Deal History

100+ total transactions representing $500M+ in aggregate value — 21 tracked below spanning 2019–2025 · 9 industries

100+
Total Transactions
9
Industries
2019–2025
Years Active
Business Services3
Sale of Rocket Service Florida2025
Acquired by: Qualified Buyer

Seller M&A advisor for acquisition of Florida appliance repair services firm.

Sell SideSell Side Advisor
Sale of Pacific Lighting & Energy Management2021
Strategic acquirer: Industry Buyer

Exclusive seller advisor for certified energy services company sold to industry buyer.

$5M-$15MSell SideSell Side Advisor
Sale of CitiGlobal Security Southern CA2020
Strategic acquirer: Strategic Buyer

Exclusive seller advisor for top-rated guard security firm sold to industry strategic buyer.

$10M-$20MSell SideSell Side Advisor
Construction & Engineering3
Sale of Corporate Air Mechanical Services AZ2024
Acquired by PE: Private Equity Group

Exclusive seller advisor and intermediary for Arizona HVAC company sold to private equity group.

Sell SideSell Side Advisor
Sale of Hale's AC Florida2022
Acquired by: Qualified Buyer

Seller M&A advisor for leading AC installer in Florida.

Sell SideSell Side Advisor
Sale of JKP Flooring2020
Strategic acquirer: Strategic Industry Buyer

Exclusive seller advisor for leading commercial flooring contractor sold to strategic buyer.

$5M-$10MSell SideSell Side Advisor
Consumer Products1
Sale of Dibella Baking Company2019
Strategic acquirer: Industry Buyer

Exclusive seller advisor for baked goods manufacturing firm sold to industry buyer.

Sell SideSell Side Advisor
Consumer Services1
Sale of CycleBar Hattiesburg MS2023
Acquired by: Qualified Franchisee

Franchise consultant for acquisition of fitness brand location by qualified franchisee.

Sell SideSell Side Advisor
Distribution & Logistics1
Sale of Radius Transportation Ontario CA2023
Strategic acquirer: Strategic Buyer

Exclusive seller advisor for 3PL and warehousing firm sold to strategic buyer.

$5M-$15MSell SideSell Side Advisor
Healthcare Services6
Sale of Synergy HomeCare Austin2025
Acquired by: Qualified Buyer

Seller M&A advisor for acquisition of Austin TX home care franchise, part of leading national home care brand.

Sell SideSell Side Advisor
Sale of Expert Home Care New Brunswick2025
Strategic acquirer: Strategic Buyer

Seller M&A advisor for acquisition of top-rated New Jersey home care agency by strategic buyer.

Sell SideSell Side Advisor
Sale of Synergy HomeCare Corona CA2024
Acquired by: Qualified Buyer

Seller M&A advisor for Corona CA home care franchise acquisition.

Sell SideSell Side Advisor
Sale of Acti-Kare Responsive In-Home Care Kenmore WA2024
Acquired by: Qualified Buyer

Exclusive seller advisor for premium home care provider in Kenmore Washington.

Sell SideSell Side Advisor
Sale of Amada Senior Care Princeton NJ2024
Acquired by: Qualified Buyer

Exclusive seller advisor for leading national home care franchise in Princeton NJ.

Sell SideSell Side Advisor
Sale of Visiting Angels Garden Grove CA2022
Acquired by: Qualified Buyer

Seller M&A advisor for leading national home care franchise brand in Garden Grove CA.

Sell SideSell Side Advisor
Discrete Manufacturing3
Sale of Johnson Precision Products to EMKO Capital2023
Acquired by PE: EMKO Capital

Exclusive sell-side advisor on sale of aerospace CNC machine shop to private equity buyer.

$5M-$15MSell SideSell Side Advisor
Sale of Telatemp to Strategic Buyer2019
Strategic acquirer: Strategic Buyer

Exclusive seller M&A advisor for Orange County temperature sensor manufacturer sold to strategic buyer.

$5M-$15MSell SideSell Side Advisor
Sale of SpeakerPower Inc2019
Acquired by: Qualified Buyer

Exclusive seller advisor for leading electronics manufacturing firm.

Sell SideSell Side Advisor
Process Manufacturing2
Sale of EJK Products to Strategic Buyer2020
Strategic acquirer: Strategic Buyer

Seller M&A advisor for acquisition of plastics injection molding manufacturer by strategic buyer.

$10M-$20MSell SideSell Side Advisor
Sale of Catalina Water Company2019
Acquired by: Qualified Buyer

Seller M&A advisor for B2B specialized water processor and distributor.

Sell SideSell Side Advisor
Retail & E-Commerce1
Sale of Carpet Club2023
Acquired by: Qualified Buyer

Seller M&A advisor for leading flooring retailer and installer acquisition.

Sell SideSell Side Advisor