50+ total transactions representing $250M+ in aggregate value — 11 tracked below spanning 2018–2024 · 7 industries
Exclusive financial advisor on acquisition of insurance network by SIAA (Odyssey Partners portfolio company), providing valuation, deal term negotiation, and transaction support
Exclusive financial advisor on ESOP/management buyout of custom glass, mirrors, and frameless shower doors company, facilitating ownership transfer to management team
Exclusive financial advisor on recapitalization of premier peanut butter and preserves manufacturer by global food conglomerate with 30+ manufacturing facilities
Exclusive financial advisor to electric motor repair and industrial services firm acquired by industrial distributor
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