Deal History

Advised on majority recapitalization of business services company, managing buyer process and valuations.

Advised on sale of financial services platform to PE sponsor. Managed regulatory and compliance due diligence coordination.

Advised healthcare products company on strategic sale. Coordinated full process including quality of earnings and buyer outreach.

Sell-side advisor on sale of behavioral health platform to PE buyer. Managed full process including buyer outreach, process coordination, and negotiation support.

Sell-side advisor on sale of senior living operator. Managed complex multi-site transaction with operational due diligence coordination.

Buy-side M&A advisory to PE platform on IT services add-on acquisition. Quality of earnings and integration planning support.

Exclusive sell-side advisor on sale of precision manufacturing company to established industrial PE platform for add-on acquisition.

Sell-side advisor on sale of specialty chemical manufacturer to multinational strategic buyer.

Sell-side advisory on sale of professional services firm to established PE platform focused on services consolidation.

Sell-side advisory on strategic exit of vertical software platform. Managed buyer identification and negotiation process.