Debt Advisory
Kroll has extensive experience raising capital for middle-market companies to support a wide range of transactions.
Fairness and Solvency Opinions
Duff & Phelps Opinions is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of fairness opinions in the U.S., EMEA (Europe, the Middle East and Africa), Australia and Globally in 2023 according to LSEG (FKA Refinitiv).
