91+ total transactions representing $16B+ in aggregate value — 12 tracked below spanning 2019–2026 · 6 industries
Exclusive sell-side advisor to founder on sale of sports surface installation and maintenance company. Founded 1958. Targeted marketing achieved multiple competitive offers; buyer selected for cultural alignment and employee retention commitment.
Advisor on majority ownership transaction of sustainable consumer beverages brand. Demonstrates expertise with consumer-focused, sustainability-positioned businesses.
Exclusive sell-side advisor to ESOP-owned manufacturer of branded and private label orthotics and health products (PowerStep brand). Competed against unsolicited offer; delivered multiple competitive offers at significantly higher valuations. Closed in 50 days from LOI. Awarded M&A Advisor Private Equity Deal of the Year.
Exclusive advisor on sale of urology institute to integrated healthcare platform. Part of Compass Healthcare portfolio transaction.
Exclusive advisor on sale of cancer center to integrated healthcare platform. Back-to-back transaction with Lansing Institute of Urology.
Exclusive financial advisor on acquisition of behavioral and rehabilitation healthcare platform. Finalist for M&A Advisor Healthcare Deal of the Year.
Buy-side advisor to First Care Medical on acquisition of rehabilitation services practice, demonstrating platform consolidation expertise.
Exclusive sell-side advisor on joint sale of two physician practices to healthcare platform buyer. Demonstrates expertise in physician practice consolidation and specialized healthcare service transactions.
Sell-side advisor on asset purchase of injection molder to establish international manufacturer's North American presence.
Exclusive investment banking advisor on § 363 bankruptcy sale of profitable metal stamping supplier. Preserved business continuity, operations at existing Ohio facility, and retained employee base.
Exclusive financial advisor on recapitalization of adhesive and industrial film manufacturer. Structured highly competitive process despite tariff uncertainty; achieved valuation preservation and ideal partner fit.