ROIS, Inc.

ROIS, Inc.

ROIS, Inc.

ROIS, Inc., a seven year old, privately held marketing services provider creates solutions to increase purchases of highly profitable add-on services for retailers. Its services include campaign creation, materials sourcing, package design, product delivery, transactional support, web enabled post-transaction customer service and reconciliation. Every program is custom tailored to meet the needs of each customer and type of retail transaction targeted.

RE Investments, L.P., a private equity firm based in the Southwestern US specializes in middle market acquisitions and investments. The firm typically invests in US companies engaged in the service, distribution, manufacturing, staffing, financial, and consumer product sectors.

C.V. Lemmon & Co. Inc., a member of the International Mergers and Acquisition Partners (IMAP) partnered with OEM Capital to assist ROIS in managing the sale of its business. The shareholders required a purchaser with the financial resources to make the acquisition and still support an aggressive expansion program to pre-empt competitive inroads. Key to a successful outcome was finding a buyer willing to structure a transaction that allowed the sellers maximum value and to rollover part of the sale proceeds with an equity ownership in the new entity.

OEM Capital and C.V. Lemmon & Co. Inc. worked closely with management to prepare marketing materials while developing a program that maintained strict confidentiality of even the identity of the client while eliciting interest from both strategic and financial buyers. Using industry and financial contacts and our network of international affiliates, our marketing program developed a number of interested parties. Each potential suitor was reviewed with the seller and several were selected to meet with management for a detailed business presentation.

Our program secured multiple bids from highly regarded, financially solid firms. The seller accepted and closed on an offer with an approximate enterprise value of US$40 million, or approximately two times trailing twelve months revenue. This amount was over twice the price the seller had been willing to accept several months earlier from a buyer who approached it prior to our engagement, but could not secure financing to close the transaction.

Our success with ROIS illustrates the superior results that can be realized with a well-executed process undertaken by experienced merger and acquisition professionals knowledgeable about the industry and the intentions of its participants.

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