Deal History

183+ total transactions representing $110B+ in aggregate value — 11 tracked below spanning 2019–2025 · 6 industries

183+
Total Transactions
6
Industries
2019–2025
Years Active
Business Services1
Sale of Integrity Specialists to SI Solutions2025
Acquired by PE: SI Solutions

Financial advisor on the sale of a pipeline inspection and environmental services company to SI Solutions, a MidOcean Partners portfolio company.

Sell SideSell Side Advisor
Consumer Services4
Acquisition of National Flooring Equipment (NFE)2025
Strategic acquirer: Strategic Acquiror

Buy-side advisor on acquisition and growth financing raise for non-dilutive expansion.

Buy SideBuy Side Advisor
Sale of Beacon Roofing Supply2023
Strategic acquirer: Beacon Roofing Supply

Sole financial advisor on sale to publicly-traded Beacon Roofing Supply, Inc. (NYSE: BECN).

Sell SideSell Side Advisor
Investment in Media One by American Pacific Group2023
Strategic acquirer: American Pacific Group

Exclusive financial advisor to Media One on strategic investment by American Pacific Group.

Sell SideSell Side Advisor
Sale of Fellers, Inc. to American Pacific Group2021
Strategic acquirer: American Pacific Group

Exclusive financial advisor to world's largest vehicle wrap supply company on sale to American Pacific Group.

Sell SideSell Side Advisor
Healthcare Services1
Sale of LRS Healthcare to Jackson Healthcare2023
Strategic acquirer: Jackson Healthcare

Advisor on the acquisition of Omaha-based healthcare services company by Jackson Healthcare.

Sell SideSell Side Advisor
Discrete Manufacturing2
Sale of Bingham & Taylor to Charlotte Pipe and Foundry2025
Strategic acquirer: Charlotte Pipe and Foundry

Exclusive financial advisor on the sale of a manufacturer of underground infrastructure access solutions to Charlotte Pipe and Foundry and Neenah Foundry.

Sell SideSell Side Advisor
Majority Recapitalization of DBI/ERI Solutions with Spire Capital2020
Acquired by PE: Spire Capital

Sole sell-side advisor on majority recapitalization and growth equity transaction with Spire Capital.

RecapitalizationSell Side Advisor
Process Manufacturing2
Acquisition of McCurley Enterprises2025
Strategic acquirer: Strategic Buyer

Exclusive financial advisor on acquisition by strategic buyer backed by financial sponsors.

Sell SideSell Side Advisor
Sale of Garner Industries to ShoreView Industries2023
Strategic acquirer: ShoreView Industries

Exclusive financial advisor to Nebraska-based industrial manufacturer on sale to ShoreView Industries.

Sell SideSell Side Advisor
Transportation & Fleet1
Sale of Aulick Leasing and ShirAul to TFI International2019
Strategic acquirer: TFI International, Inc.

Sole financial advisor on the sale of transportation and leasing companies to TSX-listed TFI International.

Sell SideSell Side Advisor