Deal History

9 completed transactions spanning 2020–2025 · 7 industries

9
Deals Tracked
7
Industries
2020–2025
Years Active
Aerospace & Defense1
Abrams Airborne Manufacturing Advisory
Strategic acquirer: Strategic Buyer

Advised on transaction for Abrams Airborne Manufacturing, a precision sheetmetal and CNC manufacturer for aerospace/defense.

Sell SideSell Side Advisor
Agriculture & Food1
Moon Valley Nurseries Sale
Acquired by PE: Stonecourt Capital

Advised on the sale of Moon Valley Nurseries to Stonecourt Capital.

Sell SideSell Side Advisor
Business Services2
OmnicomGroup - Beanstalk Transaction
Strategic acquirer: OmnicomGroup

Advised on transaction related to OmnicomGroup acquisition involving Beanstalk division.

Sell SideSell Side Advisor
Phoenix Logistics Recapitalization and Riptide Software Acquisition2020
Acquired by PE: Riptide Software / Profile Capital

Exclusive financial advisor to Phoenix Logistics for recapitalization transaction combined with acquisition of Riptide Software.

RecapitalizationSell Side Advisor
Healthcare Services2
CCT Research Transaction
Acquired by PE: Private Equity Buyer

Advised on transaction for CCT Research, a leading global CRO services provider.

Sell SideSell Side Advisor
Chahal & Associates Acquisition by Earned2025
Strategic acquirer: Earned

Advised on the acquisition of Chahal & Associates by Earned, a healthcare financial services platform.

Sell SideSell Side Advisor
Discrete Manufacturing1
Coleman Powersports Sale
Acquired by PE: Kinderhook Industries

Advised on sale of Coleman Powersports to PE firm Kinderhook Industries.

Sell SideSell Side Advisor
Process Manufacturing1
Sportsmans Concrete Transaction
Strategic acquirer: Private Buyer

Advised on transaction for Sportsmans Concrete, a manufacturing/construction materials company.

Sell SideSell Side Advisor
Media & Entertainment1
Daybreak Game Company Financing2020
Strategic acquirer: EG7 (Enad Global 7)

Financial advisor on capital raising and eventual sale of Daybreak Game Company to EG7 for $300 million.

$250M-$300MSell SideSell Side Advisor