Deal History

91+ total transactions representing $5B+ in aggregate value — 8 tracked below spanning 2015–2025 · 5 industries

91+
Total Transactions
5
Industries
2015–2025
Years Active
Business Services1
Red Ventures Capital Raise2025
Acquired by PE: General Atlantic

Advised Red Ventures, a leading digital marketing and customer acquisition platform, on growth capital raise with General Atlantic. Demonstrates technology and digital services sector expertise.

$100M+OtherSell Side Advisor
Distribution & Logistics3
Moran Transportation Acquisition of RMX Freight Systems2024
Strategic acquirer: Moran Transportation

Advised on Moran Transportation's acquisition of Ohio-based LTL carrier RMX Freight Systems. Transaction demonstrates expertise in logistics and transportation sector M&A.

$25M-$75MBuy SideBuy Side Advisor
Enterprise Rent-A-Car Transactions2022
Strategic acquirer: Various Strategic Acquirers

Advised Enterprise on transportation and logistics related transactions, demonstrating transportation sector expertise and relationship with major national operators.

$50M-$250MOtherSell Side Advisor
Alex Lee Inc. Acquisitions2019
Strategic acquirer: Multiple Strategic Acquirers

Advised on multiple M&A transactions for Alex Lee Inc., a major regional food wholesaler and distributor. Experience includes acquisition of W. Lee Flowers and other major food distribution operations.

$50M-$200MBuy SideBuy Side Advisor
Discrete Manufacturing1
RF Micro Devices (Qorvo) Major Transactions2015
Strategic acquirer: TriQuint Semiconductor

Advised on RF Micro Devices' major M&A activity, including merger with TriQuint Semiconductor to form Qorvo. Transaction demonstrates sophisticated technology and industrial electronics sector transaction experience.

$100M-$500MMergerSell Side Advisor
Professional Services2
AmWINS Group $1.0 Billion Recapitalization2023
Acquired by PE: Genstar Capital

Advised AmWINS Group, one of the largest P&C insurance brokerages in the US, on a significant $1.0 billion recapitalization with Genstar Capital. Transaction demonstrates firm's capability executing major middle market financial sponsor transactions.

$1,000M+RecapitalizationSell Side Advisor
Genstar Capital Sale of Worldwide Facilities to AmWINS2021
Strategic acquirer: AmWINS Group

Advised on the sale of Worldwide Facilities (fourth-largest wholesale broker in US) to AmWINS Group. Significant transaction demonstrating institutional M&A execution in professional services/insurance sector.

$250M-$500MSell SideSell Side Advisor
Retail & E-Commerce1
Ingles Markets Retail Portfolio2020
Strategic acquirer: Regional Food Service Operators

Advised on transactions involving Ingles Markets, a privately-held regional grocery chain. Demonstrates retail and food distribution sector expertise.

$10M-$100MSell SideSell Side Advisor