Deal History

Advisor on the sale of Delta Solutions & Strategies, a provider of professional services across U.S. Space Force, Air Force, Army, and Navy, to UIC and its Bowhead family of companies.

Advisor on the sale of CDI Engineering Solutions, a multi-disciplinary engineering organization and portfolio company of AE Industrial Partners, to Tata Consulting Engineers.

Advisor on the creation of an ESOP for The Carr Company.

Exclusive advisor on The Partner Companies' $100+ million growth equity investment from Tensile Capital Management.

Advisor on the sale of State Electric Corporation, a leading full-service electrical contractor in the Northeast, to E-J Group.

Advisor on the sale of Latite Roofing & Sheet Metal, Florida's largest provider of roofing services and a portfolio company of Lincolnshire Management, to an affiliate of Sun Capital Partners.

Financial advisor on the sale of Conrad's Tire Express & Total Car Care, a Cleveland-based tire and auto service platform in the Midwest, to Dobbs Tire & Auto Centers.

Advisor on the sale of Ultra Pet to Oil Dri Corp.

Advisor on the sale of Horizon Beverage Company, a premier New England alcohol distributor, to Southern Glazer's Wine & Spirits.

Advisor on the acquisition of CP Medical by Riverpoint Medical.

Exclusive financial advisor on Key Container Corporation's investment from Altamont Capital Partners.

Exclusive sell-side advisor on the sale of Freedman Seating Company, an Illinois-based manufacturer of transportation seating solutions, to Lippert Components, a leading supplier of RV and transportation components.

Exclusive sell-side advisor on the sale of Big Top Manufacturing, a leading manufacturer of temporary and semi-permanent fabric structures, to Altamont Capital Partners.

Advisor on the sale of Allsite Structure Rental, a leading provider of tensioned fabric structure buildings, to WillScot.

Advisor on the recapitalization of Saelens Corporation with LongueVue Capital and related real estate transaction with Royal Oak Trust.

Advisor on the strategic growth investment in PKF O'Connor Davies, a leading accounting and advisory practice, from Investcorp and PSP Investments.