Harpeth Capital served as exclusive financial advisor to Statement Rendering Solutions LLC. The owner was approached about a potential transaction and turned to Harpeth for advice regarding the purchase price, transaction structure and negotiating assistance. Within a very short period of time the Harpeth team got fully up to speed on the business and the discussions to date and was effective in not only raising the offer price substantially but in developing a deal structure that allowed for certain family members to continue with the business both as an employee and equity holder.

The Company was sold to KUBRA Data Transfer Ltd., a portfolio company of Toronto-based Clairvest Equity Partners.

Our Client
Based in Nashville, TN, Statement Rendering Solutions LLC (“SRS”) is a leading provider of outsourced statement and bill production and fulfillment services. A past recipient of the Nashville Business Journal's "Best in Business" award, SRS provides a complete range of outsourced transactional mail, direct mail and mail pre-sorting services to over 200 clients.

About KUBRA
KUBRA Data Transfer Ltd., a portfolio company of Toronto-based Clairvest Equity Partners, develops and markets Customer Communication Management (CCM) solutions via a portfolio of business process outsourcing, information software, and professional services. With four facilities across North America, KUBRA serves over 400 clients nationwide.