England & Company Research
Advisory Approach
England & Company is an independent investment bank founded in 2003 by Craig England, an experienced M&A advisor with over 30 years of banking experience. The firm operates with a thesis centered on providing institutional-quality M&A advisory, capital raising, and restructuring services to middle-market companies and their stakeholders. The firm's approach emphasizes exhaustive buyer outreach, rigorous process management, and deep industry expertise to maximize client outcomes.
Sector Focus
England & Company maintains specialized practices across five primary sector focus areas: Energy & Sustainability, Healthcare, Industrial & Infrastructure, Technology & Media, and Middle Market.
Healthcare represents a core competency. The firm advises on healthcare staffing (temporary and permanent placement services), healthcare technology platforms (EHR systems, medical imaging, clinical data exchange), medical devices and life science tools, outpatient service networks, and pharmacy operations. Recent healthcare transactions include the acquisition of Purview (medical imaging and EHR platform) by HealthMark Group, a TA Associates portfolio company (February 2026); the acquisition of NIRx Medical Technologies (functional neuroimaging systems) by Gilde Healthcare (July 2025); the acquisition of Favorite Healthcare Staffing by Acacium Group (January 2022); and the investment of CareFirst Holdings in Best Doctors (October 2017).
Energy & Sustainability encompasses clean energy and renewables, energy services and technology, environmental services, oil and natural gas, smart buildings, and water infrastructure. The firm advises both strategic and financial sponsors on acquisition and optimization strategies within this sector, positioning itself as a key advisor for critical infrastructure transactions.
Industrial & Infrastructure focuses on electrical products, engineering and construction, GridEdge solutions, measurement and control technology, utility equipment, and critical infrastructure services. Recent transactions include the acquisition of Southwest Electric by SGB-SMIT Group (January 2025) and the acquisition of Powercon Corporation by Electro-Mechanical LLC, an Oaktree portfolio company (October 2025).
Technology & Media covers business management software, cloud software and services, data analytics and AI consulting, digital media, managed IT services, and system integrators. Notable recent transaction: YData Labs' acquisition by KPMG US (October 2025) for synthetic data and AI infrastructure capabilities.
Middle Market covers diverse business segments including business process outsourcing, consumer products, financial services, food and beverage, logistics and transportation, and value-added distribution.
Deal Track Record
England & Company has completed a substantial volume of transactions across its focused sectors. Recent activity includes:
- Purview (Nimble Co., LLC) acquired by HealthMark Group (TA Associates portfolio) - February 2026 (Sell-side advisor) - Healthcare technology, medical imaging and EHR platforms
- Electro-Mechanical LLC acquires Powercon Corporation - October 2025 (Buy-side advisor) - Medium voltage switchgear and electrical apparatus
- YData Labs acquired by KPMG US - October 2025 (Sell-side advisor) - Synthetic data platform and AI infrastructure
- NIRx Medical Technologies acquired by Gilde Healthcare - July 2025 (Sell-side advisor) - Functional neuroimaging and brain imaging research tools
- SGB-SMIT Group agrees to acquire Southwest Electric Co. - January 2025 (Buy-side advisor) - Electrical component manufacturing
- Xtensible Solutions acquired by SAM (Surveying and Mapping, LLC) - December 2024 (Sell-side advisor) - Utility software and data integration
- Allied Bolt Products acquired by Power Grid Components - August 2024 (Sell-side advisor) - Electrical components and utility equipment
- Hayward Gordon acquired by EBARA Corporation - October 2022 (Sell-side advisor) - Industrial pumps and mixing equipment
- Acacium Group acquires Favorite Healthcare Staffing - January 2022 (Buy-side advisor) - Healthcare staffing and workforce solutions
- CareFirst Holdings invests in Best Doctors - October 2017 (Investment advisor) - Healthcare services platform
The firm maintains active buyer networks across private equity (Oaktree, TA Associates, Gilde Healthcare, Element Partners, Onex Partners, TowerBrook Capital Partners) and strategic acquirers (Fortune 500 companies, Japanese conglomerates, European manufacturers, infrastructure investors).
Process & Fee Structure
England & Company operates a focused and efficient M&A advisory process designed to maximize proceeds and achieve optimal transaction structure. Sell-side engagements typically involve comprehensive buyer identification, exclusive outreach, management support, and data room coordination. Buy-side engagements include strategic criteria development, target identification, due diligence assessment, and negotiation support.
The firm maintains a middle-market focus with no public disclosure of specific fee minimums, but transactions appear to range from $20M to $500M+ in enterprise value based on deal activity. The firm offers flexible engagement structures including retainer-based arrangements, success-fee models, and hybrid combinations.
Buyer Network
England & Company has demonstrated relationships with major private equity platforms including Oaktree Capital Management, TA Associates, Gilde Healthcare, Element Partners, Onex Partners, and TowerBrook Capital Partners. Strategic buyer relationships span Fortune 500 industrials, global manufacturers (Japanese conglomerates like EBARA, German transformer manufacturers like SGB-SMIT), international healthcare investors (European PE firms), technology acquirers (KPMG, infrastructure platforms), and infrastructure investors.
Competitive Positioning
England & Company differentiates through: (1) deep industry expertise with specialized sector practices across healthcare, energy, industrial, and technology; (2) founder-led culture with experienced MDs averaging 20+ years in investment banking; (3) independent platform status allowing vendor-neutral advice; (4) global reach with offices in Houston, New York, San Diego, Washington DC, and Singapore; (5) FINRA registration enabling securities issuance and full investment banking services; (6) institutional process rigor combining strategic advisor counsel with transaction execution.
Not a Fit If
The firm typically focuses on middle-market transactions with institutional process requirements. Asset sales, distressed situations without strategic direction, and highly commoditized transactions may not align with the firm's advisory positioning.
Team
The firm is led by Craig W. England, CEO and founder, with 30+ years of M&A and restructuring experience. The management team includes nine Managing Directors:
- J. Andrew Cowherd: Healthcare staffing, outpatient services, and pharmacy focus (joined 2015)
- Bruce A. Craig: Engineering, construction, GridEdge, and measurement technology (energy infrastructure specialist)
- Thomas M. Crews: Smart buildings, water infrastructure, system integrators (energy tech specialist)
- Richard F. NeJame: Capital structure, distressed situations, $100B+ in transaction experience
- Patrick J. O'Shea: Energy and financial services M&A
- Joel C. Strauch: Cloud software, data analytics, AI, infrastructure software (25+ years M&A experience)
- Paul D. Teitelbaum: Healthcare technology, life science tools, medical devices (joined 2015)
- Glenn T. Tofil: Electrical products, infrastructure services, utility equipment (25+ years experience)
- Erik D. Augustson: Cross-sector M&A with $12B+ transaction experience
Additional senior advisors include Scott R. Cousino (healthcare) and Craig C. MacKay (capital raising and strategic advisory).
Geographic Coverage
Primary offices in Houston, TX (headquarters); New York, NY; San Diego, CA; Washington, DC; and Singapore. US coverage includes all major markets with particular strength in industrial clusters (Midwest), healthcare hubs (Southeast, Northeast), energy markets (Texas), and technology centers (California, Washington DC).
Competitive Insight
England & Company occupies a unique position as an independent, FINRA-registered investment bank focused on the institutional middle market. Unlike boutique advisors focused on narrow sectors or deal sizes, and unlike bulge-bracket firms prioritizing large-cap transactions, England combines institutional banking infrastructure with sector-specialized expertise and founder-led culture. The firm's multi-sector platform (healthcare, energy, industrial, technology) enables cross-industry synergy insights while maintaining deep specialization within each vertical.