Deal History

Buy-side advisor on acquisition of outsourced receivables management firm focused on international claims collection. Expands UHS revenue cycle management platform into complex claims vertical.

Fifth strategic financial acquisition in under two years. Fully Accountable is a premier outsourced accounting firm specializing in eCommerce and SaaS company financial operations, CFO services, and advanced analytics.

Exclusive financial advisor to Opteon on acquisition of EVP, one of the largest appraisal firms globally. Transaction expands Opteon's U.S. footprint and accelerates technology transformation across residential and commercial valuation services.

Buy-side advisory for clinical research platform add-on acquisition. NeuroTrials Research, based in Winter Park, FL, is a clinical research CRO. Conquest is a Reynolda Equity Partners portfolio company.

Buy-side advisory for B2B tech/IT services add-on acquisition as part of platform consolidation strategy.

Sell-side advisory on sale of Dublin, GA-based electrical contracting firm to buyer with platform consolidation thesis. Transaction closed November 5, 2025.

Sell-side advisory on sale of Dublin, GA-based industrial supply company to Enceladus Partners, an industrial-focused private equity firm.

Buy-side advisory for B2B tech services add-on acquisition as part of platform consolidation.

Sell-side advisory on acquisition of B2B tech/sustainability platform by Invafresh.

Sell-side advisory on acquisition of B2B marketing technology company by Sales Empowerment Group. Facilitated by Harbor View and TobinLeff.