Deal History

Advised on acquisition of Sunshine Fitness, a multi-unit fitness and lifestyle platform, by TSG Consumer Partners.

Exclusive sell-side advisor on the sale of Worldwide Express, a leading third-party logistics provider to SMBs with 150+ offices nationwide offering small parcel, LTL, and FTL freight brokerage services. Portfolio company of Quad-C Management with 10+ year relationship. Buyers represented by Ridgemont Equity Partners.

Financial advisor on the sale of VMG Health, a leading provider of healthcare valuation and advisory services with 150+ professionals across Dallas, Denver, Nashville. Founded 1995, completed 30,000+ healthcare engagements. Quad-C Management's 4.5-year investment. Management and insider retained significant ownership.

Advised on acquisition of Malabar Holding Company, an aerospace and aviation products manufacturer, by Tronair Inc.

Advised Industrial Growth Partners (portfolio company) on the sale of Ideal Tridon to Snow Phipps Group. Co-advised with Lincoln International.

Financial advisor on strategic growth investment into GSE Worldwide, a leading sports and entertainment talent management company representing 275+ elite athletes (Bryson DeChambeau, Tommy Paul, Jessica Pegula, DeMarcus Lawrence). Investor Gatemore Capital retained board seat. Backed by $8B credit fund of BC Partners.