Deal History

Exclusive M&A advisor to consumer goods/food manufacturing company in acquisition by CFS Brands (The Jordan Company portfolio company). Handled quality of earnings analysis, EBITDA normalization, and buyer presentation strategy.

Advised on sale of food and beverage retail company to strategic acquirer.

Advised on sale of business support services/printing company to strategic buyer.

Advised on the acquisition of specialty roofing services company by strategic buyer, demonstrating expertise in licensed trade/contractor verticals.

Exclusive sell-side advisor to national home improvement/cabinet refacing company (40-year history, operations in CA/NV/AZ) in sale to Renovo Home Partners, an Audax PE portfolio company. Multi-year engagement included management coaching on financial transparency, process readiness, and value articulation.

Advised on sale of architectural glazing systems company to strategic buyer. Demonstrates ACE vertical expertise.

Advised healthcare services company acquisition (seller and buyer identities confidential per Axial listing).

Advised on acquisition in air transportation repair, equipment rental, and related services sector.