Deal History

Exclusive advisor on the asset sale of Cleveland, Ohio-based concrete construction company to Monroe, Ohio-based strategic buyer.

Exclusive sell-side advisor on the sale of a specialized third-party logistics provider (founded 1997). Buyer is a portfolio company of Maxwell Street Capital Partners.

Exclusive sell-side advisor on the sale of a Burr Ridge, Illinois-based provider of on-site clinical support and staff augmentation to skilled nursing and assisted living facilities (founded 2013 by Dr. Mary Beth Sutkowski). Services included primary care, palliative care, and psychiatry to greater Chicagoland region. Buyer is HealthDrive Corporation, portfolio company of Cressey & Company, a leading multi-specialty clinical services organization serving 3,800+ facilities with 500+ clinicians.

Exclusive sell-side advisor on the sale of a Batavia, Illinois-based equipment service company (founded 1991) specializing in reciprocating compressor service and maintenance for the downstream market, serving fertilizer, industrial gases, petrochemical, and refinery sectors. Approximately 30 employees. Buyer is a global leader in reciprocating compressor systems headquartered in Switzerland.

Exclusive sell-side advisor on the sale of a Jackson, Michigan-based licensed cannabis processor (founded 2017 by Wes Lutz, 10-acre campus). One of Michigan's largest cannabis processors with recognized brands: CHOICE, Crude Boys, Drip, Cannabis PM, Quantum Energy, Mojo Chocolates. Buyer is multi-state cannabis operator.

Advisor on majority recapitalization of Advantage Gold by Breakwater Capital Partners.