LAKESIDE PARTNERS ADVISES marrinan holdings, the parent company of JARDINE ASSOCIATES AND j&a MARKETING, ON ITS recapitalization by KESWICK PARTNERS

Lakeside Partners (“Lakeside”), a leading boutique investment bank specializing in M&A advisory services, acted as the exclusive financial advisor to Marrinan Holdings, the parent company of Jardine Associates and J&A Marketing, on its recapitalization by Keswick Partners. Jardine and J&A are leading distributors of licensed and branded products into the collegiate and military end markets.

The transaction, led by Lakeside Partners Managing Partner, Josh Garner, and Vice President, Chase Wichelmann, bolsters the firm’s growing licensed and promotional products expertise. “Joe and his partner Kevin built a special business, uniquely positioned in recession resistant end markets with long term relationships earned through decades of high-touch customer service,” Josh commented “We feel very fortunate to have advised such a well-regarded company and management team.”

Joe Marrinan, owner and CEO of Jardine said, “I was incredibly impressed with the professionalism and guidance we received from the Lakeside team.  I was very leery about hiring an M&A firm to begin with but after going thru the process of creating the “Book” and exploring the possibility of a sale I can honestly say we would have never been able to sell our company for the price we did and be able to build the interest from so many potential buyers without them.  Because of their prior experience within our industry they already had a large list of potential strategic and financial buyers interested in companies like ours.  They did a great job in marketing our company, creating a competitive process among the potential buyers and keeping things moving forward.  I would highly recommend any founder who is interested in selling their company to hire Lakeside!”

Lakeside’s intimate knowledge of the licensed and promotional products industry and long standing industry relationships enabled the team to identify the right universe of prospective investors fostering a highly competitive marketing process. Lakeside managed all key aspects of transaction (e.g., marketing, strategic positioning, negotiations, etc.) optimizing speed to close and ensuring an efficient and successful outcome for all parties.

About Lakeside

Lakeside, which has offices in Seattle, WA and Minneapolis, MN, provides M&A advisory services to privately-held businesses.  The firm has extensive expertise serving businesses across multiple industry verticals including industrial distribution, transportation & logistics, niche manufacturing, consumer products, food & beverage, business services, and technology, among many others.

About Keswick

Keswick Partners is a lower middle-market private equity firm servicing business owners and management teams in niche manufacturing, specialty services, and value-added distribution companies across the United States with $2 million to $5 million of EBITDA.  Keswick is investing out of its inaugural $100 million fund with offices in Tampa, FL and Charlotte, NC.

For more information about our firm or this transaction, please contact:

Chase Wichelmann
Partner
cwichelmann@lakesidepartners.com
651.356.1753

www.lakesidepartners.com