197+ total transactions representing $50B+ in aggregate value — 17 tracked below spanning 2022–2026 · 8 industries
Exclusive financial advisor on sale of industrial construction services to private equity buyer.
Financial advisor on sale of premium wallcoverings and building products company.
Advised H3 Manufacturing Group on sale to private equity consortium.
Advised on strategic acquisition of Watershield Industries.
Exclusive financial advisor to specialty alloys manufacturer on growth investment.
Advised on acquisition of EHS software platform by compliance solutions provider.
Exclusive financial advisor on recapitalization of managed IT services and infrastructure software portfolio companies.
Lead financial advisor on sale of geospatial services provider specializing in LiDAR, imaging, and AI technology for infrastructure and environmental monitoring. 25 locations, 25,000+ annual flight hours.
Exclusive financial advisor on sale of cloud-based public safety software platform to strategic portfolio company. Founded 2016, serves police, dispatch, EMS, and fire agencies with compliance and operational workflow solutions.