Deal History

Complex advisor role managing simultaneous sale of three operating entities and two manufacturing plants to single PE buyer seeking all-in consolidation platform.

Advisor on human capital management firm sale through national buyer search. Final buyers carefully screened for competitive concerns. Sale negotiated on gross margin basis rather than EBITDA.

Advisor on sale of 200-employee outsourced sales and marketing company to PE buyer. Wide campaign contacted 50+ financial buyers. Winner selected for management chemistry and cash-heavy compensation model.

Exclusive sell-side advisor on acquisition of New England fire protection company specializing in sprinkler systems installation for commercial, residential, and retail clients.

Advisor on international toy and collectibles manufacturer ($50M+ sales, 1M+ toys in peak season inventory) to PE buyer. New ownership expanded e-commerce and opened distribution channels.

Recent sell-side engagement on consumer services acquisition.

Advisor on value-added distributor serving banking and cash industry (Atlanta). Buyer sought new geographic footprint and OEM product lines.

Exclusive sell-side advisor on the acquisition of Virginia's largest home health care company (2700+ employees) providing personal home care, skilled nursing, therapy, and facility staffing services.

Cross-border advisor on sale of Canadian medical device distributor serving hospitals nationwide. Strategic buyer serves identical customer base.

Exclusive advisor on sale of America's largest manufacturer/distributor of US military decorations, medals, insignias, and uniform accessories (50,000+ SKUs). Global distribution through AAFES, NEXCOM, NCX, CGES.

Advisor on sale of America's largest manufacturer/distributor of protective tactile warning systems (ADA compliance). Global adoption by local, federal, municipal authorities protecting visually impaired citizens.

Advisor on complex ESOP sales process for electromechanical contract manufacturer specializing in protective packaging. National buyer campaign garnered significant interest before strategic PE close.

Advisor on sale of Boston-based proprietary product (Burst pouch—advanced adhesive packaging for premeasured liquid systems) to industry-related founder-operator.

Advisor on custom electronics manufacturer sale to PE firm with related portfolio. Discreet marketing to 40+ PE firms. Winning buyer selected for sector experience and integrity. Management transition phased over time.

Advisor on two accretive add-on acquisitions (Jamaica Cottage, Davis Framing) for New Hampshire timber peg and log homes manufacturer. Acquisitions provided facility expansion, backlog, and product line extension.

Advisor on sale of leading publisher of business books written by ghostwriters for acclaimed executives and entrepreneurs. Sold to aggregator and independent publisher (Forbes partnership).

Exclusive advisor on sale of keynote speech and special presentation firm serving C-suite executives at major corporations via digital content and social media branding.

Advisor on sale of New England's largest eDiscovery firm (legal documentation services) to consolidator seeking regional expansion. Company services law firms with in-house technology and comprehensive related services.

Advisor on sale of automated invoice processing software company (Manchester, NH) to PE-backed enterprise data and document automation platform (Austin, TX).

Advisor on sale of civil process software provider to industry-leading enterprise data and document automation platform. Wide-ranging sales process ensured maximum value for niche business.

Advisor on rapid 60-day sales process for fleet management software provider. New PE ownership infused working capital and growth capital for regulatory change opportunity in software logistics sector.