Deal History

Sell-side advisor on the acquisition of Agilis Consulting Group by Kymanox Corporation.

Sell-side advisor on the acquisition of Desert Fleet Serve (fleet services company) by W.W. Williams.

Sell-side advisor on the acquisition of Benhart Landscaping by Desert Foothills Landscape.

Sell-side advisor on the acquisition of Carefree Hearing by Salt Creek Capital and Safe & Sound Hearing, expanding platform in hearing care services.

Exclusive sell-side advisor on the sale of a Gilbert, Arizona-based window and door manufacturer to Minnesota-based Andersen Corporation. Won ACG Deal of the Year award, recognized as Arizona's most significant M&A accomplishment.

Advisor on the sale of Pacific Wave Systems (microwave component manufacturer) to COM DEV International, following PE ownership by Levine Leichtman Capital Partners.

Sell-side advisor on the acquisition of a security doors manufacturer by MCM Capital Partners.

Sell-side advisor on the acquisition of Grand Canyon Pump (industrial pump manufacturer) by Preferred Pump.

Sell-side advisor on the acquisition of Phoenix-based HVAC contractor CFM Mechanical by Pueblo Mechanical Controls, a Huron Capital platform. Part of a buy-and-build consolidation strategy that grew Pueblo to over $100M in revenue.

Sell-side advisor on the acquisition of Chandler, Arizona-based HVAC system designer and installer Newgaard Mechanical by Pueblo Mechanical Controls. Strategic add-on acquisition for PE-backed HVAC consolidation platform.