Paulson

The Company

Paulson Reporting & Litigation Services, Inc. (“Paulson” or the “Company”) is a full service litigation support firm that provides court reporting, legal videography, videoconferencing, trial presentation support, litigation document management and depository services. Founded in 1986 in San Diego, California, Paulson was one of the largest privately held court reporting and litigation support services firms in the United States. Setting a new standard in its industry, the Paulson business model is centred on providing a high level of personal and distinguished service in a comfortable and productive office environment.

The Situation

The shareholders of Paulson retained KPMG Corporate Finance as its exclusive advisor in the sale. The shareholders’ objectives were to partner the Company with a buyer that was committed to the business model and employees while placing an appropriate value on the business.

The Transaction

KPMG Corporate Finance conducted a competitive but limited sale process focused on working with only those parties that provided the best fit with the shareholders’ objectives. KPMG developed buyer interest, coordinated management meetings, and negotiated with the potential acquirers. After receiving significant interest, the shareholders ultimately chose to partner with Alexander Gallo Holdings LLC (”Gallo”). Gallo is a private court reporting, document management, and litigation support company. Gallo received mezzanine financing in support of the transaction from Veronis Suhler Stevenson Mezzanine Partners LLP and New York Life Capital Partners. KPMG Corporate Finance’s knowledge of the industry, relationships with both strategic and financial buyers, and deal experience resulted in the accelerated closing of a transaction that met or exceeded all shareholder objectives.