100+ total transactions — 6 tracked below spanning 2015–2021 · 5 industries
Buy-side advisory for contractor training business acquiring a competitor. Advisor identified opportunity, negotiated deal structure, and managed complications when transaction went sideways. Client praised creative deal-making and reframing/redirection capabilities.
Represented seller in sale of contractor training and education business. Client praised professionalism, negotiating skills, and ability to quantify data and steer transaction. Subsequently represented same client as buy-side advisor when a competitor business became available.
Exclusive sell-side advisor on the sale of a construction/engineering firm in Auburndale, FL. Client praised professional and reliable service throughout the sale process and smooth transition.
Represented buyer in acquisition of 7 coin laundry locations in complex initial transaction, subsequently advised on 10 additional locations across 3 follow-on transactions. Buyer became one of the largest coin laundry operators in the Southeast US through these acquisitions.
Advised on sale of online education company division. Initially self-listed on online marketplace, advisor connected with interested buyer from existing network and closed transaction with creative solutions when deal got stuck.
Represented father and son buyers in 6-month acquisition process of powersports dealership. Advisor provided diligent communications, creative solutions when issues arose, and ongoing post-acquisition support during transition.