200+ total transactions representing $500M+ in aggregate value — 11 tracked below spanning 2005–2023 · 6 industries
Advised on sale of aerospace aircraft interior conversion and OEM component manufacturer. Transaction valued at $52M (7x revenue multiple). Also structured separate sale of LifePort real estate to W.P. Carey real estate investment firm ($4B+ AUM, 700+ properties, $8B value).
Triosim Corporation, pulp/paper/industrial markets company, completed 5th strategic acquisition in 4-year period. Represents successful platform building and multiple add-on acquisitions.
Advised founding family to reacquire 6th generation family-owned business. Complex stakeholder buyout and majority recapitalization. 5th strategic acquisition for buyer Triosim in 4-year period demonstrates firm's positioning for follow-on acquisitions.
Represented owner in sale of largest non-union pipeline construction company in United States. Headquarters Great Bend, KS with permanent offices in OK, WY, MT, ND. Specialized in oil & gas pipeline construction.
Structured, negotiated, and placed $100M growth capital financing (debt and equity) for digital photo frame and scanner company. Sales through 33,000+ retail locations (Best Buy, Staples, etc.). Ranked #4 on SF Business Times '100 Fastest Growing Private Companies.' Founder Dean Finnegan serves on Infinity Advisory Board.
Early-stage patented housewares company. Structured two-part supply chain financing: $4M purchase order financing coupled with $10M accounts receivable financing. Negotiated intercreditor agreement between two separate lenders.
Represented designer luggage company (Polo Sport, Ralph Lauren, Chaps, Liz Claiborne licensing) in sale to PE firm Champlain Capital Partners. Subsequent growth and resale for $69M demonstrates firm's ability to position companies for PE value creation.
Global manufacturer and marketer of healthcare technology products. Represents healthcare product sector expertise.
Structured $13.2M management-led buyout of minimally invasive spine surgery medical device company. Financed by Simmons Bank. Demonstrates healthcare product transaction expertise.
Represented 90-year-old family-owned scrap metal and paper recycling company. Subsequent merger created LNM Holdings operating 8 scrap yards across NY, OH, PA, AZ.