Deal History

Sell-side advisory on professional services firm acquisition.

Sell-side advisory on sale of largest U.S. dealer of LG commercial products to major global technology distributor. Closed as fourth international transaction in five-week period.

Sell-side advisory on diagnostic services business sale.

Exclusive buy-side advisor on acquisition of West Coast roofing accessories and metal panel fabrication specialist by leading residential building products manufacturer. Second OmniMax acquisition completed with Heritage over year-long partnership.

Buy-side advisory on metals acquisition as part of OmniMax's strategic consolidation strategy in building products sector.

Exclusive sell-side advisory on sale of manufacturer and distributor of spray foam insulation equipment with two facilities (Yulee, FL and Oklahoma City, OK) to lower middle market PE fund focused on operational value creation.

Buy-side advisory on recapitalization transaction demonstrating Heritage's experience across transaction types.

Sell-side advisory on automotive retail acquisition by strategic buyer in sector.