Deal History

50+ total transactions representing $250M+ in aggregate value — 11 tracked below spanning 2018–2024 · 7 industries

50+
Total Transactions
7
Industries
2018–2024
Years Active
Business Services1
AHA Insurance Network Acquisition by Strategic Independent Agency Alliance2021
Acquired by PE: Strategic Independent Agency Alliance

Exclusive financial advisor on acquisition of insurance network by SIAA (Odyssey Partners portfolio company), providing valuation, deal term negotiation, and transaction support

Sell SideSell Side Advisor
Consumer Services1
KIVA Sports Acquisition by 3STEP Sports2021
Strategic acquirer: 3STEP Sports

Exclusive financial advisor on sale of premier youth volleyball center (45 national championships, 125+ college scholarship athletes) to nation's largest youth sports operator

Sell SideSell Side Advisor
Distribution & Logistics1
Vac2Go Acquisition by Argosy Private Equity2024
Acquired by PE: Argosy Private Equity

Exclusive advisor on the acquisition of truck rental company by PE platform

Sell SideSell Side Advisor
Environmental Services1
Express Waste Removal Acquisition by Private Investment Group2018
Acquired by: Private Investment Group

Exclusive financial advisor on sale of waste collection and recycling company, providing valuation, due diligence support, and transaction facilitation

Sell SideSell Side Advisor
Discrete Manufacturing2
River City Glass & Mirror, Inc. Acquisition by Management Team2020
Acquired by: Management Team

Exclusive financial advisor on ESOP/management buyout of custom glass, mirrors, and frameless shower doors company, facilitating ownership transfer to management team

EsopSell Side Advisor
Louisville Sign Company, Inc. Acquisition by B Sign Group2020
Strategic acquirer: B Sign Group

Exclusive financial advisor on acquisition of custom sign company, including valuation, CIM preparation, buyer due diligence support, and financing arrangement assistance

Sell SideSell Side Advisor
Process Manufacturing4
Algood Food Company Recapitalization by Andros2022
Strategic acquirer: Andros

Exclusive financial advisor on recapitalization of premier peanut butter and preserves manufacturer by global food conglomerate with 30+ manufacturing facilities

RecapitalizationSell Side Advisor
Gatterdam Industrial Services Acquisition by Air Hydro Power, Inc.2021
Strategic acquirer: Air Hydro Power, Inc.

Exclusive financial advisor to electric motor repair and industrial services firm acquired by industrial distributor

Sell SideSell Side Advisor
Delta Services, LLC Acquisition by The State Group, Inc.2019
Acquired by PE: The State Group, Inc.

Exclusive financial advisor on competitive sale process of electrical contractor ($230+ union electricians) to Canadian electrical/mechanical trades firm backed by Blue Wolf Capital Partners and Yellow Point Equity

Sell SideSell Side Advisor
Comstock Brothers Electric Company, LLC Acquisition by The State Group, Inc.2019
Acquired by PE: The State Group, Inc.

Exclusive financial advisor on competitive sale process of electrical contractor specializing in power distribution and process controls

Sell SideSell Side Advisor
Professional Services1
Hibbs & Associates, PLLC Acquisition by CPA Innovations, LLC2020
Strategic acquirer: CPA Innovations, LLC

Exclusive financial advisor on sale of full-service accounting firm, including valuation, CIM preparation, due diligence support, and transaction facilitation

Sell SideSell Side Advisor