24 completed transactions spanning 2021–2025 · 5 industries
Buy-side advisor to Fidelity BSG on acquisition of Cyrco, Inc., a leading HVAC and industrial services company. Transaction strengthens Fidelity's position in HVAC and industrial markets with premier cooling services expertise.
Buy-side advisor to Havtech on acquisition of The Morin Companies, a major North American HVAC services company. Transaction reinforces Havtech's position as regional HVAC leader.
Exclusive sell-side advisor to Aercon, a commercial and industrial HVAC systems specialist serving Connecticut and Massachusetts. Transaction paired HVAC manufacturer representative with HVAC services company platform.
Sell-side advisor on HC Nye merger with Gil-Bar Book. HVAC and mechanical systems companies combining to provide strategic solutions in evolving post-pandemic environment.
Buy-side advisor to Fidelity BSG on acquisition of Metro Mechanical. Transaction strengthens presence in Gulf region and advances multi-regional growth strategy.
Buy-side advisor to Fidelity BSG on acquisition of Systems Contractors. Transaction demonstrates Ascend's sourcing capability within facilities services.
Sell-side advisor to Capital Seaboard on acquisition by The Chefs' Warehouse. Capital Seaboard is specialty distribution provider. Transaction capitalizes on rising demand for specialty distribution expertise and relationships.
Financial advisor to Government Window, a cloud-based integrated payments platform for state and local government agencies. Riata investment supports geographic expansion and product innovation across 550+ municipal and county clients.
Exclusive financial advisor to Judicial Innovations on acquisition by Avenu. Integration enhances Avenu's capabilities and positioning to serve government agencies.
Buy-side advisor to MCCi on acquisition of GovBuilt, a government technology platform. Combined companies offer robust technology solutions to government agencies through compatible tech stacks and complementary product offerings.
Buy-side advisor to Mission1st, a government contractor specialist in defense market, on acquisition of Ardent. Transaction combined Mission1st's defense expertise with Ardent's civilian and homeland security market presence.
Sell-side advisor to Interware on acquisition by Avenu. Combined platform provides permitting, licensing, utilities, and tax revenue collection solutions for state and local governments.
Exclusive buy-side advisor to Mainline Information Systems on first strategic acquisition. Axcelinno provides cloud, IT automation, and DevSecOps solutions. Transaction expanded Mainline's service offerings and Asian footprint.
Exclusive financial advisor to KnowledgeLake, an AI-powered enterprise automation platform providing intelligent document processing and workflow automation. Edison investment accelerates growth and product development.
Exclusive financial advisor to Case Anywhere, a cloud-based case management and collaboration platform for legal services. Advisor assisted in positioning the platform to Counsel Press, facilitating geographic expansion and technology integration into national outsourced legal services platform.
Sell-side advisor on Intelligenz acquisition by Banyan Software. Intelligenz provides recreation and facilities management software. Transaction expanded Banyan's product portfolio and customer reach.
Sell-side advisor to Nehemiah Security, a cyber risk quantification pioneer, on acquisition by ThreatConnect. Combined entity creates industry's only cybersecurity platform aligning entire security lifecycle to risk reduction.
Sell-side advisor to DirectAthletics on acquisition by FloSports. Transaction created largest and most comprehensive database of Track & Field videos, meet coverage, and rankings in North America.
Sell-side advisor to RecDesk on acquisition by Clubessential Holdings. RecDesk provides parks and recreation management software. Transaction broadens Clubessential's presence in parks and recreation space.
Sell-side advisor to Kaseware, a law enforcement records and case management software platform, on strategic investment by Riverside Company. Investment supports continued growth and community safety innovation.
Sell-side advisor to Book King on acquisition by Univerus. Book King provides recreation management software. Transaction serves as springboard for development activity across North America.
Sell-side advisor to ShadowDragon, a cybersecurity and threat intelligence platform, on strategic investment by Sverica. Investment supports extended impact as cyber-attack sophistication increases.
Buy-side advisor to Fidelity BSG on acquisition of Smart Building Technologies. Transaction bolsters building automation capabilities in commercial and industrial facilities markets.