Deal History

250+ total transactions representing $2B+ in aggregate value — 21 tracked below spanning 2015–2025 · 7 industries

250+
Total Transactions
7
Industries
2015–2025
Years Active
Construction & Engineering4
Sale of NuAge Builders to Private Equity2024
Acquired by PE: Private Equity Firm

Advised NuAge Builders in their acquisition by a private equity firm.

Sell SideSell Side Advisor
Sale of L & K Electric Inc.2023
Strategic acquirer: Platform Company

Advised electrical contractor in their acquisition.

Sell SideSell Side Advisor
Sale of Action Electric2023
Acquired by PE: Private Equity Firm

Advised electrical contractor in sale to private equity.

Sell SideSell Side Advisor
Sale of Intermountain Electric Service2021
Acquired by PE: Bridgelink Investments, Inc.

Advised electric services company in sale to Bridgelink Investments.

Sell SideSell Side Advisor
Consumer Services2
Sale of Trucks Unique2021
Acquired by: Private Investor

Advised motor vehicle dealer in sale to private investor.

Sell SideSell Side Advisor
Sale of Aloha RV2021
Strategic acquirer: RV Retailer, LLC

Advised RV dealership in sale to RV Retailer, LLC.

Sell SideSell Side Advisor
Distribution & Logistics1
Sale of Nebraska Salt & Grain Co.2020
Acquired by PE: Instar Holdings

Advised agricultural products company in sale to Instar Holdings.

Sell SideSell Side Advisor
Healthcare Services5
Sale of Sweetwater Medical2023
Strategic acquirer: Strategic Buyer

Advised medical equipment distributor in sale to strategic buyer.

Sell SideSell Side Advisor
Sale of Infusion Ventures2022
Acquired by PE: Private Equity Firm

Advised healthcare services company in sale to private equity firm.

Sell SideSell Side Advisor
Sale of A Plus Health Care2020
Strategic acquirer: Addus HomeCare

Advised home healthcare company in sale to Addus HomeCare.

Sell SideSell Side Advisor
Sale of Hoffmann Homecare Pharmacy2017
Strategic acquirer: CVS

Advised pharmacy in sale to CVS.

Sell SideSell Side Advisor
Sale of Home Script Pharmacy Services2015
Strategic acquirer: Albertsons

Advised pharmacy services company in sale to Albertsons.

Sell SideSell Side Advisor
Discrete Manufacturing6
Sale of NDS to Private Equity2025
Acquired by PE: Private Equity Firm

Advised NDS in their acquisition by a private equity firm.

Sell SideSell Side Advisor
Sale of AMP2023
Strategic acquirer: Strategic Buyer

Advised fabricated metal products company in sale to strategic buyer.

Sell SideSell Side Advisor
Sale of Advantage Metal Products2023
Acquired by PE: Private Equity Firm

Advised machine shop and sheet metal company in sale to private equity.

Sell SideSell Side Advisor
Sale of Cabrillo Hoist2019
Strategic acquirer: Brand Safway

Advised industrial equipment company in sale to Brand Safway.

Sell SideSell Side Advisor
Investment in D.P. Doors & Millwork2018
Acquired by PE: Hillcrest Capital Partners

Advised building products company in securing investment from Hillcrest Capital Partners.

RecapitalizationSell Side Advisor
Sale of Diamondback Steel2017
Strategic acquirer: Crimson Steel Supply LLC

Advised steel fabrication company in sale to Crimson Steel Supply.

Sell SideSell Side Advisor
Process Manufacturing1
Sale of Herbs, Etc. to Rosewood Private Investments2024
Acquired by PE: Rosewood Private Investments

Advised herbal supplement manufacturer in sale to Rosewood Private Investments.

Sell SideSell Side Advisor
Transportation & Fleet2
Sale of DATS Trucking2021
Strategic acquirer: Strategic Buyer

Advised trucking company in sale to strategic buyer.

Sell SideSell Side Advisor
Sale of Mountain Valley Express2019
Strategic acquirer: Royal Mail Group

Advised trucking company in sale to Royal Mail Group.

Sell SideSell Side Advisor