SSG Capital Advisors, LLC (“SSG”) served as the investment banker to Wiser Solutions, Inc. and its affiliates (collectively “Wiser Solutions” or the “Company”) in the sale of substantially all assets to an affiliate of Crestline Direct Finance. The sale was effectuated through a Chapter 11 Section 363 process in the U.S. Bankruptcy Court for the Northern District of Texas. The transaction closed in July 2026.

Wiser Solutions is a retail analytics and commerce execution platform providing both online and in-store intelligence. The Company’s proprietary platform analyzes online and in-store data to support customer pricing, promotions, assortment, availability, compliance, and display. The Company tracks more than 10 billion products, 600,000 stores, and 150,000 sellers. Customers purchase short-term and long-term subscriptions under a traditional SaaS model, and the Company services more than 800 brands and retailers globally.

The Company sought to build a comprehensive SaaS-based retail analytics platform through an aggressive roll-up strategy. Despite completing over ten acquisitions since 2013, the Company incurred persistent losses as the pace of acquisitions outpaced the Company’s ability to consolidate platforms. As a result, the Company found itself managing a portfolio of SaaS products with different features, capabilities, and processes. In response to these challenges, the Company pursued cost savings measures, including consolidating its data extraction systems, rightsizing its workforce, and shuttering non-core product offerings. However, the Company was unable to meet its financial obligations and, as a result, elected to file for protection under Chapter 11 of the U.S. Bankruptcy Code.

SSG was retained to conduct a comprehensive marketing process and solicit competing offers to the Stalking Horse Credit Bid from an affiliate of Crestline Direct Finance. After extensive outreach to a broad universe of strategic and financial buyers, the Stalking Horse Credit Bid was determined to be the highest and best offer for substantially all assets. SSG’s extensive Chapter 11 transaction experience and ability to efficiently execute a comprehensive remarketing process enabled the Company to maximize the value of assets for the benefit of stakeholders.

Other professionals who worked on the transaction include:

• Scott Avila, Don Harer (Co-Chief Restructuring Officers), Michael Richards (Interim CEO), David Elkin, and Paula Sosamon (financial advisor) of Paladin Management Group;
• Todd M. Schwartz, Christopher R. Bryant, Danielle Ullo, Michael Haberman, and Allison Bertolozzi of Hogan Lovells US LLP, co-counsel to Wiser Solutions, Inc.;
• Katharine Battaia Clark, Jacob T. Schwartz, and Alexandra E. Rossetti of Thompson Coburn LLP, co-counsel to Wiser Solutions, Inc.;
• Mark Greenberg, Seth A. Waschitz, and Kabir Singh of Alvarez & Marsal North America, LLC, financial advisor to the Unsecured Creditors Committee; and
• John D. Penn, Michael A. Sweet, Gordon E. Gouveia, and Stephanie Slater Ward of Fox Rothschild LLP, counsel to the Unsecured Creditors Committee.