500+ total transactions representing $5B+ in aggregate value — 14 tracked below spanning 2023–2025 · 6 industries
Family-owned specialty food business transaction with major national food wholesaler. Successful exit for long-standing family business.
Complex recapitalization of telecom-focused self-perform construction company specializing in fiber-to-the-home and fiber optic projects. Allowed co-owners liquidity while retaining equity participation.
Exclusive financial advisory on sale of wastewater system services provider. Successful transaction maximizing shareholder value.
Skilled nursing facility transaction with healthcare buyer. Strategic acquisition in long-term care sector.
Exclusive sell-side advisory on sale of Wisconsin-based HVAC manufacturers' representative firm. Comprehensive process identified strategic buyer.
HVAC manufacturers representative transaction executed as sell-side financial advisor.
Manufacturing company transaction with established PE platform.