Excel

Excel Partnership

Business Description

Excel Partnership, Inc. was a quality management, training and consulting company and had earned the reputation as a world leader in integrating business process improvement with international standards. Excel conducted public training courses, in-house training, consulting, multi-media and e-learning for leading corporations.

Background

Excel’s three manager owners were seeking the best way to monetize their successful U.S. business.  Several options were tested prior to the strategic sale transaction.

Solution

After having advised Excel for 5 years, Carter Morse & Mathias was Excel’s exclusive financial advisor in arranging, structuring and negotiating the Company’s sale to SAI Global Ltd. (ASX: SAI), a management system registration and training company.  SAI was planning an IPO in Australia and Excel was a strategically important transaction for them in advance of IPO.