Deal History

50+ total transactions — 8 tracked below spanning 2010–2025 · 5 industries

50+
Total Transactions
5
Industries
2010–2025
Years Active
Agriculture & Food1
Vitamins & Supplement Manufacturer Search2025
Acquired by PE: Prominent Consumer-Focused PE Firm ($1B+ AUM)

Retained search for prominent consumer-focused PE firm seeking formulator and/or manufacturer of vitamins, supplements, and nutritional products.

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Healthcare Services2
Multi-Clinic Physical Therapy Search2025
Acquired by PE: Healthcare-Focused PE Group

Retained search for leading healthcare-focused PE group seeking multi-clinic physical therapy and rehabilitation services practices.

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ProFlex Physical Therapy Acquisition2025

Buy-side advisory for physical therapy and rehabilitation services acquisition by PE investor.

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Discrete Manufacturing3
Pharos Capital Group Acquisition (Early 2024)2024
Acquired by PE: Pharos Capital Group

Buy-side advisory support for PE acquisition closed in early 2024.

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HCI Equity Partners Acquisition (April 2024)2024
Acquired by PE: HCI Equity Partners

Buy-side advisory for middle market acquisition closed April 2024.

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CEPS Acquisition of Johnson Precision2010
Strategic acquirer: CEPS Inc.

Buy-side advisory on precision manufacturing acquisition. West Lebanon, NH-based buyer.

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Process Manufacturing1
Power Generation Services Provider Search2025
Strategic acquirer: Nuclear/Power Generation Strategic

Retained search for mission-critical service providers to nuclear, hydroelectric, and conventional power generation industries.

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Software & SaaS1
Data Storage Strategic Acquisition Search2025
Strategic acquirer: Global Data Storage Leader

Retained search for global enterprise data storage leader to identify acquisition targets. Active engagement.

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