Deal History

500+ total transactions representing $60B+ in aggregate value — 12 tracked below spanning 2012–2026 · 8 industries

500+
Total Transactions
8
Industries
2012–2026
Years Active
Agriculture & Food3
Sale of Double B Foods to The Anderson Group2024
Acquired by PE: The Anderson Group

Exclusive financial advisor to Double B Foods, Inc., a manufacturer of frozen handcrafted dough products, in the sale to The Anderson Group, LLC, an operationally-oriented private equity firm.

Sell SideSell Side Advisor
Sale of Hospitality Mints to Mount Franklin Foods2018
Strategic acquirer: Mount Franklin Foods

Exclusive financial advisor to Hospitality Mints, LLC, a market-leading producer of mints and candies for foodservice, retail and promotional products channels, in the sale to Mount Franklin Foods, LLC.

Sell SideSell Side Advisor
Sale of New Carbon Company to PNC RiverArch Capital2012
Acquired by PE: PNC RiverArch Capital

Advisors to New Carbon Company, Inc. and its four largest exclusive distributors in the sale to PNC Riverarch Capital. New Carbon Company is the leading provider of waffle mix to restaurants, hotels, and food service establishments across North America.

Sell SideSell Side Advisor
Business Services1
Sale of BCV Social to RateGain Technology2019
Strategic acquirer: RateGain Technology

Exclusive financial advisor to BCV Social, LLC, a tech-enabled business services company providing social media monitoring and reputation management for the hospitality industry, in its merger with RateGain Technology, Inc.

Sell SideSell Side Advisor
Construction & Engineering1
Sale of Lindholm Construction to Pinnacle Home Improvements2025
Acquired by PE: Pinnacle Home Improvements

Exclusive financial advisor to Lindholm Construction, Inc., a provider of metal roofing installation for single-family homes across the Florida Keys, in the sale to Pinnacle Home Improvements, a portfolio company of Boyne Capital.

Sell SideSell Side Advisor
Consumer Products1
J&J Snack Foods Acquires Thinsters2024
Strategic acquirer: J&J Snack Foods Corp.

Exclusive financial advisor to J&J Snack Foods Corp. (NASDAQ: JJSF) in the acquisition of Thinsters, a thin crunchy cookie brand made with real simple ingredients.

Buy SideBuy Side Advisor
Distribution & Logistics2
Sale of Pro-Seal to DXP Enterprises2024
Strategic acquirer: DXP Enterprises, Inc.

Exclusive financial advisor to Pro-Seal, Inc., a distributor of pumping systems and fluid sealing equipment, in the sale to DXP Enterprises, Inc. (NASDAQ: DXPE). Sales of $19.9M and adjusted EBITDA of $1.5M for LTM ending Dec 31, 2023.

Sell SideSell Side Advisor
Sale of Dehco to Patrick Industries2018
Strategic acquirer: Patrick Industries, Inc.

Exclusive financial advisor to Dehco, Inc., a distributor and manufacturer of parts and accessories for the RV, manufactured housing and marine markets, in the sale to Patrick Industries, Inc. (NASDAQ: PATK) for approximately $53 million.

Sell SideSell Side Advisor
Healthcare Products1
Sale of Proveris Scientific Corporation to Investindustrial2026
Acquired by PE: Investindustrial

Exclusive financial advisor to Proveris Scientific Corporation, a leader in pharmaceutical testing instrumentation for OINDP products, in the sale to an independent managed investment subsidiary of Investindustrial Growth III SCSp.

Sell SideSell Side Advisor
Process Manufacturing2
Sale of Royal Metal Powders assets to Kymera International2024
Acquired by PE: Kymera International

Exclusive financial advisor to the owner of Royal Metal Powders, Inc., a manufacturer of water and air atomized powders, in the sale of substantially all assets to Kymera International, backed by Palladium Equity Partners.

Sell SideSell Side Advisor
Research Products Corporation acquires EWC Controls2024
Strategic acquirer: Research Products Corporation

Exclusive financial advisor to Research Products Corporation (RPC), parent company of AprilAire®, in the acquisition of EWC Controls Inc., a leader in HVAC zone control design and solutions.

Buy SideBuy Side Advisor
Software & SaaS1
Sale of Nearside to Plastiq2022
Strategic acquirer: Plastiq

Exclusive financial advisor to Nearside, a software company providing banking, lending and service products for SMBs, in the sale to Plastiq for $130 million. Nearside was previously a portfolio company of Foundation Capital, Kleiner Perkins, and Valar Ventures.

Sell SideSell Side Advisor