Deal History

300+ total transactions representing $1B+ in aggregate value — 8 tracked below spanning 2017–2020 · 7 industries

300+
Total Transactions
7
Industries
2017–2020
Years Active
Aerospace & Defense1
Sale of DIT-MCO International to Capital For Business and Sage Capital LLC2019
Acquired by PE: Capital For Business and Sage Capital LLC

Exclusive sell-side advisor on the sale of an aerospace/defense electronics testing equipment manufacturer to a consortium of financial buyers.

Sell SideSell Side Advisor
Distribution & Logistics1
Sale of Allied Appliance Sales to Indoff, Inc.2017
Strategic acquirer: Indoff, Inc.

Exclusive sell-side advisor on the sale of an appliance marketer to multifamily housing and hospitality industries to a major commercial products distributor.

Sell SideSell Side Advisor
Healthcare Services1
Sale of iNDIGO Health Partners to Sound Physicians2020
Strategic acquirer: Sound Physicians

Exclusive sell-side advisor on the sale of a hospital medicine, telehealth, and post-acute care services provider to a national healthcare organization.

Sell SideSell Side Advisor
Discrete Manufacturing2
Sale of FlexoOne to Brook + Whittle2019
Strategic acquirer: Brook + Whittle

Exclusive sell-side advisor on the sale of a flexographic and digital label printing company to one of North America's largest pressure-sensitive label manufacturers.

Sell SideSell Side Advisor
Sale of LMR Plastics to Parkway Products2018
Strategic acquirer: Parkway Products

Exclusive sell-side advisor on the sale of a precision injection molded parts manufacturer serving aerospace, automotive, and industrial OEMs to a specialized injection mold company.

Sell SideSell Side Advisor
Process Manufacturing1
Sale of DSI Process Systems to Statco Engineering and Fabricators, Inc.2018
Strategic acquirer: Statco Engineering and Fabricators, Inc.

Exclusive sell-side advisor on the sale of a beverage industry product blending equipment manufacturer to a California-based supplier of UHT thermal processing systems.

Sell SideSell Side Advisor
Software & SaaS1
Sale of TruePath Technologies to FirstLight Fiber2020
Strategic acquirer: FirstLight Fiber

Financial advisor on the sale of a cloud-based monitoring software company to a Northeast fiber-optic and telecommunications service provider to enhance managed services portfolio.

Sell SideSell Side Advisor
Transportation & Fleet1
Sale of Sterling Aviation Holdings, Inc. to Landmark Aviation (Carlyle Group)2018
Acquired by PE: Landmark Aviation

Exclusive sell-side advisor on the sale of a full-service corporate aviation firm (aircraft management, air charter, maintenance) to a major FBO and aviation services operator backed by Carlyle Group.

Sell SideSell Side Advisor