Deal History

70+ total transactions representing $5B+ in aggregate value — 18 tracked below spanning 2016–2026 · 6 industries

70+
Total Transactions
6
Industries
2016–2026
Years Active
Business Services2
Clayton Kendall Strategic Partnership2025
Strategic acquirer: Concord Marketing Solutions

Strategic investment and partnership transaction for Clayton Kendall, leader in centralizing marketing supply chains.

Sell SideSell Side Advisor
Elk Grove Graphics Sale to Vomela Companies2017
Strategic acquirer: Vomela Companies

Financial advisor on sale of Chicagoland graphics company to Vomela Companies of St. Paul, Minnesota.

Sell SideSell Side Advisor
Consumer Products7
Outdoor Product Innovations Sale to Feradyne Outdoors2022
Strategic acquirer: Feradyne Outdoors

Sale of outdoor product company (parent of Rhino Blinds, Rhino Tree Stands, Capsule Game Feeders, Wicked Tree Gear, LidCAM, LegCuff) to Feradyne Outdoors.

Sell SideSell Side Advisor
Original Bagel & Bialy Sale to Tribute Baking2022
Acquired by PE: Tribute Baking Company (Keystone Capital Management portfolio)

Exclusive financial advisor on sale of authentic New York style bagel manufacturer to Keystone Capital Management-backed platform company focused on bakery products.

Sell SideSell Side Advisor
Brand Castle Sale to Signature Brands2022
Acquired by PE: Signature Brands (Traub Capital Partners portfolio)

Exclusive financial advisor to Brand Castle in sale to Traub Capital Partners-backed consumer products platform, Signature Brands.

Sell SideSell Side Advisor
Biscotti Brothers Bakery Sale to Main Street Gourmet2020
Acquired by PE: Main Street Gourmet (Shore Capital Partners portfolio)

Financial advisor on sale of premium artisanal Italian cookie manufacturer to Shore Capital Partners-backed Main Street Gourmet platform.

Sell SideSell Side Advisor
Sertek Sale to Franke Foodservice Systems2018
Strategic acquirer: Franke Foodservice Systems

Financial advisor on sale of Sertek to Franke Foodservice Systems.

Sell SideSell Side Advisor
Kelly Eisenberg Sale to Home Market Foods2017
Strategic acquirer: Home Market Foods

Financial advisor on sale of corned beef and sausage brand to Home Market Foods, adding to portfolio of food brands.

Sell SideSell Side Advisor
China Mist Brands Sale to Farmer Bros.2016
Strategic acquirer: Farmer Bros. Co.

Financial advisor on sale of tea brands to Farmer Bros. Co., national coffee roaster and distributor of coffee, tea, and culinary products.

Sell SideSell Side Advisor
Distribution & Logistics3
Bolt & Screw Supply Recapitalization2026
Acquired by PE: GradeEight Supply (ShoreView Industries portfolio)

Exclusive financial advisor on recapitalization of Northwest Arkansas fastener and industrial supplies distributor with GradeEight Supply, a ShoreView Industries portfolio company.

RecapitalizationSell Side Advisor
Lowe Electric Supply Sale to Crescent Electric2022
Strategic acquirer: Crescent Electric

Sale of Georgia-based electrical wholesale distributor founded in 1903 with 13 locations across Georgia and South Carolina to Crescent Electric.

Sell SideSell Side Advisor
Grand Worldwide Logistics Sale to American Fast Freight2017
Strategic acquirer: American Fast Freight, Inc.

Financial advisor on sale of warehousing and third-party logistics provider to American Fast Freight, Inc.

Sell SideSell Side Advisor
Discrete Manufacturing4
Central Steel Fabricators Sale to Live Ventures2024
Strategic acquirer: Live Ventures, Inc.

Exclusive financial advisor to steel fabricator in sale to Live Ventures, Inc.

Sell SideSell Side Advisor
A. Lava & Son Sale to Piston Group2021
Strategic acquirer: Irvin Products (Piston Group subsidiary)

Exclusive financial advisor on sale of Chicago-based cover supplier to North American mattress industry to Irvin Products (Piston Group), subsidiary formed by NBA legend Vinnie Johnson.

Sell SideSell Side Advisor
Carey Electric Contracting Recapitalization2020
Acquired by PE: Alaris Royalty Corp.

Financial advisor on $17 million recapitalization and partnership with Alaris Royalty Corp, providing growth capital to electrical contracting company.

$17MRecapitalizationSell Side Advisor
Precision Plating Company Sale to Aalberts N.V.2019
Strategic acquirer: Aalberts N.V.

Financial advisor on sale of 100+ year metal plating company to Aalberts N.V., publicly traded multinational manufacturer of mission-critical systems.

Sell SideSell Side Advisor
Process Manufacturing1
Butterfield Color Sale to Sika2017
Strategic acquirer: Sika

Financial advisor on sale of US-based market leader in decorative concrete floor products and systems to Sika.

Sell SideSell Side Advisor
Software & SaaS1
Harvest Investments Recapitalization2025
Acquired by PE: Brass Ring Capital

Recapitalization of tech-enabled valuation services company focused on complex financial instruments by Brass Ring Capital, leading PE fund focused on middle-market acceleration.

RecapitalizationSell Side Advisor