Deal History

50+ total transactions — 7 tracked below spanning 2017–2024 · 4 industries

50+
Total Transactions
4
Industries
2017–2024
Years Active
Agriculture & Food1
Corporate Transaction - Clover Farms Dairy Company2023
Acquired by: Undisclosed

Transaction advisory for Clover Farms Dairy Company in the food and beverage sector. Portfolio transaction referenced on BHP website.

Sell SideSell Side Advisor
Business Services2
Strategic Investment in OZZI by Novolex/Eco-Products2024
Strategic acquirer: Novolex/Eco-Products

Strategic capital investment in OZZI, a leader in reusable foodservice container systems founded in 2014. OZZI has eliminated 35+ million single-use disposables and operates in 400+ campus dining environments. Exclusive financial advisor to OZZI. Investment from Novolex, a manufacturer of packaging products with 10,000+ employees and 55 manufacturing facilities.

Sell SideSell Side Advisor
Sale of Failure Analysis & Prevention Inc to J.S. Held2023
Acquired by PE: J.S. Held (Kelso & Company portfolio)

Sale of specialty engineering consulting firm founded in 2001 to J.S. Held, a global consulting firm serving all assets and value at risk. FAP provides expert failure analysis consulting and metallurgical forensics to insurance companies across power generation, oil & gas, mining, transportation, and construction sectors.

Sell SideSell Side Advisor
Consumer Products1
Sale of Mary Meyer Corporation to Aurora World2024
Strategic acquirer: Aurora World

Fourth-generation family business manufacturing baby plush toys and gift products since 1933. Exclusive financial advisor to Mary Meyer on sale to publicly-traded Aurora World, a global leader in plush toys and gift products with 25,000+ retail locations globally. Transaction emphasized brand legacy protection and employee continuity.

Sell SideSell Side Advisor
Discrete Manufacturing3
Recapitalization of Robert Family Holdings to Tinicum LP2021
Acquired by PE: Tinicum LP

Third-generation industrial manufacturing business with three operating companies: Advantek (electronic component packaging), Continental Disc Corporation (pressure relief systems), and Dexter (magnetic products and assemblies). 1,300+ employees across nine manufacturing facilities globally. Tinicum acquired majority interest with family retaining significant minority ownership.

RecapitalizationSell Side Advisor
Sale of Leonard Valve Company to Bessemer2020
Acquired by: Bessemer Venture Partners

Manufacturing transaction advisory for Leonard Valve Company. M&A transaction facilitated by Belden Hill Partners with Bessemer as buyer.

Sell SideSell Side Advisor
Sale of Globe Manufacturing to MSA Safety Inc2017
Strategic acquirer: MSA Safety Inc

Fourth-generation family business founded in 1887, largest North American manufacturer of structural firesuits (turnout gear) for firefighters. Transaction valued at $215 million (2.0x revenue, 9.0x EBITDA). Sold to publicly-traded MSA Safety Inc. (NYSE: MSA). Landmark transaction demonstrating BHP's capability with legacy manufacturing family businesses.

$215 millionSell SideSell Side Advisor