Deal History

300+ total transactions representing $11B+ in aggregate value — 11 tracked below spanning 2024–2026 · 6 industries

300+
Total Transactions
6
Industries
2024–2026
Years Active
Agriculture & Food1
Sale of St. Armands Baking Co. to Engelman's Baking Co. (Shoreline Equity Partners)2024
Acquired by PE: Engelman's Baking Co.

Exclusive financial advisor on the sale of specialty bakery products company to PE-backed bakery platform of Shoreline Equity Partners.

Sell SideSell Side Advisor
Business Services1
Sale of Cody Consulting Group to Imagenet (BV Investment Partners)2025
Acquired by PE: Imagenet

Exclusive financial advisor on the sale of consulting firm to PE portfolio company of BV Investment Partners.

Sell SideSell Side Advisor
Healthcare Products2
Sale of Infiniti Medical to CIMA Animal Health (Incline Equity Partners)2025
Acquired by PE: CIMA Animal Health

Exclusive financial advisor on the sale of veterinary imaging solutions provider to portfolio company of top-tier PE firm Incline Equity Partners.

Sell SideSell Side Advisor
Growth Investment: Accuhealth Technologies from Sunstone Partners2024
Acquired by PE: Sunstone Partners

Exclusive financial advisor on growth investment in healthcare technology company from Sunstone Partners.

RecapitalizationSell Side Advisor
Healthcare Services4
Strategic Partnership: Syracuse Orthopedic Specialists with Evolve Orthopedic Partners2026
Acquired by PE: Evolve Orthopedic Partners

Exclusive financial advisor on strategic partnership with PE-backed platform consolidating orthopedic service providers.

RecapitalizationSell Side Advisor
Sale of VitalTech to CoachCare2025
Strategic acquirer: CoachCare

Exclusive financial advisor on the sale of remote patient monitoring and healthcare technology platform to strategic acquirer.

Sell SideSell Side Advisor
Majority Investment: Valley Vital by RF Investment Partners2025
Acquired by PE: RF Investment Partners

Exclusive financial advisor on majority investment in infusion and home healthcare services company.

RecapitalizationSell Side Advisor
Strategic Partnership: Pinnacle Home Care with HCS-Girling2024
Strategic acquirer: HCS-Girling

Exclusive financial advisor on strategic partnership with home healthcare services platform.

RecapitalizationSell Side Advisor
Discrete Manufacturing2
Sale of Commercial Residential Aluminum to Garden City Equity2025
Acquired by PE: Garden City Equity

Exclusive financial advisor on the sale of a vertically-integrated commercial and residential aluminum extrusion manufacturer founded in 1992.

Sell SideSell Side Advisor
Sale of EMI Industries to LSI Industries2024
Strategic acquirer: LSI Industries

Exclusive financial advisor on the sale of industrial manufacturing company to strategic acquirer.

Sell SideSell Side Advisor
Retail & E-Commerce1
Sale of Harney Hardware to PrimeSource Brands (Clearlake Capital Group)2025
Acquired by PE: PrimeSource Brands

Exclusive financial advisor on the sale of hardware and building materials distributor to Clearlake Capital's PrimeSource platform.

Sell SideSell Side Advisor