300+ total transactions representing $50B+ in aggregate value — 14 tracked below spanning 2013–2024 · 9 industries
Advisory role in add-on acquisition by Lindsay Precast, a MiddleGround Capital platform. Strategic consolidation within specialized manufacturing sector.
Advisor on acquisition by Inland Pipe platform company backed by J.F. Lehman & Company. Specialized pipe rehabilitation and construction services.
Exclusive financial advisor to Kilwins in the sale to leading PE franchisor. Kilwins operates 150+ locations in 25 states offering premium chocolate, ice cream, and confectionary products. Transaction included founder carry-forward.
Exclusive advisor on sale to major strategic acquirer. EPS is provider of power distribution, rental, and support services.
Exclusive financial advisor on the sale of major HVAC distribution platform to leading global PE investor. Consolidation play within specialized wholesale distribution.
Exclusive advisor on sale of electronics/controls manufacturer to major international conglomerate. Strategic acquisition for Honeywell's industrial portfolio.
Exclusive financial advisor on ESOP transaction providing employee ownership and liquidity for founder.
Advised on sale of specialty coatings and sealants manufacturer to Fortune 500 paint and coatings company. Strategic fit with Sherwin-Williams' product portfolio.
Advised IT services and managed services firm on recapitalization with WestView Capital. Summit 7 is HQ'd in Huntsville, AL with strong government and enterprise customer base.