Deal History

140+ total transactions representing $2B+ in aggregate value — 16 tracked below spanning 2010–2024 · 11 industries

140+
Total Transactions
11
Industries
2010–2024
Years Active
Agriculture & Food1
Sale of Wholesale Meat Processor to Kuna Meat Company2011
Strategic acquirer: Kuna Meat Company Inc.

Sell-side advisory on the sale of a food processing business to a strategic acquirer.

$10M-$25MSell SideSell Side Advisor
Business Services1
Sale of Staffing Agency to Integrated Community Services2010
Strategic acquirer: Integrated Community Services

Advised on the sale of a staffing services company to a strategic buyer in the HR services space.

$5M-$15MSell SideSell Side Advisor
Construction & Engineering3
Sale of HVAC Company to The Waldinger Corporation2022
Strategic acquirer: The Waldinger Corporation

Advised on the sale of an HVAC services company to a strategic mechanical services acquirer.

$8M-$20MSell SideSell Side Advisor
Sale of Electrical Service Company to Current Electrical Services2021
Strategic acquirer: Current Electrical Services, Inc.

Sell-side advisory on the sale of an electrical services company to a regional electrical services provider.

$5M-$15MSell SideSell Side Advisor
Sale of Traffic Control Company to Road Safety Services2015
Strategic acquirer: Road Safety Services, Inc.

Sell-side advisory on the sale of a specialty contracting services company.

$5M-$15MSell SideSell Side Advisor
Consumer Products1
Sale of Landscaping Company to Kevin Moran2014
Acquired by: Kevin Moran

Advised on the sale of a landscaping services company to a family office buyer.

$3M-$10MSell SideSell Side Advisor
Distribution & Logistics2
Sale of Fall Protection Distributor to Duck Pond Equity2017
Acquired by PE: Duck Pond Equity LLC

Sell-side advisory on the sale of a safety equipment distributor to a private equity buyer.

$10M-$25MSell SideSell Side Advisor
Sale of Fine Art Materials Distributor to MPE Partners2013
Acquired by PE: MPE Partners

Sell-side advisory on the sale of a specialty distribution business to a private equity firm.

$10M-$25MSell SideSell Side Advisor
Healthcare Products1
Sale of Orthotic and Prosthetic Company to Bionic Prosthetics2016
Acquired by PE: Bionic Prosthetics and Orthotics Group, LLC

Advised on the sale of a healthcare products company specializing in orthotic and prosthetic devices.

$8M-$20MSell SideSell Side Advisor
Healthcare Services1
Sale of Clinical Research Organization to Brixey & Meyer Capital2018
Acquired by PE: Brixey & Meyer Capital

Advised on the sale of a multi-site clinical research company with locations in Tennessee and Ohio.

$15M-$35MSell SideSell Side Advisor
Discrete Manufacturing1
Sale of Engineered Wooden Trusses Manufacturer to Green Range Capital2019
Acquired by PE: Green Range Capital LLC

Sell-side advisory on the sale of a manufactured components company to a private equity firm focused on building products.

$20M-$40MSell SideSell Side Advisor
Professional Services2
Sale of Sherman Consulting to Crestview Capital Partners2024
Acquired by PE: Crestview Capital Partners, LLC

Exclusive sell-side advisor on the sale of a behavioral health consulting firm to a private equity buyer.

$10M-$20MSell SideSell Side Advisor
Sale of Marketing and PR Agency to FINN Partners2022
Strategic acquirer: FINN Partners

Sell-side advisory on the sale of a marketing and public relations agency to a strategic communications firm.

$10M-$25MSell SideSell Side Advisor
Retail & E-Commerce1
Sale of Recumbent Bike Retailer to HS Acquisition Enterprise2020
Acquired by PE: HS Acquisition Enterprise, Inc.

Advised on the sale of a national specialty retail bicycle business to a private equity buyer.

$10M-$25MSell SideSell Side Advisor
Software & SaaS2
Sale of ERP Software Company to Banyan Software2023
Acquired by PE: Banyan Software, Inc.

Advised on the sale of an enterprise resource planning software company to a vertical market software acquirer.

$15M-$30MSell SideSell Side Advisor
Sale of Software Company to Kepler Capital2012
Acquired by PE: Kepler Capital

Advised on the sale of a government software company to a private equity buyer.

$15M-$30MSell SideSell Side Advisor