100+ total transactions — 11 tracked below spanning 2006–2026 · 5 industries
Exclusive financial advisor on sale of Optimum Building Systems to Wall Works. Building/construction services platform transaction.
Exclusive financial advisor to 70+ year multi-generation family-owned commercial HVAC services company on strategic sale to Fortune 1000 global HVAC corporation. One of largest independent HVAC contractors with 100-vehicle fleet serving multiple states. Buyer attracted by skilled technician base, service capabilities, fleet management, and marquee clients. Led by MD Christopher Reenock. Demonstrates expertise matching family businesses with legacy-aligned buyers.
Managed Career TEAM's recapitalization alongside Iron Creek Partners and Main Street Capital. Demonstrates ability to structure complex sponsor deals with multiple institutional investors.
Chief exit advisor on sale of Unger Enterprises, leading cleaning solutions and product platform, to BISSELL, Inc. Transaction combines two multi-generational family-owned businesses. CMG advised Unger family on both 1995 acquisition AND 2025 sale—30-year continuous advisory relationship. Demonstrates CMG's model of long-term family business partnerships.
Exclusive financial advisor to shareholders of Med Learning Group Holdings on recapitalization with DW Healthcare Partners. MLG is accredited, full-service continuing medical education (CME) company (formerly Ultimate Medical Academy division). Develops and implements online/in-person CME for healthcare practitioners. Works with leading pharmaceutical companies worldwide. Demonstrates expertise in healthcare services recapitalizations.
Exclusive financial advisor on sale of OPUS Health to Dendrite International. OPUS Health was leading provider of direct-to-patient persistence technologies to pharmaceutical industry (founded 1996, Hauppauge, NY). Transaction enabled combined company to provide complete end-to-end, multi-channel patient persistence solution. Long-standing transaction demonstrating early healthcare services expertise.
Exclusive financial advisor on the sale of National Integrated Industries (founded 1950), Waterbury CT-based premier provider of manufacturing and plating services. Company operated through American Electro Products (electroplating specialist) and American Plastic Products (custom injection molding). Acquisition expands IMG's manufacturing group portfolio across Midwest and American South. Demonstrates expertise with multi-generational family-owned (50+ years) manufacturing transitions.
Exclusive financial advisor on carveout and sale of SpeedClean and BBJ Environmental product lines to DiversiTech (Permira portfolio company). SpeedClean manufactures HVAC/R coil and tankless water heater cleaning equipment (CoilJet, CoilShot, Mini-Split Bib, BucketDescaler). BBJ produces EPA-registered mold/mildew cleaning products for HVAC and restoration markets. Addition to DiversiTech's tool platforms. Demonstrates expertise in complex carveout structures and HVAC manufacturing.
Advised shareholders on majority recapitalization with Lincolnshire Management. Won 2021 Private Equity Deal of the Year award. Demonstrates deep PE relationships and recapitalization expertise.
Exclusive financial advisor to AG Adjustments Ltd. (Melville, NY) on recapitalization with Trivest Partners. Demonstrates relationships with leading lower middle market PE investors.
Managed transaction for GEM Manufacturing's recapitalization with CORE Industrial Partners. Executed through FINRA-registered broker-dealer affiliate Carter Capital Corporation. Demonstrates in-house capability for complex capital structures.