18 completed transactions spanning 2021–2026 · 9 industries
Griffin advised New England-based office pantry and coffee services provider in formation of 100% employee-owned ESOP structure, affirming employee-centric culture.
Griffin and affiliated SES ESOP Strategies served as financial advisor to SPS New England throughout management of ESOP conversion, enabling 100% employee ownership and providing Eastern Bank financing support.
Griffin served as exclusive investment banker to CAM H.V.A.C. & Construction in its merger with Crete United. Transaction positioned CAM as Crete United's first Rhode Island-based partner in its nationwide multi-partner network business model.
Griffin served as exclusive financial advisor to Crazy Aaron Enterprises in its sale to Goliath International. The iconic sensory toy and creative play brand (Thinking Putty, Land of Dough, SlimeCharmers) engaged Griffin to evaluate strategic alternatives and run targeted sale process. Transaction positioned the brand for growth through Goliath's international distribution and operational scale.
Griffin served as exclusive financial advisor to Guaranty Bancorp in merger with Bar Harbor Bankshares. Transaction announced March 2025, demonstrating Griffin's depth in community bank consolidation and depository institution M&A.
Griffin served as financial advisor to Old Republic International in acquisition of Everett Cash Mutual (October 2025), demonstrating continued expertise in mutual insurance company transactions.
Griffin served as exclusive financial advisor to Ballston Spa National Bank in strategic combination with National Bank of Coxsackie (September 2025), continuing depth in regional banking consolidation.
Griffin served as exclusive financial advisor to Wolverine Mutual Insurance Company (August 2025) in strategic transaction, continuing depth in mutual insurance company advisory.
Griffin served as exclusive financial advisor to Northern Neck Insurance Company in strategic transaction, continuing mutual insurance expertise.
Griffin served as financial advisor to Mutual Capital Group in acquisition of ICC Holdings for $73.8 million, advising on transaction structure, financing coordination with multiple debt sources.
Griffin served as financial advisor and provided fairness opinion to Muncy Bank Financial in strategic merger of equals with CCFNB Bancorp (November 2023), demonstrating ongoing banking sector expertise.
Griffin served as financial advisor and provided fairness opinion to Northmark in merger with Cambridge Bancorp (October 2022), demonstrating expertise in banking consolidation and financial advisory.
Griffin Financial Group facilitated AmeriLife's acquisition of Senior Market Advisors, demonstrating long track record in insurance sector M&A and insurance marketing organization consolidations.
Griffin served as exclusive financial advisor to Messiah Lifeways (September 2025) in strategic transaction, demonstrating expertise in healthcare services and non-profit strategic alternatives.
Griffin served as exclusive financial advisor to CWMF Corporation in its sale to Astec Industries. CWMF, a family-owned manufacturer of portable and stationary asphalt plant equipment and parts with 22% CAGR growth, engaged Griffin to explore sale following 2025 decision by second-generation shareholders. Competitive process involved PE and strategic alternatives, ultimately acquired by global leader in specialized equipment.
Griffin served as exclusive investment banker to Frank Martz Coach Company (fifth generation, 100+ year old transportation services company) in $40 million recapitalization. Transaction included senior debt financing from Northwest Bank ($17B asset financial services company), subordinated debt, equipment lines, and real estate sale-leaseback of three properties to institutional REIT. Addressed post-COVID recovery liquidity needs and capital expenditure financing.