Deal History

Investor and family sale / recapitalization of oilfield services company providing fluid heating to drill sites. PE recap enabled growth capital and founder liquidity.

Advised NYSE-listed Clean Harbors on spin-out and divestiture of specialty services divisions (catalyst services, filtration, transformer services). Managed multiple simultaneous transactions.

Led multiple spin-outs and divestitures of specialty lighting and sensor divisions for NYSE-listed PerkinElmer. Handled 8+ separate transactions across manufacturing, aerospace, and specialty lighting segments.

Sell-side advisory on control panel and motor generator manufacturer sale to PE-backed aggregator. Enabled founder exit and operational growth strategy.

Advised GE on spin-out of specialty lighting and industrial products divisions. Navigated complex multi-buyer processes.

Managed portfolio of Stanley Works (NYSE:SWK) divestitures including brush business, pneumatic tools, rivets, safety products, tape, and timberland. 7+ simultaneous transactions.

Family sale of paint applicator manufacturer to Fortune 500 consumer products company. Institutional sell-side process maximized valuation for family shareholders.

Sell-side advisory on plastic profiles manufacturer to strategic buyer. PE-backed seller (Founders Fund, Laud Collier) maximized returns.

Family office portfolio company sale of conference and event organizer to London Stock Exchange-listed Informa. International strategic transaction.

Corporate divestiture of healthcare SaaS platform from iRewardHealth portfolio. Enabled independent growth strategy under financial sponsor.

Management and investor sale / recapitalization of oncology data provider to leading PE platform. Transaction enabled reinvestment and management equity roll-over.