Deal History

400+ total transactions representing $15B+ in aggregate value — 8 tracked below spanning 2019–2025 · 5 industries

400+
Total Transactions
5
Industries
2019–2025
Years Active
Aerospace & Defense1
Sale of Creative Tent International to Progress Equity Partners2021
Acquired by PE: Progress Equity Partners

Advised designer and manufacturer of highly engineered structures for military and commercial applications on sale to PE buyer.

Sell SideSell Side Advisor
Business Services1
Sale of Phone Ware to MCI LC2020
Strategic acquirer: MCI LC

Advised San Diego-based full service 24/7 integrated call center on sale to strategic buyer.

Sell SideSell Side Advisor
Healthcare Services4
AlerisLife Healthcare Transaction Advisory2025
Strategic acquirer: Diversified Healthcare Trust

Served as financial advisor to AlerisLife and Diversified Healthcare Trust in connection with major management transitions and platform restructuring in October 2025.

Sell SideSell Side Advisor
Sale of Robin Hill Farm to BrightSpring Health Services2023
Strategic acquirer: BrightSpring Health Services

Advised on the sale of a community-based neurorehabilitation services provider specializing in brain injury rehabilitation to established healthcare consolidator.

Sell SideSell Side Advisor
Sale of Brookhaven NeuroRehabilitation Network to Vizion Health2023
Strategic acquirer: Vizion Health

Advised on the sale of hospital and community-based neurorehabilitation services provider to established healthcare platform.

Sell SideSell Side Advisor
Sale of Learning Services Corporation to ReMed2022
Acquired by PE: ReMed (portfolio company of Baird Capital and Deerfield Management)

Advised on the sale of a provider of rehabilitation and supported living services to individuals with acquired brain injury to PE-backed healthcare consolidator.

Sell SideSell Side Advisor
Discrete Manufacturing1
Sale of Watermark Designs to Dimora Brands2019
Acquired by PE: Dimora Brands (The Jordan Company)

Exclusive financial advisor on the sale of leading luxury faucets and bath fixtures manufacturer to Dimora Brands portfolio company. Watermark is a 30+ year-old Brooklyn-based designer of decorative plumbing fixtures for luxury residential and commercial markets.

$20M-$50MSell SideSell Side Advisor
Retail & E-Commerce1
Sale of Airship Holdings (Analog/Shift) to Watches of Switzerland2024
Strategic acquirer: Watches of Switzerland

Advised leading vintage and pre-owned watch retailer on sale to Watches of Switzerland.

Sell SideSell Side Advisor