Rockport Investment Partners

Valuation | Mergers & Acquisitions | Advisory

Rockport Investment Partners

Valuation | Mergers & Acquisitions | Advisory

News

Rockport Network Nights: March 2018 Events

We are looking forward to a very busy March with events in Texas and Connecticut! Here is what we have on tap.

Texas

  • Austin, Tuesday, 3/6, 7:00 PM: Strange Land Brewery, 5904 Bee Cave Road
  • Houston, Tuesday, 3/27, 5:30 PM: Little Woodrow’s, 2306 Brazos Street

Northeast

  • Stamford, Thursday, 3/22, 6:00 PM: Dinosaur BBQ, 845 Canal Street

 

As always, these are open networking events that bring together a diverse mix of professionals, entrepreneurs and investors. Please reach out to us if you want more information or if you would like to receive these invites through email. We hope to see you soon!

Best,

Nathan and Trey

Nathan Klatt, Managing Director
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

 

About Rockport Network Nights

Rockport Network Nights are open networking events that foster the development of authentic relationships among entrepreneurs, investors, and professionals that focus in the lower middle market.

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

Rockport Network Nights: January 2018 Events

The new year is upon us! We are busy, late to post, but excited to see many of you in the days ahead!

  • Austin, Thursday, 1/18, 6:00 PM: Texas Saké Company, 5501 North Lamar (Behind BookWoman)
  • Stamford, Thursday, 1/25, 6:00 PM: Dinosaur BBQ, 845 Canal Street, Stamford, CT

As always, these are open networking events that bring together a diverse mix of professionals, entrepreneurs and investors. Please reach out to us if you want more information or if you would like to receive these invites through email. We hope to see you soon!

Best,

Nathan and Trey

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

 

About Rockport Network Nights

Rockport Network Nights are open networking events that foster the development of authentic relationships among entrepreneurs, investors, and professionals that focus in the lower middle market.

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

Rockport Network Nights: November 2017 Events

Before we arrive at the holidays, we are excited for three more events this fall! Here is what we have on tap.

Northeast

  • New York, Tuesday, 11/14, 6:00 PM: 48 Lounge, 1221 Avenue of the Americas (on 48th, between 6th and 7th)
  • Stamford, Wednesday, 11/16, 6:00 PM: Dinosaur BBQ, 845 Canal Street, Stamford, CT

Texas

  • Austin, Thursday, 11/30, 7:00 PM: Strange Land Brewery, 5904 Bee Cave Road

 

As always, these are open networking events that bring together a diverse mix of professionals, entrepreneurs and investors. Please reach out to us if you want more information or if you would like to receive these invites through email. We hope to see you soon!

Best,

Nathan and Trey

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

 

About Rockport Network Nights

Rockport Network Nights are open networking events that foster the development of authentic relationships among entrepreneurs, investors, and professionals that focus in the lower middle market.

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

Rockport Network Nights: October 2017 Events

We are looking forward to more events this fall to connect with our friends and partners in the marketplace! Here are the details.

Northeast

  • Greenwich, Thursday, 10/19, 6:00 PM: J House Greenwich, 1114 E Putnam Avenue, Riverside, CT

Texas

  • Dallas, Monday, 10/23, 6:00 PM: The Old Monk, 2847 North Henderson Avenue
  • Austin, Thursday, 10/26, 6:00 PM: Texas Saké Company, 5501 North Lamar (Behind BookPeople)

 

As always, these are open networking events that bring together a diverse mix of professionals, entrepreneurs and investors. Please reach out to us if you want more information or if you would like to receive these invites through email. We hope to see you soon!

Best,

Nathan and Trey

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

 

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

Rockport Network Nights: September 2017 Events

We are excited to kick off the fall with events in Austin, New York and Fairfield County! Here are the details.

Texas

  • Austin, Thursday, 9/14, 6:00 PM: Texas Saké Company, 5501 North Lamar (Behind BookPeople)

Northeast

  • New York, Tuesday, 9/19, 6:00 PM: 48 Lounge, 1221 Avenue of the Americas (at 48th, between 6th and 7th)
  • Stamford, Wednesday, 9/27, 6:00 PM: Dinosaur BBQ, 845 Canal Street, Stamford, CT

 

As always, these are open networking events that bring together a diverse mix of professionals, entrepreneurs and investors. Please reach out to us if you want more information or if you would like to receive these invites through email. We hope to see you soon!

Best,

Nathan and Trey

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

 

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

Investment Opportunity: New England Craft Brewery

Rockport Investment Partners is pleased to announce that the firm is working with VR Business Sales/Mergers and Acquisitions of New Haven to represent the sale of an operating, turnkey craft brewery based near a New England metropolitan center.

This Brewery has been brewing artisan ales for over 16 years. The Brewery’s well provides high quality water for the making of beer, and the Brewery enjoys access to a public wastewater system. The Brewery’s current annual production is 1,200 barrels, which is far below the capacity to produce up to 10,000 barrels per year with existing equipment. The offer includes all inventory, the water well, equipment, buildings and real estate.

The Brewery provides a terrific foundation and investment opportunity for a strategic or financial buyer, and/or a brewing team to continue to grow the Brewery’s platform. Please reach out to Nathan Klatt or Bill Hall for more information.

 

Nathan Klatt, Rockport Investment Partners
[email protected]
+1 (203) 768-5654

Bill Hall, VR Business Sales/Mergers and Acquisitions of New Haven
[email protected]
+1 (203) 605-8206

 

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

 

About VR Business Sales/Mergers and Acquisitions of New Haven

VR Business Sales/Mergers and Acquisitions of New Haven represents owners of businesses valued between $500,000 and $25 million or with annual revenues from $1 million to $30 million. The office provides exceptional merger and acquisition (M&A) advisory services to companies operating within a wide range of industry segments in Connecticut, Southern New England and Metro NY. Independently owned and operated, the office consistently ranks within the Top 10 of over 50 offices worldwide with the VR franchise network.

For more information, please visit www.vrnewhaven.com.

 

Rockport Network Nights: May 2017 Events

 

We are excited about our events this month in New York, Connecticut and Texas! Here are the details.

Northeast

  • New York, Wednesday, 5/10, 6:00 PM: 48 Lounge, 1221 Avenue of the Americas (at 48th, between 6th and 7th)
  • Greenwich, Wednesday, 5/17, 6:00 PM: J House Greenwich, 1114 E Putnam Avenue, Riverside, CT
  • Stamford, Wednesday, 5/31, 6:00 PM: Dinosaur BBQ, 845 Canal Street, Stamford, CT

Texas

  • Austin, Thursday, 5/25, 7:00 PM: Strange Land Brewery, 5904 Bee Cave Road

 

As always, these are open networking events that bring together a diverse mix of professionals, entrepreneurs and investors. Please reach out to us if you want more information or if you would like to receive these invites through email. We hope to see you soon!

Best,

Nathan and Trey

 

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

 

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

Rockport Network Nights: Spring Kickoff

We are excited about the opportunities to meet up with our clients, friends and partners in the days ahead! Here are the details of our upcoming Network Nights.

Northeast

Texas

 

These are open networking events that bring together a diverse mix of professionals. Please reach out to us if you want more information or if you would like to receive these invites through email. We hope to see you soon!

Best,

Nathan and Trey

 

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

 

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are a strong and effective advocate for buyers and sellers of private companies. We actively build relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, please visit www.rockportinvestpartners.com.

Scott A. Shockley joins Rockport Investment Partners

February 28, 2017 – Rockport Investment Partners is pleased to announce another addition to the firm. Scott A. Shockley joins Rockport as a Senior Director based in Charlotte, North Carolina. In his current role, Scott oversees Rockport’s reach in the Carolinas in its mission to serve corporate management, asset managers, investors, private companies, and business owners with high impact professional services.

Scott has over 30 years of experience with large corporations, small businesses, churches and nonprofit organizations in roles of leadership, management, marketing and business development. Scott is a collaborative leader, experienced marketer, and engaging connector. Scott leads consulting engagements for an array of clients, and identifies and engages strategic partners to solve the challenges faced by his clients. Scott’s focus is to actively build Rockport’s Valuation and M&A service areas in the Carolinas by actively reaching out to his network of business leaders, transaction professionals, and industry organizations.

“I’m thrilled to join Rockport Investment Partners and support our growth in the Southeast,” said Mr. Shockley. “We have demonstrated the ability to serve clients with a full set of valuation and M&A services at flexible and fair rates with a team of seasoned professionals throughout the country. I look forward to leading our growth in the Carolinas and identifying opportunities for Rockport to serve my clients and contacts.” Nathan Klatt, Rockport Principal, said: “Scott is a proven leader and committed to relationships – he shares our core values and the desire to impact the lower middle market. Scott’s addition to our team provides us with the ability to more effectively reach clients in the Southeast. We are pleased that the time was right for Scott to join us, and are excited to work closely with him.”

Scott received a Bachelor of Science degree in Marketing Education from the University of Missouri at Columbia, and a Master’s Degree in Transformational Leadership from Bethel University.

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. Rockport supports corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. Rockport is a strong and effective advocate for buyers and sellers of private companies. Rockport actively builds relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

For more information, visit www.rockportinvestpartners.com.

Contact

Scott A. Shockley, Senior Advisor
[email protected]
+1 (203) 733-1375

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Trey McWhorter, Managing Director
[email protected]
+1 (512) 808-7129

Rockport Investment Partners to Exhibit at ACG Greenwich Event

February 27, 2017 – Rockport Investment Partners will have an exhibit table at the annual Association for Corporate Growth (ACG) CT Investment Banking Expo this Friday morning, 3/3/17, in Greenwich, Connecticut. Nathan Klatt and Tim Vickers will represent the firm at the event and engage with funds, investors, and transaction advisors to discuss current engagements of the firm. Refer to the ACG CT website to register.

ACG’s mission is to drive middle market growth and continues to be a remarkable source of relationships for Rockport Investment Partners. This event will draw an array of professionals that have become friends of the firm and sources of new relationships and engagements: private equity professionals, attorneys, auditors, accountants, lenders, corporate development officers, company leaders and others focused on the middle market. Contact us for more information.

Contact

Nathan Klatt, Principal
[email protected]
+1 (203) 768-5654

Tim Vickers, Senior Advisor
[email protected]
+1 (203) 417-4186

About Rockport Investment Partners

Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. We support corporate management, investors, and business owners with clear, meaningful, and independent financial analysis. We are strong and effective advocates for buyers and sellers of private companies. We actively build relationships with our clients, their advisors, and other trusted experts, with a goal of delivering high impact and affordable professional services.

For more information, please visit www.rockportinvestpartners.com.