130+ total transactions representing $5.0B+ in aggregate value — 9 tracked below spanning 2022–2025 · 5 industries
Exclusive financial advisor on the recapitalization of Brandito, LLC, a leading marketing services platform focused on promotional product sourcing, customized e-commerce stores, warehousing and fulfillment, and creative marketing services. Founded in 2009 by Michael Lovern, headquartered in Richmond, Virginia. Serves 600+ customers. Named to Inc. 5000 list for eighth consecutive year.
Exclusive financial advisor to Automotive Parts and Services Holdings, LLC (APSH), an online distributor of automotive aftermarket parts and services.
Exclusive sell-side advisor on the sale of Edwards Moving & Rigging, a provider of specialized heavy equipment hauling and rigging solutions for power generation, manufacturing, and infrastructure end markets. Founded in 1961, Edwards operated five facilities across Kentucky, South Carolina, Florida, Ohio, and Illinois. Acquired as a platform investment by CORE Industrial Partners.
Exclusive sell-side advisor on the sale of Paper Tubes and Sales Co., a distributor in the paper products sector. Sold to Pacific Paper Tube, a portfolio company of Sky Island.
Exclusive sell-side advisor on the sale of National Datacare Corporation, founded in 1981 and headquartered in Chantilly, Virginia. NDC is the leading provider of resident trust fund management software and services to skilled nursing, assisted living, and intellectually and developmentally disabled facility operators in the United States. Serves over 500,000 residents across more than 8,000 facilities in 49 states and Washington, D.C.
Exclusive financial advisor on the sale of FW American Aero, LLC, a manufacturer in the aerospace sector based in Fort Worth, Texas.
Exclusive sell-side advisor on the sale of STARC Systems, a manufacturer of reusable modular wall systems designed for containment of dust and pathogens during occupied renovations. Founded in 2012 in Brunswick, Maine. STARC serves regional and national contractors including over two-thirds of top 75 healthcare contractors and facilities in all 50 states. Received majority investment from North Branch Capital.