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Private Equity | Business Support Services

Profitable Ideas Exchange has completed a management buy-out

CEO Tom McMakin and other members of the management team have acquired Profitable Ideas Exchange (PIE). The transaction has been funded by Caltius Structured Capital.

Headquartered in Bozeman, Montana, PIE is the leading provider of outsourced business development services for consulting, software and professional services. Its clients include Fortune 500 professional firms such as Accenture, BCG and KPMG. Led by a dynamic management that is rooted in building company culture, PIE continues to grow by adding “blue-chip” clients, expanding value-added services, and retaining and attracting high-performing individuals.

Founded in 1997, Caltius is a private equity firm servicing the middle market. With over US$1 billion of assets under management, it specializes in buy-outs, growth, recapitalizations and corporate divestitures. The firm invests in ibusiness and industrial services, IT and managed services, and consumer, keeping a flexible, creative and focused approach.

Oaklins’ team in Seattle acted as the exclusive financial advisor to the management team in this transaction.

Service
M&A sell-side
Parties
“We found the team in Seattle to be a great partner throughout our transaction. What I was impressed with was the tenacity and perseverance they exhibited from start to finish. We had contemplated this transaction for many years, but to do it alone would have been very difficult. With the team at our side, we were able to keep building the business while they and Caltius drove the transaction.”

Tom McMakin

CEO, Profitable Ideas Exchange

Talk to the deal team

 James  Thompson

James Thompson

Managing Director

Seattle, United States
Oaklins Alexander Hutton
 Scott  Hardman

Scott Hardman

Managing Director

Seattle, United States
Oaklins Alexander Hutton
 Shane  Jansen

Shane Jansen

Associate

Seattle, United States
Oaklins Alexander Hutton

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