Deal History

28+ total transactions representing $10B+ in aggregate value — 8 tracked below spanning 2022–2025 · 2 industries

28+
Total Transactions
2
Industries
2022–2025
Years Active
Financial Services5
Zeal Credit Union acquires Gogebic Range Bank2025
Acquired by: Zeal Credit Union

All-cash acquisition of $147M asset community bank in Michigan's Upper Peninsula. DPP provided financial advisory and fairness opinion. Marked strategic expansion into Upper Peninsula for buyer.

$147M assetsBuy SideBuy Side Advisor
DFCU Financial acquires Winter Park National Bank2025
Acquired by: DFCU Financial

DFCU Financial's third Florida bank acquisition, expanding presence in Central Florida market. DPP served as investment banking advisor alongside Honigman LLP. Closed November 2025.

$200M-$400MBuy SideBuy Side Advisor
Rio Financial Services acquires Lone Star Capital Bank2025
Strategic acquirer: Rio Financial Services (Rio Bank)

Merger creating combined entity with ~$1.43B assets, ~$780M loans, ~$1.175B deposits across Texas. DPP advised on transaction structure and financial advisory. Shareholder approval secured.

$1.4B combined assetsBuy SideBuy Side Advisor
GTSB Financial acquires First State Bank of Decatur2024
Strategic acquirer: GTSB Financial

De novo bank holding company acquisition of Michigan's oldest chartered bank (founded 1870). DPP structured capital raise and provided financial advisory. Marked creation of Grand Traverse State Bank.

$54M assetsBuy SideBuy Side Advisor
Beacon Credit Union acquires Mid-Southern Savings Bank2024
Acquired by: Beacon Credit Union

Beacon Credit Union's first community bank acquisition via purchase-and-assumption transaction, expanding into southern Indiana. Combined organization reached ~$1.7B assets across 22 branches.

$1.7B combined assetsBuy SideBuy Side Advisor
Discrete Manufacturing3
AMI Industries acquires Fluid Handling Technology2024
Strategic acquirer: AMI Industries

Exclusive sell-side advisory on acquisition of fluid routing hoses and tube assemblies supplier by Tier I supplier. FHT served heavy/medium duty truck, specialty vehicle, and defense industries. Closed July 2024.

$50M-$150MSell SideSell Side Advisor
Cloyes Gear & Products acquires Rotomaster2023
Strategic acquirer: Cloyes Gear & Products

Commercial and financial advisory to Cloyes (North American leader in timing drive systems) on acquisition of global turbocharger specialist. Expanded application-specific product portfolio for aftermarket channel.

$50M-$200MSell SideSell Side Advisor
MidOcean Partners acquires Cloyes (co-advisor with Stifel)2022
Acquired by PE: MidOcean Partners

Co-advisor with Stifel on platform acquisition by MidOcean Partners. Cloyes is North American leader and global designer of timing drive systems for automotive aftermarket.

$100M+Sell SideSell Side Advisor