Deal History

Exclusive financial advisor to PMP Marketing Group (professional services/marketing) on acquisition by NextGen Growth Partners (Chicago-based middle market PE firm).

Advised Spanish Main (commercial and industrial equipment rental and leasing) in acquisition by Main Street Leasing.

Advised The Academic Palm Beaches (educational services) in acquisition by strategic buyer Palm Beach Day School.

Exclusive investment banking advisor to American Geothermal (Tennessee-based heat pump and chiller manufacturer) on sale to Swedish manufacturing company Swegon Group. Transaction announced February 2025, closed in Q1 2025.

Exclusive financial advisor to Animal Clinic of Chardon (full-service small animal veterinary hospital, Chardon OH, founded 2001) on partnership with Mission Pet Health (PE-backed veterinary consolidator, 800+ practices). Shore Capital Partners and Silver Lake PE investors.

Exclusive financial advisor to Lowcountry Vets (four-location veterinary practice, Bluffton SC) on partnership with Alliance Animal Health (L Catterton PE-backed veterinary consolidator, 220+ practices nationwide).

Advised AdvoServ (healthcare services) in acquisition by PE firm Gi Partners.

Advised Mexico Metals (fabricated metal product manufacturing) in acquisition by strategic buyer Marco International.

Advised Core Metal Group (fabricated metal product manufacturing) in acquisition by PE firm Ospraie.

Advised Better World Books (book distribution and manufacturing) in securing growth investment from Internet Archive.

Financial advisor to DEFL Holdings LP on sale of Sandy Shores and Lake Breeze (mobile home and RV parks, Lake Fairview Orlando FL, 120+ homes, built 1950s) to joint venture between Wood Partners (Atlanta-based real estate developer) and Carlyle Group (global investment firm).