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Data Source, Inc.
The Company
Data Source, Inc. (“Data Source” or the “Company”) based in Kansas City, Missouri, provides a total solution to document design and distribution and other “back-office” services essential to the successful operation of multi-location businesses such as commercial franchises, auto dealerships, retail insurance, branded products, industrial products, and restaurant concepts. Services include design, sourcing, warehousing, fulfillment, distribution, print-on-demand, and print management of marketing materials business forms and supplies. Products include business forms, marketing supplies, personnel management packets, training materials, menus, point-of-purchase displays, and ad specialty items. Data Source manages over 12,500 SKUs for customers in 71,000 locations worldwide.
KPMG Corporate Finance’s experience conducting middle market transactions was instrumental to delivering superior financial advice and assisting us to complete a transaction that exceeded our objectives.”
The Situation
The shareholders of Data Source retained KPMG Corporate Finance as its exclusive advisor in the transaction process. The shareholders desired to partner with an investor that had the expertise as well as the financial and operational resources to more fully support the growth prospects of the Company.
The Transaction
KPMG Corporate Finance conducted a competitive process to identify the optimal investor that would enable the owners to achieve their objectives. KPMG Corporate Finance generated significant interest in Data Source, coordinated management meetings and due diligence and assisted the owners in successfully negotiating an investment led by High Street Capital, a Chicago-based private equity fund. The founding shareholders remain with Data Source and, in partnership with High Street, are executing on the Company’s growth strategy.
