Deal History

300+ total transactions representing $50B+ in aggregate value — 14 tracked below spanning 2013–2024 · 9 industries

300+
Total Transactions
9
Industries
2013–2024
Years Active
Business Services1
ESOP Transaction - Action Electric2024
Acquired by: Employee Stock Ownership Plan

Advised on ESOP formation and transition. Service-based business converted to employee ownership structure.

EsopSell Side Advisor
Construction & Engineering2
Acquisition of Dutchland Inc. by Lindsay Precast (MiddleGround Capital Portfolio)2022
Acquired by PE: Lindsay Precast (MiddleGround Capital)

Advisory role in add-on acquisition by Lindsay Precast, a MiddleGround Capital platform. Strategic consolidation within specialized manufacturing sector.

Sell SideSell Side Advisor
Acquisition of Inland Pipe Rehabilitation (Murphy Pipeline Contractors acquisition)2020
Acquired by PE: Inland Pipe Rehabilitation (J.F. Lehman & Company)

Advisor on acquisition by Inland Pipe platform company backed by J.F. Lehman & Company. Specialized pipe rehabilitation and construction services.

Sell SideSell Side Advisor
Consumer Services1
Sale of Kilwins Quality Confections and Kilwins Chocolates Franchise to Levine Leichtman Capital Partners2023
Acquired by PE: Levine Leichtman Capital Partners

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.

Sell SideSell Side Advisor
Distribution & Logistics2
Acquisition of ElecComm Power Services by Sunbelt Rentals2023
Strategic acquirer: Sunbelt Rentals, Inc.

Exclusive advisor on sale to major strategic acquirer. EPS is provider of power distribution, rental, and support services.

Sell SideSell Side Advisor
Acquisition of Morrison Supply Company by Advent International2023
Acquired by PE: Advent International Corporation

Exclusive financial advisor on the sale of major HVAC distribution platform to leading global PE investor. Consolidation play within specialized wholesale distribution.

$100M-$300MSell SideSell Side Advisor
Hardware & Electronics2
Acquisition of INNCOM International by Honeywell International2023
Strategic acquirer: Honeywell International Inc. (NYSE:HON)

Exclusive advisor on sale of electronics/controls manufacturer to major international conglomerate. Strategic acquisition for Honeywell's industrial portfolio.

$80M-$150MSell SideSell Side Advisor
Sale of Segway Inc. to Summit Strategic Investments2013
Acquired by: Summit Strategic Investments, LLC

Advised owner of Segway on strategic sale to SSI. Segway is the world's leading personal electric transportation provider with 250+ distributors in 80 countries.

$50M-$100MSell SideSell Side Advisor
Healthcare Services1
Sale of Patriot Home Care to Madison Dearborn Partners2022
Acquired by PE: Madison Dearborn Partners

Exclusive advisor on the sale of home health and hospice services provider to major PE firm. Transaction expanded Patriot's scale and capabilities across multiple markets.

Sell SideSell Side Advisor
Discrete Manufacturing3
ESOP Transaction - FB Harding2024
Acquired by: Employee Stock Ownership Plan

Exclusive financial advisor on ESOP transaction providing employee ownership and liquidity for founder.

EsopSell Side Advisor
Acquisition of Schnee-Morehead Inc. by Illinois Tool Works2023
Strategic acquirer: Illinois Tool Works, Inc. (NYSE:ITW)

Facilitated sale of precision manufacturing company to Fortune 500 industrial company. ITW is publicly traded diversified manufacturer.

$75M-$150MSell SideSell Side Advisor
Sale of Spiroflow Holdings to May River Capital2022
Acquired by PE: May River Capital

Advised Spiroflow on sale to May River Capital, creating material handling equipment and industrial automation platform. Multi-decade family-owned specialty equipment manufacturer.

Sell SideSell Side Advisor
Process Manufacturing1
Acquisition of Geocel Holdings by The Sherwin-Williams Company2023
Strategic acquirer: The Sherwin-Williams Company (NYSE:SHW)

Advised on sale of specialty coatings and sealants manufacturer to Fortune 500 paint and coatings company. Strategic fit with Sherwin-Williams' product portfolio.

Sell SideSell Side Advisor
Software & SaaS1
Investment in Summit 7 Systems by WestView Capital Partners2022
Acquired by PE: WestView Capital Partners

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.

RecapitalizationSell Side Advisor