Deal History

Sell-side advisor on transaction of industrial services and commercial machinery repair and maintenance firm.

Sell-side advisor on transaction of facilities management and building services firm.

Sell-side advisor on transaction of industrial gas manufacturing and distribution firm.

Sell-side advisor on transaction of education and retention services provider to Watermark Insights.

Exclusive advisor on sale of Midwest-based industrial recycling company to strategic buyer. Emphasis on preserving company legacy, values, and team future. Seller testimonial: Mike Whalen, owner.

Sell-side advisor on transaction of environmental services and waste management firm to AM&A Capital Partners.

Exclusive sell-side advisor on the sale of California-based manufacturer of military-grade and industrial Uninterruptible Power Supply (UPS) systems and frequency converters. Founded 1988. Strong reputation for reliable, UL-listed industrial COTS solutions.

Sell-side advisor on transaction of electronics distributor specializing in automation and controls.

Sell-side advisor on acquisition of Ann Arbor-based networking and cybersecurity solutions provider. Founded 1989 with 30+ year track record. Trusted provider of networking, cybersecurity resale, and professional services in Great Lakes region.

Lead advisor on sale of Chester, PA-based metal fabrication, machining, and industrial coatings composite to Chicago PE firm. Composite included established brands with strong customer bases and operational track records. Lead advisor: David Olson.

Sell-side advisor on transaction of industrial furnaces and manufacturing equipment specialist.

Exclusive advisor on sale of 50-year-old custom injection molding manufacturer (Easton, PA) to family-owned portfolio company. Generated 12+ offers. Selected buyer aligned with family legacy and values. Lead advisors: David Olson, Tom Kerchner.

Sell-side advisor on transaction of enterprise software and online services provider.