Deal History

200+ total transactions representing $2B+ in aggregate value — 10 tracked below spanning 2023–2024 · 6 industries

200+
Total Transactions
6
Industries
2023–2024
Years Active
Business Services3
Sale of Database Marketing Company2024
Strategic acquirer: Strategic Buyer

Exclusive sell-side advisor on the sale of a major database marketing company to Northeast-based strategic buyer.

$110M-$125MSell SideSell Side Advisor
Sale of HVAC Residential Business2024
Strategic acquirer: Strategic or PE Buyer

Sell-side advisor on the sale of an HVAC residential services company with recurring revenue model.

$25M-$30MSell SideSell Side Advisor
Sale of Multi-State Pest Control Company2023
Strategic acquirer: Strategic or PE Buyer

Sale advisory for multi-state residential and commercial pest control business with recurring revenue model.

$16M-$19MSell SideSell Side Advisor
Distribution & Logistics1
Sale of International Food Distributor2024
Strategic acquirer: Strategic Buyer

Sell-side advisory on the sale of a South America and Caribbean food distribution company.

$25M-$30MSell SideSell Side Advisor
Financial Services1
Sale of Financial Services Company2023
Strategic acquirer: Strategic or PE Buyer

National financial services program sale advisory.

$16M-$20MSell SideSell Side Advisor
Healthcare Services1
Sale of Medical Claims Processing Company2023
Strategic acquirer: Strategic or PE Buyer

Northeast-based medical claims processing company sale advisory.

$12M-$15MSell SideSell Side Advisor
Process Manufacturing2
Sale of Wire Harness Manufacturer2023
Strategic acquirer: Strategic or PE Buyer

Sell-side advisory on the sale of custom cable and wire harness assembly manufacturer.

$20M-$25MSell SideSell Side Advisor
Sale of Agricultural Equipment Manufacturer2023
Strategic acquirer: Strategic Buyer

Midwest-based agricultural equipment manufacturer sale advisory.

$12M-$16MSell SideSell Side Advisor
Transportation & Fleet2
Sale of Air Freight, Trucking & Logistics Company2024
Strategic acquirer: Strategic Buyer

Exclusive sell-side advisor on sale of Southeast-based air freight, trucking, and logistics operation.

$30M-$35MSell SideSell Side Advisor
Sale of FedEx P&D Operations2023
Strategic acquirer: FedEx Approved Buyer

Multiple FedEx route and P&D operation sales. Patrick Gagliardi (Industry Route Expert) has facilitated 100+ FedEx transactions demonstrating deep expertise in this market.

$15M-$20MSell SideSell Side Advisor