150+ total transactions representing $15B+ in aggregate value — 17 tracked below spanning 2024–2025 · 10 industries
Advised on sale of industrial and environmental solutions provider serving manufacturing, chemicals, energy, and government sectors across eight Southeast locations. PE buyer focused on founder-owned southeast businesses.
Exclusive sell-side advisor on sale of 54-year-old family-owned waste and recycling services provider to Fortune 500 waste management company. Pennsylvania-based business with regional operations.
Advisor on sale of healthcare services firm.
Exclusive advisor on sale of anesthesia staffing and clinical services provider to publicly-traded Canadian healthcare company. Healthcare services consolidation deal.
Advisor on sale of IT managed services provider to strategic buyer.
Exclusive sell-side advisor on the sale of a 55-year-old precision metal heat-treating company serving aerospace, defense, and automotive end markets. Business sold to Cleveland-based PE firm focused on founder-led industrial companies.
Exclusive advisor on sale of 58-year-old Birmingham-based CPA and accounting firm (30 employees, 5 partners) to leading national tax and accounting firm. Transaction valued founder legacy and cultural alignment.
Advisor on 25-year-old logistics and courier management platform acquisition by enterprise software-focused PE firm. Phoenix-based SaaS business serving LTL and distribution companies.