Deal History

175+ total transactions representing $100B+ in aggregate value — 15 tracked below spanning 2007–2023 · 7 industries

175+
Total Transactions
7
Industries
2007–2023
Years Active
Business Services2
RKD Group acquires Summit Marketing2021
Strategic acquirer: RKD Group

Exclusive financial advisor to RKD Group on its acquisition of Summit Marketing, a leading direct response marketing agency.

Buy SideBuy Side Advisor
Sale of Lake Group Media to Data Axle2020
Strategic acquirer: Data Axle

Exclusive financial advisor to Lake Group Media, a direct response marketing agency, on its sale to Data Axle.

Sell SideSell Side Advisor
Distribution & Logistics1
Sale of Bruce Supply to Ferguson2023
Strategic acquirer: Ferguson

Exclusive financial advisor to Bruce Supply, a plumbing and industrial supplies distributor, on its sale to Ferguson Enterprises, a leading distributor of residential and commercial supplies.

Sell SideSell Side Advisor
Energy & Utilities7
Sale of Metrus Energy to Energy Capital Partners2022
Acquired by PE: Energy Capital Partners

Exclusive financial advisor to Metrus Energy, an energy efficiency services company, on its sale to Energy Capital Partners, a private equity firm focused on energy infrastructure.

Sell SideSell Side Advisor
Gemspring acquires Mantis Innovation energy brokerage business2021
Acquired by PE: Gemspring Capital

Financial advisor to Gemspring Capital in its acquisition of Mantis Innovation solely in respect to Mantis' energy brokerage business.

Buy SideBuy Side Advisor
Sale of Giner ELX to Plug Power2020
Strategic acquirer: Plug Power

Financial advisor to Giner ELX, a hydrogen fuel cell technology company, on its sale to Plug Power, a leading provider of hydrogen fuel cell turnkey solutions.

Sell SideSell Side Advisor
Sale of Patriot Energy to EMEX2020
Strategic acquirer: EMEX

Exclusive financial advisor to Patriot Energy on its sale to EMEX, an energy brokerage platform backed by O2 Investment Partners.

Sell SideSell Side Advisor
Magnax Capital Raise2020
Acquired by: N/A - Capital Raise

Financial advisor to Magnax in connection with its €16 million capital raise.

RecapitalizationSell Side Advisor
Sale of Optimal Energy to NV52020
Strategic acquirer: NV5

Exclusive financial advisor to Optimal Energy, an energy efficiency company, on its sale to NV5, a provider of engineering and consulting services.

Sell SideSell Side Advisor
Sale of EMEX to O2 Investment Partners2019
Acquired by PE: O2 Investment Partners

Exclusive financial advisor to EMEX, an energy brokerage platform, on its sale to O2 Investment Partners.

Sell SideSell Side Advisor
Environmental Services1
Sale of M.J. Bradley & Associates to ERM2020
Strategic acquirer: ERM

Exclusive financial advisor to M.J. Bradley & Associates, an environmental and energy consulting firm, on its sale to ERM, a global sustainability consulting firm.

Sell SideSell Side Advisor
Financial Services1
Sale of Jamison, Eaton & Wood to Silvercrest Asset Management2015
Strategic acquirer: Silvercrest Asset Management Group

Strategic and financial advisor to Jamison, Eaton & Wood, a registered investment adviser overseeing nearly $1 billion in assets, on the sale of certain assets to Silvercrest Asset Management Group for approximately $11.3 million.

Sell SideSell Side Advisor
Healthcare Products2
Sale of CustomArray to GenScript Biotech2017
Strategic acquirer: GenScript Biotech

Exclusive financial advisor to CustomArray, a synthetic biology and DNA microarray company, on its sale to GenScript Biotech to expand GenScript's synthetic biology product portfolio.

Sell SideSell Side Advisor
Sale of ORTHOsoft to Zimmer Holdings2007
Strategic acquirer: Zimmer Holdings

Financial advisor to ORTHOsoft's Board on the sale of the computer-assisted orthopaedic surgery company to Zimmer Holdings. Provided a written opinion to the board.

Sell SideSell Side Advisor
Discrete Manufacturing1
Sale of IDEX Micropump to CEME Group2020
Strategic acquirer: CEME Group

Financial advisor to IDEX on the sale of its Micropump business unit to CEME Group.

Sell SideSell Side Advisor