10 completed transactions spanning 2013–2023 · 6 industries
Leading military transition recruiting firm connecting military separatees with career opportunities. Secondary exit from Pine Tree Equity portfolio after 2-year hold. Led by Michael Turner.
Leading independent retirement plan recordkeeper and administrator serving 220,000+ participants with $17B in assets. Provides 401(k), profit sharing, defined contribution and pension plan services to S&P 500 and mid-market companies. Secondary exit from Pine Tree Equity portfolio. Led by Michael Turner.
Oil and gas equipment and tools manufacturer undergoing recapitalization to reduce debt. Collaboration with Farlie Turner's special situations group and oil & gas services group.
Non-destructive testing and inspection services provider for oil and gas industry sold to major infrastructure manufacturer. IOS provides inspection, repair, and threading services for oil country tubular goods and drill tools, operating 30 locations across unconventional shale plays. Led by Erik Rudolph and Scott Sanderson.
Medical device company transaction. Farlie Turner Gilbert advised sellers on the transaction.
Industry leader in design, manufacturing, and marketing of patient-fitted temporomandibular joint (TMJ) prosthesis systems. First company to obtain FDA premarket approval for patient-fitted prosthesis (1999). Serves oral-maxillofacial and oncological surgical centers across US and internationally. Led by Michael Turner.
Population health management company owning family of accountable care organizations (ACOs) and management services organizations (MSOs). Collaborates with healthcare providers to deliver high-value administrative solutions to Medicare and managed care plan members. Part of five healthcare transactions closed by firm in 2021. Led by Scott Saunders.
Family of single-specialty medical provider networks serving 5+ million plan members on behalf of managed care organizations. Operates ACOs and MSOs providing high-value, data-driven administrative solutions to public and private insurers. Recapitalization with $45B AUM alternative investment firm. Led by Craig Farlie and Scott Saunders.
Leading NFL sports agency representing 50+ professional athletes including Demarcus Lawrence, Xavien Howard, Vonn Bell, and others. Founded by David Canter with 25 years of player agent experience. Sold to leading sports, entertainment, marketing and talent management firm to expand GSE's presence in professional sports. Led by Erik Rudolph.