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Buyouts
The Wall Street Journal
Dow Jones
WWD


R. Adam Smith
Circle Peak Capital
646.230.8812


Fischbein LLC
 
 
Rocket Dog
 
 
Wealthtrust
New Suitor Sets Sights on Wealth Firms
November 26, 2007
Nashville Firm Plans Aquisition Spree
Private Asset Management, February 12, 2007
(by Marianne Nardone)
Where the Money Is: Asset Management
CNBC-TV, January 17, 2007
Private Equity Betting on Boomers
The Deal.com, January 15, 2007
(by John E. Morris)
Private equity goes upstream with asset manager investments
SNL Financial, January 03, 2007
(by Thomas Mason)
Buyers Flock to Wealth Management in ‘07
FundFire, January 03, 2007
(by Gregory Shulas)
Private-equity firms set sights on wealth management biz
Investment News, December 11, 2006
(by Charles Paikert)
Circle Takes WealthTrust
The Deal, November 17, 2006
(by Kelly Holman)
Circle Peak Busy Asset Manager WealthTrust
Dow Jones LBO Wire, November 14, 2006
(by Matthew Monks)
Circle Peak Buys WealthTrust
Investment News, November 14, 2006
(by Charles Paikert)
 
 
Luxury Optical Holdings
Circle Peak Capital Portfolio Company Acquires Aucourant Optical
Purveyor’s of Fine Eyewear
December 26, 2007
See and Be Scene
December 21, 2007
See and Be Scene
December 15, 2007
See and Be Scene
August 8, 2007
Something Ventured: Consumer Brands Lure Private Equity
Dow Jones LBO Wire, July 26, 2006
(by Marietta Cauchi)
More Executives Are Connecting With the Private-Equity Industry
The Wall Street Journal , June 7, 2006
(by Matthew Monks)
More Executives Are Cold Calling Buyout Firms
Dow Jones LBO Wire , June 5, 2006
(by Matthew Monks)
Circle Peak Focuses on Eyewear
Buyouts May 15, 2006
Buyout Firms Get Optical Retailers
The Deal, May 4, 2006
(by Kelly Holdman)
Circle Peak Capital Has Acquired Three U.S. Luxury Optical Retailing Chains
PE Week Wire, May 4, 2006
 
 
Shari's Management Corporation
Who Owns Whom? A Top 400 Quiz: Match Claims With The Companies That Acquired Them.
Restaurants & Institutions, July 1st, 2006
(by Scott Hume)
The M & A Advisor Names Shari's Restaurants a Finalist in Their Inaugural
Middle Market Financing Award

May 10, 2006
Retail & Distribution: Shari's Restaurants Nominated by Houlihan Lokey
Howard & Zukin and Magnetar Capital LLC
Restaurant Chain Sold to Circle Peak
Globe Street.com, January 4, 2006
(by Brian K. Miller)
Kerry Kramp Emerges
Nation's Restaurant News, January 3, 2006
Shari's Acquisition by Consortium
Nation's Restaurant News, January 2, 2006
Circle Peak Capital Acquires Shari's Management Corp.
Nation's Restaurant News, January 2, 2006
Bidder Group Buys Shari's for $80
The Deal, December 30, 2005
(by Kelly Holdman)
Circle Peak Smacks Lips Over Shari's Restaurant Chain
Dow Jones LBO Wire, December 30, 2005
New Investment Team Acquires Shari's Chain
The Oregonian, December 30, 2005

Hill & Valley, INC.
Having a Ball
October 31, 2007
The Business of Healthy Baking
September 28, 2007
Circle Peak Looking To Build Sugar-Free Baking Co.
Dow Jones LBO Wire, March 28, 2006
Circle Peak Capital Acquires Hill & Valley, Inc.
Specialty Food News, August 30, 2005
Circle Peak Orders Dessert with Hill & Valley Deal
LBO Wire, August 15, 2005
Buyout Deals: Circle Peak Acquires Hill & Valley, Inc.
PE Week Wire, August 15, 2005 (Daniel Primack)
Circle Peak takes sugarless-foods maker
The Deal, August 12, 2005