Deal History

82+ total transactions representing $6B+ in aggregate value — 18 tracked below spanning 2015–2025 · 3 industries

82+
Total Transactions
3
Industries
2015–2025
Years Active
Consumer Products12
Tenzing Natural Energy minority investment from Heineken UK2025
Strategic acquirer: Heineken UK

Exclusive financial advisor on minority strategic investment in fast-growing energy drink brand.

Buy SideSell Side Advisor
Carenbauer Distributing acquisition of Waldorf Distributing2025
Strategic acquirer: Carenbauer Distributing

Advised seller on acquisition by strategic beer distributor expanding geographic presence.

Sell SideSell Side Advisor
Stone Distributing sale to Hand Family Companies2025
Acquired by: Hand Family Companies (Sunset Distributing subsidiary)

Exclusive financial advisor to premium beverage distributor sale to multi-state family office operator.

Sell SideSell Side Advisor
Northern Monk strategic partnership with Damm2025
Strategic acquirer: Damm (Haus Cramer Group)

Strategic advisor to iconic UK craft brewery on partnership with major European brewer.

Buy SideSell Side Advisor
Wachusett Brewing acquired by Smuttynose/Finestkind2024
Strategic acquirer: Finestkind Brewing (Smuttynose parent)

Advisor on sale of legacy New England craft brewer uniting two regional beer franchises.

Sell SideSell Side Advisor
BuzzBallz sale to Sazerac2024
Strategic acquirer: Sazerac

Advisor on landmark sale of iconic ready-to-drink cocktail brand to global spirits giant.

Sell SideSell Side Advisor
MOTH Drinks capital raise from Beringea2024
Acquired by: Beringea

Advisor on £4.6 million capital raise for growing UK botanical beverage brand.

Buy SideSell Side Advisor
Big Drop Brewing strategic initiatives2023
Strategic acquirer: Strategic partners

Strategic advisor to alcohol-free beer innovator on partnerships and growth initiatives.

RecapitalizationSell Side Advisor
Served Drinks strategic partnership with Heineken2023
Strategic acquirer: Heineken

Advisor to Ellie Goulding co-owned RTD brand on strategic partnership with Heineken.

Buy SideSell Side Advisor
Donnewald Distributing acquisition of Ronchetti Distributing2023
Strategic acquirer: Donnewald Distributing

Advised on acquisition of third-generation family beer distributor by regional strategic buyer.

Sell SideSell Side Advisor
Beavertown Brewery minority stake transaction2022
Strategic acquirer: Strategic investors

Advisor on minority stake sale of London-based craft brewery.

Sell SideSell Side Advisor
Dogfish Head merger with Boston Beer2019
Strategic acquirer: Boston Beer Company

Advisor on merger of iconic craft brewery with established beverage company.

Sell SideSell Side Advisor
Consumer Services5
Fuzzy's Taco Shop acquisition2022
Strategic acquirer: Strategic buyer

Advisor on sale of QSR concept to strategic buyer.

Sell SideSell Side Advisor
Velvet Taco growth equity investment2021
Acquired by PE: Leonard Green Partners

Advisor to fast-casual taco concept on significant growth equity partnership.

Buy SideSell Side Advisor
College HUNKS dividend recapitalization2021
Acquired by PE: Susquehanna Private Capital

Advisor on dividend recapitalization of franchise moving and junk hauling company.

RecapitalizationSell Side Advisor
Urban Plates debt financing2018
Acquired by: Debt capital providers

Advisor on $38M debt financing for rapidly growing fast-casual restaurant brand.

Buy SideSell Side Advisor
Pure Barre growth equity investment2015
Acquired by PE: Growth equity partner

Advisor to boutique fitness brand on significant growth equity investment.

Buy SideSell Side Advisor
Retail & E-Commerce1
Bierothek partnership with Warsteiner/Haus Cramer2023
Strategic acquirer: Haus Cramer Group

Advisor to German specialty beer retailer on partnership with major brewery group.

Buy SideSell Side Advisor