Situation

Swanson Bark & Wood Products (“Swanson” or the “Company”) is a vertically integrated producer of mulch and soil products in Longview, WA. Products are sold to wholesalers and retailers throughout the United States, as well as landscape contractors and consumers in the local market. The owner of the Company elected to pursue a sale of the business for estate planning and wealth diversification purposes.

ZS Role

Zachary Scott was retained on an exclusive basis to represent the owner in a sale of 100% of the Company to a private investor group that had extensive experience in the bark and mulch industry.

Results

Zachary Scott negotiated a transaction that allowed the owner to sell 100% of the company and exit managing the business.