Deal History

500+ total transactions representing $15B+ in aggregate value — 16 tracked below spanning 2023–2026 · 6 industries

500+
Total Transactions
6
Industries
2023–2026
Years Active
Education & Training2
MGT Acquisition of The Tambellini Group2025
Strategic acquirer: MGT

Advised on acquisition of leading higher education technology research and advisory platform by national government and education technology solutions leader.

Sell SideSell Side Advisor
Francisco Partners Investment in TCI (Teachers' Curriculum Institute)2024
Acquired by PE: Francisco Partners

Advised on significant equity investment by leading global investment firm in K-12 science and social studies curriculum provider.

Sell SideSell Side Advisor
Financial Services1
ACA Group Acquisition of Global Trading Analytics2025
Strategic acquirer: ACA Group

Advised on sale of New Jersey-based transaction cost analysis (TCA) and best execution solutions provider to ACA Group.

Sell SideSell Side Advisor
Healthcare Services4
ACES Acquisition of Ally Pediatric Therapy2026
Acquired by PE: ACES

Exclusive sell-side advisor on the acquisition of a Phoenix-based ABA and speech-language therapy provider by General Atlantic-backed ACES.

Sell SideSell Side Advisor
Aqueous Health Investment in Principle Diagnostics2025
Acquired by PE: Aqueous Health

Advised on majority investment in Bethlehem, PA-based diagnostic laboratory with toxicology, molecular, and genetic testing services.

Sell SideSell Side Advisor
5th Century Partners Investment in My Favorite Therapists2024
Acquired by PE: 5th Century Partners

Advised on strategic investment by purpose-driven PE firm in Florida-based autism therapy provider offering ABA, speech, and occupational services.

Sell SideSell Side Advisor
Atlantic Health Acquisition of Thompson Healthcare & Sports Medicine2023
Strategic acquirer: Atlantic Health System

Advised on acquisition of multidisciplinary healthcare provider by leading New Jersey health system.

Sell SideSell Side Advisor
IT Services & MSPs2
Lone Tree Capital Investment in Northern Light Group2024
Acquired by PE: Lone Tree Capital

Advised on significant investment in Boston-based competitive intelligence and knowledge management platform with 200,000+ users.

Sell SideSell Side Advisor
Courtroom Connect Acquisition by Greybull Stewardship2023
Acquired by PE: Greybull Stewardship

Advised on acquisition of Atlanta-based litigation support connectivity provider by growth-focused PE firm.

Sell SideSell Side Advisor
Media & Entertainment4
KnowledgeWorks Global Acquisition of Origin Editorial2025
Strategic acquirer: KnowledgeWorks Global Ltd.

Advised on sale of Colorado-based peer review and scholarly publishing services provider to CJK Group subsidiary.

Sell SideSell Side Advisor
MPS North America Acquisition of AJE (American Journal Online)2024
Strategic acquirer: MPS North America

Advised Holtzbrinck Publishing Group on sale of leading scientific language editing service provider to MPS subsidiary.

Sell SideSell Side Advisor
Llorente & Cuenca Acquisition of Lambert Global2024
Strategic acquirer: Llorente & Cuenca

Advised on acquisition of strategic communications and advisory firm by Spanish communications group LLYC.

Sell SideSell Side Advisor
M3/Edanz Acquisition of Scribendi2023
Strategic acquirer: Edanz Inc.

Advised on acquisition of Canadian editing and proofreading platform with 400+ freelancers serving academic and corporate markets.

Sell SideSell Side Advisor
Software & SaaS3
Valsoft Corporation Acquisition of collectionHQ2025
Strategic acquirer: Valsoft Corporation

Advised Jefferson River Capital on sale of collectionHQ, the leading data-driven collection performance improvement platform for libraries, to Montreal-based Valsoft.

Sell SideSell Side Advisor
Springer Nature Acquisition of protocols.io2023
Strategic acquirer: Springer Nature

Advised on acquisition of secure scientific methods-sharing platform by world's leading protocol publisher.

Sell SideSell Side Advisor
Bigtincan Acquisition of Modus2023
Strategic acquirer: Bigtincan

Advised on sale of sales enablement platform to global leader in sales automation.

Sell SideSell Side Advisor