Deal History

Provider of digital marketing services to travel and tourism-related organizations. Tucson, AZ-based. Recapitalization to support growth and technology investment.

Provider of maintenance, repair, inspection, construction, and installation services for complex fueling systems. Marion, Iowa-based. Critical infrastructure and specialized services focus.

Sustainability-focused recycling and waste management services provider. Woodville, Wisconsin-based. Buyout transaction enabling founder exit.

Provides essential subsurface environmental investigation and remediation services supporting environmental health and safety. Bridgewater, New Jersey-based.

Energy services company. Exit transaction with Cortec Group acquiring as seventh platform investment.

Custom manufacturer of advanced air handling equipment, packaged refrigeration systems, and innovative energy recovery solutions. Coon Rapids, Minnesota-based. Recapitalization to fund growth.

Specialty manufacturer of engaging STEM educational toys and kits fostering hands-on learning. Chicago, Illinois-based. Recapitalization supporting product innovation and market expansion.

Industrial coatings company. Recapitalization and secondary sale to PNC Mezzanine Capital in partnership with management. CIBC Cleary Gull provided exclusive financial advisory.

Designer, manufacturer and wholesaler of bird feeders and outdoor products. Denver, Colorado-based. Founded 2010, became second-largest in industry. Intrepid Investment Bankers served as exclusive financial advisor on this sale.

Tech-enabled valuation services company recapitalized to support growth. Provides complex financial instrument valuation for audit/accounting firms, investment funds, banks. Founder Verne Scazzero retained as CEO and substantial shareholder.

Provider of managed video surveillance and monitoring services enhancing security and operational oversight. Houston, Texas-based. Growth financing to support service expansion.