Deal History

Exclusive financial advisor on majority recapitalization of Midwest-based MEP (mechanical, electrical, plumbing) contractor. HFI, founded in 1985, is one of the Midwest's most prominent mechanical contractors serving healthcare, education, life sciences, and government facilities.

Exclusive financial advisor on acquisition of commercial turf maintenance and irrigation equipment distributor. Pattlen, founded 1976, operates 5 locations with 2,400+ customers across 13 states, winning 15 Toro Partner excellence awards.

Exclusive financial advisor on recapitalization by sustainability-focused PE firm. Leading national provider of LED lighting retrofit solutions based in Littleton, CO. Company has serviced 65M+ square feet with $60M in annualized utility and maintenance savings and 18.7M lbs avoided CO2 emissions.

Exclusive financial advisor on acquisition of global broadcasting equipment manufacturer. GatesAir, founded in 1922, designs and manufactures TV and radio transmitters with facilities in Ohio, Illinois, and Italy serving broadcasters worldwide.

Exclusive financial advisor on $407M recapitalization with $10M new financing. Senior living operator with 8 communities and 1,254 units across Michigan and Ohio. Transaction significantly strengthened balance sheet.

Financial advisor to bond trustee and ad hoc bondholder group on $1.2B recapitalization with $157.5M new financing. Integrated 1,200-bed regional health system based in Reading, PA undergoing turnaround. 92% bondholder acceptance achieved.

Exclusive financial advisor on acquisition of rapidly growing SaaS platform serving mortgage and real estate professionals. Homebot enables loan officers and agents to generate repeat business with 50%+ monthly homeowner engagement and 200%+ YoY revenue growth.