40+ total transactions representing $1B+ in aggregate value — 10 tracked below spanning 2018–2025 · 8 industries
Advised McKee Foods Corporation (family-owned bakery, Little Debbie brand) on $27.5M acquisition of historic Drake's snack cake brand portfolio. Strategic consolidation connecting heritage brand with experienced family bakery operator.
Structured recapitalization of Chattanooga-based tree removal and plant healthcare services company with Boutte Tree (North Branch Capital PE-backed platform). Founder Hannes de Wet remained as CEO. Four interested buyers created competitive process.
Advised on the sale of fishing lure manufacturer (2.5M+ units annually) to GSM Outdoors, a Gridiron Capital ($5B PE firm) portfolio company. Transaction valued heritage brand with strong consumer loyalty.
Exclusive sell-side advisor on the sale of a Chattanooga-based residential HVAC, plumbing, septic, and drain services provider to MSouth Equity Partners-backed platform. Deal achieved seller valuation and non-financial objectives. CEO Drew Hardin continued in leadership role.
Structured sale of 40+ year-old manufacturer of custom rubber and polyurethane components (truck cab NVH reduction, custom mats and flooring) to GreenLiner. Second-generation founder Mike Dalton remained in operating capacity. Multiple buyer process generated competitive offers.
Advised on the sale of specialty chemicals manufacturer (water treatment, refinery catalysts) to USALCO, a H.I.G. Capital portfolio company. Transaction strengthened geographic footprint and expanded manufacturing capabilities across USA.
Advised on the sale of Atlanta-based alternative dispute resolution firm (mediation, arbitration, neutral evaluation) to Veritext, a Leonard Green & Partners portfolio company. Owners Bill Allred and F. Scott Young continued involvement.
Advised on the sale of iconic outdoor retailer to Uncle Dan's, a Camping World (NYSE: CWH, $4.8B company) subsidiary. Transaction positioned heritage outdoor brand for national expansion.