TKO Miller Company Profile

Background

Overview

TKO Miller, LLC is an independent, advisory-focused middle-market investment bank headquartered in Milwaukee, Wisconsin. Established in 2016, the firm specializes in providing merger and acquisition (M&A) and financial advisory services to privately held and private equity-owned businesses across the United States, with a particular emphasis on family- and founder-owned enterprises.

Mission and Vision

TKO Miller is committed to delivering exceptional value to its clients by combining a team of experienced professionals with a results-oriented and flexible approach to transactions. The firm's mission is to guide business owners through complex financial processes, ensuring optimal outcomes that align with their strategic objectives.

Industry Significance

With over 130 years of collective transaction experience, TKO Miller has established itself as a trusted advisor in the middle-market investment banking sector. The firm's focus on family- and founder-held businesses addresses a critical need in the market, providing tailored solutions that consider both the financial and emotional aspects of business transitions.

Key Strategic Focus

Core Objectives

TKO Miller aims to maximize transactional value for its clients by leveraging deep industry knowledge and extensive networks. The firm is dedicated to facilitating successful transactions that meet the unique needs of middle-market businesses.

Areas of Specialization

While maintaining a generalist approach, TKO Miller has developed expertise in several key industries:

• Diversified Industrial Manufacturing: Experience in sectors such as industrial building products, scaffolding, construction materials, chemicals, industrial technology, and components.

• Scaffolding & Construction Services: Recognized as a leading investment bank in this sector, having completed over 30 transactions with an aggregate value exceeding $2.5 billion.

• Technology & Tech-enabled Services: Advisory experience in healthcare technology, FinTech, InsurTech, EdTech, and other tech-enabled services.

• Consumer Products, Food & Beverage: Expertise in valuing consumer concepts, strong distribution positions, and powerful brands.

• Paper, Plastic & Packaging: Focus on flexible packaging, understanding production processes, consumer trends, and emerging technologies.

Key Technologies Utilized

TKO Miller employs advanced financial modeling, data analytics, and proprietary methodologies to assess market conditions, value businesses accurately, and identify strategic opportunities for clients.

Primary Markets Targeted

The firm primarily serves the U.S. middle-market segment, focusing on privately held and private equity-owned businesses, with a special emphasis on family- and founder-owned companies.

Financials and Funding

Funding History

As of April 2024, TKO Miller has raised a total of $2.8 million in funding over one round, with the latest funding round occurring on September 13, 2023.

Revenue

The firm's annual revenue is reported to be in the range of $10 million.

Utilization of Capital

The capital raised is intended to support the firm's growth initiatives, including expanding service offerings, enhancing technological capabilities, and strengthening its team to better serve clients.

Pipeline Development

Recent Transactions

TKO Miller has a strong track record of successful transactions across various industries. Notable recent deals include:

• Power Test Inc.'s Acquisition of Taylor Dynamometer: Advised Power Test Inc., a leader in dynamometer design and manufacturing, on its acquisition of Taylor Dynamometer, enhancing its market position.

• Scaffold Resource, LLC's Acquisition of REACH Service & Equipment, Inc.: Advised Scaffold Resource on acquiring REACH Services, expanding its presence in the South Florida market.

• Sale of Horsfield Companies to BARD Materials: Facilitated the sale of Horsfield Companies, a provider of construction materials and services, to BARD Materials, a leading supplier of ready-mix concrete and aggregate.

Target Conditions and Timelines

TKO Miller focuses on facilitating transactions that align with clients' strategic goals, ensuring timely execution and favorable outcomes. The firm emphasizes thorough due diligence and market analysis to identify optimal opportunities.

Technological Platform and Innovation

Proprietary Technologies

TKO Miller utilizes proprietary financial modeling tools and data analytics platforms to provide clients with accurate valuations and strategic insights.

Significant Scientific Methods

The firm employs advanced methodologies, including comprehensive market analysis, benchmarking, and scenario planning, to inform transaction strategies.

AI-Driven Capabilities

While specific AI-driven capabilities are not detailed, TKO Miller leverages technology to enhance data analysis, streamline processes, and improve decision-making in transaction advisory services.

Leadership Team

Key Executives

• Tammie Miller, Managing Director: Co-founder of TKO Miller, Tammie brings extensive experience in investment banking, focusing on M&A advisory for middle-market companies.

• Tim Oleszczuk, Managing Director and Co-Founder: With over 30 years in the scaffolding and construction services industries, Tim is a recognized authority and has been a featured speaker at industry conventions.

• Jim Rogers, Managing Director and Co-Head of Industrial Services Practice: Joined TKO Miller in November 2022, bringing over 20 years of experience in financial and strategic roles, including leading M&A activities at BrandSafway and Honeywell International.

Key Contributions

The leadership team has been instrumental in expanding TKO Miller's industry reach, enhancing service offerings, and driving the firm's growth in the middle-market investment banking sector.