SC&H Capital Advises Proposal Software, Inc. on its Recapitalization by Camden Partners

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Recapitalization Will Allow Proposal Software to Further Enhance Current Products and Growth Opportunities

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“This transaction marks the beginning of an exciting new period for Proposal Software,” said Kevin O’Sullivan, Principal with SC&H Capital.

SC&H Capital, a leading investment banking and advisory firm focused on middle market and growth companies, served as the exclusive financial advisor for the shareholders of Proposal Software, Inc. (“Proposal Software” or “the Company”) on its recapitalization by Camden Partners, a Baltimore-based private equity firm.

Headquartered in Broomfield, Colo., Proposal Software is a premier independent cloud-based provider of sales proposal and RFPs, and compliance software. The Company’s suite of products accelerates the conversion of RFP and new business opportunities into revenue, while ensuring correct, up to date, and compliant data is used throughout the sales process. Proposal Software serves a variety of marquee clients in a number of industries.

Camden Partners is a Baltimore-based private equity firm focused on seed and growth stage investments in healthcare, education, technology and business services companies.

“Generating proposals that contain accurate, up-to-date information can be time-consuming and resource-intensive, creating a bottleneck in the sales process,” said Jason Tagler, Camden Partners managing member. “We believe Proposal Software’s cloud platform can help relieve that bottleneck and accelerate sales.”

The recapitalization will allow one of the co-founders of Proposal Software to transition to retirement, while the other co-founder, members of the management team, and the acquiring firm will collaborate and invest in order to facilitate the next stage of the company’s growth.

“This transaction marks the beginning of an exciting new period for Proposal Software,” said Kevin O’Sullivan, Principal with SC&H Capital. “The recapitalization will allow Proposal Software to further enhance its current products and be well prepared to capitalize on future opportunities for growth and expansion.”

This transaction is SC&H Capital’s second SaaS transaction closed in 2015.

About SC&H Capital

SC&H Capital, an affiliate of SC&H Group, is an investment banking and advisory firm providing merger and acquisition (M&A), employee stock ownership plan (ESOP), capital raising, and business valuation solutions to middle market and growth companies nationwide. SC&H Capital delivers investment banking and advisory services across numerous industries including technology, healthcare, manufacturing, and government contracting to help owners achieve their exit planning goals and liquidity objectives.

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Securities offered through Stout Causey Capital Corporation, member FINRA/SIPC.

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Matt Langan
L&R Communications
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