CLIENT OBJECTIVES
Headquartered in Noblesville, Indiana, Helmer Scientific is the leading designer, integrator, manufacturer, and supplier of temperature-controlled storage and processing equipment with a 45-year history of quality and innovation.
Helmer provides integrated solutions for safeguarding temperature-sensitive medications, blood therapies, and biologics for clinical and life sciences customers across 130+ countries and in more than 42,000 client installation sites.
The Company is led by an experienced and diverse management team that has driven consistent growth, established strong brand equity, created a set of best practices and developed an intellectual property portfolio to protect Helmer’s proprietary technology
COMPANY OVERVIEW
Headquartered in Noblesville, Indiana, Helmer Scientific is the leading designer, integrator, manufacturer, and supplier of temperature-controlled storage and processing equipment with a 45-year history of quality and innovation.
Helmer provides integrated solutions for safeguarding temperature-sensitive medications, blood therapies, and biologics for clinical and life sciences customers across 130+ countries and in more than 42,000 client installation sites.
The Company is led by an experienced and diverse management team that has driven consistent growth, established strong brand equity, created a set of best practices and developed an intellectual property portfolio to protect Helmer’s proprietary technology
CREATING VALUE
FRG acted as the exclusive M&A advisor to Helmer Scientific, working closely with ownership and leadership to deliver on their transaction objectives.
We ran a very limited process, prioritizing chemistry, team continuity post-acquisition, valuation and speed to closure that resulted in multiple qualified and interested parties.
During negotiations we crafted specific narratives to each counterparty on the value-add both sides bring into the potential partnership, which enabled Helmer to realize considerable synergy valuation as a seller. Ultimately, Trane Technologies’ (“Trane”) was the selected partner.
Helmer supports Trane’s strategy to bring climate innovation and temperature-control solutions to more industries, including the fast-growing life sciences and clinical health markets while Trane will leverage its world-class operating system, and expertise in sustainability, services, global distribution and commercialization to accelerate Helmer’s continued global growth.
HELMER SCIENTIFIC
The FRG team were indispensable partners that earned our trust throughout the process. Their specific life sciences market experience helped us identify, target, and access suitors that we hadn't even considered. They helped us discern and prove out the full value of our business through an approach that effectively balanced analytical reasoning and the relational aspects of our story. They also took the lead and kept us steady and focused through complex negotiations. What stood out most, though, is FRG’s commitment to relationships and service all the way through and beyond closing
HELMER SCIENTIFIC
