Schenck M&A Solutions advises OwnersEdge, Inc. on the acquisition of BAYCOM, TourGuide Solutions and BAYCOM Cellular


For Immediate Release
May 11, 2016

Ann Hanna, MBA, CPA
Managing Director, Schenck M&A Solutions

WISCONSIN – Schenck M&A Solutions and OwnersEdge, Inc., based in Brookfield, announced that OwnersEdge has acquired BAYCOM, Inc., TourGuide Solutions and BAYCOM Cellular, Inc. in a move to diversify its portfolio and revenue stream. The principals of Schenck M&A Solutions advised OwnersEdge on this transaction. 

OwnersEdge President, CEO and Chairman Lisa Reardon said, “It was our first swing at a buy-side acquisition search and we needed a partner to help guide and educate us through the entire process, start to finish. The Schenck and OwnersEdge teams had chemistry and worked together from the start, capitalizing on our strengths when evaluating opportunities. Ann Hanna and Mike Schroeder are exceptionally well versed, knowledgeable and quick to respond. With their dedication to the project and timely, organized communication, it was easy to partner with Schenck and we’d happily refer them to anyone looking for acquisition help.” 

OwnersEdge is an Employee Stock Ownership Plan holding company, and will integrate the three new businesses as affiliate companies. It has two existing affiliate companies already under its umbrella—Brookfield-based business communication technology provider CC&N and Brookfield-based electrical contractor NEXT Electric Inc.

The OwnersEdge holding company now has 320 employees and $70 million in revenue. Reardon plans to integrate the new firms into OwnersEdge over the next 12 months and then search for several more acquisition targets.

“We currently have five companies in our portfolio. Our ultimate goal is to have eight businesses within the next few years,” she said. “We’re interested in companies that are poised for growth, have a healthy culture and are run by leaders who see the value in an ESOP model.”

About OwnersEdge, Inc. 

Based in Brookfield, Wisconsin, OwnersEdge Inc. is a 100% ESOP owned holding company that strives to invest in and build sustainable businesses throughout the Midwest. The affiliated companies within the OwnersEdge portfolio utilize their industry expertise to drive business growth and create value for stakeholders including customers, communities and the ESOP employee owners. The five companies in its portfolio – CC&N, NEXT Electric, BAYCOM Inc., TourGuide Solutions and BAYCOM Cellular Inc. – provide diverse products and services to a variety of market segments ranging from public safety to construction to manufacturing and attractions. For more information, visit

About Schenck M&A Solutions

Schenck M&A Solutions, a division of Schenck SC, consists of a dedicated group of investment banking professionals providing M&A advisory services for business sales and divestitures, acquisitions, management buyouts and recapitalizations. The M&A team approaches transactions with creativity, a strong sense of urgency and the negotiation skills and deal expertise critical to complete transactions in the best interests of its clients. Schenck M&A Solutions is uniquely positioned having the dedicated M&A experience of a boutique investment bank backed by the breadth of knowledge and resources of a large accounting and advisory firm. For more information, visit

Securities offered through Burch & Company, Inc., member FINRA / SiPC. Burch & Company and Schenck M&A Solutions are not affiliated entities. Principals of Schenck M&A Solutions are registered investment banking representatives with Burch & Company.