Deal History

300+ total transactions — 8 tracked below spanning 2011–2025 · 6 industries

300+
Total Transactions
6
Industries
2011–2025
Years Active
Business Services1
Acquisition of ServiceOne Cleaning & Restoration, Inc.2012
Strategic acquirer: ServiceOne Enterprises, Inc.

Advised building finishing contractors and commercial cleaning and restoration services company in their acquisition by ServiceOne Enterprises, Inc.

Sell SideSell Side Advisor
Construction & Engineering1
Acquisition of Electric Contracting Company2025
Strategic acquirer: Anonymous Buyer

Advised electric contracting company specializing in electrical work, electrical wiring, and low voltage electrical services in their acquisition by anonymous buyer.

Sell SideSell Side Advisor
Distribution & Logistics3
Acquisition of Commercial and Industrial Machinery Repair and Maintenance Business2023
Strategic acquirer: Confidential Buyer

Advised commercial and industrial machinery and equipment repair and maintenance business providing electronic and precision equipment repair, warehousing, and support services.

Sell SideSell Side Advisor
Acquisition of Industrial Machinery and Equipment Distributor2022
Strategic acquirer: Anonymous Acquirer

Advised industrial machinery and equipment distributor serving construction, transportation, mining, and forestry sectors with rental and leasing services.

Sell SideSell Side Advisor
Acquisition of Callahan Transportation2012
Acquired by PE: JJ Growth, Inc

Advised truck transportation company providing scheduled and nonscheduled chartered freight air transportation and logistics consulting services in their acquisition by JJ Growth, Inc.

Sell SideSell Side Advisor
Financial Services1
Investment in AE Finance and Insurance2011
Acquired by PE: WP, Inc

Advised finance and insurance company in securing investment from WP, Inc.

Sell SideSell Side Advisor
Process Manufacturing1
Acquisition of Whittle & Neher Systems & Affiliates2012
Strategic acquirer: Marsh Bellofram

Advised oil and gas field machinery and equipment manufacturing company with support activities for oil and gas operations in their acquisition by Marsh Bellofram.

Sell SideSell Side Advisor
Software & SaaS1
Acquisition of IT Security Management Solutions Provider2024
Acquired by PE: Anonymous Buyer

Advised IT security management solutions provider and managed service provider (MSP) offering network design, implementation services, security management, and technology consulting in their acquisition.

Sell SideSell Side Advisor