Deal History

350+ total transactions representing $30B+ in aggregate value — 13 tracked below spanning 2018–2025 · 4 industries

350+
Total Transactions
4
Industries
2018–2025
Years Active
Healthcare Products2
Sale of Argos Corporation to Aptyx2025
Acquired by PE: Aptyx (portfolio of TruArc Partners)

Exclusive financial advisor to Argos Corporation, a Massachusetts-based precision extrusion company serving life sciences, in sale to Aptyx.

UndisclosedSell SideSell Side Advisor
Sale of Bridgemedica to NN, Inc.2018
Strategic acquirer: NN, Inc.

Exclusive advisor to Bridgemedica, a medical device company providing concept-to-supply solutions.

UndisclosedSell SideSell Side Advisor
Healthcare Services5
Merger of Care Fusion Rx with Reliant Healthcare2025
Acquired by PE: Reliant Healthcare (Shore Capital Partners)

Financial advisor to Care Fusion Rx, a California-based specialty infusion pharmacy, in merger with Reliant Healthcare.

UndisclosedMergerSell Side Advisor
Sale of Casimir to Emmes2022
Acquired by PE: Emmes (portfolio of Behrman Capital)

Exclusive financial advisor to Casimir, a U.S.-based CRO focused on rare diseases, in sale to Emmes.

UndisclosedSell SideSell Side Advisor
Recapitalization of PRIA Healthcare by Aldrich Capital Partners2022
Acquired by PE: Aldrich Capital Partners

Exclusive financial advisor to PRIA Healthcare, a leader in technology-enabled market access services.

UndisclosedRecapitalizationSell Side Advisor
Sale of Summit Xpress to Strive Medical2021
Acquired by PE: Strive Medical (portfolio of NMS Capital)

Exclusive financial advisor to Summit Xpress, a regional distributor of urological supplies.

UndisclosedSell SideSell Side Advisor
Recapitalization of Dura Medic by Comvest Partners2018
Acquired by PE: Comvest Partners

Advisor to Dura Medic, a provider of durable medical equipment solutions.

UndisclosedRecapitalizationSell Side Advisor
Discrete Manufacturing1
Sale of Midé Technology to Hutchinson Corporation2019
Strategic acquirer: Hutchinson Corporation (subsidiary of Total)

Financial advisor to Midé Technology, a provider of advanced engineering products and services.

UndisclosedSell SideSell Side Advisor
Software & SaaS5
Recapitalization of Persivia by Aldrich Capital Partners2025
Acquired by PE: Aldrich Capital Partners

Exclusive financial advisor to Persivia, a leader in AI-driven digital health solutions, in $107 million recapitalization and growth investment.

$107 millionRecapitalizationSell Side Advisor
Recapitalization of CheckedUp by Rockbridge Growth Equity2022
Acquired by PE: Rockbridge Growth Equity

Exclusive financial advisor to CheckedUp, a digital point-of-care technology company, in growth investment.

UndisclosedRecapitalizationSell Side Advisor
Recapitalization of CloudWave by Abry Partners2021
Acquired by PE: Abry Partners

Exclusive financial advisor to CloudWave, a cloud and managed services provider for healthcare.

UndisclosedRecapitalizationSell Side Advisor
Recapitalization of Med Tech Solutions by Sunstone Partners2020
Acquired by PE: Sunstone Partners

Financial advisor to Med Tech Solutions, a healthcare IT company.

UndisclosedRecapitalizationSell Side Advisor
Sale of Majority Stake of MedKeeper to Grifols2018
Strategic acquirer: Grifols

Exclusive advisor to MedKeeper, a hospital pharmacy software firm, on majority stake sale to Grifols.

UndisclosedSell SideSell Side Advisor