Deal History

200+ total transactions representing $90B+ in aggregate value — 22 tracked below spanning 2018–2026 · 4 industries

200+
Total Transactions
4
Industries
2018–2026
Years Active
Healthcare Products2
IPA Europe divested by ImmunoPrecise Antibodies to AVS Bio2025
Strategic acquirer: AVS Bio

Exclusive financial advisor to ImmunoPrecise Antibodies on its divestiture of IPA Europe subsidiary to AVS Bio.

Sell SideSell Side Advisor
Advanced Concept Innovations Acquired by Praxis Packaging Solutions2025
Strategic acquirer: Praxis Packaging Solutions

Financial advisory services on the acquisition of a healthcare packaging and innovation company.

Sell SideSell Side Advisor
Healthcare Services13
Broth acquired by Supreme Group2026
Strategic acquirer: Supreme Group

Sell-side advisory on the acquisition of a healthcare services company.

Sell SideSell Side Advisor
The Emergency Center of Arizona acquired by Emergency Care Partners2025
Acquired by PE: Emergency Care Partners

Exclusive advisor to The Emergency Center of Arizona on its acquisition by Emergency Care Partners.

Sell SideSell Side Advisor
LUX Infusion acquired by BioMatrix Specialty Infusion Pharmacy2025
Acquired by PE: BioMatrix Specialty Infusion Pharmacy

Exclusive financial advisor to LUX Infusion in its sale to BioMatrix Specialty Infusion Pharmacy, a portfolio company of Frazier Healthcare Partners.

Sell SideSell Side Advisor
Trilogy Home Healthcare acquired by CenterWell Home Health2023
Strategic acquirer: CenterWell Home Health

Exclusive financial advisor to Trilogy Home Healthcare, a portfolio company of Kinderhook Industries, on its sale to CenterWell Home Health, a subsidiary of Humana (NYSE: HUM). Founded in 2016 and headquartered in West Palm Beach, FL, Trilogy was one of the nation's largest Medicare-licensed home health providers with 11 locations serving over 4,700 patients.

Sell SideSell Side Advisor
Superior Health Holdings acquired by Renovus Capital Partners2023
Acquired by PE: Renovus Capital Partners

Exclusive financial advisor to Superior Health Holdings, a portfolio company of Sopris Capital, on its sale to Renovus Capital Partners.

Sell SideSell Side Advisor
Bridges Inc. acquired by Proud Moments ABA2023
Strategic acquirer: Proud Moments ABA

Exclusive financial advisor to Bridges Inc. in its sale to Proud Moments ABA, a leading ABA (applied behavior analysis) services platform.

Sell SideSell Side Advisor
Preferred Home Health Care & Nursing Services acquired by Care Options for Kids2023
Acquired by PE: Care Options for Kids

Financial advisor to Preferred Home Health Care & Nursing Services, a portfolio company of Webster Equity Partners, on its acquisition by Care Options for Kids.

Sell SideSell Side Advisor
Infusion Center of Pennsylvania acquired by Vivo Infusion2022
Acquired by PE: Vivo Infusion

Financial advisor to Infusion Center of Pennsylvania on its acquisition by Vivo Infusion, a portfolio company of InTandem Capital Partners.

Sell SideSell Side Advisor
Tennessee Retina acquired by Retina Consultants of America2022
Strategic acquirer: Retina Consultants of America

Financial advisor to Tennessee Retina on its acquisition by Retina Consultants of America.

Sell SideSell Side Advisor
Brookhaven NeuroRehabilitation Network acquired by National Health Investors and Vizion Health2021
Acquired by PE: National Health Investors and Vizion Health

Co-advisor to Brookhaven NeuroRehabilitation Network in its sale to National Health Investors and Vizion Health. BNN provides neurobehavioral rehabilitation services through its primary inpatient facility and affiliate locations in Tulsa, OK.

Sell SideCo Advisor
Comfort Care Home Health & Hospice acquired by Aveanna Healthcare2021
Strategic acquirer: Aveanna Healthcare

Financial advisor to Comfort Care Home Health & Hospice on its $34.5M acquisition by Aveanna Healthcare, a leading post-acute care platform.

$30M-$40MSell SideSell Side Advisor
Mindful Health Solutions received growth investment from Norwest Venture Partners2021
Acquired by PE: Norwest Venture Partners

Exclusive financial advisor to Mindful Health Solutions on its growth investment from Norwest Venture Partners.

Sell SideSell Side Advisor
Care Advantage acquired by Searchlight Capital2021
Acquired by PE: Searchlight Capital

Financial advisor to Care Advantage on its acquisition by Searchlight Capital Partners.

Sell SideSell Side Advisor
Professional Services4
Bruder Consulting & Venture Group acquired by Dark Horse Consulting Group2026
Strategic acquirer: Dark Horse Consulting Group

Exclusive financial advisor on the acquisition of a consulting firm.

Sell SideSell Side Advisor
THL Partners acquired Headlands Research from KKR2025
Acquired by PE: THL Partners

Financial advisor to THL Partners on its acquisition of Headlands Research from KKR, a clinical research organization.

Buy SideBuy Side Advisor
BioPharm Communications acquired by Indegene2025
Strategic acquirer: Indegene

Sell-side advisory on the acquisition of a pharmaceutical communications and services firm.

Sell SideSell Side Advisor
Evolution Research Group received growth investment from Linden Capital Partners2018
Acquired by PE: Linden Capital Partners

Exclusive financial advisor to Evolution Research Group, a clinical research site services platform, on its growth investment from Linden Capital Partners. ERG facilitated improved drug development services for biopharmaceutical and CRO clients.

Sell SideSell Side Advisor
Software & SaaS3
Dr.Evidence acquired by Ethos Software2026
Strategic acquirer: Ethos Software

Sell-side advisory on the acquisition of a healthcare software platform.

Sell SideSell Side Advisor
Medfluencers acquired by HealthCentral2026
Strategic acquirer: HealthCentral

Exclusive sell-side advisor on the acquisition of a healthcare content and influencer platform by HealthCentral.

Sell SideSell Side Advisor
OpenClinica Acquires BuildClinica2024
Strategic acquirer: OpenClinica

Financial advisor on OpenClinica's acquisition of BuildClinica, a clinical research software platform.

Buy SideBuy Side Advisor