Deal History

149+ total transactions representing $10B+ in aggregate value — 10 tracked below spanning 2005–2025 · 7 industries

149+
Total Transactions
7
Industries
2005–2025
Years Active
Construction & Engineering1
Sale of Dixie Membrane Roofing to Chamberlin Roofing & Waterproofing2025
Strategic acquirer: Chamberlin Roofing & Waterproofing

Exclusive sell-side advisor on the sale of Dixie Membrane Roofing, a commercial roofing services company, to strategic buyer Chamberlin Roofing & Waterproofing.

Sell SideSell Side Advisor
Consumer Services3
Luby's Sale of Fuddruckers Franchise Business2021
Acquired by: Nicholas Perkins

Financial advisor to Luby's Inc. Special Committee on sale of Fuddruckers franchise business. Fuddruckers is a casual dining hamburger chain.

Sell SideSell Side Advisor
Togo's Acquisition by Nimes Capital2015
Acquired by PE: Nimes Capital

Advised Togo's Holdings on search for new financial partner. Togo's is a sandwich franchise concept with multi-unit operations.

Sell SideSell Side Advisor
Au Bon Pain Recapitalization with LNK Partners2008
Acquired by PE: LNK Partners

Advised Au Bon Pain on majority recapitalization with LNK Partners and management. Founded 1978, the sandwich shop chain was recapitalized to fund growth and operations.

RecapitalizationSell Side Advisor
Distribution & Logistics1
WESCO Distribution Acquisition of Carlton-Bates2005
Strategic acquirer: WESCO Distribution Inc.

Advisor to WESCO Distribution on acquisition of Carlton-Bates. WESCO is a distributor of electrical and industrial products.

Buy SideBuy Side Advisor
Healthcare Services1
Press Ganey Acquisition of Morehead Associates2013
Strategic acquirer: Press Ganey Associates, Inc.

Financial advisor to Morehead Associates on acquisition by Press Ganey. Morehead is a leading employee and physician engagement firm in healthcare.

Sell SideSell Side Advisor
Discrete Manufacturing1
ALI Group Acquisition of Scotsman Industries2012
Strategic acquirer: ALI Group

Financial advisor to ALI Group on the acquisition of Scotsman Industries, a commercial ice machine and food service equipment manufacturer, from Warburg Pincus.

$100M+Sell SideSell Side Advisor
Process Manufacturing2
Tredegar Corporation Transaction2012
Strategic acquirer: Strategic Buyer

Financial advisor to Tredegar Corporation on significant transaction. Tredegar is a manufacturer of engineered plastic films and aluminum extrusions.

Sell SideSell Side Advisor
Arsenal Capital Acquisition of Para-Chem Southern2010
Acquired by PE: Arsenal Capital

Exclusive financial advisor to Para-Chem Southern on acquisition by Arsenal Capital. Para-Chem is a specialty chemicals manufacturer.

Sell SideSell Side Advisor
Media & Entertainment1
TNR Entertainment Financing2006
Acquired by: Multiple Investors

Financial advisor to TNR Entertainment on $45 million financing for nationwide expansion of DVD rental kiosks in supermarkets.

$45MRecapitalizationCo Advisor