400+ total transactions — 19 tracked below spanning 2024–2025 · 9 industries
Exclusive financial advisor on acquisition of specialized services company by strategic buyer.
Exclusive financial advisor on recapitalization of communications and development businesses with PE platform.
Exclusive financial advisor on acquisition of Richmond-based business advisory and management consulting firm specializing in finance, accounting, and human capital services.
Exclusive financial advisor on divestiture of mission-critical process filtration distributor serving downstream O&G, petrochemical, and specialty chemical markets.
Exclusive financial advisor on recapitalization of leading same-day and next-day logistics provider, specialized in healthcare delivery and mission-critical specimen handling.
Exclusive financial advisor on divestiture of leading full-service distributor of air and liquid filtration products, serving automotive, aerospace, general industrial, and chemical end markets.
Exclusive financial advisor on acquisition by family office of largest independent wholesaler of overhead garage doors and related parts in the Northeast, with 40+ year operating history.
Exclusive financial advisor on recapitalization of global bike accessories and components manufacturer, integrating aerospace and precision manufacturing technologies with 30,000+ DTC consumers.
Exclusive financial advisor on sale of IT consulting and solutions provider specializing in cloud, digital, and managed services, to Fortune 500 buyer.
Exclusive financial advisor on sale to publicly traded designer and manufacturer. LSI is a leading US manufacturer of standing seam metal roof clips and accessories, serving blue-chip OEM customer base.
Exclusive sell-side advisor on the recapitalization of a 130-year-old family-owned women's apparel retailer with 12 locations in Florida and strong eCommerce presence.
Exclusive financial advisor on divestiture of Telecom Expense Management and related business units from public company to strategic buyer.