Deal History

Advised on the sale of Optimal (formerly ORIX Corporation USA Effective Spend), a data-driven digital performance marketing platform, to OneMagnify (Crestview Partners). Specialist in paid media, digital marketing, analytics and proprietary technology solutions.

Exclusive financial advisor to RevLocal, a digital marketing provider, on its sale to Hibu. Shows expertise in digital marketing and SMB services consolidation.

Advised digital experience agency R2integrated on its sale to Protiviti. Transaction resulted in R2i C-suite executives becoming managing directors.

Exclusive sell-side advisor on the sale of Bisnow (The Wicks Group), a leading B2B media and events platform in commercial real estate, to Axel Springer (will be part of Brew Media Group with Morning Brew Inc.). Transaction closed March 2026.

Advised PureRed, an omnichannel content and technology provider, on its sale to Inspired Thinking Group (ITG). Demonstrates expertise in digital content and marketing technology consolidation.

Served as financial advisor to TechTarget in strategic combination with Informa Tech. Demonstrates track record with Informa PLC on B2B information and technology content consolidation.

Advised leading B2B information provider Winsight on its sale to Informa PLC. Reflects repeated relationship with Informa and expertise in B2B information publishing consolidation.

Advised on the sale of Industry Dive, a B2B audience development and specialist content leader, to Informa PLC. Completed July 2022.

Served as exclusive financial advisor to Informa on its acquisition of Netline Corporation, a leading B2B content syndication and lead management platform. Early Informa relationship.

Exclusive sell-side advisor on the sale of Firehouse Strategies (backed by Semper Fi and Aldine Capital Partners), a full-service public affairs and strategic communications firm, to Precision Strategies (backed by Abry Partners). Transaction creates a bipartisan public affairs powerhouse.

Advised top public affairs firm PLUS Communications and political consulting firm FP1 Strategies on their sale to Omnicom. Demonstrates expertise in professional services and strategic communications consolidation.

Advised Incline Equity Partners on its acquisition of RKD Group, a non-profit fundraising services provider. Demonstrates expertise in professional services and non-profit advisory.

Advised MikMak (Wavecrest Growth Partners portfolio company) on its sale to SPINS (Warburg Pincus, General Atlantic, Georgian). MikMak is a commerce intelligence and orchestration platform driving sales for global brands at leading retailers.

Advised RepTrak, a reputation intelligence leader, on its sale to Periscope Equity. Demonstrates sector expertise in B2B SaaS and insights technology.